Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Account management for SurePrep customers

Account Usage History

Account Usage History
lets you view details on how the credit purchases were used on the firm's account. You can generate and export customized billing reports to show the columns you selected. You can also filter each client and firm data according to your specifications. 
To view account balance, go to 
Admin
,
Billing
, then
Account Usage History
.

View Account Usage History

To view Account Usage History, specify the tax year, dates, and service type.
  1. (SKIP STEP)
    Account Usage History
     now shows data for all tax years within a selected date range. The
    Tax Year
     menu is no longer relevant. Skip to the next step.
  2. Select the 
    Service
     picklist, then select the service used for that binder.
  3. Select the date range. Select the Date icon next to
    From
     and
    To
    . Select the billing date from the dropdown calendar for each icon. You may also enter dates manually in the text fields.
  4. After you select the tax year, dates, and service type, select
    Details
     .
  5. The Account Usage History appears by the date of the created billing invoice. You can view the billing date on the
    DATE CREATED
     column.
View Details
Once you select
Details
, multiple columns and rows will appear. Here you can view the past account usage history.
You can further filter these results by using the filter feature. Select the
Filter
 icon , on the column you want to filter. A filter window will appear. Select
Filter
 after you finish selecting your parameters.
View Summary
Select
View Summary
, to switch from the details view to a simplified summary view.
You will see a condensed summary showing you the Firm Name, Firm ID, Service, number of returns, and total amount.
Other Form Fees column (Outsource service)
The
Other Form Fees
 column lets you view the number of forms in a particular return and its billing calculation.
To view details about the amount, select a value under the 
Other Form Fees
 column. 
A window will appear with a detailed description of the forms associated with the amount.
VERIFY+ columns (1040SCANverify service)
To view billing information for 1040SCANverify+, on the services dropdown menu, select 
1040SCANverify Offshore
, or 
1040SCANverify Onshore
.
You may need to scroll horizontally to view the
Verify+
 column.
Expedite Column (1040SCANverify & Outsource services)
You can view expedite fees charged for
1040SCANverify Onshore
,
1040SCANverifyOffshore, Outsource Onshore, Outsource Offshore
 service under the
Expedite Fee
 column.
Refunded and Deleted columns
If a binder is deleted,
Deleted On
 and
Refunded On
 column for that particular record (that is, the record which was created when the binder was charged) will be updated with a timestamp. 
If a binder is deleted and the fee is refunded, then a second entry will be added in red color that shows charges that were reversed/refunded for that binder.
TaxCaddy Gather and TaxCaddy Deliver
Under the
Services
 menu, you can select
TaxCaddy Gather
 or
TaxCaddy Deliver
 to view account usage history related to a performed action of TaxCaddy. The
EVENTS
 column shows you the actions that utilized the
TaxCaddy Gather
 or Deliver unit.
The
CREDIT TYPE
 column shows you the following details based on your firm's balance.
Paid
: Usage of pre-paid TaxCaddy services with
TaxCaddy Gather
 or Deliver units being utilized.
Firm users won’t be able to perform an action if there are no
TaxCaddy Gather
 and/or Deliver units available to consume. 

Custom Column Filters (Column Setup)

You can create customized billing reports according to your personal preferences.
The
Column Setup
 feature lets you:
  • Filter the table to show the wanted columns.
  • Create/save multiple filter templates to generate different types of billing reports.
  • Export filtered columns to Excel.
 
Filter Columns
On
Column Setup
, select the picklist  icon to view the dropdown menu.
Select the checkbox to view the selected columns. Clear the checkbox to remove the columns. Once you select the columns, select
Save
 then select
Details
 to update the table.
To restore the columns back to default, select
Clear All
 then select
Save
. Select
Details
 to reload the table.
Customize Column Setup (Saved column filters)
You can save filter templates that let you switch between different column sets. Saving filters will let you generate different types of billing reports without having to select/clear columns each time.
To create a custom column filter template. select
Customize Column Setup.
On the
Customize Column Setup
 window, enter a filter name that will help you identify the filter. Select/clear columns checkboxes to show/hide columns then select
Save
.
Tip: You can follow the same steps again to add multiple filters.
 You will see the new filter appear on the upper left corner next to
Custom Column Filter
. 
To modify the filter columns, select the
Edit
 icon.
To delete the filter, select the
Delete
 icon.
To apply the filter selection, select the filter name, then select 
Details
 to view columns associated with that filter.
When the column filter is enabled,
Export to Excel
 will only export columns that are currently selected by the filter. You can select the filter name to select/clear the filter, then select
Export to Excel
 to export the report.

Export Account Usage History to Excel

Before you export details, select the date range you want from the 
From
  and 
To
 options. Select 
Export to Excel
.
Open the Excel file after it completes downloading. By default, all columns are exported.
When the column filter is enabled,
Export to Excel
 will only export columns selected by the filter.

This article applies to:

  • Product: SurePrep