taxslayer pro 2018

Dic 26, 2020

Step 2 Network Setup… TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. If the date displayed is not correct, change the date by clicking the time display in the bottom right‐hand corner of your screen. Prepare 1040 federal, state, and local tax returns. 2018 Tax Reform and the Premium Tax Credit. 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. The ADMIN Account username is ADMIN. This information consists of: This information does not identify individual visitors and is used to enhance and improve your experience on our site. Technologies such as: cookies, beacons, tags, scripts or similar technologies are used by TaxSlayer and our partners affiliates, or analytics or service providers. If you are already approved with a bank, the bank should appear in the pick list. Upon request TaxSlayer Pro will provide you with information about whether we hold any of your personal information. We will not collect personal information about you just because you visit this site. Check out the latest issue of TaxSlayer Pro's Support Newsletter, the Pro Support Connection. You will need to enter this into your 2018 Software). 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. The program cannot be installed on a file server and distributed to each workstation. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. Your interactions with these Features are governed by the privacy policy of the company providing it. As a service to our customers, we have installed links to various tax agencies/services. Need an account? 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. (Secondary backup to a cloud location is not supported.) The ADMIN Account Role cannot be edited. You will be asked a series of questions pertaining to your network setup. This year the TaxSlayer Pro Annual Seminar will be virtual. If not, you can enter MACROs now or you can re‐enter the Configuration Menu and type in your MACROs later. Account Hub is the user portal for TaxSlayer Pro customers. Eliminate the need for them to wait in line at your office. We post customer testimonials on our web site, which may contain personal information such as the customer's name. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … TaxSlayer Pro Premium includes all the features of Classic and: "The very best software we have ever used. Hotjar collects information regarding pages visited, actions which are taken, country, device used, operating system, and browser used. Refer to the Network Setup section of this guide for network setup procedures. Enter a username that the preparer will use to log into the program. The program will prompt new preparers to enter and confirm their password. 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. Copy the code “7Q0xxxxxxxxx” from the example line below ensuring that you check the year that the code is for. Each loan is subject to underwriting and approval. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … An authorized IRS e-file provider, the company has been building tax software since 1989. An authorized IRS e-file provider, the company has been building tax software since 1989. You will be prompted to enter a Preparer Code. Default Custom Fees and Custom Discounts can also be created from the Fees menu. If you enter any of these characters by mistake, the program will prompt you to remove them before continuing. We will use your name and email address to send newsletters to you. The forms requesting this information are on a secure server. To enter a preparer, select New. Thanks for all you do!". The following banks are affiliated with TaxSlayer Pro: Refund Advantage, Refundo, Republic Bank, River City, Santa Barbara TPG and EPS. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. Fees entered in to the Fees Menu will be used to calculate the total tax return fee that will appear on the Client Invoice. 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. To request removal of your personal information from our blog or community forum, contact us at support@support.taxslayerpro.com. 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. We use cookies for our shopping cart, to remember users’ settings (e.g. Roles will be used to set permissions for each preparer. We may be required to provide information about you to third parties outside of the TaxSlayer corporate family without your consent as provided by law, such as, to respond to lawful requests by public authorities, including to meet national security or law enforcement requirements, a subpoena or court order, judicial process or bankruptcy proceedings, regulatory authorities, to protect against fraud. Earn continuing education credits and attend a live webinar that includes updates from an IRS professional and exciting product updates. We reserve the right to change this Privacy Policy, and any of the policies described above, at any time. 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 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. Log in. So for example, in 2020, you can file back taxes for years 2016, 2017, and 2018. We will automatically send your friend a one-time email inviting him or her to visit the site. Tip – When entering the name and address of your firm, do not enter characters such as apostrophes, commas, periods, etc. 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. We partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. 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 … Secondary Backup Path - A secondary backup can be specified here if desired. Some newer anti‐virus programs will block file sharing on networks. 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. | 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'). Access TaxSlayer Pro Web on any device with an internet connection so you can prepare returns from wherever your business takes you. 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. We have used it for over 15 years because of the excellence of the product and the excellent support. The 2018 TaxSlayer Pro program includes a set of predefined security roles. TaxSlayer Pro Support Connection - Volume 2, Issue 1 - August, 2018. Roles will be used to set permissions for each preparer. Sign in to your TaxSlayer account to prepare and e-file your return. 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. Less than 60 second in-season wait time. 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. Get helpful information about our products, tax prep tips, and more. Several other premium options can be configured from the Premium Configuration Menu. Enter your username in the space provided and select Ok. 