How do I print a business activity summary by reporting category?
A business activity by report category can organize and present taxable activities or transactions based on specific reporting categories. This report helps businesses and tax authorities track, report, and verify tax obligations for different types of business activities.
Reporting categories such as
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Retail sales
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Wholesale transactions
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Service revenues
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Rental income
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Manufacturing output
Connect master report definitions:
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Business activity summary by reporting category - Summary [Caselle Master]
Printing a business activity by reporting category
1. Open Connect Business Tax Collection > Reports > Business Activity Summary by Reporting Category.
2. Select a report definition.
3. If needed, set up the report options to customize the report.
4. Click Print (CTRL+P).
Options
Include transactions based on
Select the basis for selecting transactions.
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Tax return period end date. Select transactions based on whether the tax return was created on or before the period end date.
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Payment applied date. Use the date when payment for the tax return was submitted.
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Tax return period end date. Filter transactions using the period end date to select tax returns.
Include items with no activity
Select records when the prior tax year amount is zero or blank and the current year tax amount is zero or blank.
Reporting category
Select a reporting category: Deductions, Fees due, Gross amount, Taxable amount, Taxes due, and Total due.
Fiscal year ends in [MMM]
Select the month that marks the end of a 12-month cycle for calculating annual financial results, report taxes, and prepare financial statements.
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