The Additional Reports menu contains five reports that might occasionally be useful in analyzing the individual tax returns your firm has produced. Several of the reports print to a CSV file suitable for importing into your spreadsheet program for further analysis.
To access the Additional Reports menu, from the Main Menu of TaxSlayer Pro select
- Additional Reports
Awaiting Ack Report - This report lists individual returns that have been transmitted but for which acknowledgements have not been received. You can sort by Agency ID (i.e., Federal and state), date sent, name, or last four of the SSN.
Awaiting Extension Ack Report - Similar to the above report but for individual tax return extensions.
States Report - This report produces a CSV file listing all the completed individual state returns along with certain state-specific data points of interest.
Production Detail Report - This report produces a CSV file listing all completed individual federal returns along with certain data points of interest.
Production Summary Report - This report produces a CSV file summarizing certain data points of interest for all completed individual returns.
The database used by the Production Detail Report and the Production Summary Report is created when you select either report from the menu. Depending on the number of completed returns in your client list the creation process can take a few seconds to a minute, and you will see an indicator that it's working at the bottom left of the program window. When the database is finished being created, you will be able to select OK to create the report.