Summary

The Delinquent Filers report is used to track BT accounts that were expected to file taxes for a specified tax type in a specified date range but did not. The report will display the Business Number, DBA, Period, Year, Physical Address, Business Phone, Cell Phone and Home Phone for each delinquent filer. The report will also provide totals for delinquent filers by tax type.

Step by Step

1     Open the Delinquent Filers Report (BT> Reports> Delinquent Filers).

2     Configure the report.

• The Tax Types field is used to filter the delinquent filers 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).
• The Status field is used to filter the delinquent filers by status. Check the toggle next to the statuses you would like to include on the report. By default, all statuses are selected.
  • Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status).
• Use the Period From and Period To fields to filter the transactions included in the report by a period range.
• Use the Year From and the Year To fields to filter the transactions included in the report by a year range.
• Check the Reconciliation filings toggle to generate the report in reconciliation mode. This report will identify accounts that meet the above filter criteria and have delinquent reconciliation returns.
  • Checking this toggle will disable the Period From and Period To fields.
• 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 Delinquent Filers 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 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).