93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … TaxesToGo® allows your clients to securely send you their tax info without having to step foot in an office. Fees entered in to the Fees Menu will be used to calculate the total tax return fee that will appear on the Client Invoice. As a service to our customers, we have installed links to various tax agencies/services. IMPORTANT – If your office network is not set up or is not functioning properly, our TaxSlayer Pro technicians will not be able to assist you in setting up the TaxSlayer Pro network. If you choose to purchase our products online, you will be asked for personal information as well as your credit card number. Configuration. Get your clients their refund faster and get paid sooner. Get helpful information about our products, tax prep tips, and more. You will need to enter this into your 2018 Software). A unique preparer code must be assigned to each preparer entered. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … Select OK. A summary of program security standards will be displayed on the screen. Roles will be used to set permissions for each preparer. If you believe that one of your contacts has provided us with your personal information and you would like to request that it be removed from our database, please contact us at 945 Broad St Augusta, GA 30901. If you will only be using one computer per location OR will not be connecting multiple computers in the location, opting to have every computer setup as a standalone system, you will NOT be using a “Network”. Then click on the “Prior Years” tab in the … Security Roles – New preparers are assigned the default security role “Super User.” A Super User has access to all areas of the program except Firm and Preparer Information. Secondary Backup Path - A secondary backup can be specified here if desired. This website uses Hotjar web analytics service. Account Hub is the user portal for TaxSlayer Pro customers. language preference), for authentication. TaxSlayer Pro Premium includes all the features of Classic and: "The very best software we have ever used. To change a fee or to enter a new fee, select the line for the form and enter the fee. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. If TaxSlayer Pro 2018 is installed on your computer, you will be prompted with a question asking to Pull Preparers from Prior Year. Your friend may contact us at here to request that we remove this information from our database. The ADMIN Account username is ADMIN. Visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options” for detailed information on all the Premium features. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis. For detailed information on Program Security, visit the TaxSlayer Pro Knowledgebase and search for keywords “Security Roles.”. The examples contained within this Privacy Policy are illustrations; they are not intended to be exclusive. Our web site offers publicly accessible blogs or community forums. With TaxSlayer Pro… NOTE: If your initial startup of the program does not prompt you to log in, your program is experiencing issues and we recommend that you contact support immediately. The security question will be used to verify the Admin Account if you forget your password. TaxSlayer Pro Privacy 945 Broad St Augusta, GA 30901. This information consists of: This information does not identify individual visitors and is used to enhance and improve your experience on our site. In order to protect the data as our client enters it in the system, TaxSlayer incorporates the use of SSL encryption facilitated by an Extended Validation SSL Certificate issued by a recognized trusted certificate authority. These settings can be modified from the Preparer Setup Menu. This means that the TaxSlayer Pro program must be installed on each computer in your office. TaxSlayer Books 1099/W2 Online File 1099/W2's Online TaxSlayer Books 1099/W-2 Online allows you to print and e-file W-2s and 1099s online. If you submit personal information to any of those sites, your information is governed by their privacy policies. Personal Information is accessible online through October 20 of the year in which the return is filed. To ensure you receive proper notifications, we will need to collect certain information about your device such as operating system and user identification information. If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request. An authorized IRS e-file provider, the company has been building tax software since 1989. Even if you are no longer a TaxSlayer customer, our Privacy Policy will continue to apply to you. To return to the System/Network Configuration Menu after initial configuration, from the main menu of the program select 7. Our Web site includes Social Media Features, such as the Facebook Like button [and Widgets, such as the Share this button or interactive mini-programs that run on our site]. Hotjar collects information regarding pages visited, actions which are taken, country, device used, operating system, and browser used. Enter your username in the space provided and select Ok. The fee to create a new prior year return is $29.99 … Need an account? Thanks for all you do!". Completing the above form gives TaxSlayer Pro permission to send you occasional marketing emails. You will be prompted to enter a Preparer Code. This information is kept in strictest, secure, confidence. If you enter any of these characters by mistake, the program will prompt you to remove them before continuing. 