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...