Haz clic aquí para ver una descripción general de los
Informes Web de TaxSlayer Pro
Si tienes varias oficinas, hay tres informes web con información general sobre cada oficina. El siguiente cuadro muestra la información incluida en cada uno de estos informes. Algunos campos pueden no aplicarse a tu oficina y pueden ser ignorados.
Los números del 1 al 3 corresponden a estos informes. Haz clic en un informe para obtener más información al respecto:
1. Bank Approvals
2. Customer Contact Report
3. Customer Order Code Report
| Campo | 1 | 2 | 3 |
|---|---|---|---|
| Group Name | ● | ● | ● |
| Master EFIN | ● | ● | ● |
| EFIN | ● | ● | ● |
| Company Name | ● | ● | ● |
| Address (ERO) | ● | ● | |
| City (ERO) | ● | ● | |
| State (ERO) | ● | ● | |
| ZIP Code (ERO) | ● | ● | |
| Owner First Name | ● | ● | |
| Owner Last Name | ● | ● | |
| Owner DOB | ● | ||
| Owner SSN | ● | ||
| Tax Year | ● | ● | |
| Transmission Fee | ● | ● | |
| Service Bureau Fee | ● | ● | |
| Bank Name (ERO) | ● | ● | |
| Routing Number (ERO) | ● | ||
| Account Number (ERO) | ● | ||
| Contact | ● | ||
| Primary Contact | ● | ||
| DL Expiration (ERO) | ● | ||
| DL Number (ERO) | ● | ||
| DL State (ERO) | ● | ||
| Email Address | ● | ● | |
| Mobile Phone | ● | ||
| Phone | ● | ||
| Bank | ● | ||
| Pending Date | ● | ||
| Submitted Date | ● | ||
| Approved Date | ● | ||
| Declined Date | ● | ||
| EFIN Validation Code | ● | ||
| Campo | 1 | 2 | 3 |