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Article #: 16470
Overview
Find Firm Reports under Firm > Reports.
Client Listing Report
This report lists the client name, client code, business type, and ID number (can be masked). This information flows from Client > Edit > Contact Information and Client > Edit > Business Information.
Client Detailed Listing Report
This report summarizes each client’s contact and business information. Select to include information about all clients or any combination of clients. The report uses the following format:
94X Transmissions Report
Provides detailed information about transmissions and acknowledgements for the 94x series of informational returns:
Note Other options available on some reports include Separate Net Income from Retained Earning Account, Exclude Tax Provisions, and Display Account Number.