How do I set up a report for SA work status sorted by client name?
To set up a report that shows the tax return status of all clients sorted by client name, rather than by filing status, follow these instructions:
- Open Practice Manager.
- Select Report Manager from the left-hand menu.
- Double-click on Current SA Tax Return work status.
- Select Report Information from the left-hand menu.
- Edit the Report Name to include by surname (or something relevant).
- Click on Continue to Report Customisation.
- Under Sort by, select Client Name from the drop-down menu.
- Optional: select Filed to HMRC date under Columns Available and click on Add >>.
- Click on Continue to Finish.
- Click on Finish and Save.
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