dynamiczip:faq:california_report_faq
Differences
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| Next revision | Previous revision | ||
| dynamiczip:faq:california_report_faq [2015/03/06 19:15] – external edit 127.0.0.1 | dynamiczip:faq:california_report_faq [2024/01/05 21:08] (current) – chuck | ||
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| - Set the Primary Sort field to Jurisdiction. | - Set the Primary Sort field to Jurisdiction. | ||
| - Press the expansion button (blue arrow) next to the Primary Sort field to open the DZ Report Section Options window. | - Press the expansion button (blue arrow) next to the Primary Sort field to open the DZ Report Section Options window. | ||
| - | - Set the Section 2 field to None. **NOTE: **Leave the Section 1 field equal to Jurisdiction. | + | - Set the Section 2 field to None. **NOTE:** Leave the Section 1 field equal to Jurisdiction. |
| - Press the OK button to save and close the DZ Report Section Options window. | - Press the OK button to save and close the DZ Report Section Options window. | ||
| - On the DZ Report Options window select the checkbox for Print Column Headings. | - On the DZ Report Options window select the checkbox for Print Column Headings. | ||
| Line 16: | Line 16: | ||
| - Enter and insert the appropriate date range for your return. | - Enter and insert the appropriate date range for your return. | ||
| - Press the Destination button to open the DZ Report Destination window. | - Press the Destination button to open the DZ Report Destination window. | ||
| - | - Set the Save In field to an appropriate file path and name. **IMPORTANT: | + | - Set the //Save In// field to an appropriate file path and name. **IMPORTANT: |
| - Set the File Format field to Comma - delimited. | - Set the File Format field to Comma - delimited. | ||
| - Press the OK button to save and close the DZ Report Destination window. | - Press the OK button to save and close the DZ Report Destination window. | ||
| Line 22: | Line 22: | ||
| - Press the Save button to save the report for later use. | - Press the Save button to save the report for later use. | ||
| - Close the DZ Report Options window. | - Close the DZ Report Options window. | ||
| - | - Open the printed report using a spreadsheet software. | + | - Open the printed report using Excel or some other spreadsheet software. |
| - | - Add a column for State Tax (= the Taxable column * .06). | + | - Add a column for State Tax (= the Taxable column * current state tax rate (ie.06)). |
| - | - Add a column for County Tax (= the Taxable column * .0025). | + | - Add a column for County Tax (= the Taxable column * current county tax rate (ie.0025)). |
| - | - Add a column for Combined State and Local Tax (= the Taxable column * .01). | + | - Add a column for Combined State and Local Tax (= the Taxable column * current combined rate (ie.01)). |
| - Add a column for District Tax (= the Tax column - (State Tax column + County Tax column + Combined State and Local Tax column)). | - Add a column for District Tax (= the Tax column - (State Tax column + County Tax column + Combined State and Local Tax column)). | ||
| - Add a row at the bottom that contains the sum for each column. | - Add a row at the bottom that contains the sum for each column. | ||
dynamiczip/faq/california_report_faq.1425669326.txt.gz · Last modified: 2015/05/22 18:47 (external edit)