To electronically file a tax return in TaxSlayer ProWeb, from within the return select:
- E-File – located on the left-side of the program or if you are on the Calculation Summary page click Continue.
- Select and complete each menu on the page as needed.
Note: The number of menus to complete will vary depending on whether or not the Federal Return Type includes a Bank Product.
On the Submission page, you can review ERO information, client information, and tax preparation fees for accuracy. The return may also be printed, marked for review, or marked complete.
To mark the return for review, check the box Ready for Review at the bottom of the Submission page.
To mark the return complete, check the box Is Complete under the section Return Information.
Once you have the return marked complete, you can Save And Transmit Return to IRS.
If the return has not been marked complete, you will only see the Save and Exit Return button at the bottom of the submission page.
If the "Send State Only" check box is checked, only the state return will be e-filed.
Note: TaxSlayer ProWeb automatically receives IRS acknowledgements, and these can be viewed in two places from the Welcome page:
- Reports - There are several transmission-related reports.
- Client Search - Locate the client, then select the Tools dropdown menu and choose Client Status.