This reports lists returns that show a balance due on the federal return as well as any state returns.
To access the report, from the Main Menu of TaxSlayer Pro select:
- Amount Due Report
Specify the report parameters as appropriate:
- Preparer: Enter the desired preparer code range.
- Receipt Date: Enter the desired date range.
- Sort Report By: Select how you want the lines in the report sorted.
When you have finished specifying the report parameters, select Print Amount Due Report Using Above Info. (Note that the program is compiling return data in the background while you are in this menu and, depending on the number of completed returns, you may be ready to print before it has finished its work. Follow the on-screen messages indicating that the report is ready to be printed.)