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Printing a List of Tax-Exempt Customers

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Use the Tax Exempt Customers button on the Print Customer Lists & Labels menu to print a list of tax-exempt customers. The Taxable field on the AR Customer Information screen must contain N for the customer to pull to the list. The printout lists each tax-exempt customer's account number, name, and tax ID.

An option is also available in the print command to Export to Excel. This creates a .csv file, which you can open and manipulate in Microsoft Excel. 

Step 1. From the Dealership Accounting main menu, select Trade Receivables. The Trade Customer Receivables menu will open.

Step 2. Select Lists & Labels. The Print Customer Lists & Labels menu will open.

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Step 3. Click Tax Exempt Customers.

Step 4. When prompted to verify your printer is ready, select your print criteria and click Print.

Note:  For step-by-step directions on opening a .csv file in Excel, see the Knowledge Base article, "Troubleshooting: Opening .CSV Files in the Windows 10 Operating System." It may be necessary to format columns containing dollar amounts to accurately reflect correct decimal placement. 

 

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