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Changes to TaxSlayer Assigned Security Templates — Effective November, 2019

10 Oct 19
Kim Manuel
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Based on feedback from the field and concerns that too many volunteers have the ability to “Mark a return complete”, we will be removing the ability to mark a return complete for the following two security templates

  • PREPARER CURRENT YEAR
  • PREPARER ALL YEARS

These two security templates will still allow the volunteer to mark a return ready to review.

Note:  Remember, a return cannot be marked to review after it has been marked complete.

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