Daily Archives: June 25, 2015

Tip #266 – Tax-Exempt Accounts

Tip #266
Tax Exempt Accounts

To generate a report of your tax exempt accounts and their purchases for a specified period of time, follow this path…


Read the notes.

  1. If a customer is not in you customer database (999 or cash & carry) those purchases will not be included in the report.
  2. If a customer’s profile record does not have a “Y” I the tax-exempt field, that purchase will not be included in the report.
  3. The amounts reported come from orders with a delivery (not order) date within the period selected.