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May 10, 2018 at 04:13 PM

Report showing which customers are Tax Exempt

186 Views Last edit May 16, 2018 at 08:47 AM 2 rev

Looking at the account details report with the tax data I do not see anything there to indicate whether or not the customer is tax exempt. Is there a data source where this information is stored or is there a way to get this extracted? Mass Data Maintenance extracts do not work. My workaround is to turn on data extractions and dump the entire customer base out into an .xml file and then throw that into excel, and then cross reference codes. Just wondering if there is a different more streamlined way for a user to get that information without an admin.