Tax Exempt Customer Report

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

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. Double-click on the Tax Exempt Customer Report icon to open the template.
3. If a window opens asking whether you wish you enable or disable macros, click Enable Macros.
4. When the Tax Exempt Customer Report window opens:
   1. In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
   2. In the Start Date field of the Date Range section, click the arrow and select the sale date to begin printing tax information.
   3. Select whether you want to generate the report by sale date or delivery date.
   4. In the End Date field, click the arrow and select the sale date to end printing tax information.
   5. Select the report type, Detail or Summary.
   6. If you want to include wire service accounts in the report, select Include Wire Service Accounts so that a check mark appears.
   7. Click Finish. The report generates and opens in Excel.
5. To print your report from Excel, on the File menu, click Print.
6. If you want to save the report from Excel, on the File menu, click Save.

Tax Exempt Report Window

The Tax Exempt Report window 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 window 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 the sales start and end dates for the report.
Date Type	Select whether you want to generate the report by delivery date or sale date.
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.