In TaxSlayer Pro, the Production Summary Report produces a CSV summarizing certain data points of interest for all completed individual returns for each EFIN. Thus, an office that transmits using one EFIN will produce a report with one line.
The database used by the Production Summary Report is created when you select the report from the menu. Depending on the number of completed returns in your client list the creation process can take a few seconds to a minute or more, and you will see an indicator that it's working at the bottom left of the program window. When the indicator disappears, the database is finished being created.
When the database is finished, click OK, then reselect the report. A Windows File Explorer window will appear allowing you to save the CSV file to the directory of your choice. You can then separately open a Windows File Explorer window, navigate to the directory you saved the report in, and double-click it to open it.
To run the Production Summary Report, from the Quick Menu of TaxSlayer Pro select
- Reports
- Additional Reports
- Production Summary Report
Note: When opening the CSV file in your spreadsheet program, if the program asks if you'd like it to "perform the following data conversions in this file", listing "Remove leading zeros", click Don't Convert.
The Production Summary Report CSV file includes the following information:
- EFIN (unused)
- SIDN (unused)
- Federal Accepted (count of federal accepted returns)
- Federal Rejected (count of federal rejected returns)
- State Accepted (count of state accepted returns)
- State Rejected (count of state rejected returns)
- Total State Transmitted (count of state returns transmitted)
- Form 8888 (count)
- Form 1040 (count)
- Form 1040A (count)
- Form 1040EZ (count)
- Form 1040NR (count)
- Form 1040PR (count)
- Single (count)
- Married Filing Joint (count)
- Married Filing Separate (count)
- Head of Household (count)
- Qualifying Surviving Spouse (count)
- Add CTC Count
- Add CTC (amount)
- # Savings Bonds (count)
- Savings Bond (amount)
- EIC Count
- EIC Average (average EIC amount)
- EIC (total EIC amount)
- Child Tax Credit Count
- Child Tax Credit (amount)
- Education Tax Credit Count
- Education Tax Credit (amount)
- Elderly Credit (amount)
- Return Count
- AGI (total AGI)
- AGI Average (amount)
- Refund Count
- Refund (total refund)
- Balance Due Count
- Balance Due (total balance due)
- 60+ Count (the total of taxpayers and spouses age 60 or over)
- ITIN (count)
- Paper Federal (count)
- Paper State (count)
- Exemptions 7 (2014-2018, count of exempt individuals on Form 8965)
- Total Exemptions (2014-2018, total individuals on Form 8965)
- Full Year Coverage (2014-2018, total individuals with full-year healthcare coverage)
- Shared Responsibility Payment Count (2014-2018, count of individuals on Form 8965)
- Shared Responsibility Payment (2014-2018, total amount of penalty on Form 8965)
- Shared Responsibility Payment Average (2014-2018, average amount of penalty on Form 8965)
- Advance PTC Repayment Count (Form 8962, count of returns repaying PTC)
- Advance PTC Repayment (Form 8962, amount of PTC repaid)
- PTC Count (Form 8962, count of returns receiving additional PTC)
- Total PTC (Form 8962, total amount of additional PTC received)
- PTC Average (Form 8962, Total PTC divided by PTC Count)
- Zero AGI (returns with $0 AGI)
- Schedule A (count)
- Schedule B (count)
- Schedule C (count)
- Schedule CEZ (2014-2018, count)
- Schedule D (count)
- Schedule E (count)
- Schedule F (count)
- Schedule H (count)
- Schedule R (count)
- Schedule SETP (count, Schedule SE for the taxpayer)
- Schedule SESP (count, Schedule SE for the spouse)