A Business Tax Return Summary Report provides an overview of business tax returns processed during a selected reporting period. The report typically summarizes return activity, including filing totals, payment amounts, balances, and other key tax return information.
This report is commonly used to review filing activity, verify reported totals, support reconciliation, and maintain records for audits and financial reporting. It can also help identify trends or discrepancies across business tax returns.
1. Open Connect Business Tax Collection > Reports > Business Tax Return Summary Report.
2. Set up the Report Dates.
The report will include tax returns with tax period end dates in the date range.
3. Select the Tax Return Types.
The section titled Tax Return Types will show the tax return types that are set up in the Business Tax Collection app. To add or remove a tax type from the list, see the help topic titled What's a Tax Type?
Select the checkbox next to the tax return types to include in the report.
4. Click Print (CTRL+P).
The report prints.