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