Tax Information Report (RTX)

Sample Report

Use the Tax Information Report (RTX) to print and update the period-to-date and year-to-date tax history. The information that prints comes from the Maintain Tax Codes window.  

Canadian users: The totals section includes ALL  tax codes. Therefore, if the report includes composite tax codes, totals do not print.      

Printing the Tax Information Report (RTX)

  1. From the Eagle Browser, click Reports Menu, Accounts Receivable Reports, Tax Information Report.  The Tax Information Report window displays.  

  2.  If you have set up a Default Report Profile for this report, you can simply click Run to use the defaults.  Or, you can retrieve a saved report, make any necessary changes, and click Run.  Otherwise, continue with the next step.

  3. From the page, review the default entries in the fields and make changes if needed.  For a definition of each field, click here.

  4. Click .  In the Options field, click in the box to the left of the options you want.  For a definition of each option, click here.

  5. (Optional) Click .  The Tax Code from/to field displays. If desired, fill in the fields to limit the tax codes that are included on the report.  For a definition of this field, click here.

  6. (Optional) Click . A page of fields displays. Fill in the fields if you want to fax the report. For a definition of each field, click here.

  1. Click Run if you are running this report now, or click Queue if you are adding this report to a queue. For more information about creating queues, click here.