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Generating a summary report
Generating a summary report

Run summary reports to get the big picture for select payers or all payers for whom you file a particular tax form.

Adams Tax Forms avatar
Written by Adams Tax Forms
Updated over a week ago

Adams® Tax Forms Helper® allows you to generate a summary report for each type of tax form.

Click on "Reports" to see all the types of reports you can create with Tax Forms Helper.

From the Reports page select "Filing Detail".

Select the form type and Payer you'd like to generate the report for.

Voila. You've now got a report that can be copy/pasted into Excel or Google Sheets.

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