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8.6.A – Agent Expense Annual Summary "I lost all of my monthly bills and I'm meeting with my accountant in 10 minutes. Can you print them for me again?" Sound familiar? As your agents are scrambling to get ready for the upcoming tax season, you can be proactive and provide them with the Agent Expense Annual Summary (8.6.A). It's a convenient, single paged report summarizing the entire year of monthly billing items by chargeable item category.
If your agents liked this report they will also love 8.7.1 – Agent Payroll History! |
Call 1-866-CRY-WOLF for more information - Visit our web site at www.lwolf.com
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