Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-243179 - Tax reports need FED ID|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-243179]
* Objective
** Tax reports need additional information to be usable for reporting to state and federal agencies..
* Requirements
** On CF>REPORTS>TAXES BY SITE/CUSTOMER>
*** On Screen
**** When Sorting Options = Customer
***** Add Customer Tax Id Drop Down with the following options
****** Federal (Default)
****** State
***** Field will be disabled when Sorting Options <> Customer
*** On Report
**** When Sorting Options = Customer
***** Add Tax ID to the heading of the customer page break section.
****** Tax ID Should come from
******* Entity > General Tab
******** Federal Tax ID when Screen > Customer Tax Id = Federal
******** State Tax ID when Screen > Customer Tax Id = State
***** Add Zip Code to the Customer Address
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