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Accountants Enterprise only

The Current Step report lists only the current Steps of a return code.

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titleTo produce a Current Step report
  1. Select Reports > Current Step ... .The Current Steps Report dialog opens.
  2. Enter the Event Code to report from.
    Alternatively click [Enter] to select all Events or click [F10] to select from available codes.
  3. In the Step field, the first step attached to the selected Event displays:
    • Click [Enter] to select the first Step, or
    • [F10] to select from the available Step codes.
  4. Use the Sort Selection options to choose criteria for the report to sort the data.
  5. Tick the New page on new code checkbox to print each code on a separate page.
  6. The default layout for this report is At Steps Report. Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
  7. Click OK to continue to the Print dialog.
  8. From the Print dialog choose whether to Preview, Print, or send the report to Disk.
  9. The Record Selection dialog allows for further selection criteria to be entered. Select a Sequence type from the options and then click Edit to define the parameters.
  10. Click OK to finalise the report.
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Reports in Tax Tracking