Print Trust Tax Type Summary
Description
This is a summary report that show details by type: primary business type, area type, trust tax type, and/or assessment type. Use any combination of parameters for the report. The status of the account and/or return can also be used as a report parameter. The report can be run for a pre-defined group of trust tax accounts.
Jurisdiction Specific Information
Steps
All parameters are optional. If no parameters are defined a report of all accounts is generated.
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Enter the Group Name of a predefined group of trust tax accounts, or enter the Group Number.
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Select the appropriate Tax Year from the list of all tax years.
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Select the Primary Business Type.
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Select an Area Type and Zoning Cost List.
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Select the Trust Tax Account Status.
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Define a From Period and To Periodfor the previous selections.
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Select the Trust Tax Return Status.
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Select the Trust Tax Type.
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Select theAssessment Type.
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Select the Address type, either Situs Address (default) or Mailing Address, to filter the postal code, and enter the Postal Code to generate a report of accounts by postal code. Various formats and mixes are accepted for the postal code, for example:
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32828
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32828, 32829, and 32830
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32828-1024
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32828-1024, 32828-1025, and 32828-1026
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32828-1024, 32828-1025, and 32828-1026
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32828, 32829, between 32830 and 32845,32850
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32828-1024, between 32828-1025 and 32828-1045, and 32828-1026
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Check the Hide Banner checkbox to hide the parameter banner information from the report cover page.
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Click View Report to generate the report in a separate browser window, or click Submit to Batch to open the Monitor Batch Processes screen on which you can view the progress of the report. When completed, click the report in the grid to open the View Batch Process Details screen, and click the report to open it. Click Close to close the batch screens.
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Click Previous to return to the list of SRS Trust Tax Reports.
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Click Close to end the task.
