Summary

The Top Returns report displays a filtered list of businesses that paid the highest amounts, gross units or subject units over a specified date range.

Step by Step

1     Open the Top Returns report (BT> Reports> Top Returns).

2     Configure the report.

• The Tax Types field is used to filter the top returns 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. 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 top returns 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 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 top returns by fee code. 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 created and maintained on the Fee Maintenance window (BT> Maintenance> Fee).
• The Business Type field is used to filter the top returns by business type. 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> 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 type attached to the business. Check the toggle next to the organization type 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> General tab> Organization field).
  • Organization types are created and maintained using the Organization Maintenance window (BT> Maintenance> Organization).
• 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 Business Number, Business Name, Status, Business Type, Organization, Start Date, Closed Date, Amount, Tax Type, Description and Report Total for the Amount column.
  • Select Summary to create a report that displays the same information that is in the Brief Report as well as the Transaction Type, Transaction Date, Period and Year for each business included in the report.
  • Select Detail to create a report that displays the same information that is in the Summary Report as well as the Fee Code and Fee Code Description.
• The Sort By drop-down menu is used to select the order in which the businesses will display on the report.
  • Select Business Number if you would like the businesses to display on the report ordered by business number. A business is automatically assigned a business number when it is created using the Business Maintenance window (BT> Maintenance> Business> Business Number field).
  • Select Doing Business As if you would like the businesses to display on the report ordered by the DBA name associated with the business. A business can be assigned a Doing Business As name when it is created using the Business Maintenance window (BT> Maintenance> Business> General tab> Doing Business As field).
  • Select Evaluation Units if you would like the businesses to display on the report ordered by the total units specified in the Evaluate field below.
• The Number field is used to limit the number of businesses included in the report to the number specified.
  • The businesses included in the report will be the top business with regard to the selected Evaluate value. For example, if your organization needed to report on the top 20 total amount business tax returns for a specified time period, you would enter 20 in the Number field and select Amount from the Evaluate drop-down menu.
• The Evaluate field is used to determine the criteria that will be used to calculate the top returns displayed in the report.
  • Select Amount to evaluate the top users by the total dollar amount paid during the specified range.
  • Select Gross Units to evaluate the top users by the total number of units paid during the specified range.
  • Select Subject Units to evaluate the top users by the total number minus any exempt units paid during the specified range.
• The Period field is used to limit the businesses included in the report to those with a return transaction that falls within a specified period.
• 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.
• The Start Date From and Start Date To fields are used to filter the businesses on the report by the start date on the business record.
  • A start date is added to a business using the Business Maintenance window (BT> Maintenance> Business> General tab> Start Date field).
• The Closed Date From and Closed Date To fields are used to filter the businesses that display on the report by the close date attached to the business record.
  • The close date is attached to a business record using the Business Maintenance window (BT> Maintenance> Business> General tab> Close Date field).

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).