Several counties in Florida have a maximum taxable amount of $5,000.00. Items costing over $5,000 are partially exempt at the county level. In other words, just the first $5,000 is taxed by the county.

You may be required to report the exempt amount of items over $5,000. To find this amount print the following report and then follow the steps below.

1. Open the DZ Reports window.
2. Create a new Sales - Option D report.
3. Name it “FloridaCounties”.
4. Open the DZ Report Section Options window by pressing the expansion button next to the Primary Sort field.
5. Configure the sort as follows:
   1. County
   2. Document Number
   3. Tax Detail ID
   4. None
6. Save and close the DZ Report Section Options window.
7. On the DZ Report Options window select the checkbox for Print Column Headings.
8. Deselect the Reconcile Documents checkbox.
9. Enter a document date range.
10. Enter a tax detail ID range of “FLSN” to “FLSNZ”. NOTE: This tax detail ID range will limit the report to FL county taxes only.
11. Open the DZ Report Destination window by pressing the Destination button.
12. Enter the file path in which to save the report.
13. Set the File Format to Comma - Delimited.
14. Save and close the DZ Report Destination window.
15. Save and print the FloridaCounties report.

1. Open the FloridaCounties report with Excel.
2. Delete all rows that have a zero amount in the sales taxable column.NOTE:This process will remove all customer based exemptions.
3. Find the sum for the Sales column.
4. Find the sum for the Sales Taxable column.
5. Subtract the sales taxable sum from the sales sum to get the total exempt amount of items over $5,000.

Frequently Asked Questions