TaxSlayer ProWeb allows the office administrator to set up return tags to aid in managing clients. Return tags help track and sort returns in the office client list. Once a return has been assigned a return tag, the tag icon within the client list will be blue rather than grayed out, signifying a tag has been assigned to the return.
Required or not?
If you set up a return tag system, you need to decide if using the tags is optional or required. In Office Setup is a check box option for return tags:
- Require Return Tag(s) for Saving Returns
If this box is checked, a preparer must select one or more tags at the end of the return in order to save the return. If this box is unchecked, selecting a tag is optional. If you're keen to use return tags to track things, you may wish to require their use so that preparers don't ignore them.
Setting up Return Tags
In TaxSlayer ProWeb you can create a return tag for anything your office wants tracked. To set up custom return tags, select Tags in the office Configuration menu.
In this office, six tags have been created:
To add a new tag click the blue button. Enter a name for the tag and click SAVE. Repeat this process as needed.
Assigning a Tag to a Return
You can assign a tag to a return from either the office Client List or the Submission page at the end of the tax return.
- Assigning Return Tags from the Client List
Locate the taxpayer in the client list, click the tag icon, and select the desired tag(s) from the list: - Assigning Return Tags from the Submission Page
Click the desired return tag(s) at the bottom of the submission page at the end of the return: