Protection Plus Reports

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.