For an office preparing individual tax returns in TaxSlayer ProWeb, the Client Retention Report shows a list of clients from the previous tax year that haven't yet returned to have their current tax year return prepared. Thus, the clients listed in the report are those whose prior year tax return you prepared during the date range specified but whose current year tax return has not been created.
This report compares the current tax year and prior tax year client lists only. Thus, it doesn't matter what tax year you have specified ProWeb to be currently working in.
To run the Client Retention Report, from the Welcome page of your ProWeb office select:
- Reports
- Other Data Reports
- Client Retention Report - Two parameters need to be set:
- Select the EFIN(s) to run the report for.
- Specify the date range for the date the return was created. (Note that the bulk of the prior tax year's returns will have been created during the prior calendar year.)
- Click CONTINUE to run the report.
If the report is empty or shorter than you anticipated, check the parameters you selected, e.g., you might need to broaden the date range.