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. TaxSlayer Pro Privacy 945 Broad St Augusta, GA 30901. You will continue to receive generic ads. To return to the System/Network Configuration Menu after initial configuration, from the main menu of the program select 7. 2018 Tax Reform and the Premium Tax Credit. 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 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. The 2018 TaxSlayer Pro program includes a set of predefined security roles. Select Secondary Backup Path, and select the drive letter for the drive. TaxSlayer PRO August. We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. 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. If not, you can enter MACROs now or you can re‐enter the Configuration Menu and type in your MACROs later. TaxSlayer Pro does not have an uninstall feature. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. Protecting your privacy is important to TaxSlayer. Account Hub is the user portal for TaxSlayer Pro customers. 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. Please note this does not opt you out of being served ads. Select the year you wish to create and click 'Start a New Tax Return'. You can use the predefined security roles, create your own roles or … If you submit personal information to any of those sites, your information is governed by their privacy policies. If 2017 TaxSlayer Pro is installed on this computer, TaxSlayer Pro asks if you would like Only return data is backed up. During initial configuration of the program, you will be asked if this computer is the File Server. You will be prompted to enter a Preparer Code. Hotjar does not track your browsing habits across web sites which do not use Hotjar services. Kim Hensley tells you how to be a pro with TaxSlayer Pro software. Enter your email address. 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. You can also unsubscribe by clicking the unsubscribe button at the bottom of every marketing email you receive. We do not sell your personal information to third parties. Try TaxSlayer Pro today for free. 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. The preparer will create their own password when they log into the program for the first time. This information is kept in strictest, secure, confidence. The ADMIN Account Role cannot be edited. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole. If you have multiple user accounts on your office network, every user must have an account on each computer in the office. So for example, in 2020, you can file back taxes for years 2016, 2017, and 2018. TaxSlayer understands the importance of protecting customer information. For purposes of tax preparation, MACROs reduce the number of keystrokes required to complete a return. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. 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. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Other Taxes (2018 and prior) Form 1040 Schedule 5: Other Payments and Refundable Credits (2018 and prior) Form 1040 Schedule 6: ... TaxSlayer Pro makes tax filing simpler and less stressful for millions … With TaxSlayer Pro… The password must contain between 8 and 30 characters and use both uppercase and lowercase letters, use a number and use a special character. To activate the Text Messaging feature, change “Send Text Message to Clients” to Yes. Professional tax software built by and for tax preparers. Click on the provided link to view step by step program setup instructions. Select the Exit button when you have finished configuring your fees. 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. You will need to enter this into your 2018 Software). ADMIN Account – The 2018 TaxSlayer Pro program includes a set of predefined security roles. We do not link the information we store within the analytics software to any personally identifiable information you submit within the mobile app. New preparers will also be prompted to select a security question and provide an answer. 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. Secondary Backup Path - A secondary backup can be specified here if desired. Personal Information is accessible online through October 20 of the year in which the return is filed. To activate Paper Cut, change “Use Paper Cut Paperless Office Option” to Yes. "Our company has used TaxSlayer from the time we first started our business in 1996. Start your e-file tax return for free! From the 2018 reviews of professional tax preparation systems. 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. NOTE: Prior year usernames, passwords and assigned security roles will pull forward to the 2018 program. If you are already approved with a bank, the bank should appear in the pick list. | 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'). 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. device you use and operating system version. The computer’s name and Local IP address will automatically populate. The purpose of this site is to market and sell our software. The email method will automatically be defaulted to TaxSlayer Pro. You can manually enter the Validation Code or copy and paste it into the space provided in the Firm Information Menu. 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. Double‐click the TaxSlayer Pro Icon. TaxSlayer Pro Premium includes all the features of Classic and: "The very best software we have ever used. 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. We post customer testimonials on our web site, which may contain personal information such as the customer's name. TaxSlayer Pro stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. 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. If it is unplugged, you will receive an error message when exiting a return that the return could not be saved to it. 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. 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 want you to understand what information we may gather and how we may share it. 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 … 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. The following banks are affiliated with TaxSlayer Pro: Refund Advantage, Refundo, Republic Bank, River City, Santa Barbara TPG and EPS. Yes. Technologies such as: cookies, beacons, tags, scripts or similar technologies are used by TaxSlayer and our partners affiliates, or analytics or service providers. You will need to contact your local network technician for assistance. For detailed information on Program Security, visit the TaxSlayer Pro Knowledgebase and search for keywords “Security Roles.”