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Tax Exemption Report

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The Tax Exemption Report is a list of all invoices within a designated time frame that used a tax exempt number. It shows all the tax exempt numbers (up to five) associated with each tax exempt transaction.

Printing the Report

Use the following steps to print a Tax Exemption Report:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Lubrication Reports Menu (3).
  3. Select Financial Reports Menu (3).
  4. Select Tax Exemption Report (8).
  5. Use the following field definition to create a report according to your needs.
Field Definition
Range of Dates Fill in the beginning and ending dates for the range you want to include on your report. Leave blank to print the report for all information on your system.
Print Time on Report Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Landscape This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Tax Exemption Report. When the processing is complete, you return to the Financial Reports Menu.

Report Contents

Callout Item Description
1 Date Date of the invoice.
2 Name Name of the customer.
3 Transaction # Transaction number.
4 Vehicle ID License plate of the customer.
5 Fleet ID Fleet ID at time of invoicing, if the customer was attached to a fleet.
6 Net Total sale amount.
7 Tax Exempt The customer’s tax exempt number. There can be up to 5 per transaction.
8 Total Total amount of all the sales amounts.

Recommendations for Using This Report

This report is useful for tracking the tax exempt invoices.  This report can assist with exempt sales tax reporting for your state.  Use this report to audit invoices to make sure sales tax exemption is correct for the vehicles listed.