Report Designer: Staff variables

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The Report Designer Staff variables display information on reports about the setup of the firm staff members. The following tables list all of the currently available variables, what they output, and where the information is retrieved from within the application.

See also: Variables overview

Staff

Variable name Data content/source Format Variable syntax
Staff EIN/SSN The staff EIN or SSN from Setup > Firm Information > Staff Number [Staff.EINSSN]
Staff EIN/SSN (last four digits) The last four digits of the staff EIN or SSN from Setup > Firm Information > Staff Number [Staff.EINSSNLastFourDigits]
First Name The first name of the staff member from Setup > Firm Information > Staff Text [Staff.FirstName]
Full Name (first, middle initial, last) The full name (first, middle initial, last) of the staff member from Setup > Firm Information > Staff Text [Staff.FullNameFirstMILast]
Full Name (first, middle, last) The full name (first, middle, last) of the staff member from Setup > Firm Information > Staff Text [Staff.FullNameFirstMiddleLast]
Full Name (last, first, middle initial) The full name (last, first, middle initial) of the staff member from Setup > Firm Information > Staff Text [Staff.FullNameLastFirstMI]
Full Name (last, first, middle) The full name (last, first, middle) of the staff member from Setup > Firm Information > Staff Text [Staff.FullNameLastFirstMiddle]
Staff ID The ID of the staff member from Setup > Firm Information > Staff Text [Staff.ID]
Inactive Inactive checkbox from Setup > Firm Information > Staff Yes/No [Staff.Inactive]
Last Name The last name of the staff member from Setup > Firm Information > Staff Text [Staff.LastName]
Middle Initial The middle initial of the staff member from Setup > Firm Information > Staff Text [Staff.MiddleInitial]
Middle Name The middle name of the staff member from Setup > Firm Information > Staff Text [Staff.MiddleName]
Suffix The suffix of the staff member from Setup > Firm Information > Staff Text [Staff.NameSuffix]
Title The title of the staff member from Setup > Firm Information > Staff Text [Staff.Title]

Additional Contacts

Variable name Data content/source Format Variable syntax
Company The company of the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Company]
Name The name of the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Name]
Salutation The salutation of the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Salutation]
Title The title of the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Title]
Business Address Line 1 The first line of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.AddressLine1]
Business Address Line 1 and Line 2 The first and second lines of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.AddressLine1andAddressLine2]
Business Address Line 2 The second line of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.AddressLine2]
Business Address City The city of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.City]
Business Address City, State and Zip The city, state and zip code for the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.CityStateandZip]
Complete Business Address The complete business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.CompleteAddress]
Complete Business Address (single line) The complete business address on a single line for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.CompleteAddressSingleLine]
Business Address Country The country of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.Country]
Business County The county of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.County]
Business Address State (abbreviation) The state abbreviation of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.State]
Business Address State (full name) The state name of the business address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Business.StateName]
Business Address Zip Code The zip code of the business address for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Business.Zip]
Home Address Line 1 The first line of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.AddressLine1]
Home Address Line 1 and Line 2 The first and second lines of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.AddressLine1andAddressLine2]
Home Address Line 2 The second line of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.AddressLine2]
Home Address City The city of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.City]
Home Address City, State and Zip The city, state and zip code for the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.CityStateandZip]
Complete Home Address The complete home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.CompleteAddress]
Complete Home Address (single line) The complete home address on a single line for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.CompleteAddressSingleLine]
Home Address Country The country of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.Country]
Home Address County The county of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.County]
Home Address State (abbreviation) The state abbreviation of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.State]
Home Address State (full name) The state name of the home address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Home.StateName]
Home Address Zip Code The zip code of the home address for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Home.Zip]
Mailing Address Line 1 The first line of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.AddressLine1]
Mailing Address Line 1 and Line 2 The first and second lines of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.AddressLine1andAddressLine2]
Mailing Address Line 2 The second line of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.AddressLine2]
Mailing Address City The city of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.City]
Mailing Address City, State and Zip The city, state and zip code for the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.CityStateandZip]
Complete Mailing Address The complete mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.CompleteAddress]
Complete Mailing Address (single line) The complete mailing address on a single line for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.CompleteAddressSingleLine]
Mailing Address Country The country of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.Country]
Mailing Address County The county of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.County]
Mailing Address State (abbreviation) The state abbreviation of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.State]
Mailing Address State (full name) The state name of the mailing address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Mailing.StateName]
Mailing Address Zip Code The zip code of the mailing address for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Mailing.Zip]
Other Address Line 1 The first line of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.AddressLine1]
Other Address Line 1 and Line 2 The first and second lines of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.AddressLine1andAddressLine2]
Other Address Line 2 The second line of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.AddressLine2]
Other Address City The city of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.City]
Other Address City, State and Zip The city, state and zip code for the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.CityStateandZip]
Complete Other Address The complete other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.CompleteAddress]
Complete Other Address (single line) The complete other address on a single line for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.CompleteAddressSingleLine]
Other Address Country The country of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.Country]
Other Address County The county of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.County]
Other Address State (abbreviation) The state abbreviation of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.State]
Other Address State (full name) The state name of the other address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Other.StateName]
Other Address Zip Code The zip code of the other address for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Other.Zip]
Email Address The email address for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Email]
Website The website for the additional contact from Setup > Firm Information > Staff Text [Staff.AdditionalContacts.Website]
Business Extension The business extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Business.Extension]
Business Number The business number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Business.Number]
Business Number and Extension The business number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Business.NumberandExtension]
Car Extension The car extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Car.Extension]
Car Number The car number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Car.Number]
Car Number and Extension The car number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Car.NumberandExtension]
Fax Extension The fax extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Fax.Extension]
Fax Number The fax number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Fax.Number]
Fax Number and Extension The fax number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Fax.NumberandExtension]
Home Extension The home extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Home.Extension]
Home Number The home number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Home.Number]
Home Number and Extension The home number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Home.NumberandExtension]
Mobile Extension The mobile extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Mobile.Extension]
Mobile Number The mobile number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Mobile.Number]
Mobile Number and Extension The mobile number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Mobile.NumberandExtension]
Other Extension The other extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Other.Extension]
Other Number The other number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Other.Number]
Other Number and Extension The other number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Other.NumberandExtension]
Pager Extension The pager extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Pager.Extension]
Pager Number The pager number for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Pager.Number]
Pager Number and Extension The pager number and extension for the additional contact from Setup > Firm Information > Staff Number [Staff.AdditionalContacts.Pager.NumberandExtension]

Addresses

Variable name Data content/source Format Variable syntax
Business Address Line 1 The first line of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.AddressLine1]
Business Address Line 1 and Line 2 The first and second lines of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.AddressLine1andAddressLine2]
Business Address Line 2 The second line of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.AddressLine2]
Business Address City The city of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.City]
Business Address City, State and Zip The city, state, and zip code of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.CityStateandZip]
Complete Business Address The complete business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.CompleteAddress]
Complete Business Address (single line) The complete business address for the staff member on a single line from Setup > Firm Information > Staff Text [Staff.Business.CompleteAddressSingleLine]
Business Address Country The country of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.Country]
Business Address County The county of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.County]
Business Address State (abbreviation) The state abbreviation of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.State]
Business Address State (full name) The state name of the business address for the staff member from Setup > Firm Information > Staff Text [Staff.Business.StateName]
Business Address Zip Code The zip code of the business address for the staff member from Setup > Firm Information > Staff Number [Staff.Business.Zip]
Home Address Line 1 The first line of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.AddressLine1]
Home Address Line 1 and Line 2 The first and second lines of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.AddressLine1andAddressLine2]
Home Address Line 2 The second line of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.AddressLine2]
Home Address City The city of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.City]
Home Address City, State and Zip The city, state, and zip code of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.CityStateandZip]
Complete Home Address The complete home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.CompleteAddress]
Complete Home Address (single line) The complete home address for the staff member on a single line from Setup > Firm Information > Staff Text [Staff.Home.CompleteAddressSingleLine]
Home Address Country The country of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.Country]
Home Address County The county of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.County]
Home Address State (abbreviation) The state abbreviation of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.State]
Home Address State (full name) The state name of the home address for the staff member from Setup > Firm Information > Staff Text [Staff.Home.StateName]
Home Address Zip Code The zip code of the home address for the staff member from Setup > Firm Information > Staff Number [Staff.Home.Zip]
Mailing Address Line 1 The first line of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.AddressLine1]
Mailing Address Line 1 and Line 2 The first and second lines of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.AddressLine1andAddressLine2]
Mailing Address Line 2 The second line of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.AddressLine2]
Mailing Address City The city of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.City]
Mailing Address City, State and Zip The city, state, and zip code of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.CityStateandZip]
Complete Mailing Address The complete mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.CompleteAddress]
Complete Mailing Address (single line) The complete mailing address for the staff member on a single line from Setup > Firm Information > Staff Text [Staff.Mailing.CompleteAddressSingleLine]
Mailing Address Country The country of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.Country]
Mailing Address County The county of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.County]
Mailing Address State (abbreviation) The state abbreviation of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.State]
Mailing Address State (full name) The state name of the mailing address for the staff member from Setup > Firm Information > Staff Text [Staff.Mailing.StateName]
Mailing Address Zip Code The zip code of the mailing address for the staff member from Setup > Firm Information > Staff Number [Staff.Mailing.Zip]
Other Address Line 1 The first line of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.AddressLine1]
Other Address Line 1 and Line 2 The first and second lines of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.AddressLine1andAddressLine2]
Other Address Line 2 The second line of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.AddressLine2]
Other Address City The city of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.City]
Other Address City, State and Zip The city, state, and zip code of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.CityStateandZip]
Complete Other Address The complete other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.CompleteAddress]
Complete Other Address (single line) The complete other address for the staff member on a single line from Setup > Firm Information > Staff Text [Staff.Other.CompleteAddressSingleLine]
Other Address Country The country of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.Country]
Other Address County The county of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.County]
Other Address State (abbreviation) The state abbreviation of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.State]
Other Address State (full name) The state name of the other address for the staff member from Setup > Firm Information > Staff Text [Staff.Other.StateName]
Other Address Zip Code The zip code of the other address for the staff member from Setup > Firm Information > Staff Number [Staff.Other.Zip]