. A unique preparer code must be assigned to each preparer entered. An authorized IRS e-file provider, the company has been building tax software since 1989. These include IRS.Gov, and various state agencies and organizations. TaxesToGo® allows your clients to securely send you their tax info without having to step foot in an office. Create your account for free today! To enter a preparer, select New. The security question will be used to verify the Admin Account if you forget your password. At TaxSlayer Pro (collectively "We", "Us", "Our" Or "TaxSlayer"), we are committed to safeguarding customer information On https://www.taxslayerpro.com. For a description of other email options, visit the TaxSlayer Pro Knowledgebase and search for keywords “Premium Options.”. Included with every purchase is the award winning professional technical tax support that … This website uses Hotjar web analytics service. TaxSlayer Pro comes with everything you need to prepare, e-file, and transmit your clients' tax returns. 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. Roles will be used to set permissions for each preparer. Our mobile app allows you to receive tax information from your clients wherever you are. If you intend to run TaxSlayer on a Network, select Yes. 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. Some newer anti‐virus programs will block file sharing on networks. 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. Then click on the “Prior Years” tab in the … Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. You will be prompted to create a password for the default Admin Account. Hotjar does not collect personally identifiable information (PII) that you do not voluntarily enter in this website. These settings can be modified from the Preparer Setup Menu. The TaxSlayer Pro Network operates in a peer‐to‐peer environment. 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. 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. 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. Please visit here to opt out. 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 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. 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 drive must be plugged into the computer when working on returns. We use mobile analytics software to allow us to better understand the functionality of our Mobile Software on your phone. The security question will be used to recover your password in case it is forgotten. If you do not see your approved bank, please contact TaxSlayer Pro Sales. With TaxSlayer Pro… If you no longer wish to receive these types of communications, you may turn them off at the device level. 2018 TaxSlayer Pro Program Instructions - Configuration/Usernames and Passwords/Security Roles Step 1 Open the Program. Enter a username that the preparer will use to log into the program. In this training video, we are going to show you how to prepare a simple tax return. 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. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro … This practice allows quicker identification and remediation of risks to the privacy of taxpayer data. We offer a professional tax package for tax preparers…. An authorized IRS e-file provider, the company has been building tax software since 1989. Learn more about how TaxSlayer Pro can help your tax business go remote. If you are going to connect multiple computers to each other in one physical location, you will be using a “Network”. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Roles will be used to set permissions for each preparer. You will be asked a series of questions pertaining to your network setup. To request removal of your personal information from our blog or community forum, contact us at support@support.taxslayerpro.com. Completing the above form gives TaxSlayer Pro permission to send you occasional marketing emails. We reserve the right to change this Privacy Policy, and any of the policies described above, at any time. Not a customer yet? Credit card data is used to complete our transactions and none of this information is shared with anyone else. The forms requesting this information are on a secure server. Get helpful information about our products, tax prep tips, and more. If you wish to update or delete your testimonial, you can contact us at support@support.taxslayerpro.com. TaxSlayer utilizes security guards, access controls, biometrics, man traps, and other security mechanisms to protect physical access to the datacenter. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching. Select OK. A summary of program security standards will be displayed on the screen. TaxSlayer adheres to regulatory, security, and privacy standards applicable to the tax preparation industry. 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. Roles will be used to set permissions for each preparer. 1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. The default ADMIN Account Role will be used to manage permissions for preparers as well as manage preparer usernames and passwords. TaxSlayer Pro Blog Team April 17, 2019. 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. For an updated list of these providers please contact our marketing team. We will not collect personal information about you just because you visit this site. The program cannot be installed on a file server and distributed to each workstation. If you made changes to any of the client letters and would like to pull the changes forward, select Yes. If you are not using a network, select No. The ADMIN Account username is ADMIN. 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 program will prompt new preparers to enter and confirm their password. Sign in to your TaxSlayer account to prepare and e-file your return. If you have any questions about the security of your personal information, you can contact us at support@support.taxslayerpro.com. If you have prior year TaxSlayer Pro installed, you can pull forward your MACROs. The settings defined within the Path Menu tell the program where prior year data is located and the path to a secondary backup drive. A Super User also has unlimited access to tax returns. We will automatically send your friend a one-time email inviting him or her to visit the site. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. And none of this information used for the sole purpose of this information are on a server. At any time secure, confidence hour, check the box in the industry to make it easy to up... 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