Customer tax exempt variations

Jun 28, 2008 3 Replies
L

Currently running RMS 2.0. I need to somehow designate a customer's tax exempt status in different ways. Some of my customers are purchasing items exempt using a state issued certificate of resale. Other customers are institutional, government or not-for-profit types (churches, schools, etc). These different sales totals are utilized in my state on a variety of reports. It would be great to get a detailed report at the end of the month showing sales of each group of exempt customer. Anyone out there had this issue?



Thanks, Bill / L & S Electronics


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C

Hi Bill

What if you create account types for your different tax exempt client profiles? You should be able to then report against the different account types. Another option might be to use one of the custom text fields for this purpose.

H> Currently running RMS 2.0. I need to somehow designate a customer's tax

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J

I like the acct types idea. However, if those are already in use - you might think about coding their tax id numbers. Like a 1 preamble represents gvt and a 2 preamble would represent resellers. This way when you pull a rpt against tax exempt customers listing their taxID, you can easily filter by 1, split the preambles, etc. or kick to Excel and formulate.

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L

Thanks everyone for all the help. I ran a trial on the suggestion that Jocelyn submitted and that seemed to work well. Love this newsgroup. Could absolutely not do without it.

I do appreciate it! Bill / L & S Electr> I like the acct types idea. However, if those are already in use - you might

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