Open the client → Reports. Choose the report that matches the question you are answering.
Available reports
Client Deliverable: a configurable PDF for a client conversation. Choose sections, plans, assumptions, and related options in the report configurator.
All Tables: an Excel workbook of Equity tab tables, with a sheet for each table.
State Tax Report: a report for reviewing state allocation, including clients who moved. Select the relevant year and available format.
Taxable Activity Report: a report of taxable events for the selected year. Select the year and available format.
All Vesting Schedules: an export of vesting schedules/history. Review the available format control.
Download and review
Find the report in Download Reports.
Set the year and format where those controls are offered.
Use that report's download control.
Open the file and verify the client, year, included activity, and totals.
Before a tax review, reconcile recorded transactions, unconfirmed actions, and residency/employment history.
The State Tax Report supports a review of allocation. It does not independently determine every state in which a client must file. Give the tax preparer the relevant source documents and explain any unresolved assumptions.
For an export of the current tax comparison itself, use Export CSV or Export Excel on the Tax tab.