Web Reports: Tax Processors Plus Multi-Level Office Reports Comparison

Software reference · Written guide Content date July 31, 20261 min read

Click here for an overview of
Tax Processors Plus's Web Reports

If you have multiple offices, there are three web reports with general overview information about each office. The chart below shows the information included in each of these reports. Some fields may not apply to your office and can be ignored.

The numbers 1 through 3 correspond to these reports. Click a report for more info about it:

1. Bank Approvals
2. Customer Contact Report
3. Customer Order Code Report

Field	1	2	3
Group Name	●	●	●
Master EFIN	●	●	●
EFIN	●	●	●
Company Name	●	●	●
Address (ERO)	●	●
City (ERO)	●	●
State (ERO)	●	●
ZIP Code (ERO)	●	●
Owner First Name		●	●
Owner Last Name		●	●
Owner DOB		●
Owner SSN		●
Tax Year	●	●
Transmission Fee	●	●
Service Bureau Fee	●	●
Bank Name (ERO)	●	●
Routing Number (ERO)	●
Account Number (ERO)	●
Contact	●
Primary Contact	●
DL Expiration (ERO)		●
DL Number (ERO)		●
DL State (ERO)		●
Email Address		●	●
Mobile Phone		●
Phone		●
Bank	●
Pending Date	●
Submitted Date	●
Approved Date	●
Declined Date	●
EFIN Validation Code			●
Field	1	2	3