Reports: How to Run a Master Database Report (See all Payers and Recipients)

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 four types of reports available:

Master Database Report: view ALL payers and recipients in two separate lists.

Payer/Payee 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.


How to Run a Master Database Report:

1) Select Reports from the menu bar then select Master Database Report.



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.

4)  Select the percentage to size the report 


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