The Master Report is a combination of several different reports that can be created to assist you in tracking your business and managing your office. This report can only be accessed from the Transmitting Computer. To access the master report, from the main menu of Keystone Tax Solutions select:
9. Reports>1. Master Report
Year to Date Totals Report: A report listing every return that has been marked complete since the beginning of the year.
Daily Written Report: A report that lists every return that has been marked complete for a specific day or date range.
Daily Collected Report: Displays all client payments for a specific day or date range.
Inventory Report: A list of all returns marked complete that have not been paid in full.
Preparer Totals Report: A report listing completed returns by a preparer or preparers.
Specialized Reports: Used to create a customized master report. Choose the Type of Client Return, Client Payment Status, Preparer Range, Date Range, and Type of Master Report.
Delete Client from Master Report: If you remove a return from the software, the return will still show on the Master Report. If you want to completely remove the return, delete the client from the Master Report.
When generating a Master Report, there are four different formats to choose from:
- Detailed Master Report: Lists the Taxpayer’s Name, SSN, Preparer Code, Fees Billed, Fees Paid, Type of Return, Type of State Return, IRS Code, Phone Number, Total Number of Returns, Total Fees Billed, and Total Fees Paid.
- Secure Detail Report: Lists the SSN, Preparer Code, Fees Billed, Fees Paid, Type of Return, Type of State Return, IRS Code, Total Number of Returns, Total Fees Billed, and Total Fees Paid.
- Summary Master Report: Lists only the Total Number of Returns, Total Fees Billed, and Total Fees Paid
- Labels: Generates mailing labels for the listed clients. Prints on Avery 5160 Labels.