Running Tax Reports in Batch Reports

The four tax reports below are available to run in Batch Reports.

• Form 4562 – Depreciation and Amortization
• Form 4797 – Sales of Property
• Midquarter Applicability
• Section 199A Report

You can save custom versions of each report by completing the Report Definition window and selecting the Save As button. Enter a new name for the report in the Save As dialog, then select OK. Each saved report will display in the All Reports and Customized Reports categories. Your original report is not affected.

To save the report definition selections without saving a new report, select the Save button, then select Yes on the Save Report dialog. These changes are saved to the original report.

When using either the Save As or Save button, all options and fields are saved except for the Send To: Window and Printer options in the Configuration area.

Notes

• The ability to run tax reports in a batch only applies to these four reports and not to any other tax reports.

• The last saved report definition will be used for running the reports in Batch Reports.

• If no report definition is saved, the Batch will use the report defaults, such as the Tax book and the current reporting period, for all tax reports included in the Batch.
• See Batch Reports to learn more about running reports in batches.