• You can open a previously created return from the Main Menu by selecting “Client Search.” That takes you to the Client Search (Office Client List) page. (In TaxSlayer, “office” is the equivalent of “site”.)
    • You’ll see a list of returns, sorted by Social Security number. (This may not be obvious, because the first five digits of SSNs may be replaced by five “Xs” per your LC’s decision.)
      • Note: Your LC may let you see only the returns you created. If so, and if accepted returns are moved to an “archive” preparer name (such as “Z ZZSITE”), the list will be quite short. 
      • Clicking on “Do Not Show Accepted Returns” is the other way to shorten the list.
    • You can sort the list by clicking on a column name, such as “STATUS” or “LAST”.
  • If the list of returns is more than one page, you can use the “Search Client list” box to search for text (part of a taxpayer’s first name or last name, typically) or a number (part of a taxpayer’s Social Security number or phone number). 
    • Note: The search also includes the “PREPARER” column.
    • Note: If you’re looking for a return that is in progress, checking the “Do Not Show Accepted Returns” box may be very helpful.
  • When you find the return you want, click the “Select” button. TaxSlayer will open the return at the Summary/Print page, displaying “Calculating Return.”
    • You can stop the calculating by clicking on either “Basic Information” or “Federal Section” in the left navigation bar.
  • After it finishes calculating, TaxSlayer displays the Calculation Summary page for the return.
    • The Calculation Summary page, when initially opened, compresses the left navigation bar to a thin strip with only icons showing. You can expand the left navigation bar by clicking the double right arrows at the top, but you can also just click an icon - for example, click the stethoscope icon to go to the Health Insurance section. 
      • Note: To stop the “Calculating Return” process when you go into a return, click on a section name in the left navigation bar.
    • Alternatively, you can select a line in the Form 1040, or one of the six supporting schedules, for which you want to enter information or review entries; click on the blue dollar figure to go to the relevant page.
    • New: If you click the “Go to Last Checkpoint” button, TaxSlayer goes to the last page that was accessed in the return prior to reopening it, not including the Calculation Summary page itself.
  • Note: If a return was started by someone else but is not yet complete, your LC may have to assign the return to your username so you to see the return and select it for editing.

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