Pro Online: Changes to Reports

The following changes were made to reports:

  • Accepted Returns report
    • No longer shows duplicate rows for filing status of MFJ
    • Added a column for Return Tags
  • Rejected Returns report
    • Added a column for Return Tags
  • Return Questions Report
    • Now displays SSN Last 4 and Last Name
  • Custom Credit Report
    • Now displays SSN Last 4 and Last Name
  • Management Report: Site Production State Summary Report
    • Added SSN Last 4
  • Management Report:  Site Production Detail Report
    • Removed Balance Due from the Refund policy
    • Education Credit is now showing both non-refundable and refundable portions
    • Child Tax Credit and Additional Child Tax Credit now displays in their respective columns
  • Returns not Transmitted Report
    • Now exports the Preparer’s Name
  • Returns Awaiting Acknowledgement
    • The date ranges are now working

Blog Posted 03/08/2017                        12:14PM

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