Client Return History

TaxSlayer tracks the following items when the preparer Saves and Exits the return via the E-file section:

  • Username = This will be the user that was logged in at the time of the Save and Exit
  • Log Time = Date and Time of the Save and Exit
  • Preparer = The User/Preparer that the return is assigned to.  The first entry will show the User/Preparer that created the return.  The example below demonstrates that the preparer was changed to Kim Prep2 and Kim Prep2 opened the return and closed it via Save and Exit
  • Ero = The name of the site
  • SSN = Primary SSN
  • States on Return = Reflects the current states on the return at the time of the Save and Exit
  • Filing Status = Reflects the filing status on the return at the time of the Save and Exit
  • AGI = Reflects the AGI of the federal return at the time of the Save and Exit
  • Refund = Reflects the Refund/Balance due of the federal return at the time of the Save and Exit
  • Return Type — Reflects how the taxpayer will receive their refund or pay their balance due at the time of the Save and Exit
  • Account Information — Reflects the RTN/Account number of the primary deposit account at the time of the Save and Exit.

Purpose:  The feature allows the a quick look at the change history of the return.

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