ProWeb: Return Tags

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.

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 + Add Tag 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: