Client Retention Reports
Desktop · Written guide Content date 3 min read
Tax Processors Plus Desktop includes two reports you can use to keep track of follow-up efforts with clients whose returns are complete as well as monitor prior year clients who have returned as well as those who haven't yet returned. The reports show individual as well as business clients.
Note that in either report, only returns marked complete are listed.
There are several ways to access Client Retention Reports in Tax Processors Plus Desktop:
- At the opening window select, select the icon at the top of the screen:
2019 and forward:
2018 and prior:
or from the menu at the top of the opening window select:
- Tools
- Client Retention
or from the Quick Menu select
- Reports
- Client Retention
Click each menu below to learn more about each report:
Call/Thank You List
The Call/Thank You List shows all completed returns for the current year and is generally used to keep track of which customers have been contacted either by phone or mail.
By default, the list shows only clients whose returns were prepared by the preparer who's logged in. To see a list of all clients, click the Show For All Users check box.
In the Call/Thank You List, when a client has been called or mailed, the check box indicating that can be checked in the "Called" or "Sent Card" column.
Click Print to print a report of all the clients in the list. You can also print mailing labels by selecting the Mail Labels button, or export the report to Excel by selecting the Export to Excel button.
Here are the fields included in the Call/Thank You List report:
- SSN - Taxpayer SSN or business EIN.
- Name
- Process Date - The date the return was marked complete.
- Home Phone - The first phone field in Personal Information.
- Work Phone - The second phone field in Personal Information.
- Type - Business return or individual return, and for the latter the filing and payment methods.
- Called - A check box you can check to indicate you called them.
- Sent Card - A check box you can check to indicate you mailed them.
- Notes - Double-click to enter a short note if desired.
- EMail - The taxpayer's e-mail address.
- Spouse SSN
- Spouse - The spouse's first name.
- Preparer
- Total Fees
Prior Year Client List
The Prior Year Client List shows a list of clients from the previous year that haven't yet returned to have their current year return prepared.
By default, the list shows only clients for the preparer who's logged in. To see a list of all clients, click the Show For All Users check box.
In the Prior Year Client List, when a client has been called, the check box indicating that can be checked in the "Called" column.
As with the Call/Thank You List, the list can be printed in report format or as mailing labels, or it can be exported to Excel.
The Prior Year Client List can also be filtered to show only returns completed between specific dates. Enter the start date and the end date in the spaces provided at the bottom of the list, then select Filter.
Here are the fields included in the Prior Year Client List report:
- SSN - Taxpayer SSN or business EIN.
- Client Name - The taxpayer full name; for MFJ returns, the taxpayer and spouse names; for business returns, the business name.
- Type - Business return or individual return, and for the latter the filing and payment methods.
- Home Phone - The first phone field in Personal Information.
- Work Phone - The second phone field in Personal Information.
- Process Date - The date the return was marked complete.
- Called - A check box you can check to indicate you called them.
- Comments - Double-click to enter a short note if desired.
- EMail - The taxpayer's e-mail address.
- Spouse SSN
- Spouse - The spouse's first name.
- Preparer
- Total Fees
Additional Information: