Reporting

The Reports feature allows you to: (1) generate and export reports for a select customer, and (2) tax data of a select customer for the purposes of importing (see Importing Data).

Reports available are:

• Copies of tax forms for records or review. Tax forms can be generated by type (draft or submitted tax forms) and Recipient.

• A summary of total tax forms drafted or submitted by a Payer. This can be used to account for all tax forms being filed.

• 1096 and W-3 tax documents for tax forms you generate in Reports.

Tax data you can export for importing purposes are:

• Tax data in forms related to payers and recipients of a customer.

• Prior year tax data in forms related to payers and recipients of a customer.

• Import templates of tax forms, which can be manually filled with customer payer, recipient, and tax data.

Sections:

• Accessing Reports

• Exporting Tax Data

• Report Types

• Generating Draft Forms Reports

• Generating Final Forms Reports

• Generating Recipient Forms Reports

• Generating Totals Reports

• Report History