SmartFusion Modules > Utility Billing > Reports > Taxable Revenue Report

Recent Changes:  
6.128 
- Added new radio buttons for "Exclude Exempt", "Include Exempt", and "Show Exempt Only". These radio buttons will replace the previous checkbox for "Show Exempt Only".

- This report will now indicate with an asterisk if a customer is tax exempt but has taxes. This will only show on the report if the "Include Exempt" radio button is checked.
- Slightly increased account number column of Taxable Revenue Report to help prevent account numbers being cut off.

6.121 - Fixed an issue where negative taxable adjustments where not displaying on the report.
6.104 - Fixed an issue where the taxes were pulling for Fixed Service transaction codes that were not set to be taxable.

6.80 - Switched the data pull to use a stored procedure in order to decrease processing time.

6.56 - Fixed the Taxable Revenue Report to pull only customers who don't pay tax on taxable revenue (customers not marked as taxable but have taxable revenue on them) when run with the "Show Exempted Only"  checkbox checked.

6.55 - Fixed the Taxable Revenue Report to pull the tax amounts and only Taxable charges when "Show Exempted Only"  is not checked. 

6.32 - Added second report sequence for Transaction Code, Location Zone and Tax County; Updated report to standard, converted store procedure data pull to service and moved form from vb to c#.

Introduction

This report prints taxable and non-taxable revenue by Transaction Date or Bill Date.

In order for the revenue to be considered taxable:

  • The “Taxable” flag must be set on the Bank Draft and Billing Options window (accessible from Enter/Edit UB Customers > Location Tab > Billing Options).
  • The rate table for the customer’s meter must be associated with a tax transaction code.

If the "Include Exempt" radio button is selected, the report will indicate with an asterisk if a customer is tax exempt but has taxes.

Explanation

Selection Criteria

Select Report Sequence - two report sequences are available

  • Transaction Date; Bill Date
  • Transaction Code; Location Zone; Tax County

Select Output Option - Detail; Summary; Totals
Dates to Include
Exclude Exempt - Only returns customers who are taxable and have taxable revenue.
Include Exempt - Returns all customers with taxable revenue regardless of taxable status.
Show Exempt Only - Returns customers who are not taxable but have taxable revenue.

Include All

  • Account Name
  • Billing Cycle
  • Transaction Codes (need both the service charge transaction code as well as the associated tax transaction code)
  • Master Codes

Additional References

  • Utility Billing > Parameters > Location Zones
  • Accounts Receivable > Parameters > County
  • Rate Table
  • Kings Mountain NC has taxable revenue