How do I print an annual comparison by reporting category?

An Annual Comparison by Reporting Category Report compares business tax collection activity across reporting categories over multiple years. Printing this report helps you review year-over-year trends, compare category performance, and identify changes in tax collection activity.

You might print the report to support financial analysis, prepare management or audit reviews, research variances between reporting periods, or maintain records for reporting purposes. The report can also be shared with accounting staff, management, or other team members for review and planning.

 

 

Connect master report definitions: 

• Annual comparison by reporting category by account number [Caselle Master]

 

 

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Printing an annual comparison by reporting category

1. Open Connect Business Tax Collection > Reports > Annual Comparison by Reporting Category. 

2. Select a report definition. 

3. If needed, set up the report 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. 

 

• Tax return period end date. Select transactions based on whether the tax return was created on or before the period end date. 

• Payment applied date. Use the date when payment for the tax return was submitted. 

• Tax return period end date. Filter transactions using the period end date to select tax returns. 

 

 

Only include the top [x] business for summary A
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.  

Reporting category
Select a reporting category: Deductions, Fees due, Gross amount, Taxable amount, Taxes due, and Total due. 

 

 

 

 

 

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