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Access Tax - Partner, Manager or Staff attribute report in Access Tax

Updated this week

Users can run a report and then filter for Partner, Manager, Staff, Tax Agent or Client status.

  1. Log in to Tax.

  2. Go to Reports, Return Report Builder.

  3. Click the Clients button.

  4. Choose the Partner, Manager or Staff under Associated Staff.

  5. Click your cursor off the selection window.

  6. Click the Form Types button, then select the required forms.

  7. Click your cursor off the selection window.

  8. Choose other settings as required and then press View Report.

  9. To export the report, click PDF or XLS.

  10. Click the Access Tax button in the top left corner to return to your main screen.

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