TaxSlayer Pro Web allows preparers to set up return tags to aid in managing clients. Preparers
create personalized return tags, which in turn are used to track and sort returns in the office client
list. Once a return has been assigned a return tag, the tag icon within the Office Client List will
illuminate to signify a tag has been assigned to the return. Return tags can be assigned from either
the Office Client List or the Submission page within E-File.
Setting up Return Tags
All Tags created in TaxSlayer Pro Web are custom. You can create return tags for anything your
office needs. To set up custom return tags, select Tags in the office Configuration Menu. TaxSlayer
Pro Web displays the Office Tags configuration page:
To add a new tag select + Add Tag. A blank line will be displayed in the Office Tags list. Enter a name for the tag and select SAVE. Repeat this process until all needed tags have been created.
When a preparer is working in a return, he/she can assign a return tag on the Submission page or
within the office Client List:
Assigning Return Tags from the Client List: Locate the taxpayer in the client list and click on the tag icon and select the tag from the list:
Select the tag(s) and press SAVE.
Assigning Return Tags from the Submission Page: Select return tag(s) at the bottom of the submission page from within a return:
