Client List reports provide specific information concerning your clients, such as birthdays and telephone lists. Use this reports to stay in touch with your customers throughout the year.
Client Birthdate List: provides a list of all of your clients birthdates, including spouses’ birthdates. You may sort this report by Taxpayer Last Name, Taxpayer Birthdate by Month, or Taxpayer Birthdate by Year.
Telephone List by Preparer: provides a list of client names, home and work telephone numbers, and any paid fees. You may sort this report by Fees Paid or Taxpayers Last Name. You may group this report by Site, Preparer, Creation, Modified, or IRS Ack. Additionally, you may filter your results by entering a Site ID.
Receipts by Site: provides a list of all return receipts prepared by a specific office. You may sort this report by Taxpayer SSN, Taxpayer Last Name, Modification Date, Receipt Number, Preparer ID, or Site ID. You may group this report by Site, EFIN, Preparer, Creation, Modified, or IRS Ack. Returns without Receipts: provides a list of returns prepared without a Receipt number. You may sort this report by Taxpayer SSN, Taxpayer Last Name, Modification Date, Preparer ID, or Site ID. You may group this report by Site, EFIN, Preparer, Creation, Modified, or IRS Ack.
Client Telephone List: provides a list of clients telephone numbers. You may sort this report by Taxpayer SSN or Taxpayer Last Name. You may group this report by Site, EFIN, Preparer, Creation, Modified, IRS Ack. Additionally, you may filter your results by entering a Site ID.
Client Referral Summary: provides a list of your client referrals. You may sort this report by Referral Type, Referral Description, or Referral SSN. You may