To transmit individual tax returns in TaxSlayer Pro, from the Quick Menu on the transmitting computer select:
- E-File
- Transmit Electronic Return(s)
The Transmission Table lists returns that have been marked for electronic filing and marked complete. If you do not see a return in the table that you expect to see there, verify that both of these aspects about the return are true. This applies to any return you wish to transmit, whether federal or state, original or amended.
Several buttons are at the bottom of the table:
Use this button to add one or more returns to the transmission table. This may be needed if, for example, a rejected return has been corrected and needs to be retransmitted.
To add a return to the table, select the Add button. You can search for it by entering the taxpayer's SSN, or you can click any column header to sort the list by that column, then scroll through the list or search for the taxpayer in the list. If you can't find the return you wish to add, it has either not been marked for electronic filing or it has not been marked complete.
If you have filtered the table by a column and now wish to return to viewing all clients, select the Clear Filters button.
Use this button to print a copy of the current returns in the transmission table, either to paper or PDF. You can include or exclude each column as desired. A list like this is for your own purposes and is not required before transmitting returns.
Select this button to create a CSV file of the transmission table for importing into your spreadsheet program. You can include or exclude each column as desired. A list like this is for your own purposes and is not required before transmitting returns.
Select this button to remove one or more returns from the transmission table. This may be needed if, for example, you prematurely marked a return complete, or you learn that a return needs to be changed. Removing a return from the Transmission Table prevents it from being e-filed, and you will be given the option of having the return pulled back into the table the next time you wish to transmit.
To exit the transmission table without transmitting any returns, press the Cancel button.
If the transmission table is correct and you are ready to transmit, select the Transmit button. You will be asked, Do You Want a Printed List of Clients Selected to be Sent to the IRS? We recommend printing this list so that you will have a record of the returns you were transmitting. This list, "Returns To Be Transmitted To TaxSlayer Pro", shows that you created a Transmission File. The returns haven't been transmitted yet.
After the report prints (whether to paper or PDF), you will be asked if it printed correctly. If so, select YES. (If you select NO, you will be returned to the E-File menu and nothing will be transmitted.)
When the TaxSlayer Pro Communications Window appears, select Connect. A description of each action that occurs during the transmission process will display in the window. When prompted, click the Exit button to return to the E-File Menu.
* TaxSlayer Pro cannot stop or delete any transmission. *
Print Reports should show double arrows (>>) next to it indicating one or more reports need to be printed, including Transmission Confirmation. The transmission confirmation report serves as your "receipt". If you do not receive a transmission confirmation report, the transmission was not successful.
Additional Information: