The following were common questions asked during our Site Administrative Webinar:
Q: Will the date the tax return was created be displayed on the client list?
A: No, but you can easily filter the returns by date.
Q: Can you transfer a prepared return to another user?
A: Yes, if the user has the appropriate rights enabled in their security template, the preparer can be changed from the Tools drop down on the Office Client List. Select Change Preparer from the drop down list and then select the appropriate preparer to change the return to:
Q: Will paper return show as paper return this year?
A: Yes, it also currently shows as paper for TaxSlayer 2016 if the return type in e-file for the federal return is marked with a paper option.
Q: Is there any way to “lock” a return after it has been quality reviewed so nobody but admins can get back into it?
A: No, but there is a new feature that allows the site admin to restrict who can see a return once it has been accepted so no changes can be made to it. Another option would be to password protect the returns. This will prevent the user from editing the return, printing the return, or seeing the information listed in Client Return History.
Blog Posted 10/20/2017