In TaxSlayer ProWeb, the Inventory Report displays returns that have been marked complete but have not been marked as paid. To access the report, 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 saved in any of four formats (HTML, PDF, Excel, or CSV) by selecting the option at the bottom of the report.
Additional Information: