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