Click here for an overview of
TaxSlayer Pro's Web Reports
The Business Returns report provides an overview of tax and information returns prepared in the Business section of TaxSlayer Pro and electronically filed during the time frame you specify. 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 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:
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 Business Returns report includes the following data for returns prepared in the Business section of TaxSlayer Pro and filed electronically.
Ack Code (Accepted or Rejected)
AckReceivedDate
Address
City
Company Name (name of the business or organization)
CustomerId (your 32-character alphanumeric ID)
Efile Fee (amount)
EFIN
EIN (the business or organization EIN on the return)
Phone
Prep Fee (amount)
RefundBalance (amount)
ReturnID (the business's or organization's 32-character alphanumeric ID)
ReturnType (1041, 1065, 1120, 1120-S, 7004, 8868, 990, 990-EZ, 990-T, 706, 709)
State
TransmitDate
Zip
Additional Information: