1040-SR (Desktop) | Master Reports (What they Are, What Their Types Are, and How to Generate Them)

💡- What is a Master Report?
A Master Report is a combination of several different reports that can be created to assist you in tracking your business and managing youroffice. This report can only be accessed from the Transmitting Computer.

To access to master report, follow the steps below:

From the Main Menu (Quick Menu), go to Reports
Select Master Report

There are six options of Master Reports to choose from:

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: Shows 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.

When you’re done choosing your preferred report (based on the information given above), you should choose a format as well, from this screen (which will appear once you choose your type of report)

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: This 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: This 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.