How do I print a tax comparison report? (2025.02)
A Tax Comparison Report helps a tax clerk compare tax amounts across reporting periods, locations, or tax types. Printing this report makes it easier to identify trends, review variances, and verify that taxes were collected and reported accurately.
You might print the report to support reconciliation, prepare for audits, research discrepancies, or provide documentation to accounting staff or management.
Print a tax comparison report to help
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simplify tax filing. You can see a consolidated view of taxes owed to multiple agencies.
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detect errors. To identify discrepancies or uncollected taxes.
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document taxes. Serves as evidence of tax compliance in case of audits.
Connect master report definitions:
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Tax collection report by account number [Caselle Master]
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Tax collection report by business name [Caselle Master]
Printing a tax comparison report
1. Open Connect Business Tax Collection > Reports > Tax Comparison Report.
2. Select a report definition.
3. If needed, set up the report options.
4. 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.
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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