This article will walk you through everything you need to know about the web-based version of 1040-SL.
1. Logging In
Log in using the username and password provided to you.
2. Navigating the Main Menu
Once logged in, you will see the Main Menu options. Use the left-side widget to navigate through different software sections.
Main Menu Sections:
Message Center: Displays important updates, such as IRS news, state updates, acknowledgments, and other essential information.
Rejected Clients: Lists clients whose returns were rejected, along with the reasons for rejection.
Start New Return: Begin a new return. For a detailed return walkthrough, refer to the 1040-SR | Starting a Tax Return article.
Import App User: Import taxpayer information via the TaxesToGo mobile app. For setup details, see the [TaxesToGo Guide].
Client Search: View and filter previously worked-on returns based on status, filing type, or date.
Review Returns: Displays returns that are pending review.
Configuration: Provides access to settings and control panel configurations.
Reports: Access reports such as IRS acknowledgments, extension reports, accepted/rejected returns, and more.
Transmissions: The section where tax returns are transmitted.
Import Returns: Import desktop tax returns by dragging and dropping files or browsing for the return file.
3. Client Status
This section allows you to check the status of tax returns. Features include:
Viewing and printing returns.
Accessing scanned document archives.
Emailing clients a copy of their return.
Checking the TaxesToGo chat history.
Identifying reasons for return rejections.
4. IRS Website
A direct link to IRS.gov for the latest updates and important tax-related information.
5. e-File Opt-Out Form
This section provides access to Form 8948, which must be completed for non-eFile returns, specifying the reason for non-electronic filing.
6. IRS Mailing Addresses
A reference page listing all mailing addresses for non-eFile returns.
7. IRS Publications, Instructions, and Fill-in Forms
A knowledge base containing tax publications, form instructions, and detailed explanations of tax forms.
8. Refund Calculator
A tool that estimates refunds based on data inputs. It provides a "What If" mode to simulate different tax scenarios before filing.
By following this guide, you can efficiently navigate the 1040-SL web-based software. If you have any questions, feel free to reach out for further assistance.