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A
AllyShuffleboard
December 19, 2023
Question

Tax-Exempt Customers

  • December 19, 2023
  • 1 reply
  • 0 views

I need a report that is only my tax-exempt customers. Ones that have it on file and that we do not charge sales tax. I've tried many different reports but it gives me all the taxable customers. 

1 reply

R
rvrfrf
December 19, 2023

Thanks for becoming part of the Community, AllyShuffleboard.

 

To verify my understanding, what kind of report are you looking for? Is it for non-taxable sales?

 

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

 

Here's how:
 

  1. From your left navigation bar, go to Reports.
  2. In the Search field, enter "Taxable Sales Detail".
  3. Click Customize.
  4. Set a date range using your General ▼ drop-down list.
  5. On the Filter ▼ drop-down, tick Customer Taxable, Distribution Account, then All Income/Expense Accounts from its ▼ drop-down, and Product/Service Taxable, then Non-Taxable from its ▼ drop-down.
  6. Select Run report.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

I'll be looking forward to your reply. Have a wonderful Tuesday!

A
AllyShuffleboardAuthor
December 19, 2023

I need a list of my tax-exempt customers.  Ones that have provided a tax-exempt form to me and that I have marked tax-exempt in QB.

M
MelroseV
December 19, 2023

Hello there, Ally.

Let me share some information about how to run a report of tax-exempt customers in QuickBooks Online.

 

 In QuickBooks Online, you can run Customer Contact List report and add Taxable column to identify taxable and non-taxable customers.

 

Here's how:

  1. Select Reports.
  2. Search for Customer Contact List.
  3. Click Customize.
  4. Select Change columns, then click the Taxable checkbox.
  5. Click Run report to show taxable.

Then, you can export it to excel to remove taxable customers.


Additionally, you may pull up the Sales Tax Liability report to get a detailed look at the taxes you owe. This is to ensure accuracy before submitting and paying your sales tax return.

Should you need additional assistance with your tax-exempt customers, feel free to include them in the comments below. I'll be around to lend a hand. Keep safe!

 

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