Accessing Reports in the Tax Software

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

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

Need more help?  Watch our quick video below...