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Web Reports: Summary Report

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TaxSlayer Pro's Web Reports

The Summary Report takes a snapshot of a tax year and provides statistical information about each of your office's EFINs. (Thus, the report will consist of a single line for an office with one EFIN.) While any office can run this report, its data is especially useful for an office offering bank products to facilitate taxpayer refunds. 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 Fees Deposited Tran Fees Total Paid Total Accepted Total Not Accepted Total Reject Advances Submitted ERC Submitted ERD Submitted Email Submitted Dir. Dep. Submitted Total Refund Amount

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 Summary Report includes the following data for each of your EFINs. Some columns may not be applicable to your office and can be ignored.

Additional Fees (amount)
Advances Accepted (count)
Advances Submitted (count)
Audit Protection Fees Paid (amount)
Audit Protection Return Count Total (count)
Audit Protection Total Bank Product Fee (amount)
Audit Protection Total Fee (amount)
Bank Accepted (count)
Bank Audit Protection Total (count)
Bank Funded (count)
Bank Paid (count)
Card Accepted (count)
Card Submitted (count)
Company Name
Contact Name
Custom Discount 1 Amount
Custom Discount 2 Amount
Custom Fee 1 Amount
Custom Fee 2 Amount
Dir. Dep. Accepted (count)
Dir. Dep. Submitted (count)
Document Prep Fees (amount)
EFIN
EM/DD Audit Protection Total (count)
Email Accepted (count)
Email Submitted (count)
ERC Accepted (count)
ERC Submitted (count)
ERD Accepted (count)
ERD Submitted (count)
Fees Deposited (amount)
Group Name
ID Theft Protection Fees Paid (amount)
ID Theft Protection Fee Total (amount)
ID Theft Protection Total (count)
Office Identifier (ProWeb office only: in the ERO record)
Payment 1 Amount
Payment 2 Amount
Prior Bank (count)
Prior Email (count)
SBF Fees (amount)
Total Prior Year Preparer Fee (amount)
Total Accepted (count)
Total Bank E-file Fee (amount)
Total Bank E-file Fee Paid (amount)
Total Bank Prep Fee (amount)
Total Bank Product Refund (amount)
Total E-file Fee (amount)
Total Fees on Paper Returns (amount)
Total Not Accepted (count - see below for more info)
Total Paid (count)
Total Paper (count)
Total Preparer Fee (amount)
Total Prior Year E-file Fee (amount)
Total Refund Amount
Total Refunded Returns (count)
Total Reject (count - see below for more info)
Total Service Bureau Fee Return Count
Total Teladoc Count (count)
Tran Fees (amount)
Velapoint (count)
Walmart Accepted (count)
Walmart Submitted (count)

Note: Total Not Accepted is the count of all returns that don't have an IRS code of A (accepted) or E (imperfect). Total Reject is the count of all returns that have an IRS code of D (duplicate) or R (rejected). These numbers are typically equal and will differ only in unusual circumstances.

Additional Information:

Web Reports Overview