Filter Taxable Customers in a Customer Saved Search

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select  Customer.

3. Under the Criteria tab > Standard subtab > Add filters:

        - Inactive = No

        - Formula (Text):    

                Formula = {taxable}

                Formula (Text) = is

                Value =    T (show taxable customers)

                                F (show non-taxable customers)

Note: Applicable to US Edition (non- One World Account) only.

4. Under the Results tab > Columns subtab > Add fields:

        - Name, Taxable, Tax Item and Tax Number or any applicable column for the report.

5. Rename search and hit Save & Run.