If you are unable to see the "Send Customer Portal Invite" in a tax return, this usually means that email address is already tied to a Taxes To Go account. To check if a Taxes To Go invitation was sent instead of the Customer Portal invitation a web report can be run.
Web Reports can be accessed several ways:
- Directly here using your Account Hub user name and password. (Bookmark this link in your web browser for easy access.)
- In Account Hub under the 9-square "app switcher" menu at the top right.
- In the TaxSlayer Pro desktop program, from the Quick Menu under the Reports menu.
- Select Taxes ToGo Report (located at the bottom of the page)
Additional Information: