Reports - Inventory Report
Online · Written guide Content date 1 min read
On this page
In Tax Processors Plus Online, the Inventory Report displays returns that have been marked complete but have not been marked as paid.
Access the Inventory Report
To access the report in Tax Processors Plus Online, from your office Welcome page select:
- Reports
- Financial Reports
- Inventory Report
Information Included
The Inventory Report displays the following information:
- Date Written (marked complete)
- Last 4 digits of the taxpayer's SSN
- Taxpayer's last name
- Preparer fee
- E-file fee
- Other fees
- Return Type
Print or Export the Report
The report can be printed or exported to PDF, Excel, or CSV formats by selecting the desired option at the bottom of the report.
Additional Information: