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: The drop-down list menu under Reports tab has changed for 2024 Software & will differ from previous year Software. 

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

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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.

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4) Select how you would like to sort both payers and recipients from the Sort Report by drop-down menu.

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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 

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




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