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2020 tax report




  • David Trice


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  • Nancy Rhine, MS, LMFT, CPG



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  • Laurie Javier

    When can I expect my 2020 tax report?

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  • Ruth

    Hi Everyone, you should be able to download the 2020 Tax Report at this point in Reports, under Practice Income Reports. When you click on 2020 Tax Report, you'll get a banner notification that says you'll be emailed when it's ready, it should be generated within the hour. Once you get the email notification, or if it's been over an hour since you generated the report, go to Settings > Data Export and download the report if it's ready, if not, give it a few more minutes to process, refresh the page and download. 

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  • Jo Stein

    I have done all of the above, and have not been able to access the report.  I'm also not able to send a help request for this data.  I'm hoping someone from SP is monitoring this stream and will help me.  --Jo Stein



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