Cupps
Level 2

I've used TaxSlayer for the last 17 years which contains many reports for the client base. I've always been able to create Excel and PDF reports easily with Tax Slayer showing the clients' fees charged primarily but also paid vs. unpaid fees, return amounts, etc. 

I cannot find an option within ProSeries to export a list of all clients, fees charged, etc. Having just purchased this location I NEED to be able to pull this data from within ProSeries to see fees charged and dates prepared in order to see the flow of the business.

Ideas - Suggestions?

Thanks in Advance!

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