ProTaxPro.com offers a convenient option to run reports to collect data about your professional work. To optimize this tool, each professional can customize the view and settings based on their preferences in order to data and analytics on their business.
How to find the Reports tool
1) Once signed in to your ProTaxPro.com account, select REPORTS in the top right corner of the Preparer Tool page
Features in the Reports tool
The Change View features allows you to make filter selections based on your preference to easily collect data based on the business conducted in your ProTaxPro.com account.