In TaxSlayer ProWeb, the Fee Deposits report lists any new fee deposits for returns that include a bank product since the last time you viewed the report. Once the report has been viewed, the any item in the list moves to the Old Fee Deposits report.
To access the Fee Deposits report, from your office's Welcome Page select:
- Reports
- Financial Reports
- Fee Deposits
The Fee Deposits report displays the following information:
- Office EFIN
- Last 4 digits of the taxpayer's SSN
- Taxpayer last name
- Deposit date
- Amount of the current deposit
- YTD amount of all deposits received
The report can be printed or saved in either PDF, Excel or CSV formats by selecting the appropriate button at the bottom of the report.
The Old Fee Deposits report displays the same information based on EFIN selection and date range. To access the report, from your office's Welcome Page select:
- Reports
- Financial Reports
- Old Fee Deposits
Additional Information: