Generating Totals Reports

You can generate reports that totals the number of tax forms in the “Draft" status or submitted to the IRS and/or state in a selected cart.

You can select specific types of tax forms you submitted to the IRS/state from a specific cart or types of tax forms in the “Draft” status. Additionally, you can choose whether to generate a report with a total of all tax forms or breakdown of total tax forms by form type.

To create totals reports:

  1. In the Company Dashboard, search for a customer and click it's customer tile to access the customer's dashboard.

  2. In the Customer Dashboard, click the REPORTS button in the Generate Reports for Your Records panel.

  1. Click Report Type and select Totals from the drop-down menu.

  1. Click Payer in the Reporting prompt and select a payer associated with the tax forms you need to generate.

  1. Click RUN.

  1. Select options in the Additional Information prompt. Use the image and table of definitions below to learn about options in the prompt.

Prompt Option Definition
Form Type

Lists all types of tax forms associated with the Payer. Select a type of tax form for the totals report.
Cart

Lists all carts of the Payer that were submitted to the IRS/state (see Adding Forms to the Cart).

Select the Draft option in the drop-down menu to include all forms in the “Draft” status in the report.

Forms included in the report is defined by the Form Type you selected.

Mode

Select one of the following options:

  • Detail with Summary: The totals report contains a list of tax forms by type, either “Draft” status or submitted in a cart.

  • Summary: The totals report only contains the total number of tax forms in “Draft” status or submitted in a cart.

  1. Click RUN in the Additional Information prompt.

The report is processed. Once it is generated, it displays in the Report History section of the Reporting Prompt.

Click the Download icon: to download a PDF version of the report to your computer.