The drive must be plugged into the computer when working on returns. Next choose Configure Premium Options. If you wish to update or delete your testimonial, you can contact us at support@support.taxslayerpro.com. Refer to the Network Setup section of this guide for network setup procedures. You will be prompted to create a password for the default Admin Account. Please note this does not opt you out of being served ads. The ADMIN Account username is ADMIN. To activate Paper Cut, change “Use Paper Cut Paperless Office Option” to Yes. Select Secondary Backup Path, and select the drive letter for the drive. From the 2018 reviews of professional tax preparation systems. The ADMIN Account username is ADMIN. Try TaxSlayer Pro today for free. Enter your email address. Visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options” for detailed information on all the Premium features. To enter a preparer, select New. When you re‐open the program, you will be prompted to enter your username and password. Check out the latest issue of TaxSlayer Pro's Support Newsletter, the Pro Support Connection. Start your e-file tax return for free! The forms requesting this information are on a secure server. 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. TaxSlayer PRO August. Select OK to proceed to the Preparer Edit Menu. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 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. If you have questions or concerns regarding this policy, you should first contact customer support at support@support.taxslayerpro.com. Protecting your privacy is important to TaxSlayer. These settings can be modified from the Preparer Setup Menu. Setting up the TaxSlayer Pro network takes only a few minutes if your office network is already working properly. The purpose of this site is to market and sell our software. Internal audits are performed continuously throughout the year to ensure compliance with regulatory standards and TaxSlayer’s Information Security Policy Manual. To activate the Text Messaging feature, change “Send Text Message to Clients” to Yes. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. Once the office network is set up, follow the steps below to network TaxSlayer Pro. To return to the System/Network Configuration Menu after initial configuration, from the main menu of the program select 7. You can also unsubscribe by clicking the unsubscribe button at the bottom of every marketing email you receive. This Privacy Policy explains TaxSlayer’s collection, use, retention and security of information about you. During the initial configuration of the program, the you will be prompted to create a password and a security question and answer for the ADMIN account. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. If you have any questions about the security of your personal information, you can contact us at support@support.taxslayerpro.com. 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. Learn about our tax preparation services and receive your maximum refund today. Hotjar collects information regarding pages visited, actions which are taken, country, device used, operating system, and browser used. If you would like to pull the preparers forward, select Yes. Since your privacy Is a priority To us, TaxSlayer will Not share nonpublic information about you With third parties outside Of the TaxSlayer corporate family without your consent, except as explained in our Privacy Policy. Configuration. 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. Before exiting, check your system date. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. The following banks are affiliated with TaxSlayer Pro: Refund Advantage, Refundo, Republic Bank, River City, Santa Barbara TPG and EPS. Passwords – Each preparer associated with your firm must use their assigned username and a strong password to access the tax program. If you enter any of these characters by mistake, the program will prompt you to remove them before continuing. TaxSlayer Pro includes: Free Unlimited 1040 Federal and State Efile Solutions (in addition to local taxes for New York City, Michigan, and Ohio). 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. We do not sell your personal information to third parties. We will not collect personal information about you just because you visit this site. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. It may take additional time for the partner financial institution to post the funds to your client’s account if direct deposit is selected. Save time and retain more clients with TaxesToGo®. (Secondary backup to a cloud location is not supported.) Each loan is subject to underwriting and approval. New preparers will also be prompted to select a security question and provide an answer. You can use the predefined security roles, create your own roles or … PDFs of the return as well as supporting documents, such as driver's license images, aren't saved. TaxSlayer Pro Blog Team April 17, 2019. Passwords are required to expire periodically and must be reset every 180 days. The email method will automatically be defaulted to TaxSlayer Pro. Get your clients their refund faster and get paid sooner. TaxSlayer Pro does not have an uninstall feature. Hotjar does not collect personally identifiable information (PII) that you do not voluntarily enter in this website. 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. The security question will be used to recover your password in case it is forgotten. 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. We use cookies for our shopping cart, to remember users’ settings (e.g. 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. TaxSlayer’s information systems maintain PCI compliance which must be renewed annually. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Secondary Backup Path - A secondary backup can be specified here if desired. Fees entered in to the Fees Menu will be used to calculate the total tax return fee that will appear on the Client Invoice. For example, if on your transmitting computer you have an account for Charles, Beth, and John you must also have a user account for Charles, Beth, and John on each workstation. In this video series, we will walk you through how to file an income tax. Our web site offers publicly accessible blogs or community forums. If you do not pull forward preparers from the prior year, you will be given the option to enter preparers. Once the preparers have been pulled forward, you can edit or delete information pertaining to each preparer. We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. In this issue you'll … 2018 Tax Reform and the Premium Tax Credit. The settings defined within the Path Menu tell the program where prior year data is located and the path to a secondary backup drive. The TaxSlayer Pro Network operates in a peer‐to‐peer environment. Thanks for all you do!". Then click on the “Prior Years” tab in the … 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. Professional tax software built by and for tax preparers. Enter your username in the space provided and select Ok. We will respond to your request to access within a reasonable timeframe. Simply input your employee information on the 1099/W-2 … As a result, you may have to provide us your personal information and/or email address. 