As a Tax Professional, the Reports tab is where you can create new reports for your clients and review previously created reports. Please see Report Types for a full list of available reports.
From the Reports tab, you can complete the following actions:
- Create new reports
- See a list of previously created reports
- See the status of reports being created
- Download reports
- Delete reports
To access the report dashboard, select Reports from the navigation bar at the top of the screen.