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. Your friend may contact us at here to request that we remove this information from our database. Our mobile app allows you to receive tax information from your clients wherever you are. Yes. Create your account for free today! Examples include using Web analytical software, Web beacons, delivering downloadable products, offering online software applications, or sending e-mails on our behalf. TaxSlayer Pro includes: Free Unlimited 1040 Federal and State Efile Solutions (in addition to local taxes for New York City, Michigan, and Ohio). Click on the provided link to view step by step program setup instructions. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 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. 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. 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. If you have prior year TaxSlayer Pro installed, you can pull forward your MACROs. TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. You will be prompted to create a password for the default Admin Account. The security question will be used to recover your password in case it is forgotten. Prior Year - The prior year path will only need to be changed in an unusual situation, and the default path is generally correct. TaxSlayer Pro Classic includes everything you need to prepare, file, and transmit your clients' tax returns. Additionally, our systems are routinely subject to automated vulnerability testing purposely exceeding the requirements of PCI compliance. Setting up the TaxSlayer Pro network takes only a few minutes if your office network is already working properly. You will then be asked if this is the transmitting computer. TaxSlayer utilizes security guards, access controls, biometrics, man traps, and other security mechanisms to protect physical access to the datacenter. Read each section carefully. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. To change a fee or to enter a new fee, select the line for the form and enter the fee. Configuration. 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. When you re‐open the program, you will be prompted to enter your username and password. You can use the predefined security roles, create your own roles or … ", "I wouldn’t even try to do a tax season without the help of TaxSlayer. To return to the System/Network Configuration Menu after initial configuration, from the main menu of the program select 7. 2018 Volume 2, Issue 1. The preparer will create their own password when they log into the program for the first time. Even if you are no longer a TaxSlayer customer, our Privacy Policy will continue to apply to you. If you choose to purchase our products online, you will be asked for personal information as well as your credit card number. If you have questions or concerns regarding this policy, you should first contact customer support at support@support.taxslayerpro.com. The settings defined within the Path Menu tell the program where prior year data is located and the path to a secondary backup drive. As a result, you may have to provide us your personal information and/or email address. We will respond to your request to access within a reasonable timeframe. If you have multiple user accounts on your office network, every user must have an account on each computer in the office. TaxSlayer PRO August. The purpose of this site is to market and sell our software. We do not share or disseminate this information to other vendors or clients. For a description of other email options, visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options.”. 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 ADMIN Account username is ADMIN. TaxSlayer Pro Blog Team April 17, 2019. We encourage you to carefully read the privacy policy of any Web site you visit. Before exiting, check your system date. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis. Edit this item only if you know the prior year data is not stored in the directory path indicated, but with this important caveat: Prior year data must be installed on the same drive as the current year's installation. If you do not see your approved bank, please contact TaxSlayer Pro Sales. 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 … TaxSlayer Classic Edition, a top-rated online tax filing software, includes detailed tax preparation guides and major forms. PDFs of the return as well as supporting documents, such as driver's license images, aren't saved. 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. language preference), for authentication. You can manually enter the Validation Code or copy and paste it into the space provided in the Firm Information Menu. If you have any questions about the security of your personal information, you can contact us at support@support.taxslayerpro.com. Select. Your EFIN Validation code can be found by logging in to your TaxSlayer Pro Account Hub: (Payment - Order #1xxx EFIN validation code 7Q0xxxxxxxxx. The ADMIN Account Role cannot be edited. The default ADMIN Account Role will be used to manage permissions for preparers as well as manage preparer usernames and passwords. 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. TaxSlayer’s information systems maintain PCI compliance which must be renewed annually. You will need to contact your local network technician for assistance. If you no longer wish to receive these types of communications, you may turn them off at the device level. TaxSlayer Pro does not have an uninstall feature. Protecting your privacy is important to TaxSlayer. ADMIN Account – The 2018 TaxSlayer Pro program includes a set of predefined security roles. This backup is generally to a removable drive, such as a thumb drive or external hard drive. Only return data is backed up. 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. New preparers will also be prompted to select a security question and provide an answer. 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. We do not link the information we store within the analytics software to any personally identifiable information you submit within the mobile app. Passwords are required to expire periodically and must be reset every 180 days. User name, user ID, email address, operating system, connection, browser. Visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options” for detailed information on all the Premium features. TaxSlayer Pro comes with everything you need to prepare, e-file, and transmit your clients' tax returns. