Skip to content
  • There are no suggestions because the search field is empty.

Wholesale Non-Taxable Report

Wholesale Transactions Classified as Non-Taxable

The Wholesale Non-Taxable Report provides a detailed listing of all wholesale transactions that are classified as non-taxable for the specified period. 

Frequency: Monthly  

Who uses this report? Parts Managers and Accounting Managers 

How they use it: 

Tax Compliance: It documents all wholesale sales that are exempt from sales tax, supporting compliance with state and federal tax regulations. 

Audit Trail: The report serves as an audit trail, making it easier to verify that non-taxable sales are legitimate and properly documented. 

Customer Tracking: It helps the dealership track which customers are making non-taxable purchases, which can be useful for both sales analysis and compliance reviews. 

Internal Controls: By listing all non-taxable transactions, the report helps ensure that only qualified customers (e.g., those with valid tax exemption status) are receiving non-taxable treatment.