Menu

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

Updated: 2020-03-04

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)

Date of broadcast: March 20, 2019
Presented by: Andrew Little

Haven't found the answer? We can help.

Contact us and we’ll get back to you as soon as possible.