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taxengine:windows:sales_use_tax_report_options_window

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.

Fields

Report by

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

Option Name

Enter a name for the report.

Sort & Print Options

Output

  • 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.

Sort by 1

Choose a top level sort order for the report.

Sort by 2

Add an additional sort by level.

Sort by 3

Add an additional sort by level.

Sort by 4

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.

Restrictions

Ranges

Select a restriction range.

Insert

Insert the restriction range.

Remove

Remove the selected restriction range.


KampData TaxEngine windows

taxengine/windows/sales_use_tax_report_options_window.txt · Last modified: 2015/06/11 21:08 by conni