![]() ![]() There are two options for viewing a return: These “Print Sets” can be selected when printing a return from the Submission Page within the return or from the Client Search printer icon located next to the client’s name. When you have finished, click Save at the bottom of the screen.Go through the Form/Schedules Names and enter the number of copies for each.Click the green button +Add “Add Print Set”.To ensure accuracy, you will be required to enter the password again for confirmation.įrom the Welcome page, click on Select next to Configuration.Select Yes from the dropdown box indicating that you want to mark the return as a private return.Select Privacy Settings from the drop-down box Tools.Enter the taxpayer/spouse’s email address under Send To, your email will pre-populate from Preparer Configuration.įrom the Main Menu of the program select Client Search.The program prepares and attaches the PDF for you. From the Submission page that follows the E-File page, click Email Return.The Message Body explains that the file is password protected.Your taxpayer will need this password in order to access their return. You will need to create a password based on the parameters provided.The tax preparer's email will pre-populate from Preparer Configuration. Enter the taxpayer/spouse’s email address under Send To.From the Client Search menu, select Email Return from the drop-down box Tools.There are two ways to email an encrypted copy of a client’s tax return. If you have any difficulties viewing the pop-up window, please use the Alternate Method for viewing/printing your 20XX tax return below the print button. A PDF copy of your client’s return will be populated in a new pop-up window. Select the Print your 20XX Tax Return button on the following screen.Clicking Continue will generate a PDF document of the Form 1040-X, along with the supporting forms that must be attached to the amended return.Click on Begin next to Print Amended Return.How do I print or view the amended return?.When completed, the state amended return will be attached below the Federal Amended Return PDF. Follow the instructions listed on the screen.For the state amended return to be created, you are required to answer YES to the question: “To create Form xxxx-X, state amended tax return, select YES and complete the additional section below.”.Select Begin on the following screen next to Amended Return option. ![]() Click the Edit Amended button next to the state return you will be amending.The Begin button to the right of “ Amend State Return(s)”.Then, from within the Amended Tax Return – Form 1040X menu click: How do I amend a state return? See “ How do I amend a return?” above.NOTE: the return must be transmitted and accepted for the original information to pull to the original column on the amended return. Follow the prompts on the following screens to complete the client’s amended return. From within the return select 20XX Amended Return from the navigation menu to the left side of the screen. To amend a return, enter the return requiring an amendment. Click on the Delete button next to the state you wish to delete.From anywhere within the tax return, select State Return from the navigation menu located on the left of the screen.You can optionally hide deactivated returns in the client list by selecting the check box next to "Do not show deactivated returns.".A deactivated return can be reactivated by selecting Start A New Return and entering the SSN. Deactivated returns remain visible in the client list but with a Deactivated status.Note for Pay-per return users: both active and deactivated returns count toward your initially purchased 15 returns. Select Deactivate from the drop-down box Tools to the right of the desired return.Select Client Search from the Welcome Main Menu.In the ProWeb software returns are deactivated rather than deleted. An internet connection is required on each computer that will be running the program, but there is no requirement to network your office computers. TaxSlayer ProWeb is web-based and runs completely over the internet. Do my computers need to be networked to use the tax program?.Each time you log into your office account, updates that have been released will automatically integrate with your program. You do not have to manually download and install updates with the ProWeb Tax Program. Use the same login credentials used for Account Hub. Your username and password should be synced with your Account Hub login. Select to receive validation code via Email or text message.Rather than retrieve the password, a new password will be created: Check junk/spam folders if not delivered to the Inbox. ![]()
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