In TaxSlayer ProWeb, when attempting to send a client a copy of their return and the return does not load as an attachment this generally means the return was never printed to PDF. There are two ways to correct this.
You can print from within the tax return either from the Submission Page or the Summary page.
Submission Page:
- Select the drop-down box above Print Return.
- Select which Print Set you'd like to print.
- Click Print Return - The return will print to PDF in a new window.
- Select the Print Icon at the top of the page to print.
Summary Page (Calculation Summary):
- Select View/Print Return.
- Click the button Print Your Tax Return.
- If you are unable to print from that selection, click Alternate Method for viewing/printing your Tax Return.
- Select the Print Icon at the top of the page to print.
Note: If the preparer is unable to print the return to PDF or initiate the e-mail, check the role and permissions assigned to that preparer.
Additional Information: