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Web Reports: Bank Approvals

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TaxSlayer Pro's Web Reports

The Bank Approvals report provides information about an ERO's enrollment application with a bank, including the dates it was last submitted and either approved or declined, plus general information about the ERO and certain fees. This report is primarily useful for service bureaus and multi-level offices. 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

Tax Year - The current tax year is selected by default but change to a prior year if needed.

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:

Run Report

Click this to display the report on-screen, after which you can optionally (a) refine the data to be included in the report, (b) export the report, and (c) save the report template to make it easy to run again in the future.

Run Report For Export

This button functions the same as the "Run Report" button but for large offices allows for all data for all EFINs to be exported. If you clicked "Run Report" but the report output was abbreviated due to the volume of the data, rerun the report clicking this button instead.

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

Go Back

Click "Go Back" to return to the Filter and EFIN Selection window.

Export Report

This button will display if you chose "Run Report". Click it to export the report to a CSV file suitable for importing into your spreadsheet program.

Export Full Report

This button will display if you chose "Run Report For Export". Click it to export the full report to a CSV file suitable for importing into your spreadsheet program.

Save Report

Click "Save Report" to save the report Filter and EFIN Selections and column filters to make it easier to run the report again in the future. After clicking the button, enter a name for the saved report template, then click OK to save it.

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

Select AllClear All

Group Name EFIN Company Name Contact Master EFIN Bank Name Bank Letter Submitted Date Pending Date Approved Date Declined Date Tax Year Account Number Routing Number Transmission Fee Service Bureau Fee Address City State Zip PrimaryContact

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 Bank Approvals report includes the following data for each ERO's enrollment application with one of the banks TaxSlayer Pro partners with. A column not applicable to your office can be ignored.

Account Number (ERO's bank account)
Address (ERO's address)
Approved Date
Bank Letter (F = EPS, O = Refundo, S = Santa Barbara TPG, V = Refund Advantage)
Bank Name (bank enrolled with)
City (ERO's address)
Company Name
Contact (name)
Declined Date
EFIN
Group Name
Master EFIN
Pending Date
PrimaryContact
Routing Number (ERO's bank account)
Service Bureau Fee (amount)
State (ERO's address)
Submitted Date
Tax Year
Transmission Fee (amount)
Zip (ERO's address)

Additional Information:

Web Reports Overview