How to Run a No Fee Payment by Receipt Report

The “No Fee Payment by Receipt” report

The following steps to generate the No Fee Payment by Receipt report are provided below:

1. Log into the program as a user with administrator rights.

2. From the top menu, select Reports->Fee Payments->No Fee Payment by Receipt.

3. In the Sort By drop down list, choose the applicable sort option.

4. In the Group By drop down list, choose the applicable grouping option.

5. To view the report on the screen, click the Quick View Button.

6. To print the report, click the Print Button.

Information Displayed on The Report:

* Rcpt # – The receipt number for the return

* Site – The site the return was prepared under

* Preps Code – The designation code of the preparer that created the return

* EFIN – The EFIN the return was filed under

* DCN – The Declaration Control Number assigned to the return

* SSN – The Social Security Number of the primary taxpayer

* Last Name – The last name of the primary taxpayer

* Fee – The tax preparation fee charged for the return

* EF Fee – The electronic filing fee charged for the return

* Dir Dep Date – The date the refund was directly deposited

* Dir Dep YTD – The total amount directly deposited in the year to date