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• CLO - Access Level Reference Guide

• CLO - Configuring Google Authenticator Extension for a CLO Login

• CLO - Deleting Records from the Database

• CLO - Editing Records in the Database

• CLO - Adding Records to the Database

• CLO - Deleting a Custom Report

• CLO - Creating a Custom Report

• CLO - Forgot Login Password

• CLO - Onscreen Capture vs Signature Pad Capture

• CLO - Generating a New 2FA QR Code

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CLO - Creating a Custom Report

1 year ago

Updated

Custom Reports allow you to select the information from each tax return to be displayed and then separately select the search criteria to be used, along with the parameters of the search criteria.

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