Business_List

Business List

A Business List is a report or record that displays businesses stored within the system. The list typically includes key information such as business names, account numbers, addresses, statuses, ownership details, or tax-related information.

A Business List is commonly used to review and manage business accounts, search for specific businesses, verify account information, support reporting and audits, and monitor overall business activity within Business Tax Collection.


Printing a Business List

1. Open Connect Business Tax Collection > Reports > Business List.

2. Select a report title.

3. Fill in the options on the report. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

4. Click Print (CTRL+P).

The report prints.

 

Include manager information

A manager is an individual who supervises a team or organization. The manager information is the address, telephone number, and email address.

Include notes

A note is a comment or remark that is part of a record. Use Include Notes to print comments created for a business on the report.

Include owner information

An owner is the individual or organization that owns the business being licensed. The owner information is the address, telephone number, and email address.

Include secondary owner information

A secondary owner is the next owner in priority following the primary owner. The secondary owner information is the address, telephone number, and email address.

Include tax information

A tax is a governmental assessment upon property value, transactions, licenses, and/or income. The tax information is the tax type, rate, or amount.

Include user-defined information

A user-defined field is a custom field that has been added to the application to collect extra information. The user-defined information is the value stored in the user-defined field.

 

 

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