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Accountants Enterprise only

The History report lists all the steps currently attached to a return within a specified period.

To produce a History report
  1. Select Reports > History ... .The Return Step History dialog opens.
  2. Select the order in which the steps should print from the options:
    • No Sorting
    • Sort by Surname
    • Sort by Client.
  3. In the Date range, enter the dates between which the report is to select steps.
  4. 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.
  5. Click OK to continue to the Print dialog.
  6. From the Print dialog choose whether to Preview, Print, or send the report to Disk.
  7. 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.
  8. Click OK to finalise the report.
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