Tax exempt report?

rhillig · Post by **rhillig** » Wed Feb 26, 2020 2:23 pm

I'm so lucky......got picked for a Sales and Use Tax Audit. Trying to make sure I have all the tax exempt forms from the customers that do not pay tax. I was looking thru the reports trying to find if there is a report that shows the tax exempt customers, I don't see one, but I might be over looking it?

Thanks

ricmorin · Post by **ricmorin** » Wed Feb 26, 2020 4:46 pm

I have no experience with taxes as we have none in NH. I looked through the reports in Manager and Propack and did not see one like this. I did a mail merge export and did not see tax status included in any of the columns. Sorry.

If I had to track this, I think I would mirror how we track insurance cards required for our loaner use. Every exempt form furnished would get scanned and sent to a specific folder for safekeeping. Files would be named by customer and expiration date.

A good document scanner is paramount today, along with an online backup plan such as Carbonite. Saves us tons of time and space.

rhillig · Post by **rhillig** » Thu Feb 27, 2020 5:59 am

I do have all the exempt forms, but I just wanted to make sure there wasn't a customer marked as exempt that I don't have a form for. I'm thinking I will just look at a list of the customers for the last two years & see if I can tell if someone might possibly be one that could have had tax exempt sales. Luckily, I don't think there are too many.

LazyTurtle · Post by **LazyTurtle** » Thu Feb 27, 2020 11:39 am

Hi Becky,

I have assigned an agent to reach out to you regarding your requested information.

Have a great day!

rhillig · Post by **rhillig** » Thu Feb 27, 2020 11:59 am

Kudos to tech support!! He called me & logged into the computer & was able to get me the report I needed! Sweet, at least one part of the audit will be easier!!

Thank you!!!

Rich · Post by **Rich** » Thu Feb 27, 2020 12:30 pm

Great to hear!

I was going to recommend, that if you do not use membership # for anything, to add "tax exempt" as a membership# to each TE account, then you can search for membership number "tax exempt" and all of them that you have tagged will pop up.

rhillig · Post by **rhillig** » Thu Feb 27, 2020 12:39 pm

Rich wrote:Great to hear!

I was going to recommend, that if you do not use membership # for anything, to add "tax exempt" as a membership# to each TE account, then you can search for membership number "tax exempt" and all of them that you have tagged will pop up.

Thank you for this idea! I think I will go put those in!

Rich · Post by **Rich** » Thu Feb 27, 2020 1:36 pm

(if you send Christmas cards out, this is a great place to enter "Christmas Card" in the membership number also)

MURRI513 · Post by **MURRI513** » Fri Feb 28, 2020 7:02 am

rhillig wrote:
Rich wrote:Great to hear!

I was going to recommend, that if you do not use membership # for anything, to add "tax exempt" as a membership# to each TE account, then you can search for membership number "tax exempt" and all of them that you have tagged will pop up.
Thank you for this idea! I think I will go put those in!

I really like this idea. I'm going to be proactive and tag each one as tax exempt, I have a lot of these. After I add tax-exempt what report would I run to list membership #?

Rich · Post by **Rich** » Fri Feb 28, 2020 7:54 am

How i do it...

F6
Then click in the "Memebership#" box
enter needed info "Christmas card" (or maple syrup, fish, car - for sale 2/20, car - wanted 2-19....)

Ps. I try to enter a date behind some things, like car for sale/wanted, if i search for "car" i can see date, if its over about 6 months old I delete it as I assume it was sold/bought by now.

I have yet to find a "membership" report. (Tim - enhancement request?).

(ignore this next part Tim) I also have noticed that you CAN duplicate numbers, that could be bad for someone who doesn't want duplicates, but I am not going to say a work to anyone as I love that ability, I can have 30 "Christmas cards" and not have to Christmas card 1, Christmas card 2......

Silky7 · Post by **Silky7** » Fri Feb 28, 2020 8:56 am

Nice ideas, Rich.

Remember that you can generate a quick list of customers by using the Mail Merge export. That list has both Membership data and Remarks data.

ricmorin · Post by **ricmorin** » Fri Feb 28, 2020 9:01 am

MURRI513 wrote:
rhillig wrote:
Rich wrote:Great to hear!

I was going to recommend, that if you do not use membership # for anything, to add "tax exempt" as a membership# to each TE account, then you can search for membership number "tax exempt" and all of them that you have tagged will pop up.
Thank you for this idea! I think I will go put those in!
I really like this idea. I'm going to be proactive and tag each one as tax exempt, I have a lot of these. After I add tax-exempt what report would I run to list membership #?

If you have Propack you can build your own report using the Query Building Tool. That tool will include membership.

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