To search the TaxSlayer Pro Client List to find all the tax returns that include a W-2 from a specific EIN, from the Quick Menu select:
- Client Reports - Scroll down the list of filters and select Search: W-2 EIN.
- Enter the EIN in the beginning and ending fields.
Depending on the size of the Client List and the speed of the PCs processor, the client list data may still be being loading when you've entered the EIN. If so, wait until it finishes loading and the "Loading..." button changes to "View".
When the Loading button changes to View, click it. If you're told how many returns match the EIN you entered you'll be asked "Would You Like to Continue?"
- Click YES to proceed to print the list. You'll be taken to a list of the data fields to include on the report. Select all the fields you'd like to include, bearing in mind that if the fields chosen are too wide to print on landscape letter-sized paper, you'll be directed to return to the Client Reports window to use the drop down menu to change the report type from "View/Print Report" (which prints to PDF) to "Export to Microsoft Excel File" (which saves to a CSV file suitable for importing into a spreadsheet program). After changing the report type, click View again.
- Click NO to return to the Client Reports window where you can modify the filter or the report type.