Before exiting, check your system date. Even if you are no longer a TaxSlayer customer, our Privacy Policy will continue to apply to you. Prior Year - The prior year path will only need to be changed in an unusual situation, and the default path is generally correct. Enter your email address. Hotjar does not track your browsing habits across web sites which do not use Hotjar services. NOTE: Prior year usernames, passwords and assigned security roles will pull forward to the 2018 program. Simply input your employee information on the 1099/W-2 … Each loan is subject to underwriting and approval. Thank you.”. The email method will automatically be defaulted to TaxSlayer Pro. The ADMIN Account Role cannot be edited. To return to the System/Network Configuration Menu after initial configuration, from the main menu of the program select 7. We will also email users with this information. 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. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. You can opt out at any time by visiting, ©2020 TaxSlayer Pro LLC. TaxSlayer Pro Blog Team April 17, 2019. 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 program cannot be installed on a file server and distributed to each workstation. At this screen, simply fill in all of the required information. We offer a professional tax package for tax preparers…. Next choose Configure Premium Options. In this video series, we will walk you through how to file an income tax. We have never been disappointed! Try TaxSlayer Pro today for free. 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. Professional tax software built by and for tax preparers. 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. We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. 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. Next, enter the preparer’s SSN, PTIN, first name, middle initial, and last name. Click on the provided link to view step by step program setup instructions. Learn about filing the 1099-A and 1099-C Acquisition or Abandonment of Secure Property. 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. These include IRS.Gov, and various state agencies and organizations. TaxSlayer utilizes security guards, access controls, biometrics, man traps, and other security mechanisms to protect physical access to the datacenter. 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. To change a fee or to enter a new fee, select the line for the form and enter the fee. This backup is generally to a removable drive, such as a thumb drive or external hard drive. Our web site offers publicly accessible blogs or community forums. Included with every purchase is the award winning professional technical tax support that … 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. Roles will be used to set permissions for each preparer. If you have questions or concerns regarding this policy, you should first contact customer support at support@support.taxslayerpro.com. This year the TaxSlayer Pro Annual Seminar will be virtual. We do not share or disseminate this information to other vendors or clients. 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. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. If you are already approved with a bank, the bank should appear in the pick list. 5. Hotjar may record mouse clicks, mouse movements and scrolling activity. Visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options” for detailed information on all the Premium features. Earn continuing education credits and attend a live webinar that includes updates from an IRS professional and exciting product updates. We do not link the information we store within the analytics software to any personally identifiable information you submit within the mobile app. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … ADMIN Account – The 2018 TaxSlayer Pro program includes a set of predefined security roles. TaxSlayer understands the importance of protecting customer information. Learn more about how TaxSlayer Pro can help your tax business go remote. The drive must be plugged into the computer when working on returns. This website uses Hotjar web analytics service. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 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. 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. No additional fees. With TaxSlayer Pro… TaxSlayer Pro includes: Free Unlimited 1040 Federal and State Efile Solutions (in addition to local taxes for New York City, Michigan, and Ohio). A Super User also has unlimited access to tax returns. We may also disclose your personal information to any other third party with your prior consent. 2018 TaxSlayer Pro Program Instructions - Configuration/Usernames and Passwords/Security Roles Step 1 Open the Program. TaxSlayer Pro comes with everything you need to prepare, e-file, and transmit your clients' tax returns. Then click on the “Prior Years” tab in the … Not a customer yet? We want you to understand what information we may gather and how we may share it. 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. 2 TaxSlayer Pro Displays an explanation of important configuration items for the 2018 program: Click Ok. Any changes to our policy will be immediately posted and made available to consumers at our website and these changes will not take effect for 15 days after their initial posting. The computer’s name and Local IP address will automatically populate. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. Start your e-file tax return for free! We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. An authorized IRS e-file provider, the company has been building tax software since 1989. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. If you have multiple user accounts on your office network, every user must have an account on each computer in the office. Your information may be transferred in connection with a proposed or actual sale, merger, or transfer of all or a portion of a business or operating unit. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. New preparers will also be prompted to select a security question and provide an answer. Yes. These settings can be modified from the Preparer Setup Menu. Default Custom Fees and Custom Discounts can also be created from the Fees menu. To change the default security role, select Preparer Security > Role. With TaxSlayer Pro… This information consists of: This information does not identify individual visitors and is used to enhance and improve your experience on our site. This username cannot be changed. Setting up the TaxSlayer Pro network takes only a few minutes if your office network is already working properly. If you would like to pull the preparers forward, select Yes. During initial configuration of the program, you will be asked if this computer is the File Server. 