Customized Real-Time Reporting

Enables you to view several types of reports in real time. Standard reports are built into the system for Status, IRS Acks, Fee Payments, Ack Letters, Client Lists and more. Reporting can be customized to view what is important to you in real time. Additionally, a Work in Progress landing page has a section of quick reports where you can access those most important to you, quickly and easily.

Standard 1040 Reports

  • Group and User Summaries – Provides visibility into group structure & returns by User
  • Financial Totals Report – Shows returns by fee type and refund type
  • Bank Information Reports – See total bank product counts & return status
  • Daily Activity Reports – Shows number of returns Paper filed, e-Filed, Acknowledged and Complete

Customize Your Reports

Virtually any field that can be edited within the tax return can be used to query a report. Some reports that our EROs commonly run include:

  • Client birthdays for the coming month
  • Clients located in a particular zip code
  • Past customers to market for the coming season
  • Visibility into anything you want to know about your customers, their returns, and your business!

Talk to your TSG Account Executive about reporting today!

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