Database Management
Desktop · Written guide Content date 2 min read
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The Database Management section of Tax Processors Plus Desktop is intended to help you track numerous activities pertaining to your clients.
An activity is any venue where your business is promoted, whether directly or indirectly.
Activities include advertising through mailings, radio or television commercials, a yellow page listing, website banner ads, etc. An activity can also include where you know a client from, such as a house of worship or via other business contacts.
When preparing a client's return, you can ask them how they know about your company and include this information in their return. At the end of tax season you can run a report to see which activities brought in the most clients and which ones brought in the least. This information can assist you in your marketing and networking decisions for the next tax season.
What is reported on the Database Management Activity Report?
The Database Management Activity Report consists of the following fields.
- SSN
- Last Name
- Mailing Names
- Street Address
- City
- State
- ZIP Code
- Phone #1
- Phone #2
- Date return was last accessed
- Activity
- Preparer code
Configuring Database Management
To set up the activities you'd like to keep track of in Database Management, from the Quick Menu of Tax Processors Plus Desktop select:
- Configuration
- Advanced Configuration (Macros)
- Database Management
- Edit Database Management Activities - Select the first blank activity and click OK.
- Enter a description of the activity (for example, newspaper), then press Enter.
- Repeat these steps, changing blank activities into an activity that you wish to track.
Assigning an activity to a return
To assign an activity to a tax return, when in the return click the Tools Menu in the Tax Processors Plus Desktop toolbar at the top of the screen, then click Database Management. Click the checkbox next to the activities with which you wish to associate this return.
Printing a report of activities
The Database Management Activity Report shows the results of the information collected during the tax season. To access this report, from the Quick Menu of Tax Processors Plus Desktop select:
- Configuration
- Advanced Configuration (Macros)
- Database Management
- Database Management Activity Report - Select the report format, whether a PDF on plain paper, mailing labels, or a comma-separated file suitable for importing into your spreadsheet program.
- Enter the date range to be covered by the report, followed by the preparer number (or zero for all preparers).
- Select the activity(ies) to report.
You'll be asked to confirm the settings you entered. If you chose to print a report to CSV, a Windows File Explorer window will appear for you to change the filename if desired and choose where you'd like to save the report.
Additional Information: