1. Support
  2. Electronic Filing / Acks / Rejects
  3. Transmitting

Office to Office Transmissions

The office to office module in the Taxslayer Pro program gives you the ability to securely transfer encrypted returns over the internet from one office to another.  This module was designed to help preparers that work in multiple offices within the company or offices that may not have a network established in their office.  When a remote computer transmits to the other, there can be a delay in the receiver being able to retrieve the file.  This year the program stores the sent files into a staging area on our servers and there can be a 15-20-minute delay before the receiver can retrieve the file(s), even though the sender immediately sees the message that the file has been uploaded to Taxslayer Pro.

NOTE: This option can only be run from the transmitting computer.


Sending tax return(s) from one office to another office:

From the Main Menu of Taxslayer Pro select:

  • E-File
  • E-File Utilities
  • Office to Office Transfer
  • Send Returns to Another Office
  • Place a check to the left of each return that needs to be sent to the other office
  • You will be prompted to enter a password used to secure the transmission to the other office.  This is a password you will create. (the other office will need this password to retrieve the transmission after it has been sent).
  • When the transmission is complete, you will see a message displayed 'Return file successfully uploaded to Taxslayer Pro'indicating that the transmission was successful
  • Select 'OK'

 

Retrieving tax returns(s) from another office:

From the Main Menu of Taxslayer Pro select:

  • E-File
  • E-File Utilities
  • Retrieve Returns from Another Office
  • You will be asked to enter the EFINof the sending office and the password used to send the transmission file
  • A window will appear listing the clients to recall from another office. Place a check to the left of each return that needs to be recalled from the other office and select 'OK'
  • You will see a message 'Returns successfully recalled.' Select 'OK'

 

Viewing the tax returns(s) sent from another office in the tax program:

From the Main Menu of Taxslayer Pro select:

  • Utilities
  • Repair Tax Return Pick List
  • You will see a message 'Please make sure you have all states installed that were attached to the returns.  Are you sure you want to proceed?
  • If your computer meets these requirements select 'YES'. Exit the Utilities Menuand then select Tax Returns. The returns should now appear in the pick list.

 

2014-Prior


Sending tax return(s) from one office to another office:

From the Main Menu of Taxslayer Pro select:

  • E-File
  • E-File Utilities
  • Send Backup Transmission to Another Office
  • Place a check to the left of each return that needs to be sent to the other office
  • Select 'Send Files'
  • You will be prompted to enter a password used to secure the transmission to the other office.  This is a password you will create. (the other office will need this password to retrieve the transmission after it has been sent).
  • Select 'Connect'
  • When the transmission is complete, you will be prompted to select 'Exit'
  • Ensure that the message displayed in the window indicates that the transmission was successful
  • Select 'OK'

 

Retrieving tax returns(s) from another office:

From the Main Menu of Taxslayer Pro select:

  • E-File
  • E-File Utilities
  • Recall Backup Transmission from Another Office
  • You will be asked to enter the EFINof the sending office and the passwordused to send the transmission
  • Select 'Connect'
  • When the transmission has been received, you will be prompted to select 'Exit'
  • A window will appear listing the transmission and prompting you to select 'OK'
  • The returns will be extracted and a message indicating that the clients were added successfully will be displayed
  • Select 'OK'

 

Viewing the tax returns(s) sent from another office in the tax program:

From the Main Menu of Taxslayer Pro select:

  • Utilities
  • Recall Returns
  • Select the drive letter to recall the returns from
  • All of your clients will appear in a pick list.  You can select certain clients to recall or you can recall all clients by selecting Check All.
  • Select 'OK'.