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Generate reports

This article explains how to generate reports in Expert Tax to analyze information from tax returns, employees, and other system modules.

1. Go to Reports.

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2. Select the Preset Quarter Dates or enter the dates manually.  

  • You have the option of Sort & Filter the data by Name or SSN. 
  • You can determine how the Social Security will be shown if full or just the last 4 digits by pressing the eye symbol at the top right corner.  

genrate reports select dates.gif

3. Press View Report or you can also Export Excel.  

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4. The Report will open in a new screen. 

  • You will see the option to Save the Report at the top of the page. blobid3.png

If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.

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