Tag: Relational Admin

The following were questions asked during our Administrative Webinar:

Q: If I order software that contains a relational EFIN, will the relational consent automatically show up in each return or do I need to add it?

A:  The Relational Consent will be assigned to the sites by TaxSlayer.

Q:  What is the purpose of the assigned Relational consent?

A:  This is what allows TaxSlayer to share taxpayer information with the main Relational EFIN for the purposes of running reports.

Q: Can an assigned Consent be modified?

A:  No, assigned consents cannot be modified.

Q: What does the system actually do if folks do not consent to relational EFIN?

A:  The efile cannot be created and the return will have to be paper filed.

Q:  Will the pin auto filled for those consents?

A:  No, the PIN for consents cannot be automatically generated

Q:  Is the Relational EFIN scenario applicable to desktop users?

A:  No, it is only applicable to Pro Online users.

Blog Posted 10/21/2017

You have received your login credentials for your Relational Admin group account.  This also requires the use of a Relational EFIN and the appropriate 7216 Consents.  We will be assigning the appropriate Reporting Consent that will be required to be completed for the purpose of electronic filing.

You will have access to Group Menu

Client Search = Allows you to search for a taxpayer from any of the sites under your group

Group Configuration = Allows you create configurable/setup items and assign to any of the sites under your group

Group Reports = Allows you to run reports for any of the sites under your group

Transmissions = Allows you to transmit returns for any of the sites under your group

Office Access = Allows you to access any office under your group with your group login credentials.  At this point you can assist the site in quality reviewing returns if the site utilizes the built-in review process to mark returns ready for review, create preparers/users, and much more