Saved Search for Invoices with Tax Item but Zero Tax Amount

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Criteria tab > Standard subtab:

• Type = is Invoice.
• Tax Item = is none of "- Not Taxable -" and "none". This will ensure that a tax item is applied on the invoice.
• Formula (Numeric); Formula= {taxamount} equal to 0.
• Optional Date range may be added to limit results.

3. Results tab > Columns subtab, please add the following fields:

• Date
• Type
• Number
• Name
• Amount
• Tax Item
• Formula (currency); enter formula: {taxamount}
• Add/Remove other fields as desired.

4. Give the saved search a title and click Save & Run.