The Productivity Dates Report allows you to determine the days between Interviewing a client, Lodging their tax return and receiving their Notice of Assessment in Access HandiTax.
The Productivity Dates Report is generated using the following fields in the Client's Tax Form Details window:
To run the report:
Go to Reports, Edit Reports.
In the Report Writer window, highlight the Productivity Dates Report (if you want to list the form types, choose Productivity Dates Report - Form Listing).
Click Run.
Select an applicable Client Expression e.g #All or Tagged and Sort Order.
Click OK.