TE Sales & Use Tax Reports window

The TE Sales & Use Tax Reports window provides a central location for printing reports on the transactions saved in the TE Transaction Document, Line and Tax tables.

Select one of the following; Document, LineItem or TaxDetail.

Enter a name for the report.

• Select Normal or Export.
• Normal prints to screen and printer.
• Export prints to file with no page headers, footers or totals, and is easily used with a spreadsheet program.

Choose a top level sort order for the report.

Add an additional sort by level.

Add an additional sort by level.

Add an additional sort by level.

Export Layout

• Normal
• ZIPsales Returns: Select this checkbox to print a report for use with ZIPsales Returns - a signature ready tax return service offered by CCH. This option is only available for LineItem reports.
• Simple - Added with KampData TaxEngine v.2.0. This layout includes only the following columns:
  • Sort1
  • Sort2
  • Sort3
  • Sort4
  • Total
  • Taxable
  • Exempt
  • Tax

By running the Simple report in TestMode, the results will be restructured to be directly comparable to the Simple Layout Export report that can be printed from DynamicZip. We created this option for internal use in SQA. To generate the report from within DynamicZip, the Dex.ini must contain DZ_SimpleExportLayout=TRUE which currently only applies to printing the Option D export report in summary mode.

Select a restriction range.

Insert the restriction range.

Remove the selected restriction range.

KampData TaxEngine windows