Reports: How to Run a Tax Form Summary Report

How to Run a Summary Report:

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

Note: First screen has changed 

Select Reports > Select Payers & Recipients Reports > Select the type of Report 


2) Select either All Payers or a specific payer from the Select Payer (Company) drop-down menu.


3) Select the Tax Form for which you want to run the summary report from the Select Form to Run Summary or Totals Report drop-down menu.


4) 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.

5) Click View/Print to create the report and print to a pdf 

6. Select the percentage to size the report 


Note: You will not be able to export your data to a excel file 

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