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TaxSlayer Pro's Web Reports
The Federal Return Summary includes over 100 data points about each electronically filed federal individual tax return. It's the most detailed of all the web reports that list e-filed individual tax returns, and report data is available for the current and five prior tax years.
Setting up and running the report
The report has two menus, one for selecting the report filters and the other for selecting the EFIN(s) to be reported on. Upon arrival at the report window the Filter Selection menu will already be open. Each menu is opened by clicking it.
Filter Selection
Date Type - Choose one of the four options:
- Transmit Date - The date the return was transmitted to the IRS.
- Ack Date - The date the IRS accepted the return.
- Funded Date - For returns utilizing a bank product to facilitate the refund, this is the date the bank received the refund.
- Process Date - The date the return was marked complete.
Tax Year - The current tax year is selected by default but change to a prior year if needed.
Start Date and End Date - Set the date range for the date type chosen above.
Return Type - Choose one of the three options:
- All Returns
- Bank Returns - Only returns utilizing a bank product to facilitate the refund.
- Non-Bank Returns - Only returns not utilizing a bank product, including returns with a balance due.
EFIN Selection
Select the EFIN(s) you'd like reported on.
When you've finished with the selections, click one of the two "Run Report" buttons:
If no returns are found, click the orange "Go Back" button to return to the Filter and EFIN Selection menus. It's possible you need to change or broaden one or more of the parameters you specified.
Each time you arrive at the Filter and EFIN Selection menus, all the selections you previously made will have reset to their initial default values, so you'll need to reselect the ones you want for the report.
Control buttons when viewing the report
Selecting the columns to report
You can exclude any column of data you don't want in the report. To exclude a column in the report, click the blue "Column Selection" heading to reveal the report columns.
Column Selection
To exclude a column, click the blue button with its name. Its color will change to red indicating it's not included, and it will disappear from the report.
An alternate way to select the columns to report is to click the orange "Clear All" button, removing every column in the report, followed by selecting just the columns you desire to be in the report.
What information does this report include?
The Federal Return Summary includes the following data for each e-filed individual tax return. Some columns may not be applicable to your office and can be ignored.
1040 Type (1040, 1040-NR)
Account Number (bank account)
Ack Code (A = Accepted, R = Rejected)
Ack Date
Advance Amount Paid
Advance Amount Requested
Advance Approval Status (A = Accepted, R= Rejected)
Advance Approval Status Updated Date
Advance Approved (Yes/No)
Advance Approved Count
Advance Is Pre-Ack (Yes/No)
Advance Paid Date
AGI (amount)
Audit Description (name of audit product chosen)
Audit Fee (fee amount for audit product)
Audit Fee Paid Amount
Audit Fee Paid Date
Bank (see below for the meaning of the codes)
Calc Fee (calculated preparation fee)
Commission Key (optional field that can be used in a commission report)
Company Name (name of the company associated with the EFIN on the return)
Contact Name (company contact associated with the EFIN on the return)
Custom Discount 1 Amount
Custom Discount 1 Description
Custom Discount 2 Amount
Custom Discount 2 Description
Custom Fee 1 Amount
Custom Fee 1 Description
Custom Fee 1 Funded amount
Custom Fee 2 Amount
Custom Fee 2 Description
Custom Fee 2 Funded amount
CustomerID (unique 32-character ID for the ERO)
Dashboard Office ID
Dependents (count)
Doc Prep Fee Date Paid
Doc Prep Fee Paid (amount)
Document Prep Fee (amount)
Education Tax Credit (amount)
Efile Fee
Efile Fee Paid (amount)
Efile Fee Paid Date
EFIN
Email Address
ERO Name
Filing Status (Single, Married Filing Joint, etc.)
First Name
Form 2441 (Yes/No)
Form 4562 (Yes/No)
Form 7202 (Yes/No)
Form 8379 (Yes/No)
Form 8862 (Yes/No)
Form 8915-E (Yes/No)
Form 8915-F (Yes/No)
Form W-2 (count)
Form W-2G (count)
Funded Date
Group Name (useful for a multi-office setup)
Has Audit Product (Yes/No)
Has ID Theft Product (Yes/No)
Has ID Theft Protection (Yes/No)
ID Theft Description
ID Theft Enrollment Type
ID Theft Fee (amount)
ID Theft Fee Paid Amount
ID Theft Fee Pay Date
Last Four (last four digits of the SSN)
Last Name
Office Identifier
Payment 1 Amount
Payment 1 Description
Payment 2 Amount
Payment 2 Description
Pre-Ack Count
Prep Fee (amount)
Preparer (number)
Preparer Fee Date Paid
Preparer Fee Paid (amount)
Preparer Name
Process Date (date marked complete)
Product (Desktop/ProWeb)
PTIN
QBID (amount)
Referrer
Refund (refund amount or balance due)
Return Tags
Return Type
ReturnID (32-character alphanumeric ID)
Routing Number (bank RTN)
SBF Date Paid
SBF Fee (amount)
SBF Paid (amount)
Schedule A (Yes/No)
Schedule C (Yes/No)
Schedule C-EZ (Yes/No)
Schedule D (Yes/No)
Schedule F (Yes/No)
Shipping Fee
SSN
TAA Count
Total Transmission Fee (amount)
TP Address
TP Cell Phone
TP City
TP DOB
TP Home Phone
TP State
TP Zip
Transmission Fee Date Paid
Transmission Fee Paid (amount)
Transmit Date
Unemployment (Yes/No)
Bank Codes
Here are the codes in the Bank column and what they mean:
D = Non-bank direct deposit
E = Non-bank mailed check (refund or balance due)
F = EPS Financial bank product used
O = Refundo bank product used
P = Direct Debit
S = Santa Barbara TPG bank product used
V = Refund Advantage bank product used
Additional Information: