After you've completed all of your office configuration, you are ready to begin preparing tax returns!
To start a new tax return in TaxSlayer ProWeb, from your office Welcome Page select:
- Start New 20xx Tax Return
- Enter the taxpayer's SSN twice, then click the blue Start Return button.
If you're viewing the Client List, you can also begin a new return by clicking the blue Create 20xx Return button at the bottom right of Client List.
When you log in to ProWeb, by default you are working in the current tax year (indicated at the top left of the Welcome page). To change the tax year click the Change Tax Year drop down menu at the top right.