Saved Search for Invoices with Tax Item but Zero Tax Amount

  1. Navigate to Lists > Search > Saved Searches > New
  2. Click Transaction
  3. On Criteria tab > Standard subtab
  4. Select Type as Invoice
  5. Select Tax Item
  • Select is none of – Not Taxable – and None
  • Click done

6. Select Formula (Numeric)

  • Set Formula= {‌taxtotal} equal to 0
  • Click done

7. Click Preview or Save

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