Detailed Returns Processed
The Detailed Returns Processed report records the first calculation of all federal returns and the first calculation of each state taxing authority added to returns for a specified organizational unit, such as office or business unit. The report can be run for a maximum of 366 days based on the date processed.
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>
Reports in Foundation that are Comparable
In CCH ProSystem fx, there are no comparable reports. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Show Region | Yes/No | Includes or excludes the region. |
Show Office | Yes/No | Includes or excludes the office. |
Show Business Unit | Yes/No | Includes or excludes the business unit. |
Show Tax Year | Yes/No | Includes or excludes the tax year. |
Show Return Group | Yes/No | Includes or excludes the return group. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Date | Between | First Day Of Calendar Year, Today |
Tax Year | = | All |
Region | = | All |
Office | = | All |
Business Unit | = | All |
Return Group | = | All |
Optional Filters | |
---|---|
Available Fields | |
Client ID.Sub-ID |
State |
Federal | Other |
Return Name | User ID |
Solution Package Note: only visible if your firm has a Solution Package license. |
Year End |
Grouping | ||||
---|---|---|---|---|
Available Fields | ||||
Business Unit |
Other | Return ID | ||
Date |
Region | State | ||
Federal |
Return Group | Tax Year | ||
Office | Return Name | User ID |
Sorting | ||||
---|---|---|---|---|
Available Fields | ||||
Business Unit |
Region | Tax Year | ||
Date |
Return Group | User ID | ||
Federal |
Return Name | Year End | ||
Office | Return ID | |||
Other | State |
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 |
Processed Date | The date range specified for the report. |
Tax Year | The tax year. |
Region | The region. |
Office | The office. |
Business Unit | The business unit. |
Date | The date of calculation. |
Time | The time of calculation. |
Return Group | The return group selected for the return. |
Return ID | The return ID including the version. |
Return Name | The name entered in the return, which may be different than the client name as entered in the client profile. |
Return Description | The return version description. |
Year End | The fiscal year end. |
Federal | The return type for the federal return. |
Solution Package |
Indicates if federal return counts under the Solution Package license. Note: This field is only available if your account has a Solution Package license. |
State | The state tax authority. |
Other | A Consolidated (CN) or Power Pack (PP) return. |
User ID | The staff user ID who calculated the return. |
Returns Processed Sample Report