Search Criteria and Report Parameters
When running a tax report:
- Select from the available search criteria.
- Use specific report parameters to help narrow your search results.
Search criteria
The following search criteria values are available on many Tax reports:
- Client ID
- Client Name
- Collector ID
- Collector Client ID
- Corp ID
- FEIN
- Tax code
- Tax code description
When you select a value in the Search Criteria field, Data as a Service (DaaS) searches for all clients who match the criteria.
Example:
- In Search Criteria, select Client Name.
- In Search Value, enter one or more letters of the client name.
- In Client ID, click
.A list of all clients whose name begins with or contains the letter(s) you entered appears. (The client ID and client name appear for each client in the list.)
- From the list, select the client you want to run the report for.
Report parameters
When you generate a report, for faster results:
- Use as many of the report parameters as possible to narrow your search.
- Limit the data you enter in the search parameters.
For example:
The larger the date range you specify for a report, the longer it takes to run the report.