Can another preparer complete the chat or only the preparer who started the chat?
Another preparer cannot complete the chat but if the have an active security template they can view the chat. We have a feature request in to allow any user that can see the return to complete or start a chat, however at this time we do not have a commitment that this will completed for TY2021.
Can we send the 13614 and 14446 to the taxpayer to fill out through the portal? Are there questionnaires built into the portal?
No, The taxpayer information must already be available to you before you start a return cannot be sent to the taxpayer via the portal. We have a feature request submitted, but have not received commitment that it can be implemented this year.
We will not be adding built-in questionnaires as this feature can be used across all VITA/TCE Pro Online sites and is also used by our Pro customers.
Will VITA sites and their taxpayers have access to the TaxSlayer mobile app to utilize the portal?
No
Just to make sure I understand correctly: The volunteer must create a new return and complete the Basic Information before they can access the Client Portal and send the Link to the taxpayer. So, a taxpayer cannot create their own account on the client portal without the link and cannot complete the basic information on their own. Is that correct?
Yes, the client portal utilizes the return ID to establish the secured portal