Automated TaxSlayer Return Onboarding
Every hour, WebRun checks TaxSlayer Pro for client returns started since the last run, logs each to Airtable with the return type, and builds a Notion document checklist covering what's needed, such as W-2s and prior year returns, so every return starts organized.
How do I set up a document checklist for every new TaxSlayer return?
WebRun checks TaxSlayer Pro every hour for client returns started since the last run. It logs each to Airtable with its type and preparer, and builds a Notion checklist of the documents needed, such as W-2s and prior year returns, so every new return starts organized instead of relying on memory to track what's missing.
- Every new return gets the same required document checklist
- Missing documents are visible before filing, not after
- Preparers see return status in one Airtable log instead of scattered folders
Built for tax preparers · tax prep firms · seasonal tax offices · bookkeeping and accounting firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.taxslayer.comin a real browser with your saved login - no setup, no API keys. -
1
TaxSlayer - find newly started returns
taxslayer.com
WebRun opens TaxSlayer to find newly started returns. - Open TaxSlayer Pro and check for returns started since the last run
- Capture the client name and return type, such as individual or business
- Note the preparer assigned
Done when Every newly started return is listed with its type and preparer.
-
2
Airtable - log the return and its type
airtable.com
WebRun opens Airtable to log the return and its type. - Add a record for each new return with its type and preparer
- Set the status to documents pending
- Sort by the preparer assigned
Done when Every new return has an Airtable record.
-
3
Notion - build the document checklist
notion.so
WebRun opens Notion to build the document checklist. - Create a document checklist page for each new return using the template for its type
- List required documents such as W-2s, 1099s, and prior year return
- Mark items received as the preparer collects them
Done when Every new return has a Notion document checklist.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it collect or upload client documents?
No. WebRun only builds the checklist of what's needed. Collecting, uploading, or entering client documents stays with the preparer.
Does it file the return?
No. WebRun only tracks the return's setup and document status. Preparing and filing the return always stays with the preparer.
How does it know which documents are required?
You give WebRun a standard checklist per return type, such as individual or business, and it applies the matching one to each new return.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.