Haz clic aquí para ver una descripción general de losInformes Web de TaxSlayer Pro
Si utilizas TaxSlayer Pro para preparar declaraciones de impuestos individuales, hay tres informes web que resumen la información de las declaraciones de impuestos individuales que has presentado para cada EFIN. (Por lo tanto, cada informe tendrá una línea para una oficina con un EFIN). Para una oficina ProWeb, el Informe Resumen también incluye dos campos relacionados con las declaraciones presentadas en papel. El siguiente cuadro muestra la información incluida en cada uno de estos informes.
Puedes desplazarte por la lista para ver qué se incluye en cada informe, o si hay una información particular que te interesa, puedes filtrar la lista por esa información para ver qué informe web la proporciona. Algunos campos pueden no aplicarse a tu oficina y pueden ser ignorados.
Filtrar la lista
Para filtrar la lista, ingresa la información que estás buscando en el cuadro de búsqueda, por ejemplo, aceptado, banco, transmitido, etc. Las mayúsculas y minúsculas no son relevantes. Si no encuentras lo que estás buscando, es posible que no esté disponible en ningún informe.
Los números del 1 al 3 corresponden a estos informes. Haz clic en un informe para obtener más información al respecto:
1. Summary Report
2. Summary Report by Date
3. Submitted Returns
Busque un informe ingresando un término en el cuadro de búsqueda:
Campo | Tipo | 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 | ● | ● |