Sage 50 US Ideas Portal

Tracking Customer Tax Exempt Certificates

I need Sage to have a fields for each customer that list 1) What a customer's Tax Exempt Certificate number is, and 2) When the certificate expires (every three years), so that I know when to request an updated certificate. This could be used as a report showing by customer what the expiration dates are.

  • Brian Barnhart
  • Mar 21 2024