The IRS/State ACH Deposits report in ProWeb displays all new taxpayer deposits from the IRS and state for returns that included a bank product. Once the report has been viewed, the list of deposits moves to the Old IRS/State ACH Deposits report. To access the report, from your office welcome screen select:
- Reports
- Financial Reports
- IRS/State ACH Deposits
The IRS/State ACH Deposits report displays the following information:
Office EFIN, the last 4 digits of the taxpayer's SSN, the taxpayer's last name, the source (IRS or State), the amount of the deposit and the date of the deposit.
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 IRS/State ACH 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 IRS/State ACH 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: