How do I set up a report for current CT return work status, ordered by date?
To set up a report that shows the tax return status of all limited company clients sorted by Corporation Tax (CT) end date, rather than by filing status, follow these instructions:
- Open Practice Manager.
- Select Report Manager from the left-hand menu.
- Double-click on Current CT Return work status.
- Select Report Information from the left-hand menu.
- Edit the Report Name to include by CT end date (or something more relevant to your processes).
- Click on Continue to Report Customisation.
- Under Sort by, select CT end date from the drop-down menu.
- Click on Continue to Finish.
- Click on Finish and Save.
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