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IRIS AP, PT, BT, Trust tax: Need report on active clients

Article ID
iris-pt-bt-trust-tax-need-report-on-all-active-clients
Article Name
IRIS AP, PT, BT, Trust tax: Need report on active clients
Created Date
13th August 2021
Product
Problem
IRIS Accounts Production, Personal Tax, Business Tax and Trust tax - How do i create a report on all active clients.
Resolution
  1. Load any client
  2. Client, Select
  3. On the top right – click the clipboard symbol (Generate Client List report)
  1. Select the options under ‘Must be used in’

You can choose the other options to edit the presentation

If you need a report just for Trust Tax then do this: ‘Selection’ Tab, and tick ‘Trust Tax’

  1. Click ok and the Report Output options will appear – you can tick Word or Excel if you need this report to be saved. OK
  2. The report on active clients will show. Scroll to the very last page as it will total up all active clients.

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