Report Customization
Online · Written guide Content date 4 min read
On this page
Tax Processors Plus Online offers the ability to specify which of the 42 available reports you would like to see in the Reports Menu. Doing this helps you get straight to the reports you need, avoiding the reports you don't use. Office Admins can also set restrictions to control which preparers have access to this tool.
To get started, log in to your Tax Processors Plus Online office.
Note: A multi-office business needs to login at the Office level, not the Company level or Group level.
How to find it
- From the Welcome Page, select Configuration.
- Scroll down to Report Customization.
How to use it
- In the Report Type section, search for the reports you would like to use. You can either type the name of the report or with your cursor in the search field press either the up or down arrow on your keyboard to view all the available reports that haven't already been selected.
- Select as little or as many reports as you'd like. Once a report has been selected it will appear under Selected Report Type(s).
- You can change the order of the reports by dragging them up or down the list so the most important reports appear first.
- After you've selected the reports you wish to see, click SAVE.
Now when you view Reports from the Welcome page, you will only see the reports chosen.
How to adjust preparer Security Roles
As with any other option in Tax Processors Plus Online, you can control who has access to Report Customization. To allow or restrict a Role, from the Tax Processors Plus Online Welcome page select:
- Configuration
- Roles & Permissions - Click the Edit button for the template you wish to adjust.
- Under the Reporting section look for Edit Reports List. Check the box to allow the preparer assigned this Role to adjust the reports list, or uncheck the box to deny.
Available reports
| Report | Report Description |
| Accepted Returns | List of accepted returns |
| Bank Check Payment Record Report | Lists all check prints that have been approved or declined |
| Client Retention Report | Lists prior year clients whose returns haven't been completed in the current year |
| Custom Consents | List of returns that include a custom consent form |
| Custom Credit Report | List of returns with custom credits created by your office |
| Dependents/Qualifying Child report | Report of Dependent or Qualifying Child Information |
| EIN Report | List of EINs on source documents, e.g., W-2, 1099-R, etc. |
| Extension Report | View Extension (Form 4868) Information Per Return |
| Failed Review Report | List of returns that have failed review |
| Federal Non-accepted Returns | List of federal returns with status other than accepted |
| Federal Returns Not Transmitted | List of federal returns that haven't been transmitted |
| Fee Deposits | Bank fee deposits |
| Fees Charged | Listing of fees charged by your office |
| ID Theft Service Report | List of offices offering ID theft service |
| Inventory Report | Displays returns marked complete but not paid |
| IP Pin Report | List of returns with an IP Pin |
| IRS Acknowledgements | View Federal acknowledgments |
| IRS/State ACH Deposits | View Federal/State ACH deposits for your client returns |
| Mailing Labels | Create Mailing Labels |
| Marketing Report | View Marketing Report |
| New Business Report | Receipts paid on today's business |
| Old Bank Check Payment Record Report | View old check prints that have been approved or declined |
| Old Business Report | Receipts Paid on prior business |
| Old Fee Deposits | View Old Fee Deposits |
| Old IRS Acknowledgements | View Old Federal acknowledgments |
| Old IRS/State ACH Deposits | Review Old IRS/State Deposits |
| Old State Acknowledgements | View Old State acknowledgments |
| Old Validation Errors | View Old Validation Errors |
| Question Statistics | Report listing custom questions, responses, & totals |
| Referral Report | Prints a list of referrers and who they were referred by |
| Rejected Returns | List of rejected returns |
| Return Questions | Review list of questions answers for each return |
| Return Questions With Consent Indicator Report | View questions answers with consents granted/denied for returns |
| Return Tag Report | List of returns that have been assigned with return tag |
| Returns Transmitted | Federal transmitted returns with extension, acks, acceptance, & validation reports |
| Review Report | Information for review process |
| State Acknowledgements | View State acknowledgements |
| State Amended Returns Transmitted | View state amended returns transmitted |
| State Non-accepted Returns | List of state returns with status other than accepted |
| State Returns Not Transmitted | List of state non-transmitted returns |
| Username Report | List of usernames |
| Validation Errors | View returns with pending validation errors |