How_do_I_print_an_aging_report_2024.11_

How do I print an aging report?

An Aging Report is a report that shows outstanding balances based on how long payments have been overdue. It groups unpaid amounts into aging periods, such as 30, 60, or 90+ days past due, making it easier to identify delinquent accounts and monitor collection activity.

Businesses and organizations use aging reports to track unpaid balances, prioritize follow-up efforts, support reconciliation, and maintain accurate financial records. In Business Tax Collection, the report helps monitor overdue tax liabilities and manage accounts receivable activity.


 

Master report definitions: 

  • Aging report by account number [Caselle Master]

  • Aging report (Landscape) [Caselle Master]

  • Aging report detail (Landscape) [Caselle Master]

  • Aging report detail [Caselle Master]


Printing an aging report

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

2. Select the report end date. 

The report will include transactions with a transaction date that occurs on or before the ending date. 

 

3. Set up the report options. 

  1. Include zero-balance businesses
  2. Aging periods
  3. Tax transaction types

4. Click Print  (CTRL+P). 


Include zero-balance businesses

An account with a zero balance is a business that does not have a positive or negative balance. It does not owe an amount and the organization does not owe a credit to the business. 

 

Aging periods

Set up categories to display amounts on the aging report. Each category will show the portion of the unpaid balance that belongs in each category. 

To set up the aging periods, click on each aging period (1-5) to enter the number of days in the aging period. The standard aging period is 30 days, 60 days, 90 days, 120 days, and 150 days. 


Tax transaction types

Select the transaction types to include in the report. A transaction type categorizes different kinds of business tax transactions. Printing the report by transaction type may make it easier to track, report, and analyze the financial activities for a business. 

 


 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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