This article demonstrates how to successfully create a custom report inside the tax software.
Follow the instructions below create a custom report inside the tax software:
Navigate to the Work In Progress (WIP)
Choose Select a Return
Select the Extended button from the menu items
Highlight and add any available display fields
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.
Select the Save button when you are satisfied with your selection(s)
Give your report a unique name → Select OK to save
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…
