Once the Expert Review is complete, it's time to generate the final reports for your client. These documents include: A 6765 proforma, a Calculation Detail Spreadsheet, the Final Report PDF as well as an additional statement for amended returns.
To generate the final reports:
- Using your Service Provider account, navigate to the Documents Page.
- In the Final Reports section, select if you would like to generate a 6765 form and if this study is for an amended return by checking the relevant boxes.
- Click Generate Final Reports.
- Note: If you elected to generate a 6765, confirm that the information on the preview is correct and click 'Finish'.
- Wait while the reports generate, this may take a few minutes.
- Once the Final Reports have been generated they can be downloaded by clients from the Documents page
- Note: A user must have their Can View Wages permissions set to 'Yes' . If a user is unable to download these files check their permissions on the Team Members page. (link)
- Note: Clicking the Generate Final Reports button when final reports are already present will replace the Calculation Detail, Final Report and any selected additional documentation with updated versions.
