Customer Discounts and Tax Status Report

Accounts Receivable Menu -> Reports -> Customer Discounts and Tax Status Report

This report is useful to identify customers and sites with Discounts and also Tax Exemption details associated with Enhanced Taxing.
 It provides a basic alphabetical Customer List (name, address, phone), with site and customer addresses, taxable Y/N, discount, and credit rating information that counter staff may need to know when dealing with customers.

The report can be output to a report or to a spreadsheet and provides the options to be generated by Customer Type, and for only customers/sites with discounts.
 The spreadsheet output for Enhanced Taxing also includes Exemptions and Expiry details on the taxes.

Topic Keyword: ARCF43