An Aging Report provides a summary of outstanding business tax balances based on how long amounts have been due. Printing this report helps you review unpaid balances, identify overdue accounts, and track collection activity.

You might print the report to support collections and follow-up efforts, monitor delinquent accounts, reconcile outstanding balances, or maintain records for audits and reporting purposes. The report can also be shared with accounting staff, management, or other team members for review.

 

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. 

Include zero-balance businesses

Aging periods

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.