Customer: Tax Exempt option ID & Expiration

Customer: Tax Exempt option ID & Expiration

Focus Version 10.1.250129

Use Case

Allows setup and tracking of customer accounts that are tax exempt along with the Tax ID and Expiration date.  Great for catering and sites handling repeat orders from tax exempt entities as will reduce errors of tracking tax exempt id's for record keeping

At the POS when a check has a customer attached that has a Tax Exempt (not expired) it will pre-populate the Tax ID in the pop-up entry when applying a tax exempt command to a check (it does not automatically apply tax exempt status when you assign the customer)

Also on a customer if the tax exempt status is expired that will show up on the customer panel and be blinking to notify

Setup

New fields added to the Customer form

Tax Exempt Checkbox

Tax Exempt ID

Tax Exempt Exp Date

Filter Setup for reporting of expired or expiring tax exempt id data

**Always clear a filter first and then update settings
Filter for Expiring in X Days

Expired

Report Setup

There is a new Report Type for 'Customer Report'

Add filter if desired to help with report to filter accounts

Default report format as follows

Custom Formatting available under the report setup, output, assign fields to the right column