Set up the report options and send the report to the printer.
Do this...
1. Open Connect Business Tax Collection > Reports > Monthly Analysis Report.
2. Select a report title.
3. Enter the Report Dates.
Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the fiscal year end as the report end date?
Yes, I want to use the fiscal year end. This is the default setting.
No, I want to use a different date. Change the Report Date, or click Advanced Options.
A transaction is an exchange or transfer of goods, services, or funds. Use Payment Applied Date to include transactions based on the date when the payment was allocated. Use Tax Return Filing Date to include transactions based on the date when the tax return was filed. Use Tax Return Period End Date to include transactions based on the last date recorded in the selected period.
This option will include businesses, tax types, and fees that do not have any transactions recorded during the date range.
Use Only Include the Top [ _ ] Businesses you can choose to print all of the businesses that meet the report selection criteria, or you can print a specific number of businesses. For example, enter 20 in the Only Include the Top [ _ ] Businesses field to only print the amounts for the top twenty businesses based on the amounts filed for the selected date range.
The base is the option that serves as the basis for calculating an amount. The based on option allows you to determine the amount based on the reporting category or selected tax types/fees. Use Report Category to base amounts on transactions. For example, selecting the Taxable Amount reporting category will report amounts based on the taxable amount found in each business's file. Use Selected Tax Types/Fees to base amounts on tax types and fees that are associated with each business. For example, use this option to select all businesses that have an NSF Check Fee.
What do you want to do?
I want to base amounts on a reporting category. Click to select Reporting Category. Use the drop-down list to select a reporting category.
I want to base amounts on a tax type or fee. Click to select Selected Tax Types/Fees. Click the Select button. Use the Selection form to choose the tax types and fees. Click OK. To print a total for each tax type and fee instead of including the transaction detail, click to select Summarize the Selected Tax Types/Fees.
A fiscal year refers to twelve consecutive months an organization uses to account for and report on its business operations. Typically, organizations use a fiscal year ending December 31. However, some governmental units end their fiscal year end on June 30.
In what month does the fiscal year end?
Use the Fiscal Year Ends In drop-down list to select the month when the fiscal year ends.
The report prints.
The base is the option that serves as the basis for calculating an amount. The based on option allows you to determine the amount based on the reporting category or selected tax types/fees. Use Report Category to base amounts on transactions. For example, selecting the Taxable Amount reporting category will report amounts based on the taxable amount found in each business's file. Use Selected Tax Types/Fees to base amounts on tax types and fees that are associated with each business. For example, use this option to select all businesses that have an NSF Check Fee.
What do you want to do?
I want to base amounts on a reporting category. Click to select Reporting Category. Use the drop-down list to select a reporting category.
I want to base amounts on a tax type or fee. Click to select Selected Tax Types/Fees. Click the Select button. Use the Selection form to choose the tax types and fees. Click OK.
A fiscal year refers to twelve consecutive months an organization uses to account for and report on its business operations. Typically, organizations use a fiscal year ending December 31. However, some governmental units end their fiscal year end on June 30.
In what month does the fiscal year end?
Use the Fiscal Year Ends In drop-down list to select the month when the fiscal year ends.
This option will include businesses, tax types, and fees that do not have any transactions recorded during the date range.
A transaction is an exchange or transfer of goods, services, or funds. Use Payment Applied Date to include transactions based on the date when the payment was allocated. Use Tax Return Filing Date to include transactions based on the date when the tax return was filed. Use Tax Return Period End Date to include transactions based on the last date recorded in the selected period.
Use Only Include the Top [ _ ] Businesses you can choose to print all of the businesses that meet the report selection criteria, or you can print a specific number of businesses. For example, enter 20 in the Only Include the Top [ _ ] Businesses field to only print the amounts for the top twenty businesses based on the amounts filed for the selected date range.
Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the calendar year as the report range?
Yes, I want to use the calendar year. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.
The Reporting Categories are categories that you can set up to report amounts for a group of accounts. Use Report Category to base amounts on transactions. For example, selecting the Taxable Amount reporting category will report amounts based on the taxable amount found in each business's file.
Use Selected Tax Types/Fees to base amounts on tax types and fees that are associated with each business. For example, use this option to select all businesses that have an NSF Check Fee.
If amounts are based on the selected tax types and fees, then you have the option of summarizing amounts by tax type/fee. Print a single row for each business that shows the total amounts for the selected tax types and fees.
Do not select this option to print a row for each business and tax type/fee.