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