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Web Reports: ProWeb Returns - Detailed Return Report

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TaxSlayer Pro's Web Reports

For offices that use TaxSlayer ProWeb to prepare individual income tax returns, the ProWeb Detailed Return Report provides status information about each individual tax return prepared during a given time frame for all tax years and EFINs. It's useful for keeping track of the filing status of both federal and state returns, including status info about each state return prepared. 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 date range. Returns marked complete during this range will be included in the report.

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 Last 4 First Name Last Name Phone Federal Status Federal Return Type Federal Refund Federal Accepted Date State State Return Type State Refund State Status State Accepted Date Started Date Calculated Prep Fee Prep Fee MarkedComplete MarkedPaid Ancillary Fees Charged Ancillary Fees Paid 1099-G Social Security Benefits Has 1040-X Was Amended Efiled Amended Efiled Date Preparer Name

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 ProWeb Detailed Returns Report includes the following data for each e-filed return.

1099G (Yes/No)
Amended Efiled Date (date and time)
Ancillary Fees Charged
Ancillary Fees Paid
Calculated Prep Fee
EFIN
Federal Accepted Date
Federal Refund (refund amount or balance due)
Federal Return Type (method of refund disbursement or payment)
Federal Status (Accepted, Rejected, Transmitted)
First Name
Group Name
Has 1040X (Yes/No)
Last 4 (last four digits of SSN)
Last Name
MarkedComplete (Yes/No)
MarkedPaid (Yes/No)
Phone (nine digits)
Prep Fee (amount)
Preparer Name
Social Security Benefits (Yes/No)
Started Date
State (2-letter abbreviation for state return)
State Accepted Date
State Refund (refund amount or balance due)
State Return Type (method of refund disbursement or payment)
State Status (Accepted, Rejected, Transmitted)
Was Amended Efiled (Yes/No)

Additional Information:

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