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

Updated: 2024-06-05

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