How do I search for errors? (Checkout)
Use Checkout to search for errors in the application.
Watch a video
Learn how to use the Checkout routine (0m53s).
Step 1: Running Checkout
1. Open Connect Business Tax Collection > Organization > Checkout.
2. Select the options.
Verify transactions have been updated to General Ledger through MM/DD/YYYY
Check for history transactions that can be deleted
Check for active businesses with no active tax records
Check for active businesses with no tax records
Check for inactive businesses with active tax records
Check for active businesses with no owners
Check for closed businesses missing a closed date
Check for non-closed businesses with a closed date
Check for active businesses with no tax returns
Verify a business exists for each owner
Identify owners with the same name
Check for active tax records missing the next return period end date
3. Click GO (CTRL+G).
The routine runs. It may take a few minutes depending on how many options you have selected.
Updated 21Nov2018
Step 2: Reviewing the Checkout report
Use the instructions on the Checkout report to fix the errors in the database. Some of the errors can be fixed by running Recalculate. The rest of the errors will need to be fixed by hand.
How do I run Recalculate?
Use Organization > Recalculate. Use the form to select the options for running the routine. Then, click GO (CTRL+G).
Updated 21Nov2018
Step 3: Rerunning the Checkout report
When you're done fixing the errors listed on the Checkout report, rerun the Checkout report to make sure all of the errors have been resolved. When the Checkout report shows that the database is error free, then you're done.
Options
Selection criteria
Filter transactions. Checkout will search for errors in the selected transactions.
What is the Selection Criteria?
How do I add/remove fields from the Selection Criteria?
Verify transactions have been updated to the General Ledger as of [MM/DD/YY]
Select the checkbox to search for transactions that have not been updated. Type a date in the [MM/DD/YY] field.
How do I fix this error?
Follow the instructions on the Checkout report. If the transaction has been updated, you can run Recalculate to change the transaction date that records when the transaction was updated to the General Ledger. On the other hand, if the transaction has not been updated to the General Ledger, run Connect Business Tax Collection > Organization > Update General Ledger. This routine will post the transactions that need to be updated to the General Ledger.
Check for history transactions that can be deleted
Check for transactions that are older than the history retention period. Where can I find the retention history setting?
Business information
Use the Business Information area to review the properties on the business record.
Do you want to search for errors in business information?
Yes. Click to select Include Business Information.
No. Click to deselect Include Business Information.
How do I fix this error?
Use Connect Business Tax Collection > Businesses > Modify Existing Business to look up the business. Then, use the options on the Business 1 tab to edit the business's name, address, and contact information.
Check for active businesses with no active tax records
An active business is a business with a status that is set to active. An active tax record is a business where the tax status on the tax record is set to active. An active business should be linked to an active tax record.
Do you want to search for this error?
Yes. Click to select Check for Active Businesses With No Active Tax Records.
No. Click to select Check for Active Businesses With No Active Tax Records.
How do I fix this error?
Use Connect Business Tax Collection > Businesses > Modify Existing Business to look up the business. Then, use the options on the Business 1 tab to change the Tax Status to Active.
Check for active businesses with no tax records
An active business is a business with a status that is set to active. A tax record is a transaction of the taxes owed by a business. An active business should be linked to a tax record.
Do you want to search for this error?
Yes. Click to select Check for Active Businesses With No Tax Records.
No. Click to deselect Check for Active Businesses With No Tax Records.
How do I fix this error?
Contact customer service.
Check for inactive businesses with active tax records
An inactive business is a business with a status that is set to inactive.
Select the checkbox to search for businesses that are not active but are tied to an active tax record.
Check for active businesses with no owners
Select the checkbox to search for businesses that are active but are not tied to an owner.
Check for closed businesses missing a closed date
Select the checkbox to search for businesses that have been closed but a CLOSED DATE is not included in the business history.
Check for non-closed businesses with a closed date
Select the checkbox to search for businesses that have not been closed but a CLOSED DATE is included in the business history.
Owner information
Select the checkbox to search owner information for errors.
Verify a business exists for each owner
Search for owners that are not tied to a business.
How do I fix this error?
Add a business to the owner's record. Use Connect Business Tax Collection > Organization > Owners to look up the owner's record. Then, use the options on the Business tab to enter the name of the business that belongs to the owner.
Identify owners with the same name
Select the checkbox to search for owner records that may belong to the same individual.
How do I fix this error?
Decide which owner record to keep for your records. Then, move the information from the owner record that will be deleted to the owner record that will be kept. Be sure to link the owner to the businesses before you delete the owner record.
Tax information
Select the checkbox to search tax information for errors.
Check for active tax records with a return period end date more than x month in the past (MM/DD/YYYY)
Search for active tax records that are missing a tax return from a prior period. Example: Entering 2 months will look at tax returns from the previous two months. Example: If 2 months is entered and the current date is 3/15/08, then the Prior Return Period End Date would be 1/15/2008.
Check for active tax records missing the next return period end date
Search for active tax records missing the next return period end date.
How do I fix this error?
Look up the active tax record to add a date to the Next Return Period End Date, it's located on the Taxes tab.
Check for active tax records with a next return period end date more than x months in the future (MM/DD/YYYY)
Search for active tax records that are missing a tax return from a future period. Entering 2 months will look at tax returns from the next two months. Example: If 2 months is entered and the current date is 3/15/08, then the Next Return Period End Date would be 5/15/2008.
How do I fix this error?
Look up the active tax record to change the date in the Next Return Period End Date, it's located on the Taxes tab.
Updated 21Nov2018
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