Tax Exempt Report

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Kate Gogolen

• November 30, 2021 20:30

I would like to run a report that will list our clients that currently set with default terms of tax exempt. Something similar to the expired insurance report. Every year we have to collect resale certificates and I'd like to go through this list of clients that we have their resale certificate on file and know who we either need to collect an updated one or change their terms to collect tax. 

Is there one that I'm just not seeing? 

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  Benjamin 'Bigs' Coppel

  • November 30, 2021 22:36

  Hi Kate-

  Run the 'Contact Export' report from the Reports menu - it includes a STANDARD_TAX_RULE column. I think that should give you the data that you're looking for.

  If you ever need a custom report built, check out Square Wave's website at www.squarewave.com.au and don't hesitate to get in touch! We have created customised versions of the Contact Export before so that you can see exactly the data you need with a single click.

  Best,

  Bigs
  Endorsed Flex Consultant

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  Kate Gogolen

  • December 01, 2021 20:30

  Thank you for trying to help but like so many other things it doesn't work.

  I got this exception when I tried to run it in Flex 5. Tried Flex 4 and the error below. 

  

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  Benjamin 'Bigs' Coppel

  • December 02, 2021 02:31

  How delightful! If you email Flex Support, they should be able to assist.

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