Bulk Account Position report
Check overdue and upcoming balances across many clients at once, instead of one at a time.
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.
Select your clients
Tick the clients to include, or select all. A live count and time estimate update as you go.
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.
Per-run limits
Standard includes up to 50 clients per bulk report; Professional is unlimited. The limit keeps runs reliable - split a larger list into batches on Standard, or upgrade.
Try it on sample clients - no account needed
The interactive demo runs the full product end to end. When you're ready, the Free plan includes 10 tasks a month and takes a minute to set up.