Customers by Tax Jurisdiction

Overview
 

This article will discuss the Customers by Tax Jurisdiction report. This report lists all customers' year to date income, life to date income, and number of contracts broken down by tax jurisdiction.

Here's how to get there
Expert: Program Menu > Customer Reports > Customer Income Menu > Customer Income by Grouping > Group 1: Tax Jurisdiction
Elite: Right Menu > Reports > Search: Customer Income by Grouping


From the report generator, select Tax Jurisdiction for Group 1.
 

This report is a drill down type of report where the first screen you will see will look like the following:
 

You can double click on the tax jurisdiction in blue font or on the income amounts to view additional detailed information.

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