How_do_I_print_a_tax_collection_report_2025.02_

How do I print a tax collection report? (2025.02)

A Tax Collection Report gives you a clear record of the taxes your business has collected during a specific period. Printing this report helps you review, verify, and share tax information when needed.

You might print a Tax Collection Report to:

  • Review collected taxes
    Confirm that tax amounts were calculated and collected correctly for sales transactions.
  • Prepare for filing and remittance
    Use the report when submitting tax payments to state or local tax agencies.
  • Support accounting and reconciliation
    Compare collected tax totals against accounting records, deposits, or payment batches.
  • Provide documentation for audits
    Keep a printed record for compliance, internal reviews, or tax audits.
  • Share information with your team
    Provide finance, accounting, or management staff with a physical copy for review or approval.
  • Maintain historical records
    Store printed reports as part of your business’s financial documentation and retention process.

The report typically includes details such as taxable sales, tax rates, jurisdictions, exemptions, and total tax collected for the selected date range.


 

 Connect master report definitions: 

  • Tax collection report by account number [Caselle Master]

  • Tax collection report by business name [Caselle Master]

 

Printing a tax collection report

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

2. Select a report definition.

3. If needed, set up the following options to customize the report.  

4. Click Print  (CTRL+P). 

 

Options 

Include transactions based on 

Select the basis for selecting transactions. 

  • Tax return period end date. Select transactions based on whether the tax return was created on or before the period end date. 

  • Payment applied date. Use the date when payment for the tax return was submitted. 

  • 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. 

 

Only include the top [x] businesses

Select businesses that have the highest tax amounts recorded for the current year. After you select the checkbox, enter the number of records to include in the report.  

 

Tax agencies

Select the tax agencies to include in the report. To update the list, use Organization > Tax Agencies. 

 

Tax types

Select the tax types to include in the report. To add a tax type to the list, use Organization > Tax Types.  

 

Tax fees

Select the tax fees to include in the report. To add a tax fee to the list, use Organization > Fees. 


 

 

 


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