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Web Reports: Federal Electronic Forms Report

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The Federal Electronic Forms Report indicates whether or not certain forms and schedules are included in your electronically filed individual tax returns. Over 80 different forms and schedules are included as well as 9 different source documents. Report data is available beginning with tax year 2023.

A form that is completed in the return but that didn't impact the return will indicate "NO". For example, if the AMT calculation was done on Form 6251 but AMT equals zero, Form 6251 will show "NO".

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

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. Returns accepted during the date range will be included in the report.

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:

Run Report

Click this to display the report on-screen, after which you can optionally (a) refine the data to be included in the report, (b) export the report, and (c) save the report template to make it easy to run again in the future.

Run Report For Export

This button functions the same as the "Run Report" button but for large offices allows for all data for all EFINs to be exported. If you clicked "Run Report" but the report output was abbreviated due to the volume of the data, rerun the report clicking this button instead.

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.

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

Go Back

Click "Go Back" to return to the Filter and EFIN Selection window.

Export Report

This button will display if you chose "Run Report". Click it to export the report to a CSV file suitable for importing into your spreadsheet program.

Export Full Report

This button will display if you chose "Run Report For Export". Click it to export the full report to a CSV file suitable for importing into your spreadsheet program.

Save Report

Click "Save Report" to save the report Filter and EFIN Selections and column filters to make it easier to run the report again in the future. After clicking the button, enter a name for the saved report template, then click OK to save it.

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

Select AllClear All

Return ID Dashboard Office ID Group Name EFIN PTIN/SIDN Last Four Last Name First Name Preparer Name Form W2 Form W2G Form 1099SSA Form 1099R Form 1099G Form 1099-MISC & NEC Schedule A Schedule B Schedule C Schedule D Schedule E Schedule EIC Schedule F

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 Federal Electronic Forms Report includes the following data for each e-filed return.

Dashboard Office ID (if applicable)
EFIN
First Name
Form 1040-ES (yes/no)
Form 1040X (yes/no)
Form 1099G (yes/no)
Form 1099-MISC & NEC (count)
Form 1099R (count)
Form 1099SSA
Form 1116 (yes/no)
Form 1310 (yes/no)
Form 2106 (yes/no)
Form 2210 (yes/no)
Form 2441 (yes/no)
Form 2555 (yes/no)
Form 3468 (yes/no)
Form 3800 (yes/no)
Form 4137 (yes/no)
Form 4255 (yes/no)
Form 4562 (yes/no)
Form 4684 (yes/no)
Form 4797 (yes/no)
Form 4835 (yes/no)
Form 4868 (yes/no)
Form 4972 (yes/no)
Form 5329 (yes/no)
Form 5405 (yes/no)
Form 5695 (yes/no)
Form 5884 (yes/no)
Form 6251 (yes/no)
Form 6252 (yes/no)
Form 6478 (yes/no)
Form 6765 (yes/no)
Form 6781 (yes/no)
Form 8379 (yes/no)
Form 8582 (yes/no)
Form 8586 (yes/no)
Form 8606 (yes/no)
Form 8615 (yes/no)
Form 8689 (yes/no)
Form 8801 (yes/no)
Form 8814 (yes/no)
Form 8820 (yes/no)
Form 8824 (yes/no)
Form 8826 (yes/no)
Form 8828 (yes/no)
Form 8834 (yes/no)
Form 8835 (yes/no)
Form 8839 (yes/no)
Form 8844 (yes/no)
Form 8846 (yes/no)
Form 8857 (yes/no)
Form 8859 (yes/no)
Form 8862 (yes/no)
Form 8863 (yes/no)
Form 8864 (yes/no)
Form 8874 (yes/no)
Form 8880 (yes/no)
Form 8881 (yes/no)
Form 8882 (yes/no)
Form 8888 (yes/no)
Form 8889 (yes/no)
Form 8896 (yes/no)
Form 8900 (yes/no)
Form 8906 (yes/no)
Form 8908 (yes/no)
Form 8911 (yes/no)
Form 8912 (yes/no)
Form 8915F (yes/no)
Form 8919 (yes/no)
Form 8932 (yes/no)
Form 8933 (yes/no)
Form 8936 (yes/no)
Form 8941 (yes/no)
Form 8949 (yes/no)
Form 8960 (yes/no)
Form 8962 (yes/no)
Form 8995/QBID (yes/no)
Form 8997 (yes/no)
Form W2 (count)
Form W2G (yes/no)
Group Name (if applicable)
Last Four (last four digits of the SSN)
Last Name
Preparer Name
PTIN/SIDN
Return ID
Schedule A (yes/no)
Schedule B (yes/no)
Schedule C (yes/no)
Schedule D (yes/no)
Schedule E (yes/no)
Schedule EIC (yes/no)
Schedule F (yes/no)
Schedule H (yes/no)
Schedule J (yes/no)
Schedule K-1 1041 (count)
Schedule K-1 1065 (count)
Schedule K-1 1120S (count)
Schedule R (yes/no)
Schedule SESP (yes/no)
Schedule SETP (yes/no)
Schedule 8812 (yes/no)

Additional Information:

Web Reports Overview