How to Run the Adjustments Report for Tax Write-Offs

  • Updated

Run the Adjustments Report for a summary of your Bad debt transactions and use the Payments Received report for your Write-off transactions.

 

Step-by-Step Instructions

 

Step 1

Select the Reports tab along the left side of the page.

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Step 2

Under Payments & Adjustments, select Adjustments.

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Step 3

Select your data filters and Output Type, and click Create.

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The report will now display each adjustment based on your report parameters.

 

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Further Reading: Which Reports to Use at Tax Time (Year-End)

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