Site administrators can use Management Reports to obtain detailed information about the returns prepared and filed at their site during the tax season. Management Reports can be accessed by selecting Reports > Other Data Reports > Management Reports. However, if Management Reports is not on the site's list of available reports, it will need to be added from the Configuration menu. See Adding and Removing Reports for more information on adding and removing reports from the Reports menu.
The following management reports are available:
Summary Reports
- Electronic Filing Summary: View a list of Electronically Transmitted Returns
- State Detail Summary Report: View Production State Detail Summary for your EFINs
- Federal Return Summary: View Federal Return Information and Statistics
Pro Web Reports
- Pro Web Returns - Audit Report: View Production Audit information for your site and EFINs
- Pro Web Returns - Detailed Return Report: View Refund and State Refund Information for your EFINs
Production Detail Reports
- Site Production Detail Report - Electronic: View Electronic Production Detail information for your site and EFINs
- Site Production Detail Report - Paper: View Paper Production Detail information for your site and EFINs
- Site Production Summary Report: View Production Summary information for your site and EFINs
- Site Production State Detailed Report: View Production State information for your site and EFINs
- Site Production 1099R State Duplication Report: View a list of returns that were affected by the problem outlined in the following blog article: https://vitablog.taxslayerpro.com/form-1099-r-duplicating-state-info-next-steps-for-sites/
Return Reports
- Returns Awaiting Acknowledgement: View Your Returns Awaiting Acknowledgement
- Extension Report: View Your Return Extension Report
- Federal Electronic Forms Report: Federal Electronic Forms Report
- Return Questions Report: View the answers to Custom Questions that were provided for each return prepared at your site.
- Return Questions with Consent Indicator Report: View the answers to Custom Questions and the Custom Consents that were signed for each return prepared at your site.
Miscellaneous Reports
- Customer Portal Report: View Users and Information regarding Customer Portal Imports
- Customer Portal Report By Date: View Users and Information regarding Customer Portal Imports By Date
- User Access Report: View Proweb/Pro Online Preparer Login History for your EFINs
- Office Setup Report: View Office Setup Options
Saved Reports
- View Saved Reports: View and Run Custom Formatted Reports
For a document detailing all the information included in the reports available to users in Pro Online, including Management Reports, please download our Report Descriptions Document below, or refer to the following link: https://www.brainshark.com/taxslayer/vu?pi=zGgzq9Um2zQIFXz0
Note: This is an article on using TaxSlayer's software. It is not intended as tax advice. For more details on this topic, see Additional Information below.
Additional Information
VITA/TCE Knowledgebase: Pro Online Report Descriptions
VITA/TCE Knowledgebase: Using Management Reports
VITA/TCE Knowledgebase: Adding and Removing Reports