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Web Reports: Summary Report by Date

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TaxSlayer Pro's Web Reports

The Summary Report by Date includes summary statistical information about each of your office's EFINs. (Thus, the report will consist of a single line for an office with one EFIN.) For a given tax year, it takes a snapshot of the time frame you specify, including comparable prior year data. While any office can run this report, its data is especially useful for an office using 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.

Start Date and End Date - Set the transmission date range.

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 Office Identifier Total Returns Total Accepted Accepted Non-Bank Accepted Bank Rejected Refunded Refunded Amount Refunded Bank Product Advance Advance Accepted Email

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

Accepted Amended (count)
Accepted Bank (count)
Accepted Extension (count)
Accepted Non-Bank (count)
Advance (count)
Advance Accepted (count)
Advance Card (count)
Advance Card Accepted (count)
Advance Check (count)
Advance Check Accepted (count)
Advance Direct Deposit (count)
Advance Direct Deposit Accepted (count)
Advance Walmart (count)
Advance Walmart Accepted (count)
Audit Protection Fee Amount
Audit Protection Fee Paid Amount
Audit Protection Fee Paid Count
Audit Protection Return Count Total
Bank Audit Protection Fee Amount
Bank Audit Protection Total (count)
Bank Prep Fee Amount
Bank Service Bureau Fee Amount
Bank Transmission Fee Amount
Card (count)
Card Accepted (count)
Check (count)
Check Accepted (count)
Direct Debit Accepted (count)
Direct Debit Submitted (count)
Direct Deposit (count)
Direct Deposit Accepted (count)
Document Prep Amount
Efile Fee Amount
EFIN
EM/DD Audit Protection Total (count)
Email (count)
Email Accepted (count)
Group Name
ID Theft Protection Fee Total (amount)
ID Theft Protection Total (count)
Non-Bank Direct Deposit (count)
Non-Bank Direct Deposit Accepted (count)
Office Identifier
Prep Fee Amount
Prep Fee Paid Amount
Prep Fee Paid Count
Prior Year Accepted Bank (count)
Prior Year Accepted Non-Bank (count)
Prior Year Efile Fee Amount
Prior Year Prep Fee Amount
Prior Year Rejected (count)
Prior Year Total Accepted (count)
Refunded (count)
Refunded Amount
Refunded Bank Product (count)
Refunded Bank Product Amount
Rejected (count)
Service Bureau Fee Amount
Service Bureau Fee Paid Amount
Service Bureau Fee Paid Count
Total Accepted (count)
Total Returns (count)
Total Teladoc Count
Transmission Fee Amount
Transmission Fee Paid Amount
Transmission Fee Paid Count
Walmart (count)
Walmart Accepted (count)

Additional Information:

Web Reports Overview