How to Reprint a Tax Statement

Created by Heather Zeh, Modified on Mon, 06 Feb 2023 at 09:43 AM by Heather Zeh

Sometimes a re-print of an original statement is needed. Keep in mind that you can only re-print a statement that was made through mass billing, because there is no way for Spindlemedia to store the billions of statements that are printed each year. Mass Billing automatically keeps a copy of the statements.

1. Search for the Account in Tax Client. Double click on the Account to open it.

2. Click on Correspondence in the Account Tab 

3. Double click the selected Statement to open it.

4. Click the Re-Print Statement button

5. Click the radio button to select to Preview, Print, or Export the Tax Statement, then click the Finish button.