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Web Reports: Office Production Detail Report - Paper

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TaxSlayer Pro's Web Reports

For an office preparing individual tax returns in TaxSlayer ProWeb, the Office Production Detail Report - Paper provides over 70 columns of information about each return with a sending method of "Paper Return". Its data can help you better understand your clientele and their needs. Report data is available for the current and five prior tax years.

Click here to see the information this report includes.

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 for the date type chosen above.

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

Return ID EFIN SIDN SSN Last 4 First Name Last Name Date of Birth Is Deceased Email Address Telephone Number Address City State Zip Sec. Last 4 Spouse ITIN Sec. First Name Sec. Last Name Sec. Date of Birth Spouse Deceased Secondary Email RETURNTYPE FILINGSTATUS

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 Office Production Detail Report - Paper includes the following data for individual tax returns prepared in TaxSlayer ProWeb that are being filed in paper form rather than electronically.

# Savings Bonds (count)
Additional CTC (amount)
Address
AGI (amount)
Ancillary Fees Charged
Ancillary Fees Paid
Average Adv PTC Payment (amount)
Bal Due Returns (amount)
Calculated Prep Fee (amount)
Child Tax Credit (amount)
City
Created Date (date and time)
Date of Birth
Dependents (count)
Education Tax Credit (amount)
EFIN
EIC (amount)
Elderly Credit (amount)
Email address
Exemption 7 (Yes/No - relates to return exemptions and Form 8965, obsolete)
Federal Rejected (0 = No, 1 = Yes)
Filing status
First Name
Form 1116 (Yes/No)
Form 2441 (amount)
Form 2555 (Yes/No)
Form 8880 (amount)
Form 8888 (Yes/No)
Full year coverage (Yes/No)
Is Deceased (Y/N)
ITIN (Yes/No)
Last 4
Last Date Edited (date and time)
Last Date Printed (date and time)
Last Name
Marked Complete
Marked Paid
Paper Federal (0 = No, 1 = Yes)
Paper State (0 = No, 1 = Yes)
Prep Fee (amount)
Preparer Name
Primary or Secondary 60+ (count)
Refund (amount of refund)
Return ID (32-character alphanumeric ID)
Return type (Paper Return)
Saving Bond (amount)
Schedule A (Yes/No)
Schedule B (Yes/No)
Schedule C (Yes/No)
Schedule C-EZ (Yes/No)
Schedule D (Yes/No)
Schedule E (Yes/No)
Schedule F (Yes/No)
Schedule H (Yes/No)
Schedule R (Yes/No)
Schedule SE SP (Yes/No)
Schedule SE TP (Yes/No)
Sec. Date of Birth
Sec. First Name
Sec. Last 4
Sec. Last Name
Secondary Email
SIDN (PTIN)
Spouse Deceased (Y/N)
Spouse ITIN
SSN (taxpayer SSN)
State (2-letter state abbreviation)
State Accepted (date and time)
State Rejected (0 = No, 1 = Yes)
Telephone Number
Total Adv PTC repayment (amount)
Total Income (amount)
Total IRS Exemptions (number of people in the return)
Total PTC (amount)
Total Resp Pymnt (amount)
Total State Transmitted (count)
ZIP

Additional Information:

Web Reports Overview