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View/print the Pay-Per-Return audit report in ProSeries Professional

SOLVEDby IntuitProSeries Professional7Updated October 21, 2021

The audit report shows you the current status of your Pay-Per-Return account on the current computer only.

To access the audit report:

  1. Open ProSeries.
  2. On the HomeBase view, from the Tools menu, select Pay-Per-Return.
  3. Select View audit report to show activity for the current tax year. 
    • If a hard copy is needed, select Print to print a copy. If not, select Close.

The report lists the following information:

TypeThe activity that occurred either Purchase or Charge.
FileThe name of the client file or the type of transaction, such as PURCHASE.
NameThe name of the client file or the type of transaction, such as PURCHASE.
IDThe last 4 digits of the tax ID number.
ProgramThe type of return, such as Form 1040, Form 1120, Form 1120S, and so on.
DateThe date on which you prepared the return or the transaction occurred. For example, the date you increased your account balance on this machine.
TimeThe time the transaction was posted.
AmountThe amount of the transaction, which can be a credit or a debit. A credit is shown with out parenthesis as in the $100 increase outlined in blue. Debits are shown in parenthesis as in the $14 debit outlined in red.
Balance Your current Pay-Per-Return account balance.

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