BT> Reports> Waived Penalty and Interest

Waived Penalty and Interest Report

 

Summary

 

The Waived Penalty and Interest Report is used to report on waived BT transcations. The report will display the Business Number, DBA, Fee Code, Period, Year, Transaction Date, Batch Number, Batch Name, Original Amount and Adjusted Amount for each waived transaction included in the report. The report will also include totals by tax type and a report total.

 

Related Links

 

Click here for information on Fee Code maintenance.

Click here for information on Tax Type maintenance.

Click here for information on Status maintenance.

 

Step by Step

 

1     Open the Waived Penalty and Interest Report (BT> Reports> Waived Penalty and Interest).

 

2     Configure the report. 

 

  • The Fee Code field is used to filter the waived activity by fee code. Check the toggles next to the fee codes you would like to include on the report. By default, all tax types are selected.
  • The Tax Types field is used to filter the waived activity by tax type. Check the toggles next to the tax types you would like to include on the report. By default, all tax types are selected.
    • Tax types are used to group taxes together into logical associations such as Payroll or Gross Receipts. Tax Types are created and maintained on the Tax Type Maintenance window (BT> Maintenance> Tax Type). Click here for information on Tax Type maintenance.
  • The Status field is used to filter the waived activity by status. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Use the Date From and the Date To fields to filter the waived transactions included in the report by a date range.
  • The Businesses field is used to add individual businesses to the report.
    • Click the Create icon to choose a business from the Business Selection window. Highlight the business you would like to add to the report and click the Confirm icon to return to the Waived Penalty and Interest report window.
    • Adding individual businesses to the Businesses field overrides all other report filters. If you use the businesses field to add businesses to the report, only those businesses will be included.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.