Compiling Tax Report Data

When compiling tax report data, these details are included:

• Acquisition Cost (Acquired Before Last Year)

• Acquisition Cost (Retired Last Year)

• Acquisition Cost (Acquired Last Year)

• Acquisition Cost (Summary), and Estimated Value (by Depreciable Asset Type)

• Standard Taxable Value (by Depreciable Asset Type), and Count (by Depreciable Asset Type)

To compile and generate Depreciable Asset Tax Reports:

1. Go to Depreciable Assets > Reports > Depreciable Asset Tax Report > New.

2. On the Report Request page, specify information in these fields:

   • Subsidiary - Select subsidiary whose assets will be included in the report.

   • Reporting Year - Select the year that the report will cover.

3. Click Save.

   Asset report data will be compiled; done, you will receive an email.

4. After receiving the email, on the Report Request page, click Refresh and then click Compile Tax Report Data.

   Tax report data will be compiled; done, you will receive an email.

5. After receiving the email, on the Report Request page, click Refresh and then click Generate Report Files.

   Report files will be generated; done, you will receive an email.

6. After receiving the email, open the Report Request page, and click Refresh.

7. Open these subtabs to view details of the generated reports:

   • Files - shows Asset Report and Tax Report files

   • Report Logs - contains notes and errors during report generation

   • Asset Report Data - indicates data compiled for the Asset Report

   • Tax Report Data - indicates data compiled for the Tax Report

8. Click Go to Report Folder. This opens the Report Folder containing all the reports of All Depreciable Assets and Asset Tax, for each municipal, of the specified reporting year. The Report Folder is what you specified in Reporting Preferences, where you want the reports to be saved to.

General Notices