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Tax Exempt Customer Report

Use this report to review customers with a tax exemption. Full tax exemptions are assigned in the Tax Exemptions window. For each exemption, Receivables lists the customer name, customer number, location code, site, tax code, the percentage of the customers debt that is exempt, reason code for the exemption, the date range when it is active, and the exemption status. See: Tax Exemptions.

Report Parameters

When you request this report, Receivables provides the following reporting options:

Order By: This report orders your information in the following manner:

1. Tax Code

2. Exemption Status

2.1 Primary Certificates

2.2 Manual Certificates

2.3 Unapproved

2.4 Expired

2.5 Rejected

3. Customer or Location

4. Start Date

5. Exemption Certificate

Select the option you want Receivables to use to sort your information in the third level.

Customer Choose this option if you want Receivables to automatically sort and print your customer tax exemptions information by customer.
Location Choose this option if you want Receivables to automatically sort and print your customer tax exemption information by location.
Exemption Status: The status of the exemptions to include in this report. If you do not select a status, Receivables includes all exemptions. Valid options include Expired, Manual, Primary, Rejected, and Unapproved.

Company Name: The company name range to include in this report.

Tax Code: The tax code range to include in this report.

Creation Date: A date range to limit the customers included in this report to those whose tax exempt creation date falls within the range.

See Also

Running Standard Reports and Listings

Receivables Standard Reports

Receivables Tax Reports

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