How Sales Tax Filing Services reports differ
Learn how the reports you receive from your preparer differ from your previous reports.
After receiving a report, you should review the contents within 24 hours so that the preparer can advance the return to the next phase and file it on time. After 24 hours, the preparer will move forward with the report even if you have not provided any comments.
- Filing Calendar → Preference Report
The main difference between these reports is that the Preference Report leaves out the columns for address information, FEIN, AutoSigner and DO NOT FILE.
- File Analysis Report → Compliance Detail Report
The only field in the File Analysis Report that is not included in the Compliance Detail Report is Input File, which was the name of the file used to generate the report. This field is no longer needed, as the Compliance Detail Report is not based on an individual import file.
- Unmarked Data Report
This report is new with Sales Tax Filing Services. The Unmarked Data Report lists transactions that have been imported but are not included in the current filing period's returns.
- Tax Filed Report
The new Tax Filed Report has four tabs, representing four different reports:
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Reconciliation
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Current Period Returns
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Data on Hold
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Liability Summary
- Reconciliation
The new Reconciliation report is similar to the previous report with a few changes:
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The row with the file name has been replaced with a row that shows the amount of data imported for the month.
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The new report is formatted in horizontal columns instead of vertical rows.
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- Current Period Returns
The new Current Period Returns report is similar to the previous report with a few changes:
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The new report does not include Column A, which listed the legal entity name on each row.
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Credit Held is now called Data on Hold and has its own tab in the Tax Filed Report.
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- Data on Hold
The third tab of the Tax Filed Report now consists only of data on hold. Data that is waiting for periodic filing is included in the Compliance Detail Report.
- Liability Summary
This report gives a breakdown of what was originally imported for the month and the total amount after credits were placed on hold or released to the return.
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