Year End Balancing — Cloud Customer Connect
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Year End Balancing

Summary

Looking for Report Ideas

Content

I am looking for good reporting ideas to balance YTD amounts with my Tax Provider. I would like to start balancing this numbers on a monthly basis so I am not rushing through for year end.

I am thinking like a W-3 report or a quick high level total page report that I can run by date.

Any suggestions would be wonderful.

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