Description: This article will show you how to run the OLT Bank Product Reports.
Process:
Log in to your MO (Multi Office Admin) using your Admin Credentials.
Once inside, click Reports on the left side bar.
Now select if you want to run the report for a specific location or for all, just by clicking the drop-down menu in the Location section on the top right corner.
You can select if you want to run the report for a specific Tax Year just by clicking on the year in the top left corner.
Please click on Standard Reports in the top right corner of your screen to ensure you are in the correct type.
Please click Bank Data on the top left corner of your screen.
Select Detailed.
Select Total.
Click View & Print Report.
This report includes all the fees from all the EFINS in your MO (Multi Office Admin), dates, preparer names, and more.
If you need further assistance, please submit a ticket and the support team will assist you.
