Running the Tax Receivable Report

  1. Open the Tax Receivable Report .
  2. Optionally, select Display Report Header to include report headers in the output.
  3. For these fields, select the range of values to include in the report:
    • Tax Code
    • Invoice Date
    • Customer
  4. Optionally, select Increment Date to automatically increment the date range and re-run the report.
  5. Click Preview to view the report output before printing.
  6. Click Print to run the report and print the output.