Accountants Enterprise only
The History report lists all the steps currently attached to a return within a specified period.
- Select Reports > History ... .The Return Step History dialog opens.
- Select the order in which the steps should print from the options:
- No Sorting
- Sort by Surname
- Sort by Client.
- In the Date range, enter the dates between which the report is to select steps.
- The default layout for this report is History. Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
- Click OK to continue to the Print dialog.
- From the Print dialog choose whether to Preview, Print, or send the report to Disk.
- 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.
- Click OK to finalise the report.