Support Tips


How to Renew Your PTIN

Now is the optimal time to renew or obtain your PTIN for the year. “We ask that you renew your PTIN as soon as possible to avoid a last-minute rush,” says Carol A. Campbell, director of the IRS Return Preparer Office. “It’s easy to let this slip as the holiday season approaches.” Here is a quick guide to renewing your PTIN or obtaining it for the first time. Who needs…
Support Tips

Safeguard office, personal information for post-tax season

Don’t be too quick to pack your beach bag as tax season comes to an end. Before closing up your tax practice for the off season, consider taking some time to protect your office and clients’ sensitive personal information while you are away. It’s a good security protocol and just plain good business. Your office files contain information such as names, Social…
Support Tips, Tax Season Ready

Preparers must know laws, regulations for safeguarding taxpayer data

TaxSