Click here for an overview of
TaxSlayer Pro's Web Reports
If you use the TaxSlayer Pro to prepare individual tax returns, there are three web reports that summarize individual tax return information for the returns you have filed for each EFIN. (Thus, each report will have one line for an office with one EFIN.) For a ProWeb office, the Summary Report also includes two fields related to returns filed in paper form. 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. Some fields may not apply to your office and can be ignored.
Filtering the list
To filter the list, enter the information you're looking for in the search box, e.g., accepted, bank, transmitted, 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 3 correspond to these reports. Click a report for more info about it:
1. Summary Report
2. Summary Report by Date
3. Submitted Returns
Search for a report by entering a term in the search box:
Field | Type | 1 | 2 | 3 |
---|---|---|---|---|
Accepted Non-Bank | count | ● | ||
Additional Fees | amount | ● | ||
Advance | count | ● | ||
Advances Submitted | count | ● | ||
Advances Accepted | count | ● | ● | |
Advance Card | count | ● | ||
Advance Card Accepted | count | ● | ||
Advance Check | count | ● | ||
Advance Check Accepted | count | ● | ||
Advance Direct Deposit | count | ● | ||
Advance Direct Deposit Accepted | count | ● | ||
Advance Walmart | count | ● | ||
Advance Walmart Accepted | count | ● | ||
Audit Protection Fee Amount | amount | ● | ||
Audit Protection Fee Paid Amount | amount | ● | ||
Audit Protection Fee Paid Count | count | ● | ||
Audit Protection Fees Paid | amount | ● | ||
Audit Protection Return Count Total | count | ● | ||
Audit Protection Return Count Total | count | ● | ||
Audit Protection Total Bank Product Fee | count | ● | ||
Audit Protection Total Fee | amount | ● | ||
Bank Audit Protection Fee Amount | amount | ● | ||
Bank Audit Protection Total | count | ● | ● | |
Bank Funded | count | ● | ||
Bank Paid | count | ● | ||
Bank Prep Fee Amount | amount | ● | ||
Bank Returns | count | ● | ||
Bank Service Bureau Fee Amount | amount | ● | ||
Bank Transmission Fee Amount | amount | ● | ||
Card | count | ● | ||
Card Accepted | count | ● | ● | |
Card Submitted | count | ● | ||
Check | count | ● | ||
Check Accepted | count | ● | ||
Contact Name | ● | |||
Company Name | ● | |||
Custom Discount 1 Amount | amount | ● | ||
Custom Discount 2 Amount | amount | ● | ||
Custom Fee 1 Amount | amount | ● | ||
Custom Fee 2 Amount | amount | ● | ||
Direct Deposit Accepted | count | ● | ● | |
Direct Deposit Submitted | count | ● | ● | |
Document Prep Fees | amount | ● | ● | |
E-file Fee Amount | amount | ● | ||
EFIN | ● | ● | ● | |
EM/DD Audit Protection Total | count | ● | ● | |
Email (e-file + mailed) | count | ● | ||
Email Accepted | count | ● | ● | |
Email Submitted | count | ● | ||
ERC Accepted | count | ● | ||
ERC Submitted | count | ● | ||
ERD Accepted | count | ● | ||
ERD Submitted | count | ● | ||
ERO Name | ● | |||
Fees Deposited | amount | ● | ||
Group Name | ● | ● | ● | |
ID Theft Protection Fee Total | amount | ● | ● | |
ID Theft Protection Fees Paid | amount | ● | ||
ID Theft Protection Total | count | ● | ● | |
Office Identifier | ● | ● | ● | |
Payment 1 Amount | amount | ● | ||
Payment 2 Amount | amount | ● | ||
Prep Fee Amount | amount | ● | ||
Prep Fee Paid Amount | amount | ● | ||
Prep Fee Paid Count | count | ● | ||
Prior Bank | count | ● | ||
Prior Email | count | ● | ||
Prior Year Accepted Bank | count | ● | ||
Prior Year Accepted Non-Bank | count | ● | ||
Prior Year Efile Fee Amount | amount | ● | ||
Prior Year Prep Fee Amount | amount | ● | ● | |
Prior Year Rejected | count | ● | ||
Prior Year Total Accepted | count | ● | ||
Refunded | count | ● | ||
Refunded Amount | amount | ● | ||
Refunded Bank Product | count | ● | ||
Refunded Bank Product Amount | amount | ● | ||
Rejected | count | ● | ||
Returns Submitted | count | ● | ||
Service Bureau Fee Amount | amount | ● | ● | |
Service Bureau Fee Paid Amount | amount | ● | ||
Service Bureau Fee Paid Count | count | ● | ||
Total Accepted | count | ● | ● | |
Bank Accepted | count | ● | ● | |
Total Bank E-file Fee | amount | ● | ||
Total Bank E-file Fee Paid | amount | ● | ||
Total Bank Prep Fee | amount | ● | ||
Total Bank Product Refund | amount | ● | ||
Total E-file Fee | amount | ● | ||
Total Fees on Paper Returns | amount | ● | ||
Total Not Accepted | count | ● | ||
Total Paid | count | ● | ||
Total Paper | count | ● | ||
Total Preparer Fee | amount | ● | ||
Total Prior Year E-file Fee | amount | ● | ||
Total Refund Amount | amount | ● | ||
Total Refunded Returns | count | ● | ||
Total Reject | count | ● | ||
Total Returns | count | ● | ||
Total Service Bureau Fee Return Count | count | ● | ||
Total Teladoc Count | count | ● | ● | |
Transmission Fee (enrollment app) | amount | ● | ||
Transmission Fee Paid Amount | amount | ● | ||
Transmission Fee Paid Count | count | ● | ||
Velapoint | count | ● | ||
Walmart Accepted | count | ● | ● | |
Walmart Submitted | count | ● | ● |