Other Data Reports has a variety of miscellaneous reports related to staff, marketing and including mailing labels. To access the Other Data Reports, from the Welcome page select;
- Reports
- Other Data Report
Available Reports For Each Tax Year
Client Retention Report
Prints a list of clients from the previous year that haven't yet returned. Click here for more details.
Dependents/Qualifying Child report
For the tax year, prints a list of returns that include a dependent or qualifying child, including the child's name, relationship, and date of birth.
EIN Report
For the tax year, this report prints a list of W-2 employer EINs, including the employer's name and address and how many returns include a W-2 from that employer.
Failed Review Report
For the tax year, this report prints a list of returns that have failed review.
IP PIN Report
For the tax year, prints the contact info for clients whose return includes an IP PIN.
Mailing Labels
For the current or prior tax year, prints your clients' names and addresses on mailing labels. Click here for more details.
Marketing Report
For the tax year, prints the client list, including the taxpayer's name and the last four digits of their SSN, physical and e-mail addresses, and phone number.
Review Report
For the tax year, prints a list of returns that have been submitted for review during the date range specified, including who reviewed the return, and the review status.
Available Reports for Configuration
Username Report
Prints a list of the preparers, including their username, contact info, security role assigned, and whether or not they are active.
Additional Information: