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TaxSlayer 2018: Getting ready for tax season

08 Nov 18
Kim Manuel

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Scenario:  I do not see any returns when I go to client Search

Navigate to Change Tax Year and select 2017

Scenario:  I see Start A New Return when I have 2018 selected

Yes, but you will receive the following message if you try to create a new return from the Start New Return Line or the button in Client Search.

Reminder:  We will not be turning on the Start New Return feature at the site level until a yet to be determined date in January 2019.

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