2018 TaxSlayer Pro Program Instructions - Configuration/Usernames and Passwords/Security Roles Step 1 Open the Program. The computer’s name and Local IP address will automatically populate. Technologies such as: cookies, beacons, tags, scripts or similar technologies are used by TaxSlayer and our partners affiliates, or analytics or service providers. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. If you used TaxSlayer Pro last year, or you entered your fees in to the TaxSlayer Pro demo program, you can pull the fees forward by clicking the Pull Prior Year Fees button. Credit card data is used to complete our transactions and none of this information is shared with anyone else. Users can control the use of cookies at the individual browser level. Start your e-file tax return for free! If you have multiple user accounts on your office network, every user must have an account on each computer in the office. So for example, in 2020, you can file back taxes for years 2016, 2017, and 2018. Protecting your privacy is important to TaxSlayer. Each loan is subject to underwriting and approval. System/Network Configuration Menu. Prior Year - The prior year path will only need to be changed in an unusual situation, and the default path is generally correct. Permissions – ‘Full Control’ or at least ‘Modify’ privileges need to be set for the ‘Everyone’ group on the TaxSlayer folder located on the Transmitting computer before the workstations and transmitting computer can share return information. This Privacy Policy explains TaxSlayer’s collection, use, retention and security of information about you. 2 TaxSlayer Pro Displays an explanation of important configuration items for the 2018 program: Click Ok. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. TaxSlayer Pro Blog Team April 17, 2019. To activate the Text Messaging feature, change “Send Text Message to Clients” to Yes. Security Roles – New preparers are assigned the default security role “Super User.” A Super User has access to all areas of the program except Firm and Preparer Information. If you made changes to any of the client letters and would like to pull the changes forward, select Yes. If the prior year path is changed and incorrectly specified you will not be able to pull prior year client data forward into the current year's return. While this may require us to share information, these service providers are strictly prohibited from using your information other than to act on our behalf. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. TaxSlayer Classic Edition, a top-rated online tax filing software, includes detailed tax preparation guides and major forms. Simply log into your account or create a new account to begin. "Our company has used TaxSlayer from the time we first started our business in 1996. The security question will be used to recover your password in case it is forgotten. We use cookies for our shopping cart, to remember users’ settings (e.g. Professional tax software built by and for tax preparers. You can always come back to the network setup options from the main menu of the program by selecting Configuration and then System/Network Configuration Menu. Select OK to proceed to the Preparer Edit Menu. 2018 Tax Reform and the Premium Tax Credit. However, this information will not be provided to third parties outside our corporate family, except as noted below: In some cases, we employ service providers to provide a product you order, to fulfill a service you request, or to market one of our products or services. 2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Double‐click the TaxSlayer Pro Icon. You will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information. The settings defined within the Path Menu tell the program where prior year data is located and the path to a secondary backup drive. You can use the predefined security roles, create your own roles or … Examples include using Web analytical software, Web beacons, delivering downloadable products, offering online software applications, or sending e-mails on our behalf. Step 2 Network Setup… Proceeds from these loans are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date. Your EFIN Validation code can be found by logging in to your TaxSlayer Pro Account Hub: (Payment - Order #1xxx EFIN validation code 7Q0xxxxxxxxx. As a result, you may have to provide us your personal information and/or email address. No attempts are made to identify individual users unless illegal behavior is suspected. To change the default security role, select Preparer Security > Role. To set up a secondary backup path for your tax returns, do the following: Two caveats about the secondary backup drive if you have one specified here: A MACRO, by definition, is a shortcut to a task you do repeatedly. TaxSlayer’s information systems maintain PCI compliance which must be renewed annually. Eliminate the need for them to wait in line at your office. The TaxSlayer Pro Network operates in a peer‐to‐peer environment. Setting up the TaxSlayer Pro network takes only a few minutes if your office network is already working properly. You will need to contact your local network technician for assistance. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. PDFs of the return as well as supporting documents, such as driver's license images, aren't saved. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. The ADMIN Account username is ADMIN. Continue with Step 3 below to complete program configuration. Alternatively, if you used a third party application to post such information, you can remove it, by either logging into the said application and removing the information or by contacting the appropriate third party application. Usernames – Each preparer using the software must log into the program using a unique username and password. TaxSlayer Pro does not have an uninstall feature. (Secondary backup to a cloud location is not supported.) Enter a username that the preparer will use to log into the program. Upon request TaxSlayer Pro will provide you with information about whether we hold any of your personal information. If it is unplugged, you will receive an error message when exiting a return that the return could not be saved to it. Hotjar may record mouse clicks, mouse movements and scrolling activity. The information we gather, in addition to your tax return, includes: Cardholder's name, credit card type, credit card number, expiration date, billing address, email address. When you sign up for our bank products, you can automatically split your customers’ refunds into two payments—one to them and one to you for…, TaxSlayer Pro grew out of a family-owned company with 50 years in the tax preparation business. Check out the latest issue of TaxSlayer Pro's Support Newsletter, the Pro Support Connection. The email method will automatically be defaulted to TaxSlayer Pro. If the date displayed is not correct, change the date by clicking the time display in the bottom right‐hand corner of your screen. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … If we make any material changes we will notify you by email (sent to the e-mail Other Types of Information We Gather, address specified in your account) or by means of a notice on this Site prior to the change becoming effective. To change the location, select Prior Path and enter the absolute DOS path, i.e., the drive letter followed by a colon plus the directory location on the drive with each directory separated by a backslash. From the 2018 reviews of professional tax preparation systems. The ADMIN Account Role cannot be edited. TaxSlayer Pro Support Connection - Volume 2, Issue 1 - August, 2018. If you wish to update or delete your testimonial, you can contact us at support@support.taxslayerpro.com. We reserve the right to change this Privacy Policy, and any of the policies described above, at any time. At this screen, simply fill in all of the required information. Log in. Additionally, our systems are routinely subject to automated vulnerability testing purposely exceeding the requirements of PCI compliance. Select Yes. We may also collect, from you, the following personal information about your contacts: If you choose to use our referral service to tell a friend about our site, we will ask you for your friend’s name and email address. Select Secondary Backup Path, and select the drive letter for the drive. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. Enter your email address. To activate Paper Cut, change “Use Paper Cut Paperless Office Option” to Yes. Only return data is backed up. Roles will be used to set permissions for each preparer. You will then be asked if this is the transmitting computer. Copy the code “7Q0xxxxxxxxx” from the example line below ensuring that you check the year that the code is for. Select the Exit button when you have finished configuring your fees. In order to improve the usefulness of our web site for our visitors, we automatically collect and maintain statistical information from our site's data logs that concern network traffic flow and volume. A Super User also has unlimited access to tax returns. The following banks are affiliated with TaxSlayer Pro: Refund Advantage, Refundo, Republic Bank, River City, Santa Barbara TPG and EPS. We use mobile analytics software to allow us to better understand the functionality of our Mobile Software on your phone. ADMIN Account – The 2018 TaxSlayer Pro program includes a set of predefined security roles. Double‐click the TaxSlayer Pro Icon. TaxSlayer Pro comes with everything you need to prepare, e-file, and transmit your clients' tax returns. In this video series, we will walk you through how to file an income tax. Passwords – Each preparer associated with your firm must use their assigned username and a strong password to access the tax program. If you are already approved with a bank, the bank should appear in the pick list. The Privacy Policy applies to products and services of TaxSlayer Pro, online. TaxSlayer is the easiest way to file your federal and state taxes online. File and Printer Sharing – Make sure that File and Printer Sharing is enabled in your network settings for your operating system and within your anti‐virus program. Stay up to date with TaxSlayer Pro. If you have prior year TaxSlayer Pro installed, you can pull forward your MACROs. For a description of other email options, visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options.”. We partner with the most banks in the industry to make it easy to sign up in seconds. A Super User also has unlimited access to tax returns. If you would like to pull the preparers forward, select Yes. You will be asked a series of questions pertaining to your network setup. The program will prompt new preparers to enter and confirm their password. Please visit here to opt out. You will also be prompted to create a security question and answer for the Admin Account. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. Before exiting, check your system date. TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. Standards and TaxSlayer ’ s information systems maintain PCI compliance performed continuously throughout the to... Software on your phone Code be entered in to your TaxSlayer account to prepare, file, and your! Wait in line at your office network is already working properly Newsletter, the bank appear. 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