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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. Click the clipboard symbol (generate Client List report) last icon.
  1. Select the options under ‘Must be used in’ and the Selection tab as well – choose the type of client:

You can choose the other options to edit the presentation.

If you need a report just for Trust Tax, tick Trust Tax.

  1. Click OK and the Report Output options will display. You can tick Word or Excel if you need this report to be saved.
  2. The report on active clients will display. Scroll to the very last page to see a total of all active clients.

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