Summary

The Return Estimates Report uses return amounts from prior periods or years to generate an estimate of future returns with revised return rates. The businesses included in the report can be filtered by various details.

Step by Step

1     Open the Return Estimates report (BT> Reports> Return Estimates).

2     Configure the report.

• Select the businesses you would like to include in the report by entering information into the window.
• The Tax Types field is used to filter the businesses included in the report by the tax type attached to the business. Check the toggles next to the tax types you would like to include on the report. By default, all tax types are selected. You can use the Select All or Deselect All icons to select or deselect all the displayed tax types.
  • 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 businesses included in the report by the status attached to the business. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Statuses are user-defined and are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> General tab> Status field).
  • Statuses are created and maintained using the Status Maintenance window (BT> Maintenance> Status).
• The Fee Code field is used to filter the businesses included in the report by the fee code attached to the tax types associated with the business. Check the toggle next to the fee codes you would like to include on the report. By default, all fee codes are selected.
  • Fee Codes are attached to tax types on the Tax Type Maintenance window (BT> Maintenance> Tax Type). Tax Types are then attached to businesses on the Business Maintenance window (BT> Maintenance> Business> Tax Type tab).
  • Fee Codes are created and maintained on the Fee Maintenance window (BT> Maintenance> Fee).
• The Business Type field is used to filter the businesses included in the report by the business type attached to the business. Check the toggles next to the business types you would like to include on the report. By default, all business types are selected.
  • Business types are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Select a business> General tab> Business Type field).
  • Business types are created and maintained using the Business Maintenance window (BT> Maintenance> Business Type).
• The Organization field is used to filter the businesses included in the report by the organization attached to the business. Check the toggle next to the organization types you would like to include on the report. By default, all toggles are checked.
  • Organization types are attached to business records using the Business Maintenance window (BT> Maintenance> Business> Select a business> General tab> Organization field).
  • Organization types are created and maintained using the Organization Maintenance window (BT> Maintenance> Organization).
• The Zone field is used to filter the businesses included in the report by the zone associated with the lot that is attached to the business. Check the toggle next to the zones you would like to include on the report. By default, all toggles are checked.
  • Zones are attached to lots on the Lot Maintenance window (SS> Maintenance> Lot> Lot tab> Zone field).
  • Zones are created and maintained on the Zone Maintenance window (UB> Maintenance> Zone).
• The Subdivision field is used to filter the businesses included in the report by the subdivisions associated with the lot that is attached to the business. Check the toggle next to the subdivisions you would like to include on the report. By default, all toggles are checked.
  • Subdivisions are attached to lots on the Lot Maintenance window (SS> Maintenance> Lot> Lot tab> Subdivision field).
  • Subdivisions are created and maintained on the Subdivision Maintenance window (SS> Maintenance> Subdivision).
• The Report Type drop-down menu is used to select the level of detail you would like to display on the report.
  • Select Brief to create a report that displays the Tax Type, Description, Period, Year, Gross Units, Excluded Units, Subject Units and Amount. The report will also provide tax type subtotals and a report total for Gross Units, Excluded Units, Subject Units and Amount.
  • Select Summary to create a report that displays the same information that is in the Brief Report as well as the Fee Code, Description, Fee Revision and Effective Date. The report will also provide subtotals by period and year.
  • Select Detail to create a report that displays the same information that is in the Summary Report as well as the Business Number, Business Name, Status, Business Type, Organization, Zone and Subdivision.
• The From Period and To Period fields are used to filter the businesses included in the report to those with a return transaction that falls between the specified periods.
• The Year field is used to limit the businesses included in the report to those with a return transaction that falls within a specified year. When used with the Period field above the report will only include businesses that have return transactions that fall within both the specified year and between the specified periods.
• The Percent Change (Units) field is used to revise the current return rate associated with the included businesses either up or down.
  • This field as a minimum value of -100% and a maximum value of 100%.
• The Revision to Use drop-down menu is used to specify which fee revision will be used for any fees attached to the selected tax types. When generating the report in Summary or Detail report type, the fee revision is displayed.

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).