Payer & Recipient 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 payers and recipients in two separate lists.
Payer/Recipient Report: view payer(s) and the recipient(s) setup directly under them.
Summary Report: review tax form information by form type and recipient, for either ALL payers or a selected payer.
Totals Report: review the totals for all tax forms filed by form type and either ALL payers or a selected payer.
List of Payers Report (2024 Software): view ALL payers in a List.
List of Recipients Report (2024 Software): view ALL Recipients in a List.
Note: You will not be able to export your data to a excel file
How to Run a Master Database Report:
1) Select Reports from the menu bar then select Master Database Report.
NOTE: As previously mentioned, you will be able to generate a "List of Payers" and "List of Recipients" report in 2024 Software.
2) Select how you would like to sort both payers and recipients from the Sort Report by drop-down menu.
Note: Sorting payers and recipients is optional.
3) Click View/Print to create the report and print to a pdf
4) Select the percentage to size the report
Note: You will not be able to export your data to a excel file