Table of Contents

Tax Exempt Account List Report

Displays account information for tax exempt accounts. Includes Address, Phone Number, Tax Exempt Number, and state. Information for each account appears on one line.

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When to Use

Use this report to generate a list off account with Tax Exempt credentials.

How To Get To This Report

Reports > Accounts > Tax Exempt Account List

  1. Click on Reports
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  2. Click on Accounts
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  3. Click on Tax Exempt Account List
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How To Add More Criteria

1. Click on Add More Criteria.
2. Select what criteria you want then press OK.

Criteria Choices

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