Reports: How to Run a Tax Form Totals Report

How to Run a Totals Report:

1) Select Reports from the menu bar then select Totals Report.

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2) Select either All Payers or a specific payer from the Select Payer (Company) drop-down menu.

Reports_Totals_Select_Payer.gif

Note: If you select All Payers when running a Total Report, All Recipients will automatically be selected. If you choose a specific payer, you will be able to select All Recipients or a specific recipient.

3) Select the Tax Form for which you want to run the totals report from the Select Form to Run Summary or Totals Report drop-down menu.

Reports_Totals_Select_Form.gif

4) Select how you would like to sort both payers and recipients from the Sort Report by drop-down menu.

Reports_Totals_Sort_by.gif

Note: Sorting payers and recipients is optional.

5) Click View/Print to create the report.

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