Where can I get reports on Protection Plus?
There are two reports for Protection Plus available on the Support site. Under Reporting select either Protection Plus Summary or Protection Plus Enrollments.
- The summary report displays fee information.
- The enrollments report provides information on the taxpayers who have signed up for Protection Plus.
- Both reports can be exported to .CSV format.
For a multisite office, reports are available only to the Master EFIN.
Reports are only available if you have signed up for the Protection Plus Per-Return level program. No reports are currently available for the Protection Plus Firm level program.
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