Cost Per Account Report

Last Updated February 24, 2016

Users must be assigned theGLTAXLEDGE_FOUNDATION role and the user entitlements TAXLEDGE_REPORTS and GLRPTCPA_REPORT in the Tax Collection System to run this report.

To run a Cost Per Account Report:

  1. Open TaxLedge and log in.
  2. On TaxLedge’s Main Menu bar, select Reports, then select Cost Per Account. The Cost Per Account Report screen will be displayed.
  3. In the Effective Date Range fields, enter the beginning and ending date for the data that you want to appear on the report.
  4. The Collected Date Range fields allow you to enter the beginning and ending dates for which CPA amounts were collected from remittances.
  5. Select a Status. The default is ALL; other choices are Withheld, Billed, or Saved.
  6. Select which records you want to appear on the report.  Click on the circle next to your choice.  The choices are: Collected, Uncollected and All Records.
  7. Enter the number of copies needed in the Number of Copies field.
  8. Click Print.
  9. If your tax office wants, the report can be tracked on the batch menu. A popup window will appear after you click Print that gives you the batch request sequence number. Contact ACT if you want this feature.