The Presales "More" menu includes a year-end Sales-tax report and your Producer trust profile (registration, insurance, certifications).
- 1
Open the Presales "More" menu
Sales-tax report, Producer trust profile, Email health, and more.
Presales
More menu
Sales-tax report
Year-end summary + PDF export
Producer trust profile
Registration, insurance, certifications
Email health
Delivery, opens, bounces
- 2
Run the report or edit your trust profile
Export a PDF summary or update your registration/insurance details.
Presales
More menu
Sales-tax report
Year-end summary + PDF export
Producer trust profile
Registration, insurance, certifications
Email health
Delivery, opens, bounces
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