Transactions By Tax Form Line

The Transactions by Tax Form Line report provides a detailed listing of transactions sorted by tax form line ID and General Ledger account with subtotals by tax form line and account.  By default, the report is prepared for the period from the first day of the current month through the current date for all tax form line sorted by account then tax form line.  The Begin and End Dates may be changed to any other values. 

The list of tax form lines displayed may be changed by entering a single tax form line ID or by using wildcard characters to select more than one tax form line.  An asterisk "*" matches the rest of the string.  Entering "10*" will cause all tax form lines beginning with "10" to be displayed.  A question mark "?" replaces a single character.  Entering "1??5" will cause every four-character tax form line whose first character is a "1" and whose last character is a "5" to be listed.

Drilldown, or the ability to take a closer look at the original documents that generated the transactions is available.

See also Report Selection screen and Sample Report.