We may share information about you and the products and services you have purchased from us, among members of the TaxSlayer Corporate family and our parent company of Rhodes Financial Services, all of whom follow our Privacy Policy. Additionally, our systems are routinely subject to automated vulnerability testing purposely exceeding the requirements of PCI compliance. TaxesToGo® allows your clients to securely send you their tax info without having to step foot in an office. Step 2 Network Setup… To activate the Text Messaging feature, change “Send Text Message to Clients” to Yes. Personal Information is accessible online through October 20 of the year in which the return is filed. Select. These settings can be modified from the Preparer Setup Menu. The 2018 TaxSlayer Pro Program includes a set of Predefined Security Roles. From the 2018 reviews of professional tax preparation systems. You can use any number from 1 to 99999. TaxSlayer Pro Support Connection - Volume 2, Issue 1 - August, 2018. If you are not using a network, select No. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Credit card data is used to complete our transactions and none of this information is shared with anyone else. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. This means that the TaxSlayer Pro program must be installed on each computer in your office. Select OK to proceed to the Preparer Edit Menu. An authorized IRS e-file provider, the company has been building tax software since 1989. 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. Several other premium options can be configured from the Premium Configuration Menu. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. With TaxSlayer Pro… | 1-888-420-1040 | 945 Broad St Augusta, GA 30901, http://info.taxslayer.com/ProUnsubscribePage.html, https://feedback-form.truste.com/watchdog/request, The name of the domain from which the visitor accesses the Internet (e.g., 'a company.com'; 'a school.edu'; or 'an agency.gov'). The program includes a pre‐defined default ADMIN Account Role which is used to manage permissions for preparers as well as manage preparer usernames and passwords. Included with every purchase is the award winning professional technical tax support that … At TaxSlayer Pro (collectively "We", "Us", "Our" Or "TaxSlayer"), we are committed to safeguarding customer information On https://www.taxslayerpro.com. If you made changes to any of the client letters and would like to pull the changes forward, select Yes. All steps are taken to safeguard your information. 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 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. We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. 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. Less than 60 second in-season wait time. 2 TaxSlayer Pro Displays an explanation of important configuration items for the 2018 program: Click Ok. We have never been disappointed! TaxSlayer’ web-based and desktop applications have a proven record of securing TaxSlayer information by utilizing a variety of security related technologies including, but not limited to, firewalls, intrusion detection systems, web application firewalls, encryption, access controls, network isolation, auditing systems, data classifications, and data obfuscation. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … If you do not pull forward preparers from the prior year, you will be given the option to enter preparers. Please note this does not opt you out of being served ads. An authorized IRS e-file provider, the company has been building tax software since 1989. With TaxSlayer Pro… Completing the above form gives TaxSlayer Pro permission to send you occasional marketing emails. You will be greeted with a TaxSlayer Pro message advising you of the information that will need to be input in to the program during the initial configuration. Visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options” for detailed information on all the Premium features. The ADMIN Account Role cannot be edited. Once the office network is set up, follow the steps below to network TaxSlayer Pro. The program cannot be installed on a file server and distributed to each workstation. The security question will be used to verify the Admin Account if you forget your password. ADMIN Account – The 2018 TaxSlayer Pro program includes a set of predefined security roles. Double‐click the TaxSlayer Pro Icon. Stay up to date with TaxSlayer Pro. Select Secondary Backup Path, and select the drive letter for the drive. 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. To ensure you receive proper notifications, we will need to collect certain information about your device such as operating system and user identification information. Only return data is backed up. Internal audits are performed continuously throughout the year to ensure compliance with regulatory standards and TaxSlayer’s Information Security Policy Manual. Roles will be used to set permissions for each preparer. We will respond to your request to access within a reasonable timeframe. TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. In this issue you'll … You will be prompted to pull forward each customizable client letter from the prior year. If you have any questions about the security of your personal information, you can contact us at support@support.taxslayerpro.com. 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. Select the year you wish to create and click 'Start a New Tax Return'. The new tax law has altered the rules for deducng mortgage interest in many ways and it will require an analysis of the amount of the loan, when it was … Here are a few items to consider when setting up the TaxSlayer Pro network: If you are not familiar with the information listed above, we suggest contacting a network or computer technician to assist with the network setup. If you have prior year TaxSlayer Pro installed, you can pull forward your MACROs. 