Bulk Account Position report

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

1. 1

   Open Reports → PT or CT Account Position

   PT Account Position runs across the Personal Tax clients you select and shows every client's overdue and upcoming payments in a single dashboard. CT Account Position does the same for Corporation Tax clients: each company's account total, its last filed accounting period with the breakdown, and any older periods with an amount.

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.