How to Run a Totals Report:
1) Select Reports from the menu bar then select Totals Report.
2) Select either All Payers or a specific payer from the Select Payer (Company) drop-down menu.
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.
4) Select how you would like to sort both payers and recipients from the Sort Report by drop-down menu.
Note: Sorting payers and recipients is optional.
5) Click View/Print to create the report.