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. If you're preparing tax returns on more than one PC in a networked office, this report can only be accessed from the PC that functions as the file server.
To access the Master Report, from the main menu of TaxSlayer Pro select:
- Reports
- Master Report
Six report options are available:
- Year to Date Totals Report: A report listing every return that has been marked complete since the beginning of the year.
- Daily Written Report: A report that lists every return that has been marked complete for a specific day or date range.
- Daily Collected Report: Displays all client payments for a specific day or date range.
- Inventory Report: A list of all returns marked complete that have not been paid in full.
- Preparer Totals Report: A report listing completed returns by a preparer or preparers.
- Specialized Reports: Used to create a customized Master Report. Choose the Type of Client Return, Client Payment Status, Preparer Range, Date Range, and Type of Master Report.
Each report type has four different formats to choose from:
- Detailed Master Report: This report lists the Taxpayer's Name, SSN, Preparer Code, Fees Billed, Fees Paid, Type of Return, Type of State Return, IRS Code, Phone Number, Total Number of Returns, Total Fees Billed, and Total Fees Paid.
- Secure Detail Report: This report lists the SSN, Preparer Code, Fees Billed, Fees Paid, Type of Return, Type of State Return, IRS Code, Total Number of Returns, Total Fees Billed, and Total Fees Paid.
- Summary Master Report: This report lists only the Total Number of Returns, Total Fees Billed, and Total Fees Paid
- Labels: Generates mailing labels for the listed clients. Prints on Avery 5160 Labels.
If you remove a client's return from the software, the return may still show on the Master Report. To remove the return from the report, select Delete Client from Master Report.
Additional Information
