October 28, 2015 Reports Tab

Lesson Overview: Reports Tab  In this lesson we will cover:  Sub Office Management Reports  Support Site Links  Links Option for Sub Offices  Return Query  Online Reporting System 133 Central Office Manager – Reports Tab October 28, USA

Sub-office Management Reports  Regcode reports  Transmission Types  Non-Tax Activation Codes  Portal Details  Shipping/Tracking reports  Banking Solutions  Offices without Banking Solutions  Admin Password Resets Detail  Admin Password Resets Summary  Incomplete ERO Errors 134 October 28, USA Central Office Manager – Reports Tab

Reports can be viewed on screen or downloaded 135  Click View On Screen  Click Download report into Excel format  Compressed  Uncompressed October 28, USA Central Office Manager – Reports Tab

Keep track of how many times a sub office’s ADMIN password has been reset  Click Admin Reset Password  Displays :  Client ID  EFIN  Company Name  COM User  Date/Time of Reset  Date the report was run 136October 28, USA Central Office Manager – Reports Tab

Links option for Sub Offices allows the main office to control access to the sites  Check box to allow access or uncheck to deny access  Make Return Query link visible for Sub Offices  Make Report Server link visible for Sub Offices  Support Site link URL  Enter a custom URL for a support site. The Main Office could put its support URL in this area or give the office access to the SFS Support site  The support site Web address must be preceded by  Support Site link caption  Enter the wording you want for the custom URL link 137October 28, USA Central Office Manager – Reports Tab

The Return Query can be used to assist your sub- offices with rejected returns  Use Return Query to view returns e-filed by your sub- offices  Same information as found on the support site 138October 28, USA Central Office Manager – Reports Tab

Additional Reports can be found on the Online Reporting System  Access the same reports available on the TaxWise support site  Click Generate  Click Refresh  Download or view on screen in Excel format  Reports do not generate automatically  Click Generate to get a new report 139October 28, USA Central Office Manager – Reports Tab

Lesson Summary: Reports Tab In this lesson we have covered: Sub Office Management Reports Support Site Links Links Option for Sub Offices Return Query Online Reporting System 140 October 28, USA Central Office Manager – Reports Tab