Searching a Report

Use the E-File Reports page to filter the list of reports that you want to view and download an E-File. This page also displays the list of the reports with Report ID, Report Name, Case ID, and E-File details.

By default, all reports are listed on the E-File Reports page. You can also search required reports using Report ID and Report Name search criteria.

Topics:

·         Searching a Report  

·         Regulatory Reports List 

·         Downloading an E-File 

Searching a Report

A set of search criteria helps retrieve the required reports to view and download an E-File. Only those reports that match the criteria are displayed.

To search reports using search criteria, follow these steps:

1.     On the E-File Reports page, enter the details of the required fields Report ID and Report Name.  

2.     Click Search  or Press Enter. The Search and List page is displayed with report(s) matching your search criteria.

Regulatory Reports List

The Reports List pane displays the list of all or specific reports you are looking.

The Reports List pane has the following User Interface (UI) controls:

·        Sort Ascending/Descending: You can sort the Report List in ascending or descending order using Ascending or Descending icon , respectively. By default, the Report List is in descending order.

·        Column Labels: The column labels provide you with the names of the columns. For example, Report Name, Report ID, and so on. This helps you to sort the information on the required report.

·        Tool Tip: A ToolTip that provides additional information is displayed when you position the cursor over a column label.

·        Column Size: You can change the width of the column by dragging the column to the right or left direction using the mouse, or you can select the Resize Column option. To resize the column, right-click on the column. The Resize option is displayed.

·        Page Display: Use this option to modify the number of reports you want to view on a page (records per page) and navigate back and forth between pages to view all reports in the Report List. To view a specific page, enter the page number, use arrow marks to go to the next or previous page, or click on the existing numbers such as 1, 2, 3, and so on to go directly to that page.

Downloading an E-File

On the E-File Reports page, you can download the required E-File.

To download an E-File, follow these steps:

1.     Navigate to the E-File Reports page.  

2.     Click Download E-File . An E-File is downloaded in the form of the .csv file.

Use this E-File to view the details associated with the selected report, such as jurisdiction, account, transaction, and so on.

You can upload this E-File to the PH STR portal.