Web Reports: State Detail Summary Report
Software reference · Written guide Content date 4 min read
On this page
Tax Processors Plus's Web Reports
The State Detail Summary Report includes information about each electronically filed individual tax return, including both the federal and state e-file status and the amount of the state refund or balance due. It can help you ensure rejects are taken care of as well as keep an eye on expected state refunds if they are being routed through a bank product. Report data is available for the current and five prior tax years.
Setting up and running the report
The report has two menus, one for selecting the report filters and the other for selecting the EFIN(s) to be reported on. Upon arrival at the report window the Filter Selection menu will already be open. Each menu is opened by clicking it.
Filter Selection
Tax Year - The current tax year is selected by default but change to a prior year if needed.
EFIN Selection
Select the EFIN(s) you'd like reported on.
When you've finished with the selections, click one of the two "Run Report" buttons:
Run Report
Click this to display the report on-screen, after which you can optionally (a) refine the data to be included in the report, (b) export the report, and (c) save the report template to make it easy to run again in the future.
Run Report For Export
This button functions the same as the "Run Report" button but for large offices allows for all data for all EFINs to be exported. If you clicked "Run Report" but the report output was abbreviated due to the volume of the data, rerun the report clicking this button instead.
If no returns are found, click the orange "Go Back" button to return to the Filter and EFIN Selection menus. It's possible you need to change or broaden one or more of the parameters you specified.
Each time you arrive at the Filter and EFIN Selection menus, all the selections you previously made will have reset to their initial default values, so you'll need to reselect the ones you want for the report.
Control buttons when viewing the report
Go Back
Click "Go Back" to return to the Filter and EFIN Selection window.
Export Report
This button will display if you chose "Run Report". Click it to export the report to a CSV file suitable for importing into your spreadsheet program.
Export Full Report
This button will display if you chose "Run Report For Export". Click it to export the full report to a CSV file suitable for importing into your spreadsheet program.
Save Report
Click "Save Report" to save the report Filter and EFIN Selections and column filters to make it easier to run the report again in the future. After clicking the button, enter a name for the saved report template, then click OK to save it.
Selecting the columns to report
You can exclude any column of data you don't want in the report. To exclude a column in the report, click the blue "Column Selection" heading to reveal the report columns.
Column Selection
Select AllClear All
Return ID Group Name EFIN Last Four First Name Last Name Federal Status Federal Status Ack Date State Code State Type State Ack State Ack Date State Refund Active Status
To exclude a column, click the blue button with its name. Its color will change to red indicating it's not included, and it will disappear from the report.
An alternate way to select the columns to report is to click the orange "Clear All" button, removing every column in the report, followed by selecting just the columns you desire to be in the report.
What information does this report include?
The State Detail Summary Report includes the following data for each e-filed individual tax return. Some columns may not be applicable to your office and can be ignored.
Group Name
EFIN
Last Four (last four digits of the SSN)
First Name
Last Name
Federal Status (A = Accepted, R = Rejected)
Federal Status Ack Date
Return ID (32-character alphanumeric code)
State Code (2 letter state abbreviation)
State Type (method of refund or balance due payment)
State Ack (A = Accepted, R = Rejected)
State Ack Date
State Refund (amount)
Active Status (1 = active)
Additional Information: