Premium Pro Help

Comprehensive Summary Report

The Comprehensive Summary Report allows you to choose which companies you want to see a Comprehensive Summary of Taxes for. You can create multiple reports that contain different sets of companies.

Steps to Access the Comprehensive Summary Report:

1. Go to the Report menu and select View Comprehensive Summary Report. Report>Comprehensive Summary Schedule/Report
2. A dialog box will appear. Select New.
3. Enter a name for the group of companies.
4. Select the companies to include in the current report.
   
   
   
5. Select the Main Company. The software will use this company’s summary of taxes options (inclusion of items in determining the effective tax rate) for all companies in the group.
6. Choose if you would like to make the report accessible to everyone or accessible to the current user only.
7. Click Save.
8. Highlight the report and then select Open to view it.
   
   
   

For information on Sorting and Filtering, please click here.