How to print reports in KIS Online

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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.
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