Summary

The Tax Type Listing report provides a filtered listing of infractions associated with business returns and invoices. The report will display the Tax Type Code, Tax Type Description, Business Number, Business Name, Business Status, Period and Year for each tax type included in the report.

Step by Step

1     Open the Tax Type Listing Report (BT> Reports> Tax Type Listing).

2     Configure the report.

• The Tax Types field is used to filter the tax type that will appear in the report. 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 included tax types 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).
• Use the Period From and Period To fields to filter the tax types included in the report by the active period range for those tax types. A period range must be specified.
• Use the Year From and the Year To fields to filter the tax types included in the report by the active year range for those tax types. A year range must be specified.
• 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 Tax Type Listing 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 report, only the tax types associated with 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).