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Navigate to the Work In Progress (WIP) screen located inside the tax software
Select the Reports drop-down menu
Expand the desired Report Category List and select the report you wish to view
Select Quick View to view the report or Print to print a copy of the report
To create custom reports inside the tax software, please refer to Other helpful articles related to reporting
Adding Reports To Quick Reports List (WIP)
Creating Custom Reports
Need more help? Watch our quick video below…
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