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How To: Getting Tax Data

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1. From any report (Agent Single Line, Agent Page, Agent Full, etc) you will see . Click on it and this will take you to Realist to get Tax Data
In the “Agent Single Line” and the “Agent Single Line Hotsheet”, it is located on the right column
In the “Agent Full”, it is located on below the image
In the “Agent Page”, it is located to the right of the map
In the “Agent Thumbnail”, it is located below the status (below the image)
Note: none of the client reports have a link to Realist to get the Tax Data!

For Realist tutorials and Quick Start Guide, CLICK HERE

Or, if you want a list of the FAQ, CLICK HERE

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