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Customer Certificate report

This report enables you to identify certificate and license data requiring revision. It also gives you additional information that assists with other data maintenance tasks.
This report's the equivalent of 4 sub-reports from the Indirect Tax legacy Reports system:
  • Customer report:
     This report lists customers sorted by company and customer group. It gives you an overview of all customer information according to the parameters you select. You can use this report to identify customer information needing revision.
  • Customer Licenses report:
     This report lists permanent licenses, temporary licenses, or both so you know which licenses expire within the date range you specify. You can use this report to identify license information needing revision.
  • Exemption Certificates report:
     This report lists zones and authorities to which exemption certificates are applied and which ones will expire within the date range you specify.
  • Exemption Certificates Limited Use report:
     This report is similar to the Exemption Certificates report. Limited use rules apply to exemption certificates regardless of where the certificate's applied. This report separates limited use certificates from other exemption certificates so that you can view the detail more easily. Each certificate includes child referenced certificates. For example, if 1 certificate applies to 3 zones and has 3 limited use criteria, the report gives 6 lines for 1 certificate. You can manage the amount of data in the report by restricting the number of companies or adjusting the filters and parameters.

Input controls and parameters

Parameter
Required
Default
Description
Company Name(s)
Yes
None
Lists all companies in the database that are available to you based upon your Reports & Analytics permissions. Select 1 or more company names. If you don't see a company you need, have your admin user review your permissions and adjust them if necessary.
Date Range Type
Yes
Active in Range
Specifies where the date falls within the given date range. If you use this parameter, select from:
  • Active in Range (the date is valid anywhere between start and end dates)
  • Start Date in Range (the start date falls anywhere between the start and end dates)
  • End Date in Range (the end date falls anywhere between the start and end dates)
Start Date
Yes
None
Start date for the given date range. Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
End Date
Yes
None
End date (inclusive) for the date range given. Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
Tax Data Type
Yes
None
Select a tax data type: United States, International, ALL.
Temporary Licenses
Yes
Both
Select whether you want to include temporary licenses in the report.
Customer Group(s)
No
DEFAULT
Lists all customer groups in the database that are available to you based upon your Reports & Analytics permissions. If you don't see a customer group you need, have your admin user review your permissions and adjust them if necessary.
Customer Name
No
None
Select a customer for filtering from the drop-down list.
Customer Number
No
None
Select a customer number for filtering from the drop-down list.
Certificate Number
No
None
Select a certificate number for filtering from the drop-down list.
Country(s)
No
None
Lists countries where the selected company or companies have tax obligations per location setup. Select 1 or more countries.
Province
No
None
Lists provinces where the selected company or companies have tax obligations per location setup. Select 1 or more provinces.
State(s)
No
None
Lists states where the selected company or companies have tax obligations per location setup. Select 1 or more states.
Status(es)
No
None
An optional text field where you can include a specific status; for example, Approved.
License Type(s)
No
None
Select the license types to include in the report; for example, Manufacturing and Medical.
Exempt Reason
No
None
Select an exempt reason for filtering; for example, Non-Profit.
State/Country(s)
No
None
Select 1 or more states or countries for filtering your report.
Product Code
No
None
Select an optional ERP system product code to use for filtering your report.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Subject: Reports

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