Web Reports: Return Questions with Consent Indicator Report
Software reference · Written guide Content date 4 min read
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Tax Processors Plus's Web Reports
The Return Questions with Consent Indicator Report shows the answers in each return to the questions you've entered in Tax Processors Plus Online Configuration under Custom Questions along with responses to entries in the Custom Consents menu in configuration. Report data is available for the current tax year back to 2024.
This report only has relevance to VITA offices.
Click here to see the information this report includes.
Setting up and running the report
The report has two menus, one for selecting the report filters and the other for selecting the EFIN(s) to be reported on. Upon arrival at the report window the Filter Selection menu will already be open. Each menu is opened by clicking it.
Filter Selection
Tax Year - The current tax year is selected by default but change to a prior year if needed.
Start Date and End Date - Set the transmission date range.
EFIN Selection
Select the EFIN(s) you'd like reported on.
When you've finished with the selections, click one of the two "Run Report" buttons:
Run Report
Click this to display the report on-screen, after which you can optionally (a) refine the data to be included in the report, (b) export the report, and (c) save the report template to make it easy to run again in the future.
Run Report For Export
This button functions the same as the "Run Report" button but for large offices allows for all data for all EFINs to be exported. If you clicked "Run Report" but the report output was abbreviated due to the volume of the data, rerun the report clicking this button instead.
If no returns are found, click the orange "Go Back" button to return to the Filter and EFIN Selection menus. It's possible you need to change or broaden one or more of the parameters you specified, or it's possible that all electronically filed individual tax returns have been acknowledged.
Each time you arrive at the Filter and EFIN Selection menus, all the selections you previously made will have reset to their initial default values, so you'll need to reselect the ones you want for the report.
Control buttons when viewing the report
Go Back
Click "Go Back" to return to the Filter and EFIN Selection window.
Export Report
This button will display if you chose "Run Report". Click it to export the report to a CSV file suitable for importing into your spreadsheet program.
Export Full Report
This button will display if you chose "Run Report For Export". Click it to export the full report to a CSV file suitable for importing into your spreadsheet program.
Save Report
Click "Save Report" to save the report Filter and EFIN Selections and column filters to make it easier to run the report again in the future. After clicking the button, enter a name for the saved report template, then click OK to save it.
Selecting the columns to report
You can exclude any column of data you don't want in the report. To exclude a column in the report, click the blue "Column Selection" heading to reveal the report columns.
Column Selection
Select AllClear All
ReturnID EFIN Office Name Last 4 First Name Last Name Email Address Phone Address City State ZIP AGI ConsentIndicatorDictionary QuestionAnswerDictionary
To exclude a column, click the blue button with its name. Its color will change to red indicating it's not included, and it will disappear from the report.
An alternate way to select the columns to report is to click the orange "Clear All" button, removing every column in the report, followed by selecting just the columns you desire to be in the report.
What information does this report include?
The Return Questions with Consent Indicator Report includes the following data for individual tax returns prepared in Tax Processors Plus and filed electronically.
Address
AGI
City
ConsentIndicatorDictionary - If you see this, the report won't provide any useful information for you.
EFIN
Email Address
First Name
Last 4 (last four digits of the SSN)
Last Name
Office Name
Phone
QuestionAnswerDictionary - If you see this, the report won't provide any useful information for you.
State
ZIP
Additional Information: