How to print reports in KIS Online

The objective of this article is to walk you through on how to print reports.

 

  • Open the Keep It Simple Online software and log in.

  • From your main screen click on the 6th icon from the top to bottom on the left-hand side labeled REPORTS.

  • You will see 3 icon across the top of the screen STANDARD REPORT, OFFICE REVENUE REPORT, and CUSTOM REPORT.

STANDARD REPORT (Client Returns)

 

  • You can select what type of Standard Report you want to run by selecting the report from the Category drop box.
  • You can Name the report by choosing a specific Name from the Name of Report drop down box.
  • You can narrow the report by selecting the type of Return Result from either Refund, Balance Due or Zero Due, and the Review type Both, Reviewed or Not Reviewed.
  • You can sort your reports by SSN/EIN, Taxpayer Name or, Zip Code.
  • You can select the time frame under REPORT DATE RANGE from Select Date Option or manually selecting Start Month and Day and Year and End Month and Day and Year.
  • Now you can click on the VIEW & PRINT REPORT blue button and create your report.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner.

 

STANDARD REPORT (Efile)

  • You can select what type of Standard Report you want to run by selecting the report from the Category drop box.
  • You can Name the report by choosing a specific Name from the Name of Report drop down box.
  • You can narrow the report by selecting the type of Return Result from either Refund, Balance Due or Zero Due, and the Review type Both, Reviewed or Not Reviewed.
  • You can sort your reports by SSN/EIN, Taxpayer Name or, Zip Code.
  • You can select the time frame under REPORT DATE RANGE from Select Date Option or manually selecting Start Month and Day and Year and End Month and Day and Year.
  • Now you can click on the VIEW & PRINT REPORT blue button and create your report.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner.

 

OFFICE REVENUE REPORT

  • You can select what type of Office Revenue Report you want to run by selecting the report from the Report drop box.
  • You can select the category of the report on particular information by choosing a specific topic from the Category drop down box.
  • You can select the time frame under REPORT DATE RANGE from Select Date Option or manually selecting Start Month and Day and Year and End Month and Day and Year.
  • Now you can click on the VIEW & PRINT REPORT blue button and create your report.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner.

 

CUSTOM REPORT

 

 

  • Name the type of report in the REPORT TITLE box.
  • Then select the sort criteria from the SORT BY drop box and select Ascending or Descending.
  • Select the Filters from the drop boxes CONDITION, CRITERIA and OPERATOR and enter the Selection Data.
  • Under SELECT REPORT COLUMNS select the columns you want to add from the Available Columns and click Add.
  • Once you have selected each option you can click VIEW & PRINT REPORT or SAVE REPORT.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner.

by Jai Ramirez

How to print reports in KIS Desktop

The objective of this article is to walk you through on how to print reports.

 

  • Open the Keep It Simple Desktop software and log in.

  • From your main screen click on the 6th icon from the top to bottom on the left-hand side labeled REPORTS.

  • You will see 7 icon across the top of the screen CLIENT DATA, E-FILE DATA, BANK DATA, REVENUE SUMMARY, OFFICE REVENUE, RETENTION REPORT and QUICK CLIENT DATA.

CLIENT DATA

  • You can select what type of Client Data Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can narrow the report by selecting the type of Return Result from either Refund, Balance Due or Zero Due, and the type of Return Complete or Incomplete Returns.
  • You can sort your reports by SSN, Zip Code or Phone Number.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT.

 

E-FILE DATA

  • You can select what type of E-File Data Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT right above the MAKE REPORT button.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORT

 

REVENUE SUMMARY

  • For a Revenue Report, you can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the top right corner next to PRINT THIS REPORT.

 

OFFICE REVENUE

  • You can select what type of Office Revenue Report you want to run by selecting the report from the Category drop box.
  • You can base the report on particular information by choosing a specific topic from the Based On drop down box.
  • You can select a time frame for your report by checking the Include Period box and selecting the From and To date.
  • Now you can click on the MAKE REPORT blue button and create your report.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

 

RETENTION REPORT

  • First you must set the prior year path by clicking on the CHOOSE PATH button and selecting the folder for your prior year software.
  • You can select the type of Retention Report you want to create by selecting from the drop box next to REPORT TYPE.
  • You can select the time frame under REPORT DATE RANGE from today, month, year or period.
  • You can choose to sort your report by the options on the drop box next to SORT BY.
  • Once you have selected each option you can click MAKE REPORT.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

 

QUICK CLIENT DATA

  • Select how you would like to group your report from the GROUP BY drop box.
  • Then select the search criteria from the SEARCH BY drop box.
  • Enter the search words or numbers you want to search for on the VALUE box.
  • Once you have selected each option you can click MAKE REPORT.
  • You can Print or Preview the Report by clicking on the PRINT PREVIEW or PRINT THIS REPORT at the top right corner of your screen.
  • If you wish to export the report to Excel Format, then click on the Excel icon located at the right of PRINT THIS REPORTS.

by Jai Ramirez

How to add reports to the Quick Reports list on the Work In Progress Summary screen

How to add reports to the Quick Reports list on the Work In Progress Summary screen

 SUMMARY

This article demonstrates how to add reports to the Quick Reports list on the Work In Progress Summary screen.

MORE INFORMATION

To add reports to Quick Reports, follow these steps:

  • On the Utility menu, click Quick Report List.

  • Click the report you want to add to Quick Reports and then click Add.

  • Click OK.

by Jai Ramirez

How to print extended reports

How to print extended reports

 To print an extended report:

  • After you’ve created your report, press F8 from the Lookup screen to print the report.

-OR-

  • After you’ve created your report, click the Export button to export the report to Microsoft Excel.

  • In Excel, click File and then Print

by Jai Ramirez