In TaxSlayer Pro, the Production Detail Report produces a CSV file listing all completed individual federal returns along with certain data points of interest.
The database used by the Production Detail 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 Detail Report, from the Quick Menu of TaxSlayer Pro select
- Reports
- Additional Reports
- Production Detail 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 Detail Report CSV file includes the following information:
- SSN (unused)
- EFIN
- SIDN (unused)
- Last 4 (last four digits of the SSN or ITIN)
- Last Name
- First Name
- Accepted Date (if e-filed, the date the return was accepted)
- Federal Rejected (count)
- State Accepted (if e-filed the date the state return was accepted)
- State Rejected (count)
- Total State Transmitted (how many state returns included)
- Form 8888 (Yes/No)
- Return Type (1040, 1040NR, 1040SS)
- Filing Status (1-6)
- Add CTC (amount)
- # Savings Bonds (count)
- Savings Bond (amount)
- EIC (amount)
- Child Tax Credit (amount)
- Education Tax Credit (amount)
- Elderly Credit (amount)
- Requesting Direct Deposit (Yes/No)
- AGI (amount)
- Refund (amount)
- Balance Due (amount)
- 60+ Count (count of taxpayer or spouse age 60 or older)
- ITIN (Yes/No)
- Paper Federal (Yes/No)
- Paper State (count)
- Exemptions 7A (2014-2018, count of exempt individuals on Form 8965)
- Total Exemptions (2014-2018, total individuals on Form 8965)
- Full Year Coverage (2014-2018, Yes/No for full-year healthcare coverage)
- Shared Responsibility Payment (2014-2018, Form 8965 penalty amount)
- Advance PTC Repayment (Form 8962 advance PTC repayment amount)
- Total PTC (Form 8962 premium tax credit amount)
- Schedule A (Yes/No)
- Schedule B (Yes/No)
- Schedule C (Yes/No)
- Schedule CEZ (2014-2018, Yes/No)
- Schedule D (Yes/No)
- Schedule E (Yes/No)
- Schedule F (Yes/No)
- Schedule H (Yes/No)
- Schedule R (Yes/No)
- Schedule SETP (Yes/No, Schedule SE for the taxpayer)
- Schedule SESP (Yes/No, Schedule SE for the spouse)
- Preparer (preparer code)
- Created Date/Time (date created)