RT

ROSS TAX PRO

◆ PRIMEWEB PLATFORM

TaxesToGo Mobile App

Andreaa Chan'nel, MPA

EFIN 748335 · P03215544

◆ ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335 ◆

LIVE · MeF ACTIVE

◆ Analytics Command Center

254-Tax Consultants · EFIN 748335 · All ERO Entities

Total Returns Filed

253

+18%

Acceptance Rate

97.2%

+0.4%

Avg Refund Amount

$3,842

+$210

Avg Prep Fee

$178

+$12

SBTPG Deposits

$43,666

This season

ERO Entities Active

5

All live

Revenue & Fee Trend

Monthly revenue, ERO fees, and refund volume

◆ LIVE
OctNovDecJanFebMar$0k$15k$30k$45k$60k
  • Total Revenue
  • ERO Fees
  • Returns Filed

eFile Transmission Activity

Weekly submissions, acceptances, and rejections

◆ LIVE
Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8015304560
  • Accepted
  • Rejected
  • Pending

Return Type Distribution

1040 variants and business returns filed

◆ LIVE
1040 Standard
112
1040-EZ / Simple
68
1040 Schedule C
34
1040 Schedule E
19
1040 Schedule F
8
Business (1120S/1065)
12

ERO Entity Performance

Returns filed and revenue by EFIN

◆ LIVE
254-Tax (748335)Ross TP (743585)R&C Tax (725916)EFIN (212129)EFIN (743586)0255075100$0k$15k$30k$45k$60k
  • Returns Filed
  • Accepted
  • Revenue

SBTPG Deposit Tracker

Daily deposit amounts and ERO fee collections

◆ LIVE
03/0103/0303/0503/0703/10$0k$4k$7k$11k$14k
  • Deposit Amount
  • ERO Fees
  • # Deposits

Client Pipeline Status

Active clients by workflow stage

◆ LIVE
065130195260InquiryIntakeInProgressReviewFiledFunded

Daily Platform Activity

Logins, returns processed, and client calls this week

◆ LIVE
MonTueWedThuFriSatSun09182736
  • Platform Logins
  • Returns Processed
  • Client Calls

ERO Performance Radar

6-axis compliance and efficiency scorecard

◆ LIVE
Acceptance RateOn-Time FilingClient RetentionRefund SpeedRevenue GrowthCompliance Score035100

◆ Analytics data reflects current tax season activity · EFIN 748335 · Andreaa Chan'nel, MPA · [email protected]