How to Run a Status with Prep Fees Report

The "Status with Prep Fees" report

 

To generate the "Status with Prep Fees" report, the following steps are provided:

  1. Log into the program as a user with administrator rights.
  2. From the top menu, select Reports->Status Reports->Status with Prep Fees.
  3. In the Sort By drop down list, choose the applicable sort option.
  4. In the Group By drop down list, choose the applicable grouping option.
  5. In the Minimum and Maximum Return Creation Date fields, enter the desired date range in the format indicated.
  6. To view the report on the screen, click the Quick View Button. To print the report, click the Print Button.



The following information is displayed on the report:

  • SSN – The taxpayer Social Security Number
  • Last Name – The taxpayer last name
  • Created – The date on which the return was created
  • Status – The current status of the return
  • Refund – The refund on the return
  • Rfd Type – The distribution method of the refund
  • EFIN – The EFIN used in the return
  • Fee – The tax preparation return charged for the return