There are three key items you need to know in order to be able to deactivate a return:
(1) The security template assigned to your username must allow it
(2) The return must be in the status of “in progress” or
(3) the return must be in the status of “Review failed”
You cannot deactivate a return once it is marked complete or transmitted.
We have found that the Close Window button in the Scanned Document tab works differently based on the scenario:
We have temporarily turned off state only efile to troubleshoot a problem with the associated federal return.
Scenario: You select to send the return as “state only”
Problem: The state only return flag was not set properly and the federal return was also sent, which was most likely rejected, which flagged your state only returns as “dead” in our system.
Solution: We have this as a high priority issue and are working on a solution. Once we have the issue resolved, we will update this post with instructions on how to identify and resend your state only returns.
You cannot scan right into TaxSlayer. You must scan the documents and save the PDF to a secured location. Once you start the return and complete the personal information section, you can upload the PDFs from your secured location.
PDF is the only format that we support.
We have turned on the following e-file services:
Update 2/15/2021: We are hearing that other URL shortening programs may also be “hit and miss” with their redirect services. We (TaxSlayer) have no control over how a third party URL shortening program works with our URLs. We STRONGLY recommend that you use the URLs we generated and distributed.
If your taxpayer got redirected to the wrong TaxSlayer.com site with a shortened URL, you will need to send them the TaxSlayer URL that we originally sent them and walk them through deactivating their return and starting it again with the proper URL and from the VITA/TCE Self-Prep Kiosk landing page (pictured below)
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We are hearing reports that links shortened using Tiny URL are no longer working as they were when they were created. They are NOT redirecting to the appropriate VITA/TCE Kiosk landing page. We have not seen this with other URL shortening programs.
The original URLs distributed are working as expected. Your taxpayers should 100% of the time be directed to the VITA/TCE Landing Page. If they are not, you need to ensure you are using the URL that you received from TaxSlayer. We have no control over any redirects generated by a URL shortening application.
This feature was created due to the impact that COVID 19 had on the sites last year. The carryforward feature will now look for the traditional prior year and global carry forward from 2020 to 2019 and if not found, it will look to see if the return was created at that site in 2018. If the return exists for 2018, it will carryforward demographic and some other basic information like W-2 and dependent information. It will not carry forward any item that requires a calculation like accumulated depreciation.
You will be required to Open all returns created before the 12th tomorrow (February 12th) in order to electronically file them. Remember, once we turn e-file on, you can easily submit them from the Submission page in e-file while you are opening and giving them one last look.