Reports to Help Complete TNT Worksheets

Created by Jason Zeh, Modified on Fri, 11 Aug 2023 at 10:30 AM by Heather Zeh

Line 16 - Taxes refunded for years preceding tax year (current year).


To get this value, download the Distribution Summary Report and find the Recalc Refund Total near the bottom right for each entity. This is the value for line 16.


Line 31A - M&O taxes refunded for years preceding tax year (current year).

On the same report use the Recalc Refund line under Gen Operating.


Line 45: B,C,& D - (following year) anticipated collection rate.


The TNT Percentage Collections Report can be found under Balancing Reports. Just enter the Tax Year and click RUN REPORT. It may take a moment to load, as there is a lot of data to compile.

 

The report provides data on the last three years of collections, broken down by tax unit.


Need to create a KB for adding a CAD to an entity that has multiple CADs