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How to create a report listing tax returns that have not been prepared in FBI

Article ID
kba-03163
Article Name
How to create a report listing tax returns that have not been prepared in FBI
Created Date
20th December 2012
Product
Problem
How to generate a report that lists outstanding tax returns that have not been prepared in FBI
Resolution

Open Tax Platform and select the blue reports icon at the top of the screen (second icon from left to right)

Select the chosen tax year and return type

Tick the check 1 box

From the adjacent down list, chose number ’21. FBI Tax Return file prepared’

From the next adjacent drop down list chose ‘Date is equal to’

Leave the dates box blank

Enter a report title

Click on ‘Save report’ then ‘Show Report’

The report will now show, all the clients within the chosen tax year, whereby tax returns have not been prepared in FBI

 

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