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TaxSlayer Pro Support Knowledgebase

E-File Section

  1. Support
  2. TaxSlayer ProWeb
  3. Return Preparation
  4. E-File Section
  • ProWeb: Can Amended Returns be Direct Deposit?
  • ProWeb: Error - Customer ID for EFIN Does Not Match Our Records
  • ProWeb: E-file Block Due to Overriding the Tax Family Size on Form 8962
  • ProWeb: Unable to Transmit due to Missing Signature
  • ProWeb e-File Process - Bank Application
  • ProWeb: Can you e-file a state return if you didn't e-file the federal return?
  • ProWeb: E-File Process - Taxpayer Consent
  • ProWeb: E-File Process - Custom Credits
  • ProWeb: E-File Process - Custom Questions
  • ProWeb: E-File Process - State ID License
  • ProWeb: Why don't I see the option to transmit a Return?
  • ProWeb e-File Process - Bank Account Page
  • ProWeb: E-File Process - Fee Summary Page
  • ProWeb: E-File Process - Return Details Page
  • ProWeb: Unmarking a Return as Complete
  • ProWeb: How Do I Mark an Invoice as Paid?
  • ProWeb: Entering a Direct Debit on an Amount Due Return
  • ProWeb: Marking a Return as Self-Prepared
  • ProWeb: Why can't the fees be changed in a return?
  • ProWeb: E-File Process - Submission Page
  • ProWeb: Where to Modify the Preparer Fee on a Tax Return
  • ProWeb: Form 8888 - Allocation of Refund Into Multiple Accounts
  • ProWeb: Direct Deposit Information
  • ProWeb: Filing Only the State Return
  • ProWeb: Transmitting Returns
  • ProWeb: Invoice total is not accurate
  • ProWeb: Can I file a State Only return with a bank product?
  • ProWeb: Imperfect Return Indicator
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1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching.
2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Each loan is subject to underwriting and approval. Proceeds from these loans are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date. It may take additional time for the partner financial institution to post the funds to your client’s account if direct deposit is selected.
3 Videos featured on this website are powered by YouTube. Your viewing activity is governed by the Google/YouTube Terms of Service and Privacy Policy.
4 NATP: Based on the 2023 results of the NATP Tax Professional Fee Study for TaxSlayer Pro software.
5 The webinar featured on this website is powered by ON24. Your viewing activity is governed by the ON24 Privacy Policy, Terms of Use, and other terms and conditions.