Tax Summary and EFTPS Report

The Tax Summary Report summarizes the Federal, State and Local taxes for any specified period. Available periods include any Quarter, any Month, and the Current job (providing it is still open).

This report can be viewed on the screen in a generic format, or printed in one of three formats; an EFTPS report, a letter to your Client, and a generic report form called Reporting Format.

To view this report,

Click the Reports link.

Click the View button.

Choose Summary.

Choose the period from the Reporting Period list.

Press Next.

Press the Stop button when done or at any time to stop.

Here is a sample of the Summary Report viewed on screen.

To print the Tax Summary Report:

Click the Reports link.

Click the Print button.

Choose Summary.

Choose the period from the Reporting Period list.

Choose the Format from the Desired format list.

Enter the number of copies.

Press Next.

Click here to see a sample of the EFTPS format.

Click here to see a sample of the Client Letter format.