On occasion, users may want to identify and report on certain clients. Tax has a Return Report Builder function for users to run reports to their own specifications. The order of the columns in the report can be changed to suit requirements.
Customise reports
Log in to Tax.
On the top menu, click on Reports, Return Report Builder.
Select Filters to show all the available options.
Under the Practices, you have the option to select Clients, Form Types, Tax Periods or Status, select any of these options for additional options related to your selection.
On the right-hand side, click the filing Cabinet icon for a list of Available Columns.
To change the column order tick the required option and drag to re-order the columns.
Once the options have been selected for the report, click on View Report.
Under the Results tab, the report will show all the columns selected. If you require further columns, you can add them by clicking back on the Cabinet icon.
The report can also be exported if required using PDF or XLS.