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:
|
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. |
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