Tax Return Data

Finding account information by tax return info

 

The Tax Return Data search section allows for searches based on previous tax return information.

 

For most of the options listed, click in the checkbox to place a check mark for each option that needs to be included in the search criteria. This allows for highly complex and detailed searches through the system.  The results are presented on a subsequent page.

 

Tax Return Data Elements

Label                            Description

Between Year / Quarter:

The top row of the Tax Return Data form allows for searching throughout the system for return data as indicated in following rows that apply to the date range chosen.

To set the parameters for the dates, click on the dropdown menu for the starting Year and Quarter, and also the ending Year and Quarter. 

Select All:

If there is a need to perform a search with all of the criteria selected, Put a check mark in the each checkbox.

MPG Range:

Click the checkbox to place a check, and enter the numbers for the miles per gallon range the search needs to return data for. 

For instance, entering 6 and 12 will create a search for all returns indicated MPG ratings between 6 and 12 MPG.

Total Miles or Gallons ending in:

Click the checkbox to place a check, and enter the numbers for ending digits in either total miles or total gallons to include in the search.

For instance, entering 555 will create a search for multiple returns on the same account where the miles or the gallons end in 555.

Dramatic change (+/-) in Total Miles, Total Gallons, and/or MPG:

Put a check mark in the checkbox and enter the percentage of change for the system to check for throughout the database. This creates a search that will compare returns for the same account and provide a result of returns that exceed that percentage.

Accounts submitted amended tax Return in Quarter:

Put a check mark in the checkbox and open the drop down menu. Select the Year and Quarter to find amendments. This creates a search that will find all returns for that year and quarter that have amendments.