Passwords are required to expire periodically and must be reset every 180 days. ", "I wouldn’t even try to do a tax season without the help of TaxSlayer. 5. TaxSlayer Pro Premium includes all the features of Classic and: "The very best software we have ever used. Your friend may contact us at here to request that we remove this information from our database. Select OK. A summary of program security standards will be displayed on the screen. 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. Before exiting, check your system date. Yes. Any return e-filed through TaxSlayer Pro will be available only in PDF format (fees may apply). During the initial configuration of the program, you will be prompted to assign (or pull forward from the prior year’s software) a unique username for each preparer entered in the Preparer’s Menu. Eliminate the need for them to wait in line at your office. The following banks are affiliated with TaxSlayer Pro: Refund Advantage, Refundo, Republic Bank, River City, Santa Barbara TPG and EPS. If you wish to cancel your account or request that we no longer use your information to provide you services contact us at support@support.taxslayerpro.com. You can manually enter the Validation Code or copy and paste it into the space provided in the Firm Information Menu. Several other premium options can be configured from the Premium Configuration Menu. We will retain your information for up to three tax years as long as your account is active, or as needed to provide you services. TaxesToGo® allows your clients to securely send you their tax info without having to step foot in an office. 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. A Super User also has unlimited access to tax returns. We want you to understand what information we may gather and how we may share it. The ADMIN Account Role cannot be edited. 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. With TaxSlayer Pro… 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … When you re‐open the program, you will be prompted to enter your username and password. Step 2 Network Setup… If you submit personal information to any of those sites, your information is governed by their privacy policies. Select Secondary Backup Path, and select the drive letter for the drive. We do not sell your personal information to third parties. If you charge by the hour, check the box in the lower left‐hand corner of the screen. 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. The purpose of this site is to market and sell our software. Not a customer yet? If you choose to purchase our products online, you will be asked for personal information as well as your credit card number. The program will prompt new preparers to enter and confirm their password. Get helpful information about our products, tax prep tips, and more. You can also unsubscribe by clicking the unsubscribe button at the bottom of every marketing email you receive. 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. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. 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. Your interactions with these Features are governed by the privacy policy of the company providing it. TaxSlayer is the easiest way to file your federal and state taxes online. You can opt out at any time by visiting, ©2020 TaxSlayer Pro LLC. If TaxSlayer Pro 2018 is installed on your computer, you will be prompted with a question asking to Pull Preparers from Prior Year. Protecting your privacy is important to TaxSlayer. Personal Information is accessible online through October 20 of the year in which the return is filed. 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. It also describes your choices regarding use, access and correction of your personal information. Access TaxSlayer Pro Web on any device with an internet connection so you can prepare returns from wherever your business takes you. 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. These include IRS.Gov, and various state agencies and organizations. Create your account for free today! Simply input your employee information on the 1099/W-2 … Fees entered in to the Fees Menu will be used to calculate the total tax return fee that will appear on the Client Invoice. To request removal of your personal information from our blog or community forum, contact us at support@support.taxslayerpro.com. The Preparer Edit Menu will give you the option to change the Preparer Practitioner PIN, enter the preparer’s power of attorney information (if the preparer is an Acceptance Agent), and set program permissions and security for the 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. The TaxSlayer Pro Network operates in a peer‐to‐peer environment. If you wish to create a 2019, 2018, or 2017 prior year return, please log into your account and click on the "Prior Years" tab in the middle of the "My Account" page. Some newer anti‐virus programs will block file sharing on networks. An authorized IRS e-file provider, the company has been building tax software since 1989. Step 12 Exit Configuration – Once you have completed the initial configuration, TaxSlayer Pro will close to apply all the new settings to the program. If you do not see your approved bank, please contact TaxSlayer Pro Sales. In this training video, we are going to show you how to prepare a simple tax return. The ADMIN Account username is ADMIN. Sign in to your TaxSlayer account to prepare and e-file your return. Please visit here to opt out. If you would like to upgrade to TaxSlayer Pro Premium and take advantage of the TaxesToGo Mobile App, online client status, text messaging, and PaperCut, contact TaxSlayer Pro Sales at 1.888.420.1040. This username cannot be changed. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. ... 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. You will be prompted to pull forward each customizable client letter from the prior year. In this issue you'll … As a result, you may have to provide us your personal information and/or email address. Kim Hensley tells you how to be a pro with TaxSlayer Pro software. If the date displayed is not correct, change the date by clicking the time display in the bottom right‐hand corner of your screen. Enter your username in the space provided and select Ok. 2018 TaxSlayer Pro Program Instructions - Configuration/Usernames and Passwords/Security Roles Step 1 Open the Program. Our web site offers publicly accessible blogs or community forums. We will automatically send your friend a one-time email inviting him or her to visit the site. To change the default security role: TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. 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