Reports
20 articles
Articles in Reports
Returns Transmitted Report
Other Data Reports
Other Data Reports has a variety of miscellaneous reports related to staff, marketing and including mailing labels.
Reports - Custom Configuration Items
The Custom Configuration Items series of reports contain reports for related to custom questions, referrals, and return tags.
Financial Reports
In Tax Processors Plus Online, the financial reports menu includes several standard electronic filing and bank product related reports that are received from the IRS, the states, and bank partners.
State Acknowledgements Reports
In Tax Processors Plus Online, the State Acknowledgements report lists all new state acknowledgements since the report was last viewed.
State Returns Not Transmitted Reports
The State Returns Not Transmitted Report lists a list of returns that have not yet been electronically filed.
State Non-accepted Reports
In Tax Processors Plus Online, the State Non-accepted Returns report lists all electronically filed state returns that do not have an acceptance acknowledgement from the state.
Federal Transmission Reports
Tax Processors Plus Online includes several reports related to your transmissions to help you stay on top of returns and extensions that have been successfully transmitted as well as those that have rejected.
State Transmissions Reports
Tax Processors Plus Online provides several reports with information about your state transmissions, including acknowledgements, rejects, and returns not yet transmitted.
Reports - Inventory Report
In Tax Processors Plus Online, the Inventory Report displays returns that have been marked complete but have not been marked as paid.
Reports - IRS/State ACH Deposits / Old IRS/State ACH Deposits
The IRS/State ACH Deposits report in Tax Processors Plus Online displays all new taxpayer deposits from the IRS and state for returns that included a bank product.
Reports - Fee Deposits / Old Fee Deposits
In Tax Processors Plus Online, the Fee Deposits report lists any new fee deposits for returns that include a bank product since the last time you viewed the report.
Reports - Accepted Returns / Non-Accepted Returns
The Accepted Returns report in Tax Processors Plus Online displays a list of all returns that have an acceptance acknowledgement from the IRS.
Reports - Extension Report
In Tax Processors Plus Online, the Extension Report displays a list of returns that include Form 4868 , Application for Automatic Extension of Time to File.
Reports - IRS Acknowledgements / Old IRS Acknowledgements
The IRS Acknowledgements report in Tax Processors Plus Online displays all new IRS acknowledgements.
State Amended Returns Transmitted
The report can be printed to PDF or exported.
Printing Mailing Labels
Tax Processors Plus Online gives you the ability to print mailing labels for everyone in your client list.
Client Retention Report
For an office preparing individual tax returns in Tax Processors Plus Online, the Client Retention Report shows a list of clients from the previous tax year that haven't yet returned to have their current tax year return prepared.
Report Customization
Tax Processors Plus Online offers the ability to specify which of the 42 available reports you would like to see in the Reports Menu.
How can I get a list of my clients' e-mail addresses?
In Tax Processors Plus Online, if you need a list of your clients' e-mail addresses for the purpose of sending a mass e-mail, there are two ways to get this information: by exporting the Tax Processors Plus Online Marketing Report to CSV, or by exporting a web report to CSV.