If you are trying to pull in a Taxes To Go return from your Branded App Queue, but aren't able to find them in the list, there are two things we recommend trying:
- Check to see if your taxpayer has submitted their information to you. You can do this by checking the Taxes To Go report from within your Web Reports. (If you're unfamiliar with Web Reports, click here.)
If the taxpayer has submitted their documents to you, you will see an App Submit Date time stamp next to their information. If you do not see a submit date, call your taxpayer and guide them to the Submit option within the My Tax Return section of Taxes To Go. Until the app information is submitted to you, the app return will not be available to you in the Branded App Queue.
- Check to ensure that the email address in the Taxes To Go Web Report is the same one the taxpayer used to create their Taxes To Go account. If the taxpayer used a different email address to create their account, the app they see will be the generic app, not your branded app. Confirm this with the taxpayer.
If they did not use the same email address, or if the email address they used was mistyped, you will need to manually pull in the Taxes To Go return. To do this, ask your taxpayer for the email address used and the Tax Code. These can both be found within the app under the Settings tab. Then, you are ready to manually pull in the Taxes To Go return using Import App User for ProWeb or Pull From Pro App under the Tools menu for Desktop.