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  1. Navigate to the Work In Progress (WIP) screen located inside the tax software

  2. Select the Reports drop-down menu

  3. Expand the desired Report Category List and select the report you wish to view

  4. Select Quick View to view the report or Print to print a copy of the report

LINK FUTURE To create custom reports inside the tax software, please refer toCreating Custom Reports link here.

Need more help? Watch our quick video below…

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