Reports: How to Run a Tax Form Summary Report

How to Run a Summary Report:

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

summary_Reports.png

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

Reports_Select_Payer.gif

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

Reports_Select_Form_to_Run.gif

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

Reports_Sort_Report_by.gif

Note: Sorting payers and recipients is optional.

5) Click View/Print to create the report.


Reports Summary Report.gif

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk