Taxx Savage ProWeb FAQ

Taxx Savage ProWeb FAQ

How can I retrieve my UserName?

Click Forgot Username on the Login Page
Enter your Email Address
Then click on Send Email
Proceed to your email (the one you entered)
You will find an email from us that will have steps to guide you to retrieve your username.

Can I retrieve my password?

No. You cannot retrieve your password. On the bright side though, you will be required to create a new one:

Click Forgot Password on the Login Page
Enter your username then submit
Choose whether to receive the validation code through your email or text message then click on the send code option
Access the verification code from either your email or phone depending on the one you selected
Then enter the Verification Code and click Verify
Create a New Password
Once done, click back

Username and Password:

Sync the login details of your Account Hub with your username and password. Have the same login details for your Account Hub.

How can I get Updates?

Updates are automatically integrated with your program whenever released. You therefore need not download or install the updates manually.

Must my Computers be networked to use the tax program?

No. The Taxx Savage completely operates through the internet since it is web-based. All you need is an internet connection on the computer you are using. Networking your office computers is not required.

Can I delete a return?

No. Returns can only be deactivated and not deleted in the ProWeb. To do so:

From the Welcome Main Menu, select Client Search
Locate the return you wish to deactivate
Click the Tools drop-down from where you can select the deactivation option

Note: For Pay-per return users, deactivated returns are included amongst the initially bought 15 returns.

In the client list, deactivated returns have a status of Deactivated on them.
You can reactivate them by Starting a New Return then entering their SSN.
Deactivated returns can be hidden by checking “Do not show deactivated returns”

How can I delete a State Return?

To do so:

Select State Return from within a tax return
Next to the state return, there is a Delete button which you can click on to delete the return
To confirm your choice, click Delete again

How can I amend a return?

To do so:

Enter the return
Select 20XX Amended Return from within the return. This option is available in the navigation menu.
You will be prompted on what to do to amend the return

Note: For the initial information to get to the original column of the amended return, the return has to be transmitted and accepted.

How can I amend a state return?

Check out Question 8 on how you can amend a return. Get to the Amended Tax Return - Form 1040X menu then:

To the right of “Amend State Return(s), click on the Begin button
Next to the State Return that you want to amend, there is the “Edit Amended” button. Click on it.
On the following screen, select the Begin option next to the Amended Return option.
For the question, “To create Form xxxx-X, state amended tax return, select YES and complete the additional section below” Answer YES to create the state amended return.
Afterwards, click the Begin button.
On the screen, there will be instructions listed. Follow them. Once done, the state amended return will be added next to the Federal Amended Return PDF.

How can I view or print the amended returns?

Click 20XX Amended Return
Next to the Print Amended Return click the Begin button
Form 1040-X as well as other supporting forms will be generated when you click Continue.
On the following screen, click the Print your 20XX Tax Return. A pop-up window will be populated with the client’s return in PDF form. You can use the Alternate Method for viewing/printing your 20XX tax return in case you are unable to view the pop-up window.

How can I email a tax return?

You can use either of the two ways to email tax returns:

Select Client Search from the Welcome Page
Click the Tools dropdown menu
From the menu, select Email Return. The PDF will be prepared and attached by the program.
Under “Send To”, enter the email address of the taxpayer or that of their spouse.
From the Preparer Configuration the email of the preparer will be pre-populated.
Create a Password as required. To access their return, the taxpayer will need this password.
Message Body - shows that the file has a password protection.
To send the email, click Send Email.

Within the tax return:

Go to the Submission page that is after the E-File page
Click Email Return. The PDF will be prepared and attached for you by the program.
Under the Send To section, enter the email of either the taxpayer or their spouse.
Create a password as required. It is this password that the taxpayer will need to get access to their return.
Message Body - shows that the file has a password protection.
To send the email, click Send Email.

How can I protect a return with a password?

Select Client Search from the Main Menu
Proceed to the Tools dropdown menu
Select Privacy Settings
To mark the return private, select Yes from the dropdown menu
Enter the return’s password
You will be required to re-enter the password for confirmation and to ensure accuracy.

How can I create Custom Print options?

To create Custom Print options:

Select Configuration from the Welcome Page
From the Configuration, select Print Sets
To add a Print Set, click +Add Print Set
Enter a name for the Print Set
Enter the number of copies you require of the Forms/Schedules as you review them.
Once done, click Save
You can select a print set either from the Submission Page in the return or the Client Search printer icon.

How can I Print my returns?

You can choose either of the three options:

From within the tax return select Summary/Print
Then click the View/Print Return button

From the top right of your screen, select Preview Return.
Proceed to the following screen from where you will select the Print your 20XX Tax Return button. A pop-up window will be populated by a copy of the return of your client in PDF form.
You can use the Alternate Method for viewing/printing your 20XX Tax Return in case you are unable to view the pop-up window.

On the Submission page in the return, select the print option then click on the Print Return button.

How Can I View a return?

You can use either of the two options:

From within the tax return select Summary/Print
Then click the View/Print Return button

From the top right of your screen, select Preview Return.
Proceed to the following screen from where you will select the Print your 20XX Tax Return button. A pop-up window will be populated by a copy of the return of your client in PDF form.
You can use the Alternate Method for viewing/printing your 20XX Tax Return in case you are unable to view the pop-up window.

How Can I print from outside the return?

To do so:

Select Client Search from the Welcome Page
Locate the taxpayer then click the Printer Icon that is on the right of name of the taxpayer
Select Print Return
If there are Print Sets that have been created, then you can use them. The return’s PDF is generated by the program.

How can I file a state return only?

To do so:

From the Navigation Menu, go to the E-File section.
Mark the Send State Only checkbox
Immediately you do so, there will be a pop-up window showing the phrase “Note - the federal return will not be filed.”
Proceed with the e-file page normally.
Once done, click Save to continue.

How can I mark a return as complete?

To mark a return complete:

On the Navigation menu located on the left of the screen, select E-File. Ths you can do from every menu in the tax return.
Proceed with the e-filing then click save.
Go to the E-File Summary page
Check the checkbox next to the Mark Complete option that is below the Return Information section.
You can then either select the Save and Exit Return or Save and Transmit Return to IRS.

How can I unmark a return as complete after marking it?

A Yes option written in blue will appear if you have been authorised to unmark a return as complete. Simply click it to unmark a return as complete.

If you do not have the authority to unmark a return as complete, the Yes will be displayed in black. To unmark the return, you will have to contact your administrator or ERO so that it may be unmarked.

How can I mark a return as paid?

To mark a return as paid:

Select the E-File option from any tax return menu.
Proceed with the e-filing process then click Save.
Go to the E-File Summary page
Check the checkbox beside the phrase Invoice Paid that is in the Return Information section.
You cannot unmark a return after it is marked as paid.
You can then select to either “Save and Exit Return” or “Save and Transmit Return to IRS”

Can I enter a payment in the program?

No. There is no payment option in the program.

How can I print checks in the tax program?

It is from a bank’s website that you can print a check from. The bank in question being the one whose tax product you are using.

By going to the Main Menu of the ProWeb then selecting Print Checks, you will have located the bank’s check printing module. Once here, automatically, you will be launched into the bank’s check printing page.

How can I create and e-file an extension for a tax return?

To do this:

Go to your Client’s return then proceed to the Federal Section through the navigation menu on the left of the page
Then go to the Miscellaneous Forms section to access its menu
Select the Begin option that is next to Form 4868 (Application for Extension)
Enter the information required
Click Continue
You can then select the E-File option
A pop-up message will appear showing that the program found an Application for Extension.
At this point, three options will be availed to you; File Return, Make Changes or File Extension
Select File Extension
The IRS will send you an acknowledgement within 24-48 hours

How can I complete the EIC Due Diligence questions?

From the information that you provide, the program calculates the EIC and determines whether the qualifications have been met by the return.

To access the Due Diligence questions, go to the Calculation Summary screen and click Continue.

Due Diligence questions are generated by the program when your return is marked qualified and you go to the Calculation Summary Page and click Continue.
The notification “REASONS FOR NO EARNED INCOME CREDIT (EIC)” will appear on the Calculation Summary screen if the return was not marked qualified for EIC.

How can I get Acknowledgements?

Acknowledgements are automatically received into the program whenever they are sent.

You can view the acknowledgements by going to the Client Search page then proceeding to the Status section just next to the client’s name.

The return’s status will be shown to either be Completed, Transmitted, In Process, Deleted, Accepted or Rejeced in the Status column.

How can I check why a return was rejected?

You can do this in two ways:

Select Client Search
Select Client Status from the Tools Dropdown menu
To open the return for the taxpayer, click Enter Return

Select Rejected Clients on the Welcome Page
To show why the return was rejected, click on Reject Code
The taxpayer’s return will be opened when you click Select

NOTE: History of the Client’s Return is shown in the Client Status section. The client’s return can be accessed by the preparer when they click the Enter Return Button.