Printing a Tax Return
You can print a tax return from four different sections within TaxSlayer ProWeb:
1. Printing from the Client List
If you need to print a return quickly without opening it, you can do so from the Client List.
✅ Steps to print from the Client List:
Log in to TaxSlayer ProWeb and go to the Client List.
Locate the client whose return you want to print.
Click the Printer Icon next to their name.
Select Print Return to generate and print the tax return.
2. Printing from the Calculation Summary Page
The Calculation Summary Page allows you to review and print the entire return.
✅ Steps to print from the Calculation Summary page:
Open the tax return you need to print.
Navigate to the Calculation Summary page.
Click View/Print Return to proceed.
You will be redirected to the Print Results page.
Click Print Your [Tax Year] Tax Return to generate and print the return.
3. Printing from the Submission Page
Once the return is completed and ready for submission, you can print it from the Submission Page.
✅ Steps to print from the Submission Page:
Navigate to the Submission Page after completing the return.
Choose whether to print the entire return or use a Print Set.
If using a Print Set, select the preferred option from the dropdown menu.
Click Print Return to generate and print the return.
4. Printing from the Client Status Section
The Client Status section allows you to print both original and amended returns.
✅ Steps to print from Client Status:
Select Client Search from the Client List.
Locate the return you need to print.
Click the Tools dropdown next to the return.
Choose Client Status from the options.
If the return was amended, select whether to print the original or amended version.
Emailing a Tax Return
TaxSlayer ProWeb allows you to email a return from two locations: the Client List and the Submission Page.
1. Emailing from the Client List
If you need to email a tax return without opening it, follow these steps:
✅ Steps to email from the Client List:
Go to the Client List in TaxSlayer ProWeb.
Find the client whose return you want to email.
Click the Tools dropdown next to their name.
Select Email Return from the options.
A PDF attachment of the return will be automatically generated.
The file password will default to the last four digits of the client’s SSN.
2. Emailing from the Submission Page
Once the return is finalized, you can email it directly from the Submission Page.
✅ Steps to email from the Submission Page:
After completing the return, navigate to the Submission Page.
Click Email Return to send the tax return to the client.
A PDF attachment will be automatically generated.
The file password will default to the last four digits of the client’s SSN.
Final Notes
✔️ Always verify the client’s email address before sending.
✔️ Clients will need to enter the last four digits of their SSN to open the PDF attachment.
✔️ If the client has trouble accessing the file, confirm the password format and resend if necessary.
By following these steps, you can efficiently print and email tax returns in TaxSlayer ProWeb, ensuring a smooth and secure process for both you and your clients.