Custom Reports

Follow the instructions below create a custom report inside the tax software:

1. Navigate to the Work In Progress (WIP)

2. Choose Select a Return
   
   

   Open

   

    

3. Select the Extended button from the menu items
   
   

   Open

   

    

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 → Select OK to save