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 generate 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 to Print Your Tax Return
- If you are unable to print from that selection, please 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 permission assigned to that preparer.
Additional Information