Web Reports Overview

For preparers using Tax Processors Plus, Web Reports are a suite of cloud-based financial and statistical reports for your entire company providing data useful for marketing and bookkeeping purposes.

If your company has multiple groups and EFINs, each report can be used to access data and statistics for every office within a company, allowing you to effectively monitor your entire business.

Accessing Web Reports

Web Reports can be accessed several ways:

• Use the app switcher in Account Hub and choose Web Reports.
• In Account Hub under the 9-square "app switcher" menu at the top right.
• In the Tax Processors Plus Desktop program, from the Quick Menu under the Reports menu.

Basic steps: How to run a report

• On the Web Reports page, select the report you'd like to run.
• Complete the filter selections as desired.
• Select the EFIN(s).
• Click "Run Report" or "Run Report For Export". Offices with a large number of returns may need to use the latter.

Return level reports

Listed below are the reports that provide information about individual tax returns.

Reports for preparers using Tax Processors Plus Online include both electronically filed and paper filed tax returns.

Certain reports only provide information on electronically filed tax returns, so these reports may not provide complete data for an office using the desktop version of Tax Processors Plus since they do not include tax returns filed in paper form.

For information about a report, including navigation instructions as well as a list of the information included in the report, click the report title.

Federal Return Summary
This report includes over 100 columns of information about each e-filed Federal return. It's the most detailed of all the reports listing individual returns.

Office Production Detail Report - Electronic
Reports detailed information on electronically filed individual tax returns.

Office Production Detail Report - Paper
Reports detailed information on Paper Returns. (This report is only useful for Tax Processors Plus Online offices.)

State Return Summary
Reports information about each e-filed State return.

State Detail Summary Report
Reports transmission data for each e-filed State return.

Bank Product Funding
Reports the funding status of returns that utilized a bank product.

Electronic Filing Summary
Reports information and details for each individual transmission (federal and state separately).

Tax Processors Plus Online Returns - Return Report
Reports the current preparation and/or filing status for every return in the Tax Processors Plus Online client list.

Tax Processors Plus Online Returns - Detailed Return Report
Reports the e-file status and other general information for every return created in Tax Processors Plus Online.

Tax Processors Plus Online Returns - Audit Report
Reports all returns created in Tax Processors Plus Online that include the earned income credit.

Federal Electronic Forms Report
Reports on which of nearly 90 federal forms, schedules, and source documents are included in each individual tax return.

Business Returns
This report provides general info about the tax and information returns prepared in the Business menu in Tax Processors Plus and electronically filed, including the transmission and acknowledgement dates and preparation and e-file fees charged.

Returns Awaiting Acknowledgement
Reports on all returns waiting for an acknowledgement.

Extension Report
Reports on all filed extensions.

1099R State Duplication Report
Reports returns, if any, that have a state duplicated in the 1099-R entry. (Tax year 2024 only)

Return Questions Report
This report only provides useful info for VITA offices. For every return in the office it shows the answers to the various custom questions.

Return Questions with Consent Indicator Report
This report only provides useful info for VITA offices. For every return in the office it shows the answers to the various custom questions and custom consents.

Company level reports

Listed below are high level reports that summarize the company's individual tax returns. These reports summarize characteristics such as the number of returns utilizing a bank product or amounts such as the total return refunds or total fees paid.

For information about a report, including navigation instructions as well as a list of the information included in the report, click the report title.

Summary Report
Reports broad statistics for a particular group or one or more EFINs.

Summary Report By Date
Reports information and statistics for a particular group or EFIN by date.

Submitted Returns
Reports two statistics: the number of submitted returns and the number of returns that utilized a bank product.

Bank Approvals
For each EFIN, reports the status of the office's bank enrollment application(s).

Customer Contact Report
Reports customer contacts at all your locations.

Customer Order Code Report
Reports the EFIN validation codes for sub offices.

Bank Invoice Report
Reports special invoicing data for partner products. (This report will be blank if it doesn't apply to your office.)

User Access Report
For Tax Processors Plus Online offices, this report provides preparer action time-stamps.

Account Hub User Access Report
Reports the Account Hub login history for your EFINs.

TaxesToGo and Customer Portal reports

There are two sets of reports that provide information about your clients who used the TaxesToGo mobile app and clients to whom you have sent an invitation to create a Customer Portal. These reports provide general information, such as the status of the mobile app submission. They can assist in diagnosing login problems as well as diagnosing why you may not be seeing their submission to you.

For information about a report, including navigation instructions as well as a list of the information included in the report, click the report title.

Customer Portal Report
View the status of all the Customer Portal invitations you have sent, including whether or not the client has created the portal.

Customer Portal Report By Date
As above but for a particular date range. Offices with hundreds of portal invitations may need to run this report as an alternative to the above.

TaxesToGo Report
View information about and the status of all clients who received your branded TaxesToGo app link, including the status of the app from installation, to return preparation being started, to the return being submitted to you. Also, view information about non-branded app clients whose returns you have claimed.

TaxesToGo Report By Date
As above but for a particular date range. This report allows you to refine by time period during the year, and is also useful for an office with a large amount of data that's being limited by the basic report.

Exporting and saving reports

When a report is run it can be exported to a CSV file suitable for importing into your spreadsheet software.

Additionally, the settings for a report's template can be saved, including the filters and column selections you have chosen, making the report easier to run on a regular basis.

Caveats

• There may be a difference between the number of clients on a report and transmissions totals in the same time period. This maybe be due to, for example, clients who have both an original and an amended return.
• A report may have a column description that you don't recognize. If so, it probably doesn't apply to your office can be ignored.

For more information about Web Reports, please download the manual below.