How to…, Practice Management
How to view event status reports and the total number of events
BTCSoftware’s events tool is based around Reminders, Recurrence, and Reporting.
Tax Return Status reports are year specific. To create a report on Tax Return Status:
- On the top toolbar go to Reports > Tax Return Status > Individual Tax Returns
- The tax return year is automatically set to the current year. You can choose another year with the drop-down list
- To include completed returns, check the Show Completed box
- To include only your own clients, check the My Clients box
- To include only returns with a specific status, choose Status in the second drop-down list and choose the status, i.e. In Progress
- Click your required Print/Export option
The total count of the report listings is displayed at the top of the window.