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April 8, 2024
Question

How can I get a report of the nontaxable sales

  • April 8, 2024
  • 1 reply
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1 reply

April 8, 2024

Thanks for getting in touch with the Community, burque.
 

If you need a list of all customers with non-taxable sales, you can run a Non-Taxable sales report.
 

Here's how:
 

  1. In your left navigation bar, go to Reports.
  2. In the search field, type in "Taxable Sales Detail", then click Taxable Sales Detail from your drop-down list.
  3. Hit Customize and specify a date range in the General ▼ drop-down.
  4. Use your Filter ▼ drop-down and set Customer Taxabale to list all customers with non-taxable sales.
  5. Set the Distribution Account as All Income/Expense Accounts from your ▼ drop-down. This hides the A/R Source line in the report.
  6. Specify Non-Taxable from your Product/Service Taxable ▼ drop-down.
  7. Select Run report.

 

I've also included a detailed resource about working with Non-Taxable sales reports which may come in handy moving forward: Create a Non-Taxable sales report

 

Please don't hesitate to send a reply if there's additional questions. Have an awesome Monday!