Report Center: Tax Exempt Customer Report

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This information applies only to Mercury Connect.

Contents 1 Generating the Tax Exempt Customer Report 2 Tax Exempt Report Screen

The Tax Exempt Customer report lists all tax exempt customers that have had sales within the specified date range. It lists the customer ID and name, phone number, tax exempt ID and the sales tax paid (if any), and the total dollar amount spent. A grand total of sales without tax is also displayed at the bottom of the report.

• The Detail Report lists each tax exempt customer, as well as all of the customer’s transactions within the specified date range. The report also lists the date of each transaction, and the transaction type and dollar amount.
• The Summary Report lists each tax exempt customer that had transactions within the specified date range, and the total dollar amount spent.

Generating the Tax Exempt Customer Report

To generate the Tax Exempt Customer report:

1. On the FTD Mercury Main Menu, click Business Reports.
2. On the Report Center window, hover over Customer, and select Tax Exempt Customer. The Tax Exempt Customer Report screen opens.
3. From the Select Store list, select the store's data that you want to use for the report.
4. Select whether you want to generate the report by sale date or delivery date.
5. In the Start Date field, enter the start date for the report.
6. In the End Date field, enter the end date for the report.
7. Select the report type, Detail or Summary.
8. If you want to include wire service accounts in the report, select Include Wire Service Accounts so that a check mark appears.
9. Click Generate.

Tax Exempt Report Screen

The Tax Exempt Report screen allows you to configure settings for the Tax Exempt report. When you have finished configuring settings, click Finish to generate the report. It will open in Microsoft Excel.

The Tax Exempt Report screen contains the following settings:

Setting	Description
Select Store	Select the store for which you want to generate the report. If you have multiple stores, you can select All Stores to generate a report that includes data from all of your stores.
Date Range	Select whether you want to generate the report by delivery date or sale date.
Start Date	Select the start date for the report.
End Date	Select the end date for the report.
Type	Select whether you want to generate a summary or detail report.
Include Wire Service Accounts	Check the box to include wire service accounts in the report.

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