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Step-by-Step Guide: Configuring TaxSlayer ProWeb
Step-by-Step Guide: How to Create a Tax Return in TaxSlayer ProWeb
Step-by-Step Guide: Electronic Filing in TaxSlayer ProWeb
Step-by-Step Guide: How to Print a Tax Return in TaxSlayer ProWebPrinting a tax return in TaxSlayer ProWeb can be done from four different locations: the Client List, Calculation Summary page, Submission page, and Client Status. Below are the steps for…
Step-by-Step Guide: How to Email a Tax Return in TaxSlayer ProWebYou can email a tax return in TaxSlayer ProWeb from two locations: the Client List and the Submission Page. Follow the steps below to send a tax return via email…
Tax Office Checklist: IRS Requirements & Compliance (TaxSlayer ProWeb)Ensuring your tax office is properly set up and compliant with IRS regulations is essential for a smooth and successful tax season. Below is a checklist to help you stay…
Step-by-Step Guide: How to Print and Email a Tax Return in TaxSlayer ProWebTaxSlayer ProWeb offers multiple ways to print and email tax returns efficiently. Whether you need a physical copy or want to send a return to your client electronically, follow the…
Drake Pay Manager | Overview
TaxSlayer a guide to 1040-SL (Web-Based Version)
TaxSlayer 1040-SR (Web-based) | Starting a Tax Return
TaxSlayer 1040-SR (Web-based) | How to Print a Tax Return
TaxSlayer 1040-SR (Web-based) | How to Add Custom Consent Forms
TaxSlayer - 1040-SR | How to Check the Status of a Tax ReturnChecking the Status of a Tax Return
TaxSlayer - 1040-SR (Web-based) | How to Create Custom Print SetsCreating Custom Print Sets for Tax Returns
TaxSlayer - 1040-SR (Web-based) | Audit Assistance SettingsEnabling or Disabling Audit Assistance Automatic Fee
TaxSlayer - 1040-SR (Web-based) | How to Change the Date That Prints On a Tax ReturnChoosing the Date Format for Printed Tax Returns
TaxSlayer - 1040-SR (Web-based) | Unable to See the Option to Transmit a ReturnTroubleshooting: Unable to Transmit a Tax Return
TaxSlayer - 1040-SR (Web-based) | Fixing Printing ErrorsFollow these steps if you encounter issues while printing a return.
TaxSlayer - 1040-SR (Web-based) | How to Find Rejected Returns and Why a Tax Return Was RejectedFollow these steps to locate and review rejected tax returns.
TaxSlayer - 1040-SR (Web-based) | How to Access Scanned Documents, Upload New DocumentsFollow these steps to view or upload scanned documents in the system.
TaxSlayer - 1040-SR (Web-based) | Health Insurance Marketplace Statement (Form 1095-A)Taxpayers who had Health Insurance Marketplace coverage will receive Form 1095-A, which must be used to complete their tax return.
TaxSlayer - 1040-SR (Web-based) | How to Prepare a Tax Return for an Amish or a Mennonite Taxpayer with No SSNSome Amish and Mennonite individuals do not have Social Security Numbers due to religious beliefs. This guide explains how to correctly file a tax return for these taxpayers in a…
TaxSlayer - 1040-SR (Web-based) | Filing Form 1098-C - Contributions of Motor Vehicles, Boats, and AirplanesTaxSlayer
1040-SR (Web-based) | Entering Child Care Credit Information for a Student or Disabled Taxpayer/Spouse
1040-SR (Web-based) | Setting Up Form 8879 (IRS E-file Signature Authorization PIN)
TaxSlayer - 1040-SR (Web-based) | How to Report the Sale of Inherited PropertyTaxSlayer
Form 8960 - Net Investment Income Tax (NIIT) in TaxSlayer | 1040-SR (Web-Based)
How to Enter Statutory Employee Income from a W-2 in TaxSlayer | 1040-SR (Web-Based)
TaxSlayer - 1040-SR (Web-based) | Form 8960 - Net Investment TaxTaxSlayer
TaxSlayer - 1040-SR (Web-based) | How to Enter Statutory Employee Income From a W-2TaxSlayer
TaxSlayer - 1040-SR (Web-based) | Reporting Self-Employment Income for Residents of Puerto RicoTaxSlayer
TaxSlayer - 1040-SR (Web-based) |1040-X Original column is blankTaxSlayer
TaxSlayer - 1040-SR (Web-based) | Reporting Unemployment CompensationTaxSlayer
TaxSlayer - 1040-SR (Web-based) | Repayment of Current Year UnemploymentTaxSlayer
TaxSlayer - 1040-SR (Web-based) | How to Report Repayment of Prior Year UnemploymentTaxSlayer
TaxSlayer - Drake Accounting | Firm Information SetupDrake Accounting's Firm Information Setup configures essential firm details for tax preparation and e-filing compliance.
