Summary

The Accounts by Tax Code Report is used to provide a filtered list of accounts based on tax code. Only those accounts that include a service rate set up to use an override cash account will be included in the report. Override accounts are set up on the Account Maintenance window (UB> Maintenance> Account> Service Rates tab> Override the tax codes for this rate toggle).

The report will display the Account Number, Customer Name, Service Address, Service, Rate Code, Rate Code Description, Tax Code, Tax Code Description and Tax Status. The report will also provide account totals by billing cycle.

Step by Step

1     Open the Accounts by Tax Code window (UB> Reports> Accounts by Tax Code).

2     Configure the report.

• Select the billing cycles you would like to include in the report in the Cycles field.
  • Press CTRL+A to select all billing cycles. With all billing cycles selected, check or uncheck a toggle to apply the toggle selection to all of the billing cycles.
  • Hold down SHIFT to select a range of billing cycles. When select a range of billing cycles, make sure to click on the cycle number and not the toggle of the cycle.
• Select the account statuses of the UB customer accounts that you would like to include on the report in the Account Status field.
  • Press CTRL+A to select all of the toggles in the field. When you check or uncheck a toggle, the selection will be applied to all of the selected toggles.
  • Hold down SHIFT to select a range of statuses. When selecting a range make sure to click on the status description rather than the toggle.
• Select the tax statuses you would like to include on the report in the Tax Status field.
  • Check the Standard toggle to include all accounts with a tax code that exists on both the standard rate and the customer account.
  • Check the Override toggle to include all accounts with a tax code that exists on the customer account but does not exist on the standard rate.
  • Check the Exempt toggle to include all accounts with a tax code that exists on the standard rate but does not exist on the customer account. These accounts will display in red on the report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).