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 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. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. Save time and retain more clients with TaxesToGo®. Learn more about how TaxSlayer Pro can help your tax business go remote. 5. You can opt out at any time by visiting, ©2020 TaxSlayer Pro LLC. The links provided are maintained by these separate entities and are not the property of, or affiliated with, Taxslayer Pro. We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. No attempts are made to identify individual users unless illegal behavior is suspected. If you will be offering bank products, we encourage you to apply with a bank as soon as possible if you have not already done so. To activate Paper Cut, change “Use Paper Cut Paperless Office Option” to Yes. A Super User also has unlimited access to tax returns. System/Network Configuration Menu. TaxSlayer understands the importance of protecting customer information. In this issue you'll … You will continue to receive generic ads. To change the default security role, select Preparer Security > Role. Hotjar does not track your browsing habits across web sites which do not use Hotjar services. If you wish to update or delete your testimonial, you can contact us at support@support.taxslayerpro.com. This website uses Hotjar web analytics service. 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. 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. 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. If you would like to pull the preparers forward, select Yes. All steps are taken to safeguard your information. Internal audits are performed continuously throughout the year to ensure compliance with regulatory standards and TaxSlayer’s Information Security Policy Manual. TaxSlayer Pro Privacy 945 Broad St Augusta, GA 30901. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … Step 12 Exit Configuration – Once you have completed the initial configuration, TaxSlayer Pro will close to apply all the new settings to the program. Once the preparers have been pulled forward, you can edit or delete information pertaining to each preparer. The 2018 TaxSlayer Pro Program includes a set of Predefined Security Roles. If you are going to connect multiple computers to each other in one physical location, you will be using a “Network”. Our web site offers publicly accessible blogs or community forums. TaxSlayer Pro makes tax filing simpler and less stressful for millions of Americans with exceptional, easy-to-use technology. If you charge by the hour, check the box in the lower left‐hand corner of the screen. Credit card data is used to complete our transactions and none of this information is shared with anyone else. Please visit here to opt out. For purposes of tax preparation, MACROs reduce the number of keystrokes required to complete a return. When you provide us with personal information about your contacts we will only use this information for the specific reason for which it is provided. The security question will be used to verify the Admin Account if you forget your password. The Privacy Policy applies to products and services of TaxSlayer Pro, online. TaxesToGo® allows your clients to securely send you their tax info without having to step foot in an office. Continue with Step 3 below to complete program configuration. Stay up to date with TaxSlayer Pro. 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. If you made changes to any of the client letters and would like to pull the changes forward, select Yes. Next, enter the preparer’s SSN, PTIN, first name, middle initial, and last name. The examples contained within this Privacy Policy are illustrations; they are not intended to be exclusive. Double‐click the TaxSlayer Pro Icon. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. An authorized IRS e-file provider, the company has been building tax software since 1989. 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. 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. 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. Enter your email address. 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. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. With TaxSlayer Pro… The drive must be plugged into the computer when working on returns. 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. In this training video, we are going to show you how to prepare a simple tax return. 2 TaxSlayer Pro Displays an explanation of important configuration items for the 2018 program: Click Ok. If you submit personal information to any of those sites, your information is governed by their privacy policies. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … If TaxSlayer Pro 2018 is installed on your computer, you will be prompted with a question asking to Pull Preparers from Prior Year. 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. It also describes your choices regarding use, access and correction of your personal information. We want you to understand what information we may gather and how we may share it. This practice allows quicker identification and remediation of risks to the privacy of taxpayer data. We will share your personal information with third parties only in the ways that are described in this privacy policy. "Our company has used TaxSlayer from the time we first started our business in 1996. 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. This Privacy Policy explains TaxSlayer’s collection, use, retention and security of information about you. Select Yes. With TaxSlayer Pro… Usernames – Each preparer using the software must log into the program using a unique username and password. TaxSlayer adheres to regulatory, security, and privacy standards applicable to the tax preparation industry. 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. This information is kept in strictest, secure, confidence. Learn about filing the 1099-A and 1099-C Acquisition or Abandonment of Secure Property. Simply log into your account or create a new account to begin. 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. 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. Select the Exit button when you have finished configuring your fees. If you intend to run TaxSlayer on a Network, select Yes. These settings can be modified from the Preparer Setup Menu. During initial configuration of the program, you will be asked if this computer is the File Server.

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