Name in AssignmentPro: Tax Detail Briefing and Return (view)
Name in Database: vwEQ_TAX_DETAIL_BRIEFING_AND_RETURN
Description inc. recommended uses and limitations: This view allows users to report on Tax Detail, Tax Briefing, and Tax Returns without causing duplicate records in a user report in a single row. A maximum of five Tax Return records are captured.
It does this by capturing all records where Return Required is Yes and Tax Year is from the most recent five years (including the current year). If more than five records exist that meet this criteria, it captures the oldest five records (based on create date/time).
Tables used in the view:
STATE_PROVINCE
TAX_BRIEFING
TAX_DETAIL
TAX_RETURN_DETAIL
Fields contained in the view:
Tax Detail
Tax Detail ID
Tax Briefing details for Tax Return records 1-5
Employee Contacted Date
Scheduled Briefing Date
Briefing Type
Briefing Waived
Briefing Required
Spouse Briefing
Actual Briefing Date
Tax Return details for Tax Return records 1-5
Tax Year Calculated
Return State Province
Return Required
Reason
Return Subcategory
Tax Data Submitted on Time
Special Payment Arrangement Details
Refund Due
Organizer Due Date and Received Date
Calendar Due Date and Received Date
Amount
Amount Currency
Amount Belongs To
Refund Received Amount
Refund Received Currency
Tax Year Ending
Click here for details on how to create a user report to return all fields for a given name in the database.