Audit Correspondence Datasource

NOTE: This datasource may not be applicable to your jurisdiction.

The Audit_Correspondence_datasource.htm file that is created when using the Correspondence feature for business, personal, or trust tax account audits offers these fields. When you create the Word® document , you embed these datasource fields into the document.

IMPORTANT: You can download and maintain the latest datasource via Reports and Interfaces > Data Services. Use the Correspondence > Report Setups task (Reports and Interfaces > Correspondence) to create and maintain report setups and templates, upload your updated datasource, and associate it to the report setup and template.

Data Fields	Description
BusName	Business name or legal party name
AuditNumber	Audit number (system generated)
AcctType	Account Type (business, trust tax, personal)
AcctNumber	Account Number (business, business license, trust tax, personal property legal name)
Auditor	Auditor (name, created when setting up auditors)
AuditReason	Audit Reason (e.g., high exemption)
AuditStatus	Audit Status (e.g., in progress)
CreationDate	Audit Creation Date
ClosedDate	Audit Closed Date
AudPeriodFrom	Audit Period Range From
AudPeriodTo	Audit Period Range To
ContactName	Contact Name
ContactAddr	Contact Address
ContactCity	Contact City
ContactState	Contact State
ContactPostalCd	Contact Postal Code
Tax	Tax (taxes due based on audit)
Penalty	Penalty (penalty due based on audit)
Interest	Interest (interest due based on audit)
Fees	Fees (any additional fees due based on audit)
Payments	Payments (any payments made)
TotalDue	Total Due (the balance between the amount due and any payments made)
Fields 1 - 10	Any additional defined fields