How can I determine which state returns were electronically filed and which state returns were marked as Paper?

We recommend running the Pro Web Returns – Detailed Return Report located under Management Reports

• Defaults to Tax Year 2020
• Enter a Start Date and End Date
• Select the checkmark next to the EFIN

You can either select Run Report or Run report for Export.  Either way, you may want to export the data so you can sort it

What information does this report give me?

• Group Name (Will be blank)
• EFIN
• Last 4
• First Name
• Last Name
• Status (status of the federal return)
• Federal Return Type (e-file, paper, direct deposit, direct debit, etc)
• Federal Refund (negative if balance due)
• State (state abbreviations…If the return had more than 1 state, the return will have multiple rows)
• State return type
  • You are looking for Paper or PR with ??
• State Refund
• Stated date (date return was started)

Note:  New for TY2020, this report also had 1040X columns

Can I filter the columns?

Yes, each column allows you to sort in Ascending or Descending order.  You can also filter by selecting a certain criteria such as Paper or PR

The filter below on the state return type column will display a list of all returns where the state was marked as paper

You can now export this filtered list so it is easier for you to work with

My site is closing for the season, what should I do with my returns?

There is no action required for returns.  DO NOT deactivate the returns because this will render them unavailable for prior year carry forward.

My site is closing for the season, what should I do with my volunteer’s user names?

We strongly recommend that you mark all user’s as inactive except for the site administrator.

Navigate to Reports>> Management Reports>> Pro Web Returns – Detailed Return Report

There are three 1040 X columns to identify returns that have had a 1040X added to the return and if the return was electronically filed.

The client status will identify if the 1040X was accepted or rejected

Acknowledgements for 1040X returns are available via the IRS Acknowledgement report and Old IRS Acknowlegement reports

9:50am ET

We have resolved the issue in all years resulting in the error message when going to e-file.

9:15am ET

We are still actively investigating but anticipate correcting the issue soon.

8:46am ET

Our engineers are actively troubleshooting to determine root cause of the error page.

8:13am ET

We are aware of an issue where an error page message is rendered when attempting to access the e-file menu. This appears to be impacting all years.

Pro Online:

The IRS has issued guidance on resolving Reject Code: F1040-071-05. In order for the return to be accepted, the IRS recommends preparers take the following steps before retransmitting these returns:

TaxSlayer Online Program

In 2020 Pro Online, open the return and take the following steps:

1.  Add a $1 Capital Gain entry on Schedule D

Navigate to Federal Section > Income > Capital Gains and Losses > Additional Capital Gains Distributions > Enter $1 in the Additional Capital Gains Distributions field.

2.  Add a -$1 Other Income entry on Schedule 1 with the description BR1

Navigate to Federal Section > Income > Less Common Income > Other Income Not Reported Elsewhere > Enter BR1 for the description of other income > Enter -1 in the amount of other income field.

*Do not mark the Earned income box.

For a list of returns that rejected with Reject Code: F1040-071-05, select Rejected Clients from the Welcome Menu of Pro Online. The list can be sorted using the up and down arrows in the Reject Information column.

**Please note that this guidance was issued by the IRS via an Industry Call

The Reports menu within TaxSlayer Pro Online received a new look. Check it out! Just in time for report season.

Attention:  Return Transmitters and Authorized IRS e-file Providers/EROs

We identified a delay in processing Form 1040 balance due, Form 1040-X amended, and Form 1040-ES estimated tax payment requests submitted via Modernized e-File. The issue has been resolved, and pending payments are being processed. The taxpayer’s account will be credited with the original requested payment date(s). Taxpayers should not re-submit these payments.

If a taxpayer re-submitted  any of these payment requests due to the delay in processing they may cancel them by calling 1-888-353-4537. Cancellation requests must be received no later than 11:59 p.m. Eastern time, at least two business days prior to the scheduled payment date.

We apologize for any inconvenience this may have caused.

The IRS has been in contact with industry regarding reports of not withdrawing balance due via direct debit.  This is happening industry wide and the IRS is working diligently to resolve this.  We will post additional information as we receive it from the IRS.