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TaxSlayer Pro's Web Reports
The State Detail Summary Report includes information about each electronically filed individual tax return, including both the federal and state e-file status and the amount of the state refund or balance due. It can help you ensure rejects are taken care of as well as keep an eye on expected state refunds if they are being routed through a bank product. 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:
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 State Detail Summary Report includes the following data for each e-filed individual tax return. Some columns may not be applicable to your office and can be ignored.
Group Name
EFIN
Last Four (last four digits of the SSN)
First Name
Last Name
Federal Status (A = Accepted, R = Rejected)
Federal Status Ack Date
State Code (2 letter state abbreviation)
State Type (method of refund or balance due payment)
State Ack (A = Accepted, R = Rejected)
State Ack Date
State Refund (amount)
Active Status (1 = active)
Additional Information: