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Inaccurate 2018 tax report

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3 comments

  • Official comment
    Melinda

    Hey there, Annita.

    I'm happy to show you how to delete Johnny Appleseed from your tax report.

    You can do this by disabling Johnny Appleseed in your account by going to My Account > Settings > Demo Data (under Administration). Here, you can click Disable Johnny Appleseed. After you disable him, you can generate your tax report again and he won't be on there. You can enable or disable Johnny Appleseed in your account at any time here.

    Please let me know if you have any additional questions. 

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  • Margaret Sheehan, LMFT LCC

    Hello,

    My 2021 TAX REPORT in inaccurate.  I have had to refund clients in cash that is not reflected in the report, as well as other discrepancies.

    How can I make changes that align with the correct income?  

    Please advise.

    Thanks, Margret

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  • Matthew G.

    Hi Margaret,

    I've gone ahead and created a help request on your behalf so a member from our Billing and Payments team can look into this further, and follow up accordingly.

    Keep an eye out for a response from our team. 

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