Tax Export

The Tax Export option generates an export file in /dti/exchange/cm that contains payments and refunds for a selected product and date range. This export file is used to prepare tax invoices and adjustment notes to send to subscribers.

The Tax Export uses file mapping (usage: “SubscrTaxExpt”). You must have a file map created before you can use this option.

To run the Tax Export:

• Select Tax Export from the Taxing menu to display the Subscriber Tax Export window.

  
• Click Add and complete the following fields.

  Field	Type	What to enter
  PRODUCT	setup	Select the product for which to run the export, or enter “*” and multi-select.
  START DATE, END DATE	date	Enter a date range for the export.
  OUTPUT	predefined	Select payments, refunds, or both to include in the export.
  FILE FORMAT	setup	Select the file map to use for this report. A file map must be set up previously.
  FILE NAME	open	You can accept the default file name or modify it.
  FILE OPTION	predefined	Select append (add to an existing file with the same name) or replace (replace the existing file).

• Click OK and then Continue to run the export.