Standard Report Details
This provides a description for each of the Standard Reports available within the TSG program.
Status
Reports tracks the status of tax returns. Status Reports are useful for
creating lists of returns that need specific steps to complete the tax
pre...
Tue, 13 Jan, 2015 at 2:14 PM
IRS
Acks reports provide a list of returns acknowledged by the IRS. These reports
help you track the different types of acknowledged returns.
IR...
Tue, 13 Jan, 2015 at 2:16 PM
Fee
Payments reports track fee payments for bank product returns. These reports are
great for tracking your fee payment deposits from the RAL bank.
...
Tue, 13 Jan, 2015 at 2:17 PM
Print
IRS and State acknowledgement letters utilizing this menu.
IRS
Balance Due Letters:
print all acknowledgement letters received ...
Tue, 13 Jan, 2015 at 2:17 PM
TSG
provides you with tools to print mailing labels for you customer base. Note: TSG
prints one format of labels only: Avery #5161 or similar.
M...
Tue, 13 Jan, 2015 at 2:18 PM
Client
List reports provide specific information concerning your clients, such as
birthdays and telephone lists. Use this reports to stay in touch with yo...
Tue, 13 Jan, 2015 at 2:19 PM