How to report on Tax Exempt Sales?


H

hitman

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=-
 
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M

Masta T

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

hitman

Thank's MT!

In the meantime, if you'd be so kind as to forward the attachment onto my
personal address ([email protected]) it would be much appreciated!!

Best regards,

Rich
 
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M

Masta T

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 = "<Store Name>"
Font = "Arial"
FontBold = True
FontSize = 16
Color = "Blue"
End TitleRow

Begin TitleRow
Text = "<Report Title>"
Font = "Arial"
FontBold = True
FontSize = 12
Color = "Black"
End TitleRow

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


//--- Filters ---//

Begin Filter
FieldName = "[Transaction].Time"
FilterOp = reportfilteropBetween
FilterLoLim = "<YearStart>"
FilterHilim = "<Today>"
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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