TaxSlayer ProWeb offers the ability to specify which of the 43 available reports you would like to see in the Reports Menu. Doing this helps you get straight to the reports you need, avoiding the reports you don't use. Office Admins can also set restrictions to control which preparers have access to this tool.
To get started, log in to your ProWeb account.
Note: A multi-office business needs to login at their Office level, not Company or Group level.
How to find it
- From the Welcome Page, select Configuration
- Scroll down to Report Customization
How to use it
- In the Report Type section, search for the reports you would like to use. You can either type the name of the report or with your cursor in the search field press either the up or down arrow on your keyboard to view all the available reports that haven't already been selected.
- Select as little or as many reports as you'd like. Once a report has been selected it will appear under Selected Report Type(s).
- You can change the order of the reports by dragging them up or down the list so the most important reports appear first.
- After you've selected the reports you wish to see, click SAVE.
Now when you view Reports from the Welcome page, you will only see the reports chosen.
How to adjust preparer Security Roles
As with any other option in ProWeb, you can control who has access to Report Customization. To allow or restrict a Role, from the ProWeb Welcome page select:
- Configuration
- Roles & Permissions - Click the Edit button for the template you wish to adjust.
- Under the Reporting section look for Edit Reports List. Check the box to allow the preparer assigned this Role to adjust the reports list, or uncheck the box to deny.
Available reports
| Available Reports | Report Description |
| Extension Report | View Extension (Form 4868) Information Per Return |
| IRS Acknowledgements | View Federal acknowledgments |
| Old IRS Acknowledgements | View Old Federal acknowledgments |
| Old Validation Errors | View Old Validation Errors |
| Validation Errors | View returns with pending validation errors |
| Accepted Returns | List of accepted returns |
| Rejected Returns | List of rejected returns |
| Returns Transmitted | Federal transmitted returns with extension, acks, acceptance, & validation reports |
| Federal Returns Transmitted with No State | List of transmitted returns with no state attached |
| Federal Non-accepted Returns | List of federal returns with status other than accepted |
| Amended Returns Transmitted | List of transmitted amended returns |
| Old State Acknowledgements | View Old State acknowledgments |
| State Acknowledgements | View State acknowledgements |
| State Non-accepted Returns | List of state returns with status other than accepted |
| State Returns Not Transmitted | List of state non-transmitted returns |
| Bonu$ Reports | Approval/Decline Report for your Bonu$ applications |
| IRS/State ACH Deposits | View Federal/State ACH deposits for your client returns |
| ID Theft Service Report | List of offices offering ID theft service |
| Inventory Report | Displays returns marked complete but not paid |
| New Business Report | Receipts paid on today's business |
| Old Bonu$ Reports | View Old Bonu$ Reports |
| Old Business Reports | Receipts Paid on prior business |
| Old Fee Deposits | View Old Fee Deposits |
| Old IRS/State ACH Deposits | Review Old IRS/State Deposits |
| Fees Charged | Listing of fees charged by your office |
| Fee Deposits | Bank fee deposits |
| Question Statistics | Report listing custom questions, responses, & totals |
| Referral Report | Prints a list of referrers and who they were referred by |
| Return Questions w/ Consent Indicator Report | View questions answers with consents granted/denied for returns |
| Return Questions | Review list of questions answers for each return |
| Return Tag Report | List of returns that have been assigned with return tag |
| Custom Consent | List of returns with custom credits created by your office |
| Custom Credit Report | List of returns with custom credits created by your office |
| EIN Report | List of EIN information for all returns |
| Failed Review Report | List of returns that have failed review |
| Username Report | List of usernames |
| Marketing Report | View Marketing Report |
| Client Retention Report | View Client Retention Report |
| Mailing Labels | Create Mailing Labels |
| Dependents/Qualifying Child | Report of Dependent or Qualifying Child Information |
| IP Pin Report | List of returns with an IP Pin |
| Review Report | Information for review process |