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Web Reports: TaxSlayer Pro Desktop Individual Reports Comparison

Click here for an overview of
TaxSlayer Pro's Web Reports

If you use the TaxSlayer Pro desktop program to prepare individual tax returns, there are six web reports that list individual return details. The chart below shows the information included in each of these reports.

You can scroll through the list to see what's included in each report, or if there is a particular bit of information you're interested in you can filter the list by that information to see which web report provides it.

Filtering the list

To filter the list, enter the information you're looking for in the search box, e.g., ack, marked complete, EIC, etc. Upper- and lower-case are not relevant. If you don't find what you're looking for, it may not be available in any report.

The numbers 1 through 6 correspond to these reports. Click a report for more info about it:

1. Federal Return Summary
2. Office Production Detail Report - Electronic
3. State Return Summary
4. State Detail Summary Report
5. Bank Product Funding
6. Electronic Filing Summary

Search for a report by entering a term in the search box:

Field 1 2 3 4 5 6
# Savings Bonds   ●        
1040 Type ●          
Account Number bank ●          
Ack Code acknowledgement reject rejected accepted acceptance ●   ●     ●
Ack Date acknowledgement reject rejected accepted acceptance ●   ●     ●
Active Status       ●    
Advance Amount Paid preack pre-ack pre ack ●          
Additional CTC actc addl 8812 child tax credit   ●        
Advance Amount Requested preack pre-ack pre ack ●          
Advance Approval Status preack pre-ack pre ack ●          
Advance Approval Status Updated Date preack pre-ack pre ack ●          
Advance Approved preack pre-ack pre ack ●          
Advance Approved Count preack pre-ack pre ack ●          
Advance is Pre-Ack preack pre ack pre-ack ●          
Advance Paid Date preack pre-ack pre ack ●          
Agency ID return type           ●
AGI adjusted gross income ● ●        
Audit Description amp protection ●          
Audit Fee fees fee amp protection ●          
Audit Fee Paid Amount fees fee amp protection ●          
Audit Fee Paid Date fees fee amp protection ●          
Bank ●          
Bank Accepted         ●  
Bank Funded         ●  
Calculated Fee prep preparation fees fee ● ●        
Child Tax Credit ctc 8812 actc additional   ●        
Commission Key ●          
Company Name ●   ●      
Completed Date            
Contact Name ero ●   ●      
Created Date   ●        
Custom Discount 1 Amount ●          
Custom Discount 1 Description ●          
Custom Discount 2 Amount ●          
Custom Discount 2 Description ●          
Custom Fee 1 Amount fees ●          
Custom Fee 1 Description fees ●          
Custom Fee 1 Funded amount fees ●     ●    
Custom Fee 2 Amount fees ●          
Custom Fee 2 Description fees ●          
Custom Fee 2 Funded amount fees ●     ●    
Customer ID ●          
Dashboard Office ID ●          
Dependents children kids dependants ● ●        
Doc Prep Fee Date Paid document preparation feef fees ●          
Doc Prep Fee Paid document preparation fee fees ●          
Document Prep Fee preparation fee fees ●          
Education Tax Credit 8863 1098-t 1098t aotc aoc american opportunity ● ●        
E-file Fee efile fees ●          
E-file Fee Paid efile fees ●          
E-file Fee Paid Date efile fees ●          
EFIN ● ● ● ● ● ●
EIC earned eitc eict   ●        
Elderly Credit schedule r   ●        
Email Address e-mail ● ● ●      
ERO Name ●          
Exemption7 8965 penalty   ●        
Federal Accepted Date ack   ●        
Federal Status   ●   ●    
Federal Status Ack Date       ●    
Fees Deposited fee         ●  
Filing Status mfj single hoh mfs qss joint jointly qualified surviving spouse head of household married ● ●        
