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Use Query Manager to create a report with a new query in Personal Tax

Whether for tax planning purposes or housekeeping, it’s useful to report on clients meeting specific criteria (such as over a certain age, specific income types, or thresholds. You can do this in the Query Manager.
  1. Go to
    Tools
    ,
    Query Manager
    .
  2. Select the
    Temporary (Work In Progress)
    .
  3. Select
    New
    , then
    Query
    .
  4. In the Group column, select which schedules to report on.
  5. In the Instance column, you can select a subset of the group.
  6. You can select
    More
     to add specific user assignments to the query or apply the query only to specific tax years.
  7. You can choose to use the
    Basic
     or
    Advanced
     query method.
    important
    You should only choose the Advanced query method if you're proficient in SQL or if we've given you text to use in a query. You can ask your Account Manager if you would like us to build a more complex query for you, at a cost.

This article applies to:

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