Click here for an overview ofTaxSlayer Pro's Web Reports
The TaxesToGo Report By Date provides information about clients who have installed your branded TaxesToGo app on their mobile device as well as the client submissions you have claimed that were prepared on the generic app.
This report is useful in diagnosing why a client is unable to log into the app (due to differing e-mail and/or mobile number credentials). It also helps diagnose why a client using your branded app hasn't appeared in your TaxesToGo queue (typically due to them not having touched the Submit button in the app).
This report is an alternative to the basic TaxesToGo Report. See here for information about the basic report.
Report data is available for current and prior tax years, though since the TaxesToGo app is only available to be used for the current tax year, prior year reports are for historical needs only.
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
Date Type - Two options are available:
- Website Sent Date - The date client installed the app.
- App Start Date - The date the client started on their return in the app.
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 type specified 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:
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, or it's possible that no one has yet installed your branded app or you haven't yet claimed someone's submission.
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 TaxesToGo Report By Date includes the following data for each client who has installed your branded TaxesToGo app on their mobile device as well as clients whose generic app you have claimed.
App Claimed Date (date you claimed the client's submission and started the return)
App E-filed Date (date the return that was begun with the app was e-filed)
App Start Date (date the taxpayer installed the app on their device)
App Submit Date (date the taxpayer submitted their information to you)
Cell Phone (client's mobile number)
EFIN
Email Address (client's e-mail address)
First Name
Group Name
IsDeleted (indicator that the client has deleted the app)
Last Name
Preparer Name
ReferralCode (optional field in the app)
Referrer (optional field in the app)
Return Tags (optional field)
SSN
SSNEncrypted
ValidationCode (either your 4- or 5-digit branded app code or the 6-digit generic app code)
Website Sent Date (date you sent your branded app link to the taxpayer)
Additional Information: