Quick View Reports

These reports allow a firm to identify clients who have yet to access returns and / or failed Knowledge-Based Authentication

Accessing Quick View Reports

  • Navigate to Delivered Returns.
  • Click the Quick View Reports button next to the refresh icon.

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Options

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Link Not Accessed

  • Select a Link Status option to filter the delivered returns dashboard.
    • Not Accessed by Taxpayer
    • Not Accessed by Spouse
    • Not Accessed

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Knowledge-Based Authentication (KBA) Failed

  • Select a KBA Status Options.
    • Taxpayer Failed
    • Spouse Failed

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Export to Excel

  • Navigate to the Excel Export button.
  • Click the Export button.

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  • Excel spreadsheet will be created.

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NOTE: Currently there is not an option to build or customize the Quick Review Reports.  Only two reports exist at this time.

 

 

 

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