Taxes and Fees Report

Location

REPORTS > Management Reports > Taxes

Purpose

The Tax and Fees Report provides a list of all taxes and fees charged on every contract for a specified period of time. Use this report for government reporting agencies and internal audits.

Options

Charge – Select the charge you wish to show on the report.

Print – Choose "Detail" to show contracts with each miscellaneous charge listed. Choose "Summary" to show each contract with a miscellaneous charge total. Choose "Grand Totals" to just show totals for all contracts.

Sort By – The report can be sorted by report date or by RA number.

Data Selection

Charges are selected by the following rules:

• The charge’s report date is in the report’s date range.
• The charge’s report location is selected in the reporting lists.
• The charge is a tax or miscellaneous fee.
• The charge’s code matches the selected code.
• The contract’s product is selected in the Product list.