ProWeb: Checking Client Status

Client Status in TaxSlayer ProWeb gives you important information about a tax return such as:

• The status of federal and state transmissions.
• The status of the bank product, if utilized.
• The return's access history, including who worked on the return and the resulting changes to the AGI, the refund or balance due, and preparation fees.

There are two ways to access Client Status in TaxSlayer ProWeb:

1. From the Welcome page:

• Select Client Status in the left side menu. This will open a separate window.
• Click on the info icon next to the taxpayer's name.
• When finished reviewing the information, click the CANCEL button at the top

2. From the Welcome page:

• Select Client Search
• Locate the taxpayer
• Click the Tools dropdown menu
• Select Client Status
• When finished reviewing the information, click the CANCEL button at the top