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What reports are available in TrustFile?

Overview

You would like to know which reports are available in TrustFile

Environment

TrustFile

Resolution

  • TrustFile for Accountants
    • To view the TrustFile reports for all companies, click the Reports menu option in the top left corner of the page
    • There are three reports to choose from
      • Generated Returns - This will list all companies on your account and all returns that have been generated from the start of your account
      • Credit Usage - This report shows credits that have been purchased, when they were purchased, how much the credits cost, and when the credits were used
      • Activity Log - This report shows which users have logged into the account and what each user has done (Ex. Filing a return, adding a bank account, etc)
    • Once you select a Company, you can view reports using the directions under the TrustFile header below, as well
  • TrustFile
    • This version of TrustFile will not have a Reports menu option. Please click on the Transactions menu
    • You may view two reports:
      • Transactions - This will show all data you have uploaded through the connectors or an import file
      • Activity Log -  This report shows which users have logged into the account and what each user has done (Ex. Filing a return, adding a bank account, etc)
    • You may also click on the States & History menu option
      • This report will show you all  returns generated for your company by state.
      • It will show when the return was due, how much is due on the return, if the return has been filed, and the date of filing
      • When you expand the state a state header, you may view the State Settings and see copies of each return by clicking on the Return period

 

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