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Pro Online: Recommended End of Season Reports

11 Apr 24
Kim Manuel
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  • Federal Returns not Transmitted
    • Gives you a list of federal returns that have never been transmitted, along with the status (i.e. in progress, complete, etc.).  This will allow you to review any returns marked Complete that may need to be transmitted
  • Rejected Returns
    • Outstanding rejects that have not been changed to Paper
  • Federal Returns Transmitted with no States
    • Helps to identify any state returns that were not sent with the Federal or as State Only
  • State Returns not Transmitted
    • Gives you a list of returns that have a state attached that has not been transmitted.
  • Pro Web Returns – Detailed Return Report (Web Management Report)
    • Gives you detailed information on both the Federal and any state attached to the return
  • Returns Awaiting Acknowledgement (Web Management Report)
    • Returns that have not received an IRS acknowledgement
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