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Generating Final Reports

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:

  1. Using your Service Provider account, navigate to the Documents Page.
  2. 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.
  3. Click Generate Final Reports.
    1. Note: If you elected to generate a 6765, confirm that the information on the preview is correct and click 'Finish'.
  4. Wait while the reports generate, this may take a few minutes.
  5. Once the Final Reports have been generated they can be downloaded by clients from the Documents page
    1. 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)
    2. 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.

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