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Default Client Tax Report Settings

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If you have granted your clients the ability to view Tax Reports for properties you send (see example below), use the option below to specify which tax report to display to them. This option can be found in the middle of the Prospecting Defaults page.

  1. Select Settings from the Settings and Sign-Out menu in the upper right hand corner of the navigation menu bar.
  2. Click the Prospecting Defaults link under My Defaults.
  3. The page below will be displayed and you can select which Tax Report you want your clients to view when they click the Tax link under the additional information link (see example) from clients’ brief reports. Default Client Tax Report 3Default Client Tax Report 4
  4. When finished, click Save.

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Updated on March 1, 2021

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