Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Navigate to the Work In Progress (WIP).

  2. Choose Select a Return.

  3. Select the Extended button from the menu items.

  4. Highlight and add any available display fields.

  5. Optional: Highlight and add any available search fields. This serves as a filter for your display fields.
    The example below would only show returns that have Completed Remote Signatures.

  6. Select the Save button when you are satisfied with your selection(s).

  7. Give your report a unique name .

    Image Added

  8. Select OK to save.

    Image Removed
Info

To add your custom report to the Work In Progress for instant access please refer to Adding Reports To Quick Reports List (WIP).

...


Need more help? Watch our quick video below…

...

Panel
bgColor#F4F5F7

Related Articles

Accessing Reports in the tax Software

Adding Reports To Quick Reports List (WIP)