Univex NeatReceipts, NeatScan Adding Comments, Viewing Quick Tips and Additional IRS Information

Adding Comments

The Additional Field Info area provides space for you to add your own notes about a selected receipt as well as additional information about the selected Tax Category.

To add comments:

1.In the Receipt Organizer, select a value in the Tax Category column.

2.In the Additional Field Info area, type a note in the Comments field. For more information, see Adding Comments to Receipts.

Viewing Quick Tips and Additional IRS Information

In the Receipt Organizer, when a value is selected in the Tax Category column, the Receipt tab in the Additional Field Info area area displays an informative Quick Tip regarding that category.

Additionally, a link that says: "Click here for online IRS Instructions" takes you directly to the IRS web site that provides supplemental IRS information.

How do I generate tax reports?

Once you have assigned Tax Categories and receipt dates to receipts in the Receipt Organizer, you'll switch to the Tax Organizer to generate reports.

1.Click on the Tax Reports tab (at the top of the screen).

2.In the Tax Report Generator area, under the Step 1 heading, select a time period and year using the dropdown menus.

3.Under the Step 2 heading, check one or more report types.

4.Under the Step 3 heading, choose specific folder types from which to run the reports. (If you do not select an option, the Select All option will be selected for you.)

5.Click on the Report(s) button to run reports in the NeatWorks Tax Organizer. Click on the TurboTax File button to export tax information to a .TXF file

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