How do I print an annual comparison by tax fee report?
Print this report for managing and analyzing tax liabilities, ensuring compliance, and preparing for audits, including
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tax compliance monitoring to track changes in tax fees collected and remitted over multiple years; to ensure taxes are reported consistently and correctly, avoiding underpayments or overpayments; to highlight variances in tax fees that might indicate errors, such as incorrect tax rates, missed payments, or misclassified activities.
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audit preparation. To organize documentation, demonstrate compliance, and resolve issues quickly.
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financial planning and analysis. For budgeting for taxes, provide insights into tax fee changes, and identifies which categories have the highest impact on their finances.
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assess impact of changes from tax laws, rates, or regulations over time.
Connect master report definitions:
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Annual comparison by tax fee report by account number [Caselle Master]
Printing an annual comparison by tax fee report
1. Open Connect Business Tax Collection > Reports > Annual Comparison by Tax Fee Report.
2. Select a report definition.
3. If needed, set up the report options to customize the report.
- Report dates
- Include transactions based on
- Only include the top [x] business for summary A
- Tax types
- Tax fees
4. Click Print (CTRL+P).
Options
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.
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.
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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