Form 1116 foreign tax credit   ●        
Form 2441 childcare dependent ● ●        
Form 2555 foreign earned income   ●        
Form 4562 depreciation ●          
Form 7202 self-employment self employment ●          
Form 8379 injured spouse allocation ●          
Form 8862 credits disallowance ●          
Form 8880 saver's credit savers retirement   ●        
Form 8888 savings bond saving   ●        
Form 8915-E 8915e ●          
Form 8915-F 8915f ●          
Form W-2 w2 ●          
Form W-2G w2g gambling ●          
Full year coverage 8965 aca healthcare   ●        
Funded Date bank ●   ●      
Funding bank     ●      
Group Name ●     ● ●  
Has Audit Product amp protection ●          
Has ID Theft Product securely protection ●          
Has ID Theft Protection securely protection ●          
ID Theft Description securely protection ●          
ID Theft Enrollment Type securely protection ●          
ID Theft Fee securely protection fees ●          
ID Theft Fee Paid Amount securely protection fees ●          
ID Theft Fee Pay Date securely protection fees ●          
Is Deceased died   ●        
ITIN   ●        
Last Date Printed   ●        
Last Modified Date   ●        
Office Identifier ●          
Paper Federal   ●        
Paper State   ●        
Payment 1 Amount ●          
Payment 1 Description ●          
Payment 2 Amount ●          
Payment 2 Description ●          
Pre-Ack Count preack pre ack advance ●          
Prep Fee preparation fees ● ●        
Preparer number ●          
Preparer Fee Date Paid fees ●          
Preparer Fee Paid fees ●          
Preparer Name ● ●       ●
Primary or Secondary 60+ retired retirement   ●        
Process Date ●          
Product ●          
PTIN preparer ●          
QBID 199a 8995 8995-a 8995a ●          
Referrer ●          
Refund or Balance Due ● ●     ●  
Requesting Direct Deposit   ●        
Return Tags ●          
Return Type ● ● ●      
ReturnID ●          
Routing Number rtn ●          
Savings Bond amount   ●        
SBF Date Paid ●          
SBF Fee fees fee ●          
SBF Paid fees fee ●          
Schedule A itemized ● ●        
Schedule B   ●        
Schedule C ● ●        
Schedule C-EZ ● ●        
Schedule D capital gains ● ●        
Schedule E   ●        
Schedule F ● ●        
Schedule H   ●        
Schedule R elderly   ●        
Schedule SE (taxpayer) self-employment self employment   ●        
Schedule SE (spouse) self-employment self employment   ●        
Spouse Date of Birth secondary dob   ●        
Spouse First Name secondary   ●        
Spouse Last 4 secondary   ●        
Spouse Last Name secondary   ●        
Spouse Email secondary e-mail   ●        
Shipping Fee fees ●          
SIDN   ●        
Spouse Deceased died   ●        
Spouse ITIN   ●        
SSN ● ● ●   ●  
SSN Encrypted     ●   ●  
Started Date           ●
State   ● ● ●    
State Ack   ●   ●    
State Ack Date       ●    
State Refund       ●    
State Type       ●    
Submission ID           ●
TAA Count ●          
Taxpayer Address ● ●        
Taxpayer Cell Phone mobile telephone ●   ●      
Taxpayer City ● ●        
Taxpayer Date of Birth dob ● ● ●      
Taxpayer First Name ● ● ● ● ● ●
Taxpayer Home Phone telephone ● ● ●      
Taxpayer Last Four last 4 ● ● ● ●   ●
Taxpayer Last Name ● ● ● ● ● ●
Taxpayer State ●          
Taxpayer Zip ● ●        
Total Advance PTC Repayment 8962 premium credit aca healthcare   ●        
Total Income   ●        
Total IRS Exemptions   ●        
Total PTC 8962 advance premium credit aca healthcare   ●        
Total Responsibility Payment 8965 penalty aca healthcare   ●        
Total State Transmitted   ●        
Total Transmission Fee fees ●   ●      
Transmission Fee Date Paid fees ●          
Transmission Fee Paid fees ●          
Transmit Date transmission efile e-file ●         ●
Unemployment 1099-g 1099g ●