Reports: How to Run a Master Database Report (See all Payers and Recipients)

Payer & Recipient Reports

The software offers users a unique way to keep a record of year-end filings by transferring all data from the forms to comprehensive reports. There are four types of reports available:

Master Database Report: view ALL payers and recipients in two separate lists.

Payer/Payee Report: view payer(s) and the recipient(s) setup directly under them.

Summary Report: review tax form information by form type and recipient, for either ALL payers or a selected payer.

Totals Report: review the totals for all tax forms filed by form type and either ALL payers or a selected payer.

 

How to Run a Master Database Report:

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


Reports.png

 

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

Reports Master Sort by.gif

Note: Sorting payers and recipients is optional.

3) Click View/Print to create the report.

Reports_Master_view.gif

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk