A Transaction Allocation by Tax/Fee Report provides a detailed breakdown of how taxes and fees were applied to transactions during a selected reporting period. Printing this report helps you review allocation details and verify that taxes and fees were calculated and distributed correctly.
You might print the report to support reconciliation, research discrepancies, prepare tax filings, or maintain records for audits and reporting purposes. The report can also be shared with accounting staff, management, or other team members for review and approval.
1. Open Connect Business Tax Collection > Reports > Transaction Allocation by Tax/Fee Report.
2. Select the report date range.
3. Select the transaction types.
4. Click Print or Preview.