Topics

Use Query Manager to create a report with an existing 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
    , then
    Query Manager
    .
  2. Open the
    Samples (Read Only)
     folder.
    note
    You'll find many sample queries in the
    Samples (Read Only)
     folder. They are divided into client queries (such as by age, clients with refunds, and inactive clients) and schedule queries (such as clients with income from property, capital gains, and dividend income).
  3. Right-click on a query and select
    New Query Based on Current Selection
     from the context menu.
  4. Select
    OK
     to save a copy of the query to the temporary or user folder.
  5. Go to
    Reports
    , then
    Client Details
    .
  6. Select
    Use Query
    then
    Select
    .
  7. Choose the query you've just created.
  8. Change the report details such as sort order or display type if needed.
  9. Select
    OK
     to run the report.

This article applies to:

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