How to report on Tax Exempt Sales?

Sep 04, 2005 5 Replies

Greetings all --



We have approx. 20% of our customers with resale licenses that we sell to as tax exempt...looking for a way to report on this daily (total sales volume that was tax exempt). The only related variable I can find is one of the receipt variables:



"Customer.TaxExempt Returns TRUE if this customer is exempt from taxes"



....but don't see how this can be manipulated to generate a report or mine the data without manually calculating the totals from each tax-exempt transaction...anybody else doing this, or know a better way to report on it?



Thanx!


-=Rich=-



How about like this? See attached custom report. mt E'

begin 666 Custom - Customer Tax Expt.qrp M+R\M+2T@4F5P;W)T(%-U;6UA

Thanks, but how do I can an attachment here??

R.

"Masta T" wrote:

Have your reseller hook you up with the steps to get this in Outlook Express Newsreader. mt

Thank's MT!

In the meantime, if you'd be so kind as to forward the attachment onto my personal address ( snipped-for-privacy@pacbell.net) it would be much appreciated!!

Best regards,

Rich

"Masta T" wrote:

Consider this a gift, if it works that is.... :) Best of luck. mt

Report below...make the file in notepad using the name above, then cut and paste away! Then place it in your reports folder.

//--- Report Summary --- //

Begin ReportSummary ReportType = reporttypeSales ReportTitle = "Tax Exempt Customers Report" PageOrientation = pageorientationPortrait OutLineMode = True Groups = 0 GroupDescription = "" DisplayLogo = True LogoFileName = "MyLogo.bmp" ProcedureCall = "" TablesQueried = "FROM TransactionEntry WITH(NOLOCK) INNER JOIN [Transaction] WITH(NOLOCK) ON TransactionEntry.TransactionNumber [Transaction].TransactionNumber LEFT JOIN Customer WITH(NOLOCK) ON [Transaction].CustomerID = Customer.ID" SelCriteria = "(Customer.TaxExempt=1)" GroupBy = "Customer.AccountNumber" SortOrder = "Sales DESC" End ReportSummary

//--- Title Rows ---//

Begin TitleRow Text = "" Font = "Arial" FontBold = True FontSize = 16 Color = "Blue" End TitleRow

Begin TitleRow Text = "" Font = "Arial" FontBold = True FontSize = 12 Color = "Black" End TitleRow

Begin TitleRow Text = "Generated On " Font = "Arial" FontBold = True FontSize = 10 Color = "Black" End TitleRow

//--- Filters ---//

Begin Filter FieldName = "[Transaction].Time" FilterOp = reportfilteropBetween FilterLoLim = "" FilterHilim = "" End Filter

//--- Columns ---//

Begin Column FieldName = "AccountNumber" DrillDownFieldName = "Customer.AccountNumber" DrillDownReportName = "" Title = "Account #" VBDataType = vbString Formula = "MAX(Customer.AccountNumber)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1485 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "CustomerName" DrillDownFieldName = "" DrillDownReportName = "" Title = "Name" VBDataType = vbString Formula = "MAX(Customer.LastName + ', ' + Customer.FirstName)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "CustomerCompany" DrillDownFieldName = "" DrillDownReportName = "" Title = "Company" VBDataType = vbString Formula = "MAX(Customer.Company)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "QtySold" DrillDownFieldName = "" DrillDownReportName = "" Title = "Qty Sold" VBDataType = vbDouble Formula = "SUM(TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1395 GroupMethod = groupmethodSum ColFormat = "#.##" End Column

Begin Column FieldName = "Sales" DrillDownFieldName = "" DrillDownReportName = "" Title = "Sales" VBDataType = vbCurrency Formula = "SUM(TransactionEntry.Price * TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1620 GroupMethod = groupmethodSum ColFormat = "" End Column

Begin Column FieldName = "Profit" DrillDownFieldName = "" DrillDownReportName = "" Title = "Profit" VBDataType = vbCurrency Formula = "SUM((TransactionEntry.Price - TransactionEntry.Cost) * TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1620 GroupMethod = groupmethodSum ColFormat = "" End Column

Begin Column FieldName = "[Transaction].Time" DrillDownFieldName = "" DrillDownReportName = "" Title = "Date Sold" VBDataType = vbDate Formula = "" ColHidden = True ColNotDisplayable = True FilterDisabled = False ColWidth = 1035 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "TaxNumber" DrillDownFieldName = "" DrillDownReportName = "" Title = "Tax Number" VBDataType = vbString Formula = "MAX(Customer.TaxNumber)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

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