The following are links to report samples for the reports generated within Production Management. All samples are PDF files.
Production Management Reports
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1040 Clients - No Reporting
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1040 Client - Incomplete Returns
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1040 Client - Completed Returns
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1040 Client - Incomplete 1040 Tasks
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1040 Client - Employee Work Details
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1040 Client - Protection Plan Fees
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Calendar Year End Tax Returns
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Calendar Year End Tax Returns Grouped By Bookkeeper
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Calendar Year End Tax Returns Grouped By Supervisor
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Client Details - All Information
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Client Details - Accounting Information
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Client Details - Basic Information
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Client List
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Client List By Client ID
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Client List By Client Name
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Employee Time Sheet
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Employee Work Details By Client
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Employee Work Details By Employee
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Fiscal Year End Tax Returns
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Fiscal Year End Tax Returns By Bookkeeper
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Fiscal Year End Tax Returns By Supervisor
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Flagged Comments
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Incomplete Work
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Incomplete Work By Bookkeeper
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Incomplete Work By Supervisor
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Monthly Flow Sheet
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New Client Tasks
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Payroll Tax Deposit Clients
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Production Report - Calendar Month
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Production Report - Date Range
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Quarterly Payroll Tax Return Clients
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Sales Tax Return Clients
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Time & Transaction - Bookkeeping
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Time & Transaction - Bookkeeping for a Month Range
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Time & Transaction - Bookkeeping for a From/To Date Range
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Time & Transaction - Payroll
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Time & Transaction - Payroll for a Month Range
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Time & Transaction - Payroll for a From/To Date Range
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Total Time In House - Client Summary
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Total Time In House - Client Summary for a Month Range
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Total Time In House - Monthly Detail
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Total Time In House - Monthly Detail for a Month Range
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Total Time In House - Monthly Summary
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Total Time In House - Monthly Summary for a Month Range
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1099 Clients
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W2 Clients
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