Review Tab of the Tax File Generation Form

After you enter report criteria on the General tab on this form, use the Review tab to see an overview of the data that will be included in the tax file.

Each row in the grid displays a transaction that will be included in the tax file. At the bottom of the grid, you see the amount totals. This tab allows you to assess whether the transactions and amounts are generally as you expected before you generate the tax file.

Contents

Grid Toolbar Options

Field	Description
Drop-down grid option	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Tax Analysis Report	This option provides easy access to the Tax Analysis report. Click this option to open the report Options dialog box for the Tax Analysis report and then generate the report.

Grid Fields

Field	Description
Client, Vendor, or Employee	This field displays the client, vendor, or employee name for the transaction.
Net Amount	This field displays the gross amount less the tax amount for the transaction.
Tax Amount	This field displays the tax amount for the transaction.
Gross Amount	This field displays the full amount of the transaction, which includes the tax amount.
Totals Bar	A bar below the grid rows with a Sigma (Sum) symbol displays the sum for each—Net Amount, Tax Amount, and Gross Amount—column.