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Step Two: Create a Report:

After creating a Client Profile, you are ready to select the report Purpose and Approach.

  • Select the client you wish to run a report for from the Clients tab, and then click Initiate Report.

Initiate Reasonable Compensation Report

  • Report options will drop open. For more information on the purpose of each report hover over the Learn More… icon.

Purpose of compensation report

  • After selecting the report type, select the approach you would like to use for the report.
  • For more information on each approach and help selecting the appropriate approach for your client, hover over the Learn More… icon. (The three approaches are outlined in the IRS job aid on Reasonable Compensation).

Select approach for compensation report

The next steps will vary slightly depending on the approach you selected.

NEXT Go To Step Three: Completing the Interview

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