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This article demonstrates how to access Reporting in the Tax Software.

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The software provides several built-in reports that can be accessed from the Work In Progress Summary.

  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.

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

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Need more help? Watch our quick video below…

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