Univex NeatDesk manual 134, ViewTDocuments from reportT button again, PrintingTa Selected ReportT

•The lower grid will be populated with all associated documents sorted in the same order in which they appear in the tax report. A multi-column sort order is automatically applied to this grid.

2.To revert to standard sorting, simply click any column heading.

3.To reapply the multi-column sort order, return to the Tax Organizer and click

the ViewTDocuments from reportT button again.

4.The upper grid will have all associated folders "pinned" so that all of their respective documents appear together in the lower grid.

PrintingTa Selected ReportT

You can always print your tax report if need be. To do so:

1.From the Toolbar, click TPrint.T

2.The Tax Report Print Wizard screen displays.

3.Select the desired report by checking the appropriate box.

4.Click on OKT.T

5.On the Print Screen that displays, click OKT.T

ExportingTor Printing Multiple ReportsT

To export or print multiple reports, just do the following:

1.From the Toolbar, click TPrint.T

2.The Tax Report Print Wizard screen displays.

3.Select the desired reports by checking the appropriate boxes.

4.Click on OKT.T

2.On the Print Screen that displays, click OKT.T

EmailingTa Tax ReportT

You can email a tax report anytime you need to send somebody your tax report information. To do so:

1.From the Toolbar, choose EmailTandTselect a file type from the T submenuT.

2.Select the checkbox(es) next to the report(s) you want to email.

3.Do one of the following:

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