Companies & Employees 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 several types of reports available:
Master Database Report (Not available in 2024 Software): view ALL Companies and Employees/Recipients in two separate lists.
Companies/Employee Report: view Companies and Employees setup directly under them.
Summary Report: review form information by form type and employee for either ALL companies or a selected company.
List of Payers Report (2024 Software): view ALL Companies in List
List of Recipients Report (2024 Software): view ALL Recipients/Employees in List
Note: You will not be able to export your data to an excel file
How to Run Master Database Report:
1) Select Reports from the menu bar & Select "Master Database Report" from drop-down-menu list.
NOTE: In 2024 Software you will have option to generate "List of Payers Report" & "List of Recipients Report" in drop-down-menu under "Reports" tab.
2) Select how you would like to sort both companies & employees from the Sort Report by drop-down menu.
Note: Sorting companies & employees is optional.
4) Click View/Print button to generate the report and print to a pdf
5). Select the percentage to size the report