Is it possible to get a report showing the numbers of each tax form I filed for all my clients?

[abctax55 · Accepted solution]

Maybe...depends on the software you are using.

[George4Tacks]

@itonewbie does this exist for PTO?
Practice Summary report for Lacerte.

[itonewbie]

Yes, but only at the return level.

[itonewbie]

If it's PTO, there's no summary or report for all clients.  Nevertheless, you can get a list of the forms and schedules filed with a particular return by clicking through Check Return > Forms > All > US > General Info.