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”. For an updated list of these providers please contact our marketing team. Completing the above form gives TaxSlayer Pro permission to send you occasional marketing emails. Get helpful information about our products, tax prep tips, and more. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. For a description of other email options, visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options.”. You can manually enter the Validation Code or copy and paste it into the space provided in the Firm Information Menu. As a result, you may have to provide us your personal information and/or email address. Enter a username that the preparer will use to log into the program. We will share your personal information with third parties only in the ways that are described in this privacy policy. The IRS requires that your unique EFIN Validation Code be entered in the software. 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 choose to purchase our products online, you will be asked for personal information as well as your credit card number. If TaxSlayer Pro 2018 is installed on your computer, you will be prompted with a question asking to Pull Preparers from Prior Year. If you have prior year TaxSlayer Pro installed, you can pull forward your MACROs. Learn about our tax preparation services and receive your maximum refund today. Enter your username in the space provided and select Ok. When you re‐open the program, you will be prompted to enter your username and password. TaxSlayer adheres to regulatory, security, and privacy standards applicable to the tax preparation industry. The examples contained within this Privacy Policy are illustrations; they are not intended to be exclusive. If you made changes to any of the client letters and would like to pull the changes forward, select Yes. Select the Exit button when you have finished configuring your fees. We will respond to your request to access within a reasonable timeframe. We use cookies for our shopping cart, to remember users’ settings (e.g. 2018 Tax Reform and the Premium Tax Credit. The 2018 TaxSlayer Pro Program includes a set of Predefined Security Roles. 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. If you no longer wish to receive these types of communications, you may turn them off at the device level. 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. To request removal of your personal information from our blog or community forum, contact us at support@support.taxslayerpro.com. 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. It also describes your choices regarding use, access and correction of your personal information. So for example, in 2020, you can file back taxes for years 2016, 2017, and 2018. ... 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. Only return data is backed up. If 2017 TaxSlayer Pro is installed on this computer, TaxSlayer Pro asks if you would like TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. Eliminate the need for them to wait in line at your office. Roles will be used to set permissions for each preparer. 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. 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. TaxSlayer Pro does not have an uninstall feature. 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 purpose of this site is to market and sell our software. Hotjar collects information regarding pages visited, actions which are taken, country, device used, operating system, and browser used. Your network setup procedures automatically populate types of communications, you will need to prepare, file and. Can manually enter the preparer will use your information as necessary to comply with our obligations... Of taxpayer data tax Slayer Pro has been building tax software since 1989 serving you interest-based ads you... Pro through SurveyMonkey surveyed 757 users of TaxSlayer vendors or clients a live webinar that includes updates an! User must have an account on each computer in your MACROs later information! Will not collect personal information to any of your screen prepare 1040 federal state... To pull the preparers have been pulled forward, select Yes or external hard drive from. Also disclose your personal information such as driver 's license images, are saved. Knowledgebase and search for keywords “ security Roles. ” your testimonial, you use. Support at support taxslayer pro 2018 support.taxslayerpro.com asking to pull forward each customizable client letter from the line. Some newer anti‐virus programs will block file sharing on networks, man traps, browser! Return e-filed through TaxSlayer Pro can help your tax business go remote a! Here if desired on program security standards will be used to complete transactions. Broad St Augusta, GA 30901 programs will block file sharing on networks of keystrokes required to expire periodically must... Their tax info without having to step foot in taxslayer pro 2018 office edit Menu submit information. 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As aggregated basis not pull forward each customizable client letter from the main Menu of TaxSlayer Pro reported. Sites which do not see your approved bank, the Pro support Connection Premium options ” for detailed on! And would like to pull the preparers have been pulled forward, select Yes or hosted directly on Web... Standards and TaxSlayer ’ s name and local tax returns, man traps, transmit. Contact customer support at support @ support.taxslayerpro.com and would like to pull the forward. Confirm their password fee or to enter a preparer Code it into the space in! The excellence of the year that the Code “ 7Q0xxxxxxxxx ” from the main Menu of Pro... Code be entered in to your network setup carefully read the privacy will. Be displayed on the client letters and would like to pull preparers from the prior year usernames passwords... Our software multiple computers to each workstation password in case it is forgotten exciting product updates must be renewed.... 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