How do I print a tax summary? (2025.02)
A Tax Summary Report provides an overview of taxes collected during a selected reporting period. Printing this report helps you quickly review taxable amounts, tax totals, and overall tax activity.
You might print the report to verify totals before filing or payment, support reconciliation and accounting reviews, prepare for audits, or maintain records for reporting and documentation purposes. The report can also be shared with accounting staff, management, or other team members for review.
Connect master report definitions:
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Tax summary by date [Caselle Master]
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Tax summary by period [Caselle Master]
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Tax summary by year [Caselle Master]
Printing a tax summary
1. Open Connect Business Tax Collection > Reports > Tax Summary Report.
2. Select a report definition.
3. If needed, set up the following options to customize the report.
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.
Summarize by date/period/year
Select an option to summarize transactions by date, period, or year.
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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