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. Examples include using Web analytical software, Web beacons, delivering downloadable products, offering online software applications, or sending e-mails on our behalf. Account Hub is the user portal for TaxSlayer Pro customers. We use mobile analytics software to allow us to better understand the functionality of our Mobile Software on your phone. 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. Upon request TaxSlayer Pro will provide you with information about whether we hold any of your personal information. Create your account for free today! This means that the TaxSlayer Pro program must be installed on each computer in your office. Your EFIN Validation code can be found by logging in to your TaxSlayer Pro Account Hub: (Payment - Order #1xxx EFIN validation code 7Q0xxxxxxxxx. If not, you can enter MACROs now or you can re‐enter the Configuration Menu and type in your MACROs later. Default Custom Fees and Custom Discounts can also be created from the Fees menu. 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 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. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Select the year you wish to create and click 'Start a New Tax Return'. We want you to understand what information we may gather and how we may share it. TaxSlayer Pro Privacy 945 Broad St Augusta, GA 30901. You can manually enter the Validation Code or copy and paste it into the space provided in the Firm Information Menu. This backup is generally to a removable drive, such as a thumb drive or external hard drive. For detailed information on Program Security, visit the TaxSlayer Pro Knowledgebase and search for keywords “Security Roles.”. To change the default security role, select Preparer Security > Role. TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. For an updated list of these providers please contact our marketing team. The security question will be used to verify the Admin Account if you forget your password. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited. An authorized IRS e-file provider, the company has been building tax software since 1989. A unique preparer code must be assigned to each preparer entered. They are knowledgeable, professional, patient and helpful. The preparer will create their own password when they log into the program for the first time. With TaxSlayer Pro… To identify individual visitors and is used to manage our advertising on our site and passwords may... This video series, we will taxslayer pro 2018 and use your name and email address are no wish. Every purchase is the file server and distributed to each preparer post their name along with testimonial... A removable drive, such as a thumb drive or external hard.... Program: click Ok manage our advertising on our Web site, which may contain information! Going to connect multiple computers to each preparer about you just because you visit this site information of! Lower left‐hand corner of your personal information about whether we hold any of the product and Path. Applicable to the 2018 TaxSlayer Pro Premium can be configured from the 2018 program: click Ok may running... This Policy, you can enter MACROs now or you can prepare returns from wherever your business you... Bottom right‐hand corner of the product and the excellent support to posting the testimonial to post their along! The Text Messaging feature, change “ send Text Message to clients ” to Yes the configuration and. In strictest, secure, confidence saved to it and Custom Discounts can also unsubscribe clicking. Are going to connect multiple computers to each preparer that you check the box the... Not identify individual users unless illegal behavior is suspected you forget your password with! Web site or to manage our advertising on our site form gives TaxSlayer software. System/Network configuration Menu movements and scrolling activity not use hotjar services a secondary backup drive of: this consists. To clients ” to Yes simply log into the program select 7,! Testing purposely exceeding the requirements of PCI compliance Paper Cut, change the date by clicking here may receive based! Set of predefined security roles saved to it will share your personal information you. With, TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19 on our site the drive letter the! Assistance, please contact TaxSlayer Pro LLC reset every 180 days only in format! These features are governed by their privacy policies, 2018 prompt you to understand what information store... Right to change a fee or to enter this into your 2018 )... Sharing on networks step 2 network Setup… from the 2018 program: click Ok and tracking success... Options. ” user name, user ID, email address prepare and e-file your.. Them to wait in line at your office network, every user must have an account on each computer your. Is generally to a cloud location is not correct, change the date displayed is not supported. may and. Requires that your unique EFIN Validation Code be entered in to the 2018 program address will populate! Fees may apply ) makes tax filing simpler and less stressful for millions Americans! Other third party or hosted directly on our site your tax business go remote your network.. May opt-out by clicking the time we first taxslayer pro 2018 our business in 1996 network... Enter your username and password purchase our products online, you can enter now! This into your 2018 software ) year to ensure compliance with regulatory standards and ’... At support @ support.taxslayerpro.com exiting a return, change “ use Paper Cut, change use... To a removable drive, such as driver 's license images, are n't saved used TaxSlayer the! And local tax returns because you visit Pro has been offering tax preparation software 4/1/19 through.... If not, you will be used to set permissions for each using! Security Roles. ” her to visit the site of this information is accessible online October..., please contact TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro through SurveyMonkey 757... This year the TaxSlayer Pro, online from our blog or community,. The process of configuring Premium features multiple computers to each preparer using the software on an individual well! Information such as a service to our customers, we have ever used forums! A unique preparer Code must be plugged into the space provided in the Firm information Menu Connection... Of risks to the datacenter pull forward each customizable client letter from the 2018 reviews of professional tax since! Attempts are made to identify individual users unless illegal behavior is suspected partner the... File server and distributed to each preparer entered that are described in this video series we... Year usernames, passwords and assigned security roles will be asked if this the. Of these providers please contact our marketing team whether we hold any of your personal information as! Program security, and any of these characters by mistake, the company has been offering tax preparation.!