Tax Analyst Supervisor Reports Page

 

There are two groups of reports.  Operations Reports provide metrics on employee performance. Transmittal Reports provide financial data such as Transmittals, the Five Column Reports, and other reports.

 

When selected, each report will present data fields to populate manually, which will drive the content of the report generation.

 

 

Operations Reports

 

The Operations reports are detailed individually in the tables below.

 

Total renewals entered by employee

Label                            Description

Select Renewal Year:

Dropdown Menu

The options on the dropdown menu are last year, this year, and next year.

For instance in November 2008 the options should be 2007, 2008, and if the batch process has completed for renewal mailings 2009 should be available.

Enter FTS Code (Optional)

Data Field

When a report is Submitted with an FTS Code, the result is a 

 

 

Total Quarterly Tax Returns entered by employee

Label                            Description

Select Renewal Year:

Dropdown Menu

The options on the dropdown menu are last year, this year, and next year.

For instance in September 2008 the options should be 2007, 2008, and if the batch process has completed for renewal mailings 2009 should be available.

Select Tax Return Quarter:

Dropdown Menu

Select one of the quarters (numbered 1 – 4) for this report.

Enter FTS Code (Optional)

Data Field

When a report is Submitted with an FTS Code, the result is a 

51429  

 

 

 

Total Credentials issued by employee

Label                            Description

Select Renewal Year:

Dropdown Menu

The options on the dropdown menu are last year, this year, and next year.

For instance in September 2008 the options should be 2007, 2008, and if the batch process has completed for renewal mailings 2009 should be available.

Select Tax Return Quarter:

Dropdown Menu

Select one of the quarters (numbered 1 – 4) for this report.

Enter FTS Code (Optional)

Data Field

When a report is Submitted with an FTS Code, the result is……… 

 

 

 

Transmittal Reports

 

 

IFTA Outbound Transmittals to Jurs

Label                            Description

Select Tax Type:

Dropdown Menu

Select either MCFT or IFTA from the dropdown menu.

Select Jurisdiction:

Dropdown Menu

Select the jurisdiction to which the outbound report is being sent.

Select Month:

Dropdown Menu

Select the month for the period of this outbound transmittal. 

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 

 

IFTA State Auditor Report

Label                            Description

Select Month:

Dropdown Menu

Select the month for the period of this outbound transmittal. 

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 


 

 

Transmittal Letters to Jurisdictions

Label                            Description

Select Month:

Dropdown Menu

Select the month for the period of this outbound transmittal. 

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 

 

 

IFTA Transmittal Balance Sheet Jurs

Label                            Description

Select Month:

Dropdown Menu

Select the month for the period of this outbound transmittal. 

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 

 

 

IFTA Transmittal Batch Balance Report

Label                            Description

Enter the Batch and Item number:

Text Field

Enter the batch and item number into the field.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 


 

 

Foreign Jurisdiction – Federal Report

Label                            Description

Select Month:

Dropdown Menu

Select the month for the period of this outbound transmittal. 

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 

 

 

IFTA Inc. Annual Reports

Label                            Description

Select Year:

Dropdown Menu

Select the year for the period of this outbound transmittal.  Future years are not available.

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 

 

 

IFTA Five Column Report

Label                            Description

 

 

 

 

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.

 


 

 

MCFT Five Column Report

Label                            Description

 

 

 

 

Submit

Button

Press Submit.  The system will collate the data and present it as a .PDF file that can be either saved or printed.