Email and Web Addresses

Variable name Data content/source Format Variable syntax
Email Address The email address of the staff member from Setup > Firm Information > Staff Text [Staff.Email]
Website The website address of the staff member from Setup > Firm Information > Staff Text [Staff.Website]

Phone and Fax Numbers

Variable name Data content/source Format Variable syntax
Business Extension The business extension of the staff member from Setup > Firm Information > Staff Number [Staff.Business.Extension]
Business Number The business number of the staff member from Setup > Firm Information > Staff Number [Staff.Business.Number]
Business Number and Extension The business number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Business.NumberandExtension]
Car Extension The car extension of the staff member from Setup > Firm Information > Staff Number [Staff.Car.Extension]
Car Number The car number of the staff member from Setup > Firm Information > Staff Number [Staff.Car.Number]
Car Number and Extension The car number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Car.NumberandExtension]
Fax Extension The fax extension of the staff member from Setup > Firm Information > Staff Number [Staff.Fax.Extension]
Fax Number The fax number of the staff member from Setup > Firm Information > Staff Number [Staff.Fax.Number]
Fax Number and Extension The fax number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Fax.NumberandExtension]
Home Extension The home extension of the staff member from Setup > Firm Information > Staff Number [Staff.Home.Extension]
Home Number The home number of the staff member from Setup > Firm Information > Staff Number [Staff.Home.Number]
Home Number and Extension The home number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Home.NumberandExtension]
Mobile Extension The mobile extension of the staff member from Setup > Firm Information > Staff Number [Staff.Mobile.Extension]
Mobile Number The mobile number of the staff member from Setup > Firm Information > Staff Number [Staff.Mobile.Number]
Mobile Number and Extension The mobile number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Mobile.NumberandExtension]
Other Extension The other extension of the staff member from Setup > Firm Information > Staff Number [Staff.Other.Extension]
Other Number The other number of the staff member from Setup > Firm Information > Staff Number [Staff.Other.Number]
Other Number and Extension The other number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Other.NumberandExtension]
Pager Extension The pager extension of the staff member from Setup > Firm Information > Staff Number [Staff.Pager.Extension]
Pager Number The pager number of the staff member from Setup > Firm Information > Staff Number [Staff.Pager.Number]
Pager Number and Extension The pager number and extension of the staff member from Setup > Firm Information > Staff Number [Staff.Pager.NumberandExtension]

Preparer Information

Variable name Data content/source Format Variable syntax
Payroll Form Preparer Payroll form preparer checkbox on Setup > Firm Information > Staff Yes/No [Staff.PreparerInformation.PayrollFormPreparer]
PTIN The PTIN for the staff member from Setup > Firm Information > Staff Text [Staff.PreparerInformation.PTIN]
Third Party Designee PIN The third-party designee PIN for the staff member from Setup > Firm Information > Staff Number [Staff.PerparerInformation.ThirdPartyDesigneePIN]

See also: Report Designer: Procedures

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