Client Reports Activity Report
The Activity Report lists each of your clients together with the total returns processed for the 2020 and 2021 reporting years. This is an extremely useful report for those users supporting many clients.
To preview the Activity Report with the option to print,
The Activity Report can be sorted by Client ID, Name, or Taxpayer ID. In order to specify a sort order, click the desired column on the client title bar (shown below) or select the ordering from the context menu.