Non Taxable Sales

Report Purpose:

The Non Taxable Sales Report provides a detailed record of sales transactions that are exempt from sales tax, such as sales to schools, nonprofits, or other qualified entities. It helps managers and accountants verify compliance with tax regulations, reconcile non-taxable revenue, and identify which customers or organizations are making these purchases.

PDF Example:

Metric Definitions:

Date = The transaction date of the non-taxable sale.

Order # = The unique order number assigned to the transaction.

Customer Name = The name of the customer or organization making the purchase.

Tax ID = The tax-exempt identification number provided by the customer (if applicable).

Address = The customer’s address associated with the sale.

Amount = The total dollar value of the non-taxable sale for that order.