Bulk Account Position report

Check overdue and upcoming balances across many clients at once, instead of one at a time.

1. 1

   Open Reports → Account Position

   The report runs across the Personal Tax clients you select and returns a bulk report of every client's overdue and upcoming tax payments position in a single dashboard.

2. 2

   Select your clients

   Tick the clients to include, or select all. A live count and time estimate update as you go.

   
3. 3

   Run and review

   Progress is shown as it works through each client. The results dashboard lets you filter to just the clients with something due, sort, and expand any client for the detail.