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TaxSlayer 2021: Start New Return {Live}

17 Jan 22
Kim Manuel
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We are scheduled to turn on Start New Return at the site level on Tuesday, January 18th.

Keep in mind, that these are considered live returns and will show in your reports and counts.  If you are having your volunteers complete practice returns, we strongly recommend you have them create practice returns in the Practice Lab (remember, it is a super site in the production system).

Once we turn on Start New Return, we will begin the process of turning on Scanned Documents for all sites.  This process could take up to 72 hours and should be completed for all sites by Friday, January 21st.  It is enabled in all of the security templates assigned by TaxSlayer on behalf of the IRS.  If you create your own templates, you will need to make sure it has Scanned Documents enabled (same goes for customer portal).

 

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