We have added an easier way to archive Preparers that you know will not be volunteering at your site in the future.

• Select Configuration
• Select Preparer Setup
• Once you have marked the appropriate preparers are “Inactive”, change the Status to “Inactive”
• Click “Archive” next to each preparer that you know will not be volunteering at your site in the future.
  • In the past, you had to edit each inactive user to mark them as archived.

This process will make it easier to manage your active/inactive users by not displaying those that will not be returning.

Update (11:56am)  We have identified the issue and restarted all necessary services.  You will slowly see the returns change from “Received” to “ready” to “Sent”.  Once they are sent to the IRS, you will see the acks come back in their normal timely fashion.

We are experiencing a delay in returns being sent to the IRS.  These will appear with the status of “Transmitted” on your Client List and will display as “received” on the client status.  We have opened a high priority ticket with our development team to resolve this.

• Federal Returns not Transmitted
  • Gives you a list of federal returns that have never been transmitted, along with the status (i.e. in progress, complete, etc.).  This will allow you to review any returns marked Complete that may need to be transmitted
• Rejected Returns
  • Outstanding rejects that have not been changed to Paper
• Federal Returns Transmitted with no States
  • Helps to identify any state returns that were not sent with the Federal or as State Only
• State Returns not Transmitted
  • Gives you a list of returns that have a state attached that has not been transmitted.
• Pro Web Returns – Detailed Return Report (Web Management Report)
  • Gives you detailed information on both the Federal and any state attached to the return
• Returns Awaiting Acknowledgement (Web Management Report)
  • Returns that have not received an IRS acknowledgement

TaxSlayer Pro® Online

For post filing season security, all users other than administrator, should be made inactive. This will ensure no returns are being prepared off-season when the site is closed or prior to the site opening the next filing season.

TaxSlayer Online Closeout Procedures:
1. Do not deactivate any returns if carryforward tax return data is wanted for the next filing season
2. The TaxSlayer server will secure all data and make return carryforward data available for filing season 2025
3. From the Preparer Setup in the Configuration Menu, the site administrator or any user with a role that has Add/Edit Preparers permissions has the ability to quickly activate or inactivate a preparer
4. Select the volunteer preparers you wish to inactivate while the site is closed
5. The “Flip Active Status” will inactivate all users except the user that is logged in at once

NOTE: Sites are strongly encouraged to make all preparers except the site administrator (the contact name on the software order) inactive before the site closes.
For additional guidance, follow the procedures outlined on the VITA/TCE Blog or in the Pro Online User Guide for making preparers Active/Inactive.

Update 04/09/2024  8:47am:  This has been resolved.  You can now continue through the extension process.

Scenario:  You select to File an extension and the page just spins

Workaround:  Click “Your Office” on the left navigation panel to exit the page

Solution:  We have entered a high priority ticket to resolve this.

Update 4/5/2024:  You can now correct and electronically re-submit any rejected extensions

Scenario: My extension was rejected and there is no option to re-submit it after correcting the reject errors.

Impact: [Minimal] A small percentage of extensions are rejected by the IRS.  They typically do a cursory check for name control and if an extension is already on file.

Solution: We have a work item in for a programmatic fix.

Alternative solution until this can be resolved:

1.  Paper file the extension
   • You can send the taxpayer a customer portal invite and make the return available for them to print, sign and mail once they have registered their account.

Update:  11:30 am.  The PDFs are rendering from all areas of the application.  If you are still getting an error printing, log out, close your browser, open a new instance of the browser (not just a new tab) and log back in.  This will clear any error that is still in your cache.

We have opened a high priority ticket to resolve the errors we are seeing while printing a return.

We are seeing some very intermittent Cloudflare errors navigating through Pro Online.  We have opened a help desk ticket to investigate.  During the meantime, we are finding that if close the browser and open a completely new instance of the browser (in cognito for chrome), the error does not seem to be present.