How_do_I_search_for_errors_Checkout_

How do I search for errors? (Checkout)

Searching the database for errors helps identify missing, incorrect, or inconsistent information within the system. This process helps maintain accurate records and supports reliable reporting, billing, tax collection, and account management.

You might search for errors to troubleshoot issues, correct invalid data, resolve processing problems, prepare for audits, or improve overall system accuracy. Regularly reviewing the database for errors can also help prevent reporting discrepancies and ensure data integrity across Business Tax Collection.

 

Step 1: Running Checkout

1. Open Connect Business Tax Collection > Organization > Checkout.

2. Select the options. 

3. Click GO (CTRL+G).

The routine runs. It may take a few minutes depending on how many options you have selected.


Step 2: Reviewing the Checkout report

Use the instructions on the Checkout report to fix the errors in the database. Some of the errors can be fixed by running Recalculate. The rest of the errors will need to be fixed by hand.  

How do I run Recalculate?
Use Organization > Recalculate. Use the form to select the options for running the routine. Then, click GO (CTRL+G).


Step 3: Rerunning the Checkout report

When you're done fixing the errors listed on the Checkout report, rerun the Checkout report to make sure all of the errors have been resolved. When the Checkout report shows that the database is error free, then you're done.


Options


Selection criteria

Filter transactions. Checkout will search for errors in the selected transactions.

Verify transactions have been updated to the General Ledger as of [MM/DD/YY]

Select the checkbox to search for transactions that have not been updated. Type a date in the [MM/DD/YY] field.

How do I fix this error?

Follow the instructions on the Checkout report. If the transaction has been updated, you can run Recalculate to change the transaction date that records when the transaction was updated to the General Ledger. On the other hand, if the transaction has not been updated to the General Ledger, run Connect Business Tax Collection > Organization > Update General Ledger. This routine will post the transactions that need to be updated to the General Ledger.

Check for history transactions that can be deleted

Check for transactions that are older than the history retention period.  

 

Business information

Use the Business Information area to review the properties on the business record.

Do you want to search for errors in business information?

  • Yes. Click to select Include Business Information.

  • No. Click to deselect Include Business Information.

How do I fix this error?

Use Connect Business Tax Collection > Businesses > Modify Existing Business to look up the business. Then, use the options on the Business 1 tab to edit the business's name, address, and contact information.

Check for active businesses with no active tax records

An active business is a business with a status that is set to active. An active tax record is a business where the tax status on the tax record is set to active. An active business should be linked to an active tax record.

Do you want to search for this error?

  • Yes. Click to select Check for Active Businesses With No Active Tax Records.

  • No. Click to select Check for Active Businesses With No Active Tax Records.


How do I fix this error?

Use Connect Business Tax Collection > Businesses > Modify Existing Business to look up the business. Then, use the options on the Business 1 tab to change the Tax Status to Active.


Check for active businesses with no tax records

An active business is a business with a status that is set to active. A tax record is a transaction of the taxes owed by a business. An active business should be linked to a tax record.

Do you want to search for this error?

  • Yes. Click to select Check for Active Businesses With No Tax Records.

  • No. Click to deselect Check for Active Businesses With No Tax Records.


How do I fix this error?

Submit a support ticket for assistance. 


Check for inactive businesses with active tax records

An inactive business is a business with a status that is set to inactive.  

Select the checkbox to search for businesses that are not active but are tied to an active tax record.


Check for active businesses with no owners

Select the checkbox to search for businesses that are active but are not tied to an owner.


Check for closed businesses missing a closed date

Select the checkbox to search for businesses that have been closed but a CLOSED DATE is not included in the business history.


Check for non-closed businesses with a closed date

Select the checkbox to search for businesses that have not been closed but a CLOSED DATE is included in the business history.


Owner information

Select the checkbox to search owner information for errors.


Verify a business exists for each owner

Search for owners that are not tied to a business.

How do I fix this error?

Add a business to the owner's record. Use Connect Business Tax Collection > Organization > Owners to look up the owner's record. Then, use the options on the Business tab to enter the name of the business that belongs to the owner.


Identify owners with the same name

Select the checkbox to search for owner records that may belong to the same individual.

How do I fix this error?

Decide which owner record to keep for your records. Then, move the information from the owner record that will be deleted to the owner record that will be kept. Be sure to link the owner to the businesses before you delete the owner record.


Tax information

Select the checkbox to search tax information for errors.


Check for active tax records with a return period end date more than x month in the past (MM/DD/YYYY)

Search for active tax records that are missing a tax return from a prior period. Example: Entering 2 months will look at tax returns from the previous two months. Example: If 2 months is entered and the current date is 3/15/08, then the Prior Return Period End Date would be 1/15/2008.


Check for active tax records missing the next return period end date

Search for active tax records missing the next return period end date.

How do I fix this error?

Look up the active tax record to add a date to the Next Return Period End Date, it's located on the Taxes tab.


Check for active tax records with a next return period end date more than x months in the future (MM/DD/YYYY)

Search for active tax records that are missing a tax return from a future period. Entering 2 months will look at tax returns from the next two months. Example: If 2 months is entered and the current date is 3/15/08, then the Next Return Period End Date would be 5/15/2008.

How do I fix this error?

Look up the active tax record to change the date in the Next Return Period End Date, it's located on the Taxes tab.

 

 

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