Summary

The Return Activity Report displays all Business Tax return activity for a filtered range of business over a filtered range of return years. The report can also be configured to only include individually selected businesses.

Step by Step

1     Open the Return Activity Report (BT> Reports> Return Activity).

2     Configure the report.

• The Tax Types field is used to filter the return activity by tax type. Check the toggles next to the tax types you would like to include on the report. By default, all tax types are selected.
  • Tax types are used to group taxes together into logical associations such as Payroll or Gross Receipts. Tax Types are created and maintained on the Tax Type Maintenance window (BT> Maintenance> Tax Type).
• The Status field is used to filter the return activity by status. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status).
• The Report Type drop-down menu is used to select the level of detail you would like to display on the report.
  • Select Summary to create a report that displays the Business Number, Business Name, Status, Customer Number, Customer Name, Tax Type, Description, date of payment, payment amount, and remaining balance. The report also provides report totals for both the payment amount and remaining balance values.
  • Select Detail to create a report that displays everything included in the Summary report as well as each Transaction Type, Transaction Date, Invoice Number, Due Date and Extension Date.
• Use the Year From and the Year To fields to filter the transaction included in the report by a year range.
• The Businesses field is used to add individual businesses to the report.
  • Click the Create icon to choose a business from the Business Selection window. Highlight the business you would like to add to the report and click the Confirm icon to return to the Return Activity report window.
  • Adding individual businesses to the Businesses field overrides all other report filters. If you use the businesses field to add businesses to the batch, only those businesses will be included.

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).