Accountants Enterprise only
The History report lists all the steps currently attached to a return within a specified period.
To produce a History report
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Select Reports > History ... .The Return Step History dialog opens.
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Select the order in which the steps should print from the options:
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No Sorting
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Sort by Surname
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Sort by Client.
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In the Date range, enter the dates between which the report is to select steps.
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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.
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Click OK to continue to the Print dialog.
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From the Print dialog choose whether to Preview, Print, or send the report to Disk.
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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.
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Click OK to finalise the report.
