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<title>Home - All Categories - Desktop Program  - Reporting  </title>
<link>//kb.erosupport.com/category-31.html</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content.</description>
<item>
										<guid>//kb.erosupport.com/article-330.html</guid>
										<title>How to Check The Status of an EF Return Using &quot;Where`s My Refund&quot; on The IRS Website</title>
										<link>//kb.erosupport.com/article-330.html</link>
                                        <description><![CDATA[Refer to "ÃÂ Where&rsquo;s My Refund?ÃÂ " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.ÃÂ 
Browse to the following IRS website: ÃÂ Where&#039;s My Refund

In the Tax Yea...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-82.html</guid>
										<title>Error Message: Couldn`t CreateDispatch on Excel in Exporting a Report to Excel</title>
										<link>//kb.erosupport.com/article-82.html</link>
                                        <description><![CDATA[ Symptoms 
 When exporting a report to Excel, an error message appears.    &#039;Couldn&rsquo;tÃÂ CreateDispatchÃÂ on Excel&#039;  
 ÃÂ  
ÃÂ 
 Cause 
  There is no software installed to open .csv files, as in Microsoft   Excel or LibreOffice Calc...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-526.html</guid>
										<title>Error Message: Software Startup Abort!!! &gt;Abt (Unable to open last year index) Error: (020)</title>
										<link>//kb.erosupport.com/article-526.html</link>
                                        <description><![CDATA[ Symptoms 
When running the List of Non-Returning Clients report, the following error appears: &rsquo;Startup Abort!!! &gt;Abt (Unable to open last year index) Error: (020) utils&#92;SSNDIFF.xl.40 :LASTYDB =:/dir20YY.idx&rsquo; 
ÃÂ 
 Cause 
This iss...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-42.html</guid>
										<title>How to Format a Mailing List Using Word 2007 or Later</title>
										<link>//kb.erosupport.com/article-42.html</link>
                                        <description><![CDATA[



ÃÂ 





IMPORTANT:
The method below requires Microsoft Excel and Microsoft Word installed on your computer.
ÃÂ 
ÃÂ 


ClickÃÂ LookupÃÂ on the top toolbar.
ClickÃÂ ExtendedÃÂ on the top toolbar. The "Search Field Setup"ÃÂ window will open...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-152.html</guid>
										<title>Run Report For Non-Returning Clients</title>
										<link>//kb.erosupport.com/article-152.html</link>
                                        <description><![CDATA[How to view a list or running report of Non-Returning Clients
ÃÂ Confirm the Prior Year Path is entered.

Select the Setup menu.ÃÂ 
ChooseÃÂ Office Setup.
Select the General tab from the Application Settings window.
Use theÃÂ BrowseÃÂ button to ...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-122.html</guid>
										<title>How to Add Reports to The Quick Reports List</title>
										<link>//kb.erosupport.com/article-122.html</link>
                                        <description><![CDATA[Adding reports to the Quick Reports list
&nbsp;
Provided below are the following steps to add reports to the Quick Reports list.
&nbsp;
1. Log into the program as a user with administrator rights.
2. On the top menu, select Utility-&gt;Quick Report L...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-689.html</guid>
										<title>Creating Extended Report for Bank Products with Check Print Dates</title>
										<link>//kb.erosupport.com/article-689.html</link>
                                        <description><![CDATA[How to Create an Extended Report for Bank Products with Check Print Dates&nbsp;
Select Lookup from the Work in Progress (WIP) screen
Select Extended to bring up the report creation window.
Using the screenprint below select the following Available Di...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-246.html</guid>
										<title>How to Send a Text Message Using TextLink and Extended Reports</title>
										<link>//kb.erosupport.com/article-246.html</link>
                                        <description><![CDATA[Sending Text Messages Using TextLink and Extended Reports
ÃÂ 
Steps to send a text message to a single recipient:

Start a new tax return or open an existing one.
DoubleÃÂ clickÃÂ Client DataÃÂ in theÃÂ Attached FormsÃÂ pane.
In theÃÂ Cell Pho...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-121.html</guid>
										<title>How to Run an IRS ACKs with Phone and Address Report</title>
										<link>//kb.erosupport.com/article-121.html</link>
                                        <description><![CDATA[ÃÂ The "IRS ACKs with Phone and Address" report
ÃÂ 
The following steps below are provided for generating the IRS ACKs with Phone and Address report.
ÃÂ 
1. Log into the program as a user with administrator privileges.
2. From the top menu, select...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-281.html</guid>
										<title>How to Create and View a Custom Report Using The Extended Lookup Feature</title>
										<link>//kb.erosupport.com/article-281.html</link>
                                        <description><![CDATA[Creating Custom Reports

From the WIP, click the Lookup Button.
Then select theÃÂ Extended Button.
TheÃÂ "Search Field Setup" window populates. See below.

"Available Display Fields" on the upper left which show the field&#039;s that will display o...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-350.html</guid>
										<title>How to Specify a Default Printer For Printing Reports</title>
										<link>//kb.erosupport.com/article-350.html</link>
                                        <description><![CDATA[Specifying the default printer to be used for reports
ÃÂ 


Log into the program as a user with administrator rights.


From the top menu, selectÃÂ Setup-&gt;Printer Setup.


In the "Reports" dropÃÂ down list, select the printer to be used to prin...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-128.html</guid>
										<title>How to Run an IRS Acknowledgement Report</title>
										<link>//kb.erosupport.com/article-128.html</link>
                                        <description><![CDATA[The "IRS Acknowledgement" report
ÃÂ 
The following steps to generate the IRS Acknowledgement report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;IRS ACKs-&gt;IRS and S...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-440.html</guid>
										<title>Error: Totals are Unviewable on The Work in Progress Summary Screen</title>
										<link>//kb.erosupport.com/article-440.html</link>
                                        <description><![CDATA[
Symptoms
&nbsp;
When viewing&nbsp;the&nbsp;Work&nbsp;In&nbsp;Progress&nbsp;Summary,&nbsp;the&nbsp;totals do not appear&nbsp;to&nbsp;the&nbsp;right of each item.&nbsp;







Cause

&nbsp;This issue can occur if&nbsp;the&nbsp;program is set up&nbsp;t...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-110.html</guid>
										<title>How to Run an OTC Payments by Payment Date Report, Signifying Payment Methods by Clients</title>
										<link>//kb.erosupport.com/article-110.html</link>
                                        <description><![CDATA[Running OTC Payments Reports
A report showing all clients with payment methods used will be displayed on an OTC Payments report. (Over the counter)
ÃÂ 
The following steps of procedure are provided to run an OTC Payment report:
1. Log into the progr...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-204.html</guid>
										<title>How to Format The Software Extended Report Dates in Microsoft Excel Date Format</title>
										<link>//kb.erosupport.com/article-204.html</link>
                                        <description><![CDATA[When exporting the software extended reports, the dates are not formatted in Microsoft Excel date format. The date can be converted into Microsoft Excel format by using a formula....]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-123.html</guid>
										<title>How to Run a Rejected Returns Report</title>
										<link>//kb.erosupport.com/article-123.html</link>
                                        <description><![CDATA[The Rejected Returns report
ÃÂ 
The following steps to generate the Rejected Returns report are provided below:
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Status Reports-&gt;Rejected Returns...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-129.html</guid>
										<title>How to Run a No Fee Payment by Receipt Report</title>
										<link>//kb.erosupport.com/article-129.html</link>
                                        <description><![CDATA[The "No Fee Payment by Receipt" report
ÃÂ 
The following steps to generate the No Fee Payment by Receipt report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Fee Paymen...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-126.html</guid>
										<title>How to Run a No Fee Payment by ACK Date Report</title>
										<link>//kb.erosupport.com/article-126.html</link>
                                        <description><![CDATA[The "No Fee Payment by ACK Date" report
ÃÂ 
The following steps to generate the No Fee Payment by ACK Date report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Fee Paym...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-251.html</guid>
										<title>How to Run a Fee Payment by Site and Date Report</title>
										<link>//kb.erosupport.com/article-251.html</link>
                                        <description><![CDATA[A "Fee Payment by Site and Date" Report
ÃÂ 
To run a "Fee Payment by Site and Date" report, the following steps are provided:
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;IRS ACKs-&gt;IRS and ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-105.html</guid>
										<title>How to Run a Status with Prep Fees Report</title>
										<link>//kb.erosupport.com/article-105.html</link>
                                        <description><![CDATA[TheÃÂ "Status with Prep Fees" report
ÃÂ 
To generate the "Status with Prep Fees" report, the following steps are provided:

Log into the program as a user with administrator rights.
From the top menu, select Reports-&gt;Status Reports-&gt;Status wi...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-130.html</guid>
										<title>How to Run a Status by Modification Date Report</title>
										<link>//kb.erosupport.com/article-130.html</link>
                                        <description><![CDATA[The Status by Modification Date report
ÃÂ 
The following steps to generate the Status by Modification Date report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Status R...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-125.html</guid>
										<title>How to Run an IRS ACK Counts Report</title>
										<link>//kb.erosupport.com/article-125.html</link>
                                        <description><![CDATA[The IRS ACK Counts Report
ÃÂ 
The following steps to generate the IRS ACK Counts report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt; IRS ACKs-&gt;IRS ACKs Counts.
3. ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-119.html</guid>
										<title>How to Run a State ACKs/Rejects Report</title>
										<link>//kb.erosupport.com/article-119.html</link>
                                        <description><![CDATA[ÃÂ The "State ACKs/Rejects"ÃÂ report
ÃÂ 
The following steps below are provided for generating the &#039;State ACKs/Rejects report:
ÃÂ 
1. Log into the program as a user with administrator privileges.
2. From the top menu, select Reports-&gt;Stat...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-221.html</guid>
										<title>How to Generate a RAC Fee by Site Report</title>
										<link>//kb.erosupport.com/article-221.html</link>
                                        <description><![CDATA[Generating a RAC Fee by Site Report
The following provided steps are shown to generate the RAC Fee report:
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Fee Payments-&gt;RAC Fee by Site.
3. In t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-124.html</guid>
										<title>How to Run a Status by Creation Date Report</title>
										<link>//kb.erosupport.com/article-124.html</link>
                                        <description><![CDATA[The Status by Creation Date report
ÃÂ 
The following steps to generate a Satus by Creation Date report are provided below:
ÃÂ 
1. Log into the program as a user with administrator rights.
2. From the top menu, select Reports-&gt;Status Reports-&gt;...]]></description>

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