I have been unable to run a report on the reporting tool, so that I can get all our clients including trusts' gross income. I originally ran a report using the current gross income option on CCH reporting however it doesnt pull through any figures for trusts it just pulls figures through for individuals. It would be useful to be able to run a report so I can get the gross income of our trust clients too. Would this be possible?
I have been unable to run a report on the reporting tool, so that I can get all our clients including trusts' gross income. I originally ran a report using the current gross income option on CCH reporting however it doesnt pull through any figures for trusts it just pulls figures through for individuals. It would be useful to be able to run a report so I can get the gross income of our trust clients too. Would this be possible?