How Do I Generate Tax Reports? - The Neat Company Desktop Scanner NeatReceipts User Manual

Adding Co mments
T he Additional Field Info area provides space for you to add your own note
selected rec eipt as well as additional information about the selected Tax C
To add com ments:
1. In the Receipt Organizer, select a value in the
2. In the Additional Field Info area, type a note in the
F or more information, see
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
regarding that category.
Additionally, a link that says: "
you directly to the IRS web site that pro
How do I generate tax reports?
Once you have assigned Tax Categories and receipt dates to receipts in the Recei
Organizer, you'll switch to the Tax Organizer to generate
1. Click on the Tax Reports tab (at the top of the sc
2. In the Tax Report Generator area, under the Step 1 head
period and year using the dropdown menus.
Step 2
3. Under the
Step 3
4. Under the
reports. (If you do not select an option, the
for you.)
Report(s)
5. Click on the
TurboTax File
Click on the
Adding Comments to Receipts
Click here for online IRS Instructions
vides supplemental IRS information.
heading, check one or more report types.
heading, choose specific folder types from which to run the
button to run reports in the NeatWorks Tax Organiz
button to export tax information to a .T
Tax Category
column.
Comments
.
reports.
reen).
ing, select a time
Select All
option will be selected
s about a
ategory.
field.
Quick Tip
" ta kes
pt
er.
XF file
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