Access Tax - Detailed reports in Access Tax

Log in to Tax.

From the top menu, click on Reports.

Click on Clients from the menu.

Then click on Client List in the list of reports.

Change the Client Ref fields if you would like a client range, e.g., ABCD0001 to HIJK0001. If you would like to run a report for all clients, then leave both fields blank.

Select which Client Status you would like to filter by.

Change the Style from Summary to Detailed from the drop-down menu.

Click the View Report button on the right to view the report.