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. language preference), for authentication. We post customer testimonials on our web site, which may contain personal information such as the customer's name. If it is unplugged, you will receive an error message when exiting a return that the return could not be saved to it. Next, enter the preparer’s SSN, PTIN, first name, middle initial, and last name. 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. Step 12 Exit Configuration – Once you have completed the initial configuration, TaxSlayer Pro will close to apply all the new settings to the program. To activate Paper Cut, change “Use Paper Cut Paperless Office Option” to Yes. Technologies such as: cookies, beacons, tags, scripts or similar technologies are used by TaxSlayer and our partners affiliates, or analytics or service providers. 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]. Not a customer yet? You will be prompted to create a password for the default Admin Account. Examples include using Web analytical software, Web beacons, delivering downloadable products, offering online software applications, or sending e-mails on our behalf. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. Copy the code “7Q0xxxxxxxxx” from the example line below ensuring that you check the year that the code is for. 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. Next choose Configure Premium Options. When a preparer logs into the software for the first time with their assigned username, they will be prompted to create a password and a security question and answer. TaxSlayer Pro Blog Team April 17, 2019. Learn about filing the 1099-A and 1099-C Acquisition or Abandonment of Secure Property. Learn more about how TaxSlayer Pro can help your tax business go remote. If you purchased TaxSlayer Pro Premium, the program will guide you through the process of configuring premium features. The email method will automatically be defaulted to TaxSlayer Pro. To change the default security role, select Preparer Security > Role. Users can control the use of cookies at the individual browser level. If you intend to run TaxSlayer on a Network, select Yes. 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. If you wish to delete the TaxSlayer Pro program, complete the steps for the particular year you wish to uninstall, but bear in mind that all returns will be removed and permanently deleted if you remove the program and delete the TaxSlayer Pro … An authorized IRS e-file provider, the company has been building tax software since 1989. The examples contained within this Privacy Policy are illustrations; they are not intended to be exclusive. 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. TaxSlayer Pro includes: Free Unlimited 1040 Federal and State Efile Solutions (in addition to local taxes for New York City, Michigan, and Ohio). These include IRS.Gov, and various state agencies and organizations. If TaxSlayer Pro 2018 is installed on your computer, you will be prompted with a question asking to Pull Preparers from Prior Year. 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. When you re‐open the program, you will be prompted to enter your username and password. You may view, delete and/or make changes to your personal information by visiting your account online at https://www.taxslayerpro.com and selecting ""Edit Account Information" or by emailing our Customer Support at support@support.taxslayerpro.com or by contacting us by telephone or postal mail at the contact information listed below. We encourage you to carefully read the privacy policy of any Web site you visit. During initial configuration of the program, you will be asked if this computer is the File Server. Refer to the Network Setup section of this guide for network setup procedures. You will be asked a series of questions pertaining to your network setup. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … TaxSlayer adheres to regulatory, security, and privacy standards applicable to the tax preparation industry. 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. You will need to contact your local network technician for assistance. The TaxSlayer Pro Network operates in a peer‐to‐peer environment. We want you to understand what information we may gather and how we may share it. This software may record information such as how often you use the application, the events that occur within the application, aggregated usage, performance data, and where the application was downloaded from. We will automatically send your friend a one-time email inviting him or her to visit the site. We may also disclose your personal information to any other third party with your prior consent. 5. System/Network Configuration Menu. Continue with Step 3 below to complete program configuration. Setting up the TaxSlayer Pro network takes only a few minutes if your office network is already working properly. It also describes your choices regarding use, access and correction of your personal information. 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. The IRS requires that your unique EFIN Validation Code be entered in the software. If you are already approved with a bank, the bank should appear in the pick list. If you have questions or concerns regarding this policy, you should first contact customer support at support@support.taxslayerpro.com. 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