In TaxSlayer Pro, the Client List or Pick List is by default configured to display along with the Quick Menu, and you can open an exiting return or you can begin a new tax return by keying in its SSN in field at the top right headed "Edit or start a new return".
The Tax Returns Menu is another identical menu where you can start a new return or edit an existing return. To access the Tax Returns Menu, from the Quick Menu of TaxSlayer Pro select Start New Return.
Overview of the Tax Returns Menu
By default the list is sorted by SSN. To change the column by which the list is sorted, click the column heading. For example, if you wish to sort the list by last name, click the "Last Name" column heading to sort the list alphabetically (A to Z) by last name. Click "Last Name" again to reverse the sort order (Z to A).
The Tax Returns Menu contains multiple columns, and not all of these columns are initially visible. Use the bottom scrollbar to see the additional columns. Refer to the article Managing / Changing the Client List to learn how to adjust the position of columns to suit your needs.
Searching for returns
If you have an extensive client list and you know the customer's name whose return you wish to edit, it may be more efficient to find them using the Search box at the top left of the window, as follows:
- Click the column heading for the column you wish to search, e.g., Last Name.
- Enter any portion of the client's last name. As you type, the list will narrow with each letter entered.
- Once you have located the client whose return you wish to edit, double-click the client and the return will open.
Customizing the Tax Returns Menu
The columns in the Tax Returns Menu can be rearranged as desired. To move a column, click and hold on the column heading you would like to move, then drag the column to the position where you want it to be. Release the mouse button to finish. (If in the course of doing this a column disappears, it is probably on the far right. Use the horizontal scroll bar at the bottom to scroll the window right to find it.)
Adding Notes to a Tax Return
To add internal notes to a tax return, e.g, things remaining to be done, questions that need answers, information the return is waiting on, right-click the return in the list. You can indicate if you want your notes to display before opening the return and/or after opening the return.
Starting a New Tax Return
To start a new tax return, enter the client's Social Security Number and press Enter.
Additional Information: