Tax and Compliance Reports

These reports are used for tax and compliance reporting to the various taxing and regulatory authorities.  They typically generated once a month, after the last bill run of the month.  However, the reports can be run for any date period (monthly, quarterly, yearly).  The available reports are:

Billing Tax Reports - Data for these reports is populated from taxes calculated by the billing engine.

• Federal Taxes
• State Taxes
• County Taxes
• Combined Taxes

TBS Tax Reports - Data for these reports is populated from the taxable Transaction Credits and Debits.

• Federal Tax Credits
• State Tax Credits
• County Tax Credits
• State Taxes Credits by County
• Federal Tax Debits
• State Tax Debits
• County Tax Debits
• State Tax Debits by County

Line Count Reports – Data for these reports is populated from the billing engine.

• Add Addresses Dupe Check
• Line Count Report

Revenue by State Reports – Compliance data populated from the billing engine.

• Revenue by State – Retail
• Revenue by State - Wholesale