At the top of the TaxSlayer Pro window is a toolbar with icons for different program functions. Some icons are visible all the time, whether you are working on a return or not, while others are visible only within a return. Below is a brief description of each toolbar icon and what it does.
|Knowledgebase – Select the KB Search icon to open your web browser to the TaxSlayer Pro knowledgebase consisting of numerous helpful articles. For most menus in the program, selecting KB Search links to an article contextualized for where you are in the program. Another shortcut to the knowledgebase is to press the F1 key on your keyboard anywhere in the program.
|The Tax Book – Select the TaxBook icon to access your TaxBook online subscription. Don't have a subscription? Look for the TaxSlayer Pro promo code in the Partner Programs section of your Account Hub. Another shortcut to the Tax Book is to press the F3 key on your keyboard anywhere in the program.
|Calculator – Select the calculator icon for a calculator that includes a tape-like feature to keep track of your entries. Another shortcut to the calculator is to press the F6 key on your keyboard from anywhere in the program.
|Appointments – The Appointment Calendar allows you to keep track of client appointments. You can add notes and print reports to view a breakdown of the day's events.
|Client Status – Check on the e-File and refund status of a client’s return no matter where you are in the program.
|Messages – Throughout the tax season, TaxSlayer Pro will release messages to the Message Center to keep you informed. A red exclamation mark appears over the icon when a new message arrives. Select the icon to view new or old messages.
|Publications – We have compiled the most widely used IRS Publications, Instructions, and fill-in forms and made them readily available to you through the Publications icon.
|Quick Calc – The Quick Calc is a refund calculator designed to give your customer an estimate of his or her expected refund.
|Extensions – Create a new individual extension or edit an existing extension.
|Review Returns – If you are using Return Review Workflow, select the Review Returns icon to see returns that need review or have failed review. (This icon is only visible if Return Review Workflow is on.) See our knowledgebase article here for more information about Return Review Workflow.
|Client Retention – Client Retention can be used to generate two lists: If you used TaxSlayer Pro last year, the Prior Year Client List lists all clients that have not returned this year. The Call/Thank You list shows a list of clients who have had their returns completed for the current year.
|Rejected Returns – Any federal or state returns that come back as rejected will be listed here. You can double-click on a client in the list to open the return.
|Notes – Select the Notes icon from inside a client’s tax return to enter notes specific to the client. The notes can be marked to be displayed when entering and/or when exiting the tax return. (Return notes can also be pulled forward to the following year via a Configuration setting.)
|View Form – Select View Form to view a PDF of the form currently being edited. This icon is available in most federal form and schedule menus as well as in each state return's main menu.
|Form Finder – The Form Finder icon appears in individual state returns only at the first menu in the state return. It helps you locate a particular form in the return you are preparing, and you can search by name or form number.
|State Tax Info – Within each state program is a State Tax Info icon. The icon links to our knowledgebase with information relevant to the state you are working in, including contact information, the state's "Where’s My Refund" link, forms and instructions, general filing and e-file information, and mailing addresses.
|Paper Cut - The Paper Cut icon is visible for TaxSlayer Pro Premium users. Paper Cut stores PDF copies of all tax returns, management reports, and e-File reports that have been printed to PDF. PaperCut is the place to go to e-mail returns to clients as well as to send your clients an invitation to set up a Customer Portal.
|TaxesToGo - The TaxesToGo icon is visible for TaxSlayer Pro Premium users. Clients who have used your branded TaxesToGo mobile app to upload their tax return information will appear here. Select the icon to see who's sent you info and start their return.
|Chat - This icon is visible for TaxSlayer Pro Premium users and can be used by the preparer and Taxes To Go mobile app client to communicate via text messages.