Accessing Reports in the Tax Software

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.
   
   
   

   Open

   

    

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

   Open