Professional Editions – Professional Reports Guide
For help accessing the Professional Reports, see Accessing Professional Reports for detailed instructions. Once you have accessed Professional Reports, you can view reports from the navigation menu, including:
Dashboard Reports
To view this report at any time, click Dashboard in the navigation menu. This report is broken into a couple different parts. See Dashboard Reports for more information.
EFIN Summary Report
After clicking EFIN Summary in the navigation menu to access the report, hover your cursor over each data point to view the associated EFIN and number of e-files at that point in time.
- Click any of the lines in the graph to view e-file details for an EFIN at that point in time.
- The table below the graph presents summary statistics for each EFIN, including total # of PTINs, E-files, Accepted, Federal, State, and Settlement.
- Click a column heading to sort.
PTIN Summary Report
Click PTIN Summary in the navigation menu to access this report, which lists all PTINs in your practice, each preparer’s name, and a summary for each preparer, including Total E-files, Accepted, Federal, State, and Settlement.
E-File Details Report
This report provides a table of all e-files your practice has submitted with details for:
- Client Name
- Preparer Name
- Refund/Owed
- Submit Date
- EFIN Number
- E-file Status
- Return Type
- Settlement Type
The table is divided into pages, with each page showing 20 e-files (federal and state for the same TIN will be on separate lines). Simply click the page number buttons on the bottom right of the table to view a different page.
Click any of the rows in the table (each row represents a submitted e-file) to view a pop-up table containing more detail for that return, including:
- Client Name
- Product
- Product Type
- Bank Product Flag (Yes/No)
- Status
- Type (Disbursement)
- Submit Date
- Refund Owed
- PTIN
- Zip Code
- Preparer Name
- Firm Name
- EFIN
- EIN
To export the table to a .CSV file, click the Excel icon at the upper left of the table.
Settlement Report
- Click a pie chart section to view e-file details for a particular settlement type.
E-Files by Status Report
Click E-Files by Status in the navigation menu. You will see a pie chart and table with Total E-Files submitted by status (Accepted, Rejected, Pending, and Other).
- Hover your cursor over the pie chart sections to see the corresponding number for a status.
- Click a pie chart section to view e-file details by status.
- Use the drop-downs at the top to filter the report by EFIN or Preparer.