Reports
18 articles
Articles in Reports
Production Summary Report
In Tax Processors Plus Desktop, the Production Summary Report produces a CSV summarizing certain data points of interest for all completed individual returns for each EFIN.
Production Detail Report
In Tax Processors Plus Desktop, the Production Detail Report produces a CSV file listing all completed individual federal returns along with certain data points of interest.
States Report
In Tax Processors Plus Desktop, the States Report produces a CSV file listing all the completed individual state returns along with certain state-specific data points of interest.
How to search W-2 EIN's
When the Loading button changes to View, click it.
Electronic Amended Return Reports
To view a complete report of the electronically filed amended returns in Tax Processors Plus Desktop, you will run the Client Report.
Child Tax Credit Reports
In Tax Processors Plus Desktop, there are two reports that you can use to show your clients who received the Child Tax Credit (CTC).
Additional Reports Menu
The Additional Reports menu contains five reports that might occasionally be useful in analyzing the individual tax returns your firm has produced.
Amount Due Report
In Tax Processors Plus Desktop, the Amount Due Report lists returns that show a balance due on the federal return as well as any state returns.
Tax Return Payments Report
The Tax Return Payments Report lists payments that have been posted against invoices for returns.
Custom Fees and Discounts Report
The Custom Fees and Discounts Report displays the amount of custom fees you charged and custom discounts you gave.
Receipts
In Tax Processors Plus Desktop, the Receipts menu allows you to manage the reporting of payments and print receipts without having to open the associated tax return.
Preparer Commission Report
Offices that use a commission-based structure to pay preparers can run this report to display commission totals by preparer.
Client Retention Reports
Tax Processors Plus Desktop includes two reports you can use to keep track of follow-up efforts with clients whose returns are complete as well as monitor prior year clients who have returned as well as those who haven't yet returned.
Types of Reports
There are several types of reports that you can access in the Tax Processors Plus Desktop Program.
E-File Print Reports Menu
The Print Reports menu under the E-file Menu contains several standard electronic filing and bank product related reports that are received from the IRS, the states, and Tax Processors Plus Desktop bank partners.
Master Report
In Tax Processors Plus Desktop, the Master Report is a combination of several different reports that can be created to assist you in tracking your business and managing your office.
Returns / States / Extensions Not Accepted Reports
The Returns/Extensions Not Accepted Reports menu contains four standard reports that can be generated to help you identify returns and extensions that have not been accepted.
Reports Menu
In Tax Processors Plus Desktop, most of the reporting is done in the software via the Reports Menu .