The Returns Processed report shows the number of all return entities that have been calculated in a tax year for each product and taxing authority. The report can be filtered by a date range. Entities for which the firm is licensed for unlimited processing are noted in the report with an asterisk. The system counts only the first calculation for federal and the first calculation of each state taxing authority.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings |
|---|
| There are no options and settings for this report. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
| Date Processed | >= | First Day of Current Calendar Year |
| Date Processed | <= | Today |
| Tax Year | IN | All |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
| Corporation | Estate & Gift | Partnership |
| Date Processed | Exempt Org | S-Corporation |
| Emp Bene Plan | Fiduciary | Tax Year |
| Entity | Individual | |
| Date | Return Group | |
| Grouping |
|---|
| There are no grouping options for this report. |
| Sorting |
|---|
| There are no sorting options for this report. |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
| Taxing Authority or Return Unit |
The federal and state tax authorities and return unit codes that were processed for an account during the selected date range. Note: CC represents consolidated Corporation returns and PP represents Power Pack returns. |
| Individual | The number of first calculations for Individual returns during the selected date range. |
| Corporation | The number of first calculations Corporation returns during the selected date range. |
| S-Corporation | The number of first calculations S Corporation returns during the selected date range. |
| Partnership | The number of first calculations Partnership returns during the selected date range. |
| Fiduciary | The number of first calculations Fiduciary returns during the selected date range. |
| Emp Bene Plan | The number of first calculations Employee Benefit Plan returns during the selected date range. |
| Exempt Org | The number of first calculations Exempt Organization returns during the selected date range. |
| Estate & Gift | The number of first calculations Estate & Gift returns during the selected date range. |
Returns Processed Sample Report
