The Fee Deposits report in ProWeb displays all new fee deposits for returns that included a bank product. Once the report has been viewed, the list of deposits moves to the Old Fee Deposits report. To access the report, from your office welcome screen select:
- Reports
- Financial Reports
- Fee Deposits
The Fee Deposits report displays the following information:
Office EFIN, the last 4 digits of the taxpayer's SSN, the taxpayer's last name, the deposit date, the amount of the current deposit and the YTD amount of all deposits received.
The report can be saved in any of four formats (HTML, PDF, Excel or CSV) by selecting the option 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 welcome screen select:
- Reports
- Financial Reports
- Old Fee Deposits
The report can be saved in any of four formats (HTML, PDF, Excel or CSV) by selecting the option at the bottom of the report.
Additional Information: