Client List

Starting A New Return

In Tax Processors Plus Online, after you've completed all of your office configuration, you are ready to begin preparing tax returns!

Editing Returns

Reactivating A Deactivated Return

In Tax Processors Plus Online, a tax return that has been deactivated can be reactivated.

Return Privacy Settings

In Tax Processors Plus Online, a private return requires a password to open the return or access any of its options under the Tools menu in the Client List.

How can I deactivate a return that has been transmitted?

A tax return that has been transmitted and has received an acknowledgement from the IRS cannot be deactivated.

Why can't I see all the returns in my Client List?

If you are unable to see all of your clients in your Tax Processors Plus Online Client List, try the items below to see if any of these remedy the problem.

How Can I Mask the SSNs in the Client List?

In the Client List in Tax Processors Plus Online, whether a preparer sees the first five digits of taxpayer SSNs masked or unmasked is determined by a setting in the Role they have been assigned.