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1040 - Status with Prep Fees Report
10 months ago
Updated
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This article provides information on how to generate the “Status with Prep Fees” report. This report lists the status of returns within the selected date range and the tax preparation fees for each return. |
Follow the instructions below to successfully generate the report:
1. Login Log in with a user with appropriate access level rights.
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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.
DCN – The DCN of the return.
Fee – The tax preparation fee charged for the return
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