Trust Tax Past Due Report

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Description

The Trust Tax Past Due option reports on trust tax accounts or bills that have an outstanding balance greater than a specified amount. This report can be run for a previously created group of trust tax accounts.

Steps

All fields are optional.

1. Enter a Group Name or Group Number to report on a single group.

2. Select a Tax Year or all years.

3. Choose one or more Trust Tax Return Statuses.

4. Select one or more Area Type List and Zoning Code List.

5. Enter the From Account and To Account range to limit the report to the accounts within the range.

6. Enter the From Period and the To Period range to limit the report to the range period specified.

7. Select one or more Trust Tax Types.

8. Limit the report to those past dues that exceed a Minimum Delinquent Amount by entering the dollar amount, to those exceeding the Minimum Days Delinquent by entering the number of days, and by the Date Type to determine when the trust tax account became delinquent.

9. Choose to report accounts with flags by selecting Include Flag Object Type, Include Flag Type, Include Flag Value, Include Start Date, and Include End Date.

10. Choose to report accounts only with no flags by selecting Exclude Flag Object Type, ExcludeFlag Type, ExcludeFlag Value, ExcludeStart Date, and ExcludeEnd Date.

11. 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:

• 32828

• 32828, 32829, and 32830

• 32828-1024

• 32828-1024, 32828-1025, and 32828-1026

• 32828-1024, 32828-1025, and 32828-1026

• 32828, 32829, between 32830 and 32845,32850

• 32828-1024, between 32828-1025 and 32828-1045, and 32828-1026

12. Check the Hide Banner checkbox to hide the parameter banner information from the report cover page.

13. 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.

• • Click Previous to return to the list of SRS Trust Tax Reports.

  • Click Close to end the task.

Report Samples

Trust Tax Past Due Report

Related Topics

Groups