In TaxSlayer ProWeb, the Inventory Report displays returns that have been marked complete but have not been marked as paid.
To access the report in ProWeb, from your office Welcome page select:
- Reports
- Financial Reports
- Inventory Report
The Inventory Report displays the following information:
Date Written (marked complete), the last 4 digits of the taxpayer's SSN, the taxpayer's last name, the preparer fee, e-file fee, other fees, the type of return and a paid indicator.
The report can be printed or exported to PDF, Excel, or CSV formats by selecting the desired option at the bottom of the report.
Additional Information: