Personal, Business, and Trust Tax Support

Preview Information Requests and covering letters in Personal Tax

  1. Open an active client, with a current tax return.
  2. Select
    Reports
    , then
    Manage Reports
    .
  3. In the
    Folder: Form
     section, right-click
    Information request (Person) (default)
     and select
    Copy report to
    , then
    Practice Reports
     from the context menu.
  4. Right-click the renamed
    Copy of Information Request (Person)
     and select
    Edit Report
     from the context menu.
  5. Select the
    Preview
     tab.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax
  • Subject: Reports