Web Reports
29 articles
Articles in Web Reports
Web Reports: Return Questions with Consent Indicator Report
The Return Questions with Consent Indicator Report shows the answers in each return to the questions you've entered in Tax Processors Plus Online Configuration under Custom Questions along with responses to entries in the Custom Consents menu in configuration.
Web Reports: Return Questions Report
The Return Questions Report shows the answers in each return to the questions you've entered in Tax Processors Plus Online Configuration under Custom Questions.
Web Reports: Account Hub User Access Report
The Account Hub User Access Report shows who has accessed an office's Account Hub during a given time frame.
Web Reports: 1099R State Duplication Report
The 1099R State Duplication Report shows returns, if any, that have duplicate state information in Form 1099-R.
Web Reports: Federal Electronic Forms Report
The Federal Electronic Forms Report indicates whether or not certain forms and schedules are included in your electronically filed individual tax returns.
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Web Reports Overview
For preparers using Tax Processors Plus, Web Reports are a suite of cloud-based financial and statistical reports for your entire company providing data useful for marketing and bookkeeping purposes.
Web Reports: Tax Processors Plus Multi-Level Office Reports Comparison
If you have multiple offices, there are three web reports with general overview information about each office.
Web Reports: State Return Summary
The State Return Summary includes general information about each electronically filed state individual tax return.
Web Reports: State Detail Summary Report
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.
Web Reports: Bank Product Funding
The Bank Product Funding Report provides information about each electronically filed individual tax return that utilized a bank product to facilitate the refund, including the amount of the refund that funded and the amount of your fees deposited.
Web Reports: Electronic Filing Summary
The Electronic Filing Summary provides information about each electronically filed individual tax return, including when the federal return and each state return was filed and acknowledged and each return's status, whether accepted or rejected.
Web Reports: Tax Processors Plus Online Returns - Return Report
For offices that use Tax Processors Plus Online to prepare individual income tax returns, the Tax Processors Plus Online Returns Report provides basic information about each individual tax return prepared during a given time frame for all tax years and EFINs.
Web Reports: Tax Processors Plus Online Returns - Detailed Return Report
For offices that use Tax Processors Plus Online to prepare individual income tax returns, the Tax Processors Plus Online Detailed Return Report provides status information about each individual tax return prepared during a given time frame for all tax years and EFINs.
Web Reports: Tax Processors Plus Online Returns - Audit Report
Report data is available for the current and five prior tax years.
Web Reports: Office Production Detail Report - Electronic
The Office Production Detail Report - Electronic provides over 70 columns of statistical information about each electronically filed individual tax return.
Web Reports: Office Production Detail Report - Paper
For an office preparing individual tax returns in Tax Processors Plus Online, the Office Production Detail Report - Paper provides over 70 columns of information about each return with a sending method of "Paper Return".
Web Reports: Submitted Returns
The report has two menus, one for selecting the report filters and the other for selecting the EFIN(s) to be reported on.
Web Reports: Returns Awaiting Acknowledgement
The Returns Awaiting Acknowledgement report shows information about federal and state individual tax returns filed during the time frame you specify but that haven't been acknowledged yet.
Web Reports: Extension Report
The Extension Report shows status information about electronically filed federal and state individual tax return extensions.
Web Reports: Business Returns
The Business Returns report provides an overview of tax and information returns prepared in the Business section of Tax Processors Plus and electronically filed during the time frame you specify.
Web Reports: Bank Invoice Report
The Bank Invoice Report provides information about ancillary products invoiced and paid during the tax season for certain offices.
Web Reports: User Access Report
For an office preparing individual tax returns in Tax Processors Plus Online, the User Access Report provides information about the access history of its preparers during a given time frame.
Web Reports: Customer Order Code Report
The Customer Order Code Report provides the EFIN Validation Codes for an EFIN.
Web Reports: Customer Contact Report
The Customer Contact report provides an ERO's contact information.