TaxSlayer - 1040-SR Understanding Tax Banks Advances: Pre-Acks vs. Post-AcksTax refund advances are short-term loans that allow taxpayers to access a portion of their expected refund before the IRS issues it, with options varying in timing and risk.
TaxSlayer - 1040-DR (Web-based Version) | Printing ChecksTaxSlayer
TaxSlayer - 1040-DR | Form 8888 (Allocation of Refund, Splitting Refund)Drake supports Form 8888. This form is primarily used to split refunds across multiple bank accounts, which can be managed from the DD screen.
TaxSlayer - 1040-TW (Web-based) | Return NavigationTaxSlayer
How to Report Self-Employment Income for Puerto Rico Residents in TaxSlayer | 1040-SR (Web-Based)Residents of Puerto Rico who have self-employment income and are not required to file a U.S. income tax return must generally file Form 1040-PR (Spanish) or Form 1040-SS (English) to…
How to Fix Cover Page Not Printing in TaxSlayer | 1040-SR (Web-based)In some cases, the cover page may not print when generating a 1040-SR return in the web-based version of the software. If you're experiencing this issue, follow the steps below…
Expected Refund Dates for 2023
TaxSlayer -1040-TW | Recovery Rebate CreditIf a taxpayer qualifies for the Recovery Rebate Credit and you need to report it in the software, follow these steps:
Why Is the Earned Income Credit (EIC) Not Eligible or Calculated in TaxSlayer? | 1040-SR
How to File Form 8889 Health Savings Account (HSA) in TaxSlayer | 1040-SRForm 8889 is used to report Health Savings Account (HSA) contributions, distributions, and any additional tax liabilities if the taxpayer is no longer eligible. This form also calculates the allowable…
How to Enter Form 8283 (Noncash Charitable Contributions) in TaxSlayer | 1040-SR
How to Fix 1040-X in TaxSlayer if Original Column is Blank | 1040-SR (Web-based)When creating an amended return in TaxSlayer ProWeb, the Original column of Form 1040-X will automatically populate if the following two conditions are met:
How to Report Medical and Dental Expenses as Deductions in TaxSlayer | 1040-SR
Where to Enter Form 8288-A in TaxSlayer | 1040-SR (Web-Based)
How to Report Unemployment Compensation in TaxSlayer | 1040-SR (Web-based)Unemployment compensation is considered taxable income and must be included in gross income when filing a Form 1040 tax return.
How to Report Repayment of Prior Year Unemployment in TaxSlayer | 1040-SR (Web-based)
How to Fix Reject code: SEIC-F1040-501-02 in TaxSlayer | 1040-SR (Web-based)Reject code SEIC-F1040-501-02 appears when there is an issue related to the Earned Income Credit (EIC) on Form 1040. This rejection typically indicates an error or inconsistency in the EIC…
How to Enter State ID/License Information in TaxSlayer | 1040-SR (Web-Based)In the TaxSlayer web version, entering a State ID or Driver’s License is generally optional for most states. However, if the taxpayer is filing with a bank product, providing a…
Consent to Use in TaxSlayer
TaxSlayer - IRS Reject Code SA-F8936-030TaxSlayer
🚨TaxSlayer Reject Code: SA-F8936-046Reject Code SA-F8936-046 occurs when the TIN and VIN in Schedule A (Form 8936) don’t match IRS records. Check for typos or confirm dealer submission to the IRS ECO system…
🚨 TaxSlayer Reject Code: SA-F8936-047The IRS has rejected the return because the credit amount on Schedule A (Form 8936) does not match the type of credit recorded in the e-File database.
🚨 TaxSlayer Reject Code: SA-F8936-048The IRS has rejected the return because the e-File database indicates that the vehicle was not purchased during the tax year reported on the return.
🚨 TaxSlayer Reject Code: SA-F8936-030-01Reject Code SA-F8936-030-01 occurs when the VIN on Schedule A (Form 8936) doesn’t match IRS records. Verify the VIN, check vehicle eligibility at fueleconomy.gov, and upload Form 15400 if needed.
🚨 TaxSlayer Reject Code: SEIC-F1040-506-03Reject Code SEIC-F1040-506-03 occurs when a Qualifying Child's SSN has already been claimed for the Earned Income Credit (EIC). Verify eligibility, update the return, or file a paper return with…
🚨 TaxSlayer Reject Code: F1040NR-036-05The IRS has rejected the return because the total withholdings reported on Form 1040-NR exceed the total reported income, which is not allowed unless certain conditions are met.
🚨TaxSlayer Reject Code: F5695-042If Form 5695, 'QlfyEnergyPropCostsUSHomeInd' and 'OriginallyPlacedInServiceInd' have a choice of "Yes" indicated, then 'QualifiedEnergyPropertyAddress' must have a value.
🚨 IRS Rejects for Incorrect or Missing Identity Protection PIN (IP PIN) - TaxSlayerIRS IP PIN rejects occur when the required 6-digit PIN is missing or incorrect. Ensure the correct, current-year IP PIN is entered for the taxpayer, spouse, or dependent to avoid…
🚨 TaxSlayer - IRS Reject Code F8962-001-01Reject Code: F8962-001-01 occurs when the tax family size on Form 8962, Part I, Line 1 does not match the total number of individuals in the tax return.
🚨 TaxSlayer - IRS Reject Code FW2-001-03This occurs when the total wages reported on Form W-2 exceed the sum of wages in the tax return and Schedule C gross receipts (if statutory employee income is checked).…
TaxSlayer - IRS Reject Code FPYMT-095TaxSlayer
TaxSlayer - IRS Reject Code F5695-037TaxSlayer
Top 10 rejects for 2023 Individual Tax ReturnsTaxSlayer
TaxSlayer - IRS Reject Code F1040NR-047-01TaxSlayer
TaxSlayer - IRS Reject Code F8863-528-03TaxSlayer
TaxSlayer - IRS Reject Code F7004-904-01TaxSlayer
TaxSlayer - Reject Code IND 116-01TaxSlayer
TaxSlayer - Reject Code F1040-034-06TaxSlayer
TaxSlayer - Reject Code SC-F1040-007TaxSlayer
TaxSlayer - Reject Code R0000-900-01TaxSlayer
🚨 TaxSlayer- IRS Reject Code R0000-198 – Ineligible for E-fileYour return has been rejected as ineligible for e-filing due to suspicious characteristics detected by the IRS system. The only solution is to paper file your return.
🚨TaxSlayer - Federal Rejects FPYMT-050-01 & FPYMT-071-01Your return or extension was rejected due to an invalid payment date that is either too early or past the deadline.
🚨TaxSlayer - IRS Reject Codes IND-901 & IND-941-01These rejects occur when the IRS locks the SSN of the primary taxpayer (IND-901) or spouse (IND-941-01) due to records indicating they are deceased.
🚨 TaxSlayer - IRS Reject Code F1120-353-03This reject occurs when total assets and income on Form 1120 are less than $250,000, but Schedule K, Line 13 incorrectly marks "No" instead of "Yes."
🚨 TaxSlayer - IRS Reject Code F1120-259-01This reject occurs when Schedule K, Line 13 is "No" but Schedule L is missing. Fix by marking "Yes" if under $250K or completing Schedule L if over.
TaxSlayer Reject Code FW2-001-02
TaxSlayer IRS Reject Code F7004-905-03
TaxSlayer Form 990 Validation Error: Public Support Percentage
TaxSlayer Reject Code F1065-041-02
TaxSlayer Reject Codes F1040X-005, F1040X-008, and F1040X-010
TaxSlayer Reject Code R0000-194 – Duplicate Submission
TaxSlayer IRS Reject Code F8379-021
TaxSlayer IRS Reject Code R0000-118-01
TaxSlayer IRS Reject Code: X0000-029
TaxSlayer IRS Reject Code: R0000-905-01
TaxSlayer IRS Reject Code: IND-202 - Vendor Control Number
TaxSlayer Reject Code F1120-260-01
TaxSlayer - Reject Code F1040-034-06TaxSlayer
How to Use SmartSync Chrome Extension with TaxSlayerUsing the data entry extension with Taxslayer
How to Add Custom Credits in 1040-SR (Web-Based) in TaxSlayer
How to Assign Security Levels in 1040-SR (Web-Based) in TaxSlayer
How to Set Up Preparation Fees in 1040-SR (Web-Based) in TaxSlayer
How to Adjust Preparation Fees in a Tax Return (With or Without Bank Products) in TaxSlayer
How to Add a Bank Application to a Tax Return in TaxSlayer
How to File a Form 1098-E (Student Loan Interest Statement) in TaxSlayer
Claiming the American Opportunity Credit (AOC) in TaxSlayer
Form 1098 (Mortgage Interest Statement) in TaxSlayer
How to Add a Bank Product on a State Return in TaxSlayer