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Table of Contents
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.
TE Sales & Use Tax Reports 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.