Web Reports Suite
27 reports — Tax Year 2024 · 254-Tax Consultants
Total Returns
41
Total Revenue
$18,450
Avg fee: $450/return
EIC Claims
19
46% of returns
Bank Products
24
59% enrolled
Client Return Summary
Complete list of all client returns with status, refund amount, and preparer
Return Status Report
Returns grouped by status: In Progress, Review, Transmitted, Accepted, Rejected
Preparer Production Report
Returns completed per preparer with fees collected and refund totals
Daily Transmission Log
All returns transmitted on a given date with ACK codes
Year-Over-Year Comparison
Client count, revenue, and refund totals compared to prior tax year
Outstanding Returns Report
Returns started but not yet transmitted or completed
EIC Due Diligence Audit
All returns claiming EITC with Form 8867 completion status and risk flags
EIC Qualifying Children Report
Breakdown of EIC claims by number of qualifying children
EIC Amount Distribution
Distribution of EIC credit amounts across all claiming returns
EIC Rejection Analysis
Rejected returns that claimed EIC with rejection codes and reasons
Bank Product Enrollment Summary
All clients enrolled in RT/RAL products by provider (TPG, RA, Refundo, EPS)
Disbursement Status Report
Bank product disbursement status with dates and amounts
Fee Withholding Report
Preparer fees withheld through bank products by provider
RAL/RT Comparison Report
Comparison of RT vs RAL products used and associated fees
User Login Audit
All user logins with timestamps, IP addresses, and session duration
Preparer Access Log
Which preparers accessed which client returns and when
PIN Usage Report
Employee PIN usage log for workflow authorizations and approvals
Role & Permission Audit
Current role assignments and permission levels for all staff
Revenue Summary Report
Total fees collected by preparer, form type, and payment method
Fee Schedule Compliance
Actual fees charged vs. configured fee schedule by form type
Refund Amount Distribution
Distribution of federal and state refund amounts across all returns
Balance Due Returns Report
All returns with a balance due, amounts, and payment status
E-File Transmission Report
All transmitted returns with IRS/state ACK codes and timestamps
Rejection Code Analysis
Frequency analysis of IRS rejection codes with corrective action guidance
Pending Transmission Queue
Returns ready for transmission awaiting ERO approval
WISP Compliance Report
Written Information Security Plan compliance checklist status
IRS Safeguards Audit Trail
Complete audit trail for IRS Pub. 4557 and FTC Safeguards Rule compliance