Tax Exempt Customes

[Joe Pisani]

I am not sure about other States but here in Florida they are very strict about the Tax Exempt status and require business to keep our customers STE forms up to date EACH YEAR. is there a way to generate a report of all customers who we have STE numbers on file with (on file within BizWiz). This would help us to make sure we have up to date forms, and if we could possibly sort the list (report) by company name and by STE form expiration date that would be extremely beneficial, I would be fine with it if it had to end up being an excel file that BizWiz had to export. Hope this make sense, if not David please let me know and i will try to explain it better.

[M. David Matney]

I am not sure about other States but here in Florida they are very strict about the Tax Exempt status and require business to keep our customers STE forms up to date EACH YEAR. is there a way to generate a report of all customers who we have STE numbers on file with (on file within BizWiz). This would help us to make sure we have up to date forms, and if we could possibly sort the list (report) by company name and by STE form expiration date that would be extremely beneficial, I would be fine with it if it had to end up being an excel file that BizWiz had to export. Hope this make sense, if not David please let me know and i will try to explain it better.

Not a problem. Love them reports

UPDATE: This has been implemented in Version 3.7.3 Release: 04/30/2011