This article demonstrates how to access Reporting in the Tax Software.
The software provides several built-in reports that can be accessed from the Work In Progress Summary.
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 Creating Custom Reports
Need more help? Watch our quick video below…
