How do I print a tax agency summary report? (2025.02)
A Tax Agency Summary Report provides a summarized view of taxes collected and grouped by tax agency for a selected reporting period. Printing this report helps a tax clerk verify totals owed to each agency and ensure tax amounts are accurate before filing or remittance.
You might print the report to support reconciliation, prepare payments and filings, review collection activity by agency, or maintain documentation for audits and recordkeeping. The report can also be shared with accounting staff or management for financial review and approval.
Connect master reports:
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Tax agency summary report by tax agency [Caselle Master]
Printing a tax agency summary report
1. Open Connect Business Tax License > Reports > Tax Agency Summary Report.
2. Set up the report options.
3. Click Print (CTRL+P).
Options
Report dates
Select the report date range.
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.
Tax agencies
Select the tax agencies to include in the report. To update the list, use Organization > Tax Agencies.
Tax return types
Select the tax return types to include in the report. To update the list, use Organization > Tax Return Types.
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