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News > Webinar recording now available: How to create a report of clients who need to pay the CRA

Webinar recording now available: How to create a report of clients who need to pay the CRA


Video: How to create a report of clients who need to pay the CRA

Learn how to generate a report of your clients who need to make a payment or pay installment payments to the CRA. Click a timestamp below to jump to a topic:

  • Perform batch operations with Client Manager (2:15)
  • Batch calculate to find returns that meet a specific criteria (5:19)
  • Export that list to Excel (13:01)

Presented by Andrew Little

Date: March 20, 2019


 

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