Personal Tax - Report on Status of clients (Tax Return was sent, no work etc)

Article ID

personal-tax-report-on-status-of-clients-return-was-sent-no-work-etc

Article Name

Personal Tax - Report on Status of clients (Tax Return was sent, no work etc)

Created Date

17th December 2021

Product

Problem

IRIS Personal Tax - Report on Status of clients (Return sent, not sent, no work etc )

Resolution

You want to know if any work was done for a client – if a return was sent, if no work was done etc. There are several reports in PT to help you.

Go to the top of PT, Administration and there are 7 numbered reports and a further 5 at the bottom.

Run the ‘Tax Return Master list’ or the ‘Electronic Return progress’ report – these will list the status of each of your active clients.

The reports are based on the year – so choosing 2021 and it will only show work done for the 2021 year.

NOTE: If you password protect a client (under Client/View/Confidentiality) then they will be omitted/hidden from these reports.