Accessing Reports

1. Access 1099-Prep.

2. In the Company Dashboard, search for a customer and click it's customer tile to access the customer's dashboard.

3. In the Customer Dashboard, click the REPORTS button in the Generate Reports for Your Records panel.

At the bottom of the Reporting prompt is a record of recently generated reports. Click a Download icon: to download a report. Click the Options icon: to see the properties selected when the report was generated.