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.
  • Click the toggle next to the field title to select all billing cycles.
• Select the account statuses of the UB customer accounts that you would like to include on the report in the Account Status field.
  • Click the toggle next to the field title to select all of the toggles in the field.
• Select the tax statuses you would like to include on the report in the Tax Status field.
  • 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.
  • 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 Standard toggle to include all accounts with a tax code that exists on both the standard rate and the customer account.

3     Print the report.

• Once the required report settings have been specified, click the Print button   to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon   next to the Print button in order to schedule the report to generate at a later date and time.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.