How can I get a list of all my customers who have the "tax exempt" box checked?


As QB POS users know, the tax exempt customer sales get transferred to QB as regular sales unless you go into every item on the sales receipt and mark the item with 0% tax/no tax.  In order to get around this, I want to remove the "tax exempt" check mark from each customer.  I will write TAX EXEMPT on their name so that the next time they buy something, I can just change the "tax location" on the sale to be tax exempt for the particular customer location.  In CO, we have to track every exempt sale by taxing district so I have set up a "tax exempt location" for every tax district I have to deal with in order to get this total.

So...PRINT the report...

1. go to reports/customer/customer modify

2. change the sales period to "all"

3. go to add/remove columns and decide what you want on the report and save

4. go to filter data and find the tax location and check off "exempt" and save

5. run the report!  From there you can print it out or download to an excel file.

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