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

Updated: 2020-12-09

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

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