Working with Reports

SUMMARY

This article pertains to Web1040 Pro Report Details

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Reports

Web1040 Pro can run reports on client data, aiding tax preparers in management of their office(s).

To run a report, use the following steps from the Welcome page:

  • Click Select on the Reports line. Web1040 Pro displays the Office Reports page:
  • Click Select for the report you want to run. For purposes of this topic, run the Return Questions report. Web1040 Pro displays the Return Questions page:
  • Review the information on the report.

Searching and Sorting

Tax preparers can filter report data by entering a keyword in the search box. For example, a search could be for a client’s Social Security number or for certain answers to a custom question. Clicking on a column heading will sort the data by the contents in said column.

Printing

To print a report, click either the PDF or HTML icon at the top of the page.

If you click PDF, Web1040 Pro saves a PDF copy of the report to your computer (usually in the Downloads folder).

If you click HTML, Web1040 Pro displays the report data in a new window, within the Internet browser.

*Remember, you must follow all the security, privacy, and confidentiality rules to ensure taxpayer data is stored in a safe and secure location.

Exporting

To export a report, click either CSV or Excel, depending on the needed format. Web1040 Pro saves the .csv or .xlsx file to your computer (usually in the Downloads folder).