When you log in to TaxSlayer ProWeb, by default you are in the current tax year. To access the Client List for a prior year, click Change Tax Year at the top right and in the drop down menu select the desired year.
If no clients are visible in the prior year client list, most likely the option Access Previous Years Client Lists is unchecked in your security role.
To modify the role to allow access to prior year client lists, from the Welcome page of TaxSlayer ProWeb select:
- Configuration
- Roles and Permissions - Click the blue EDIT button for the role that needs changing.
- Click the check box next to Access Previous Years Client Lists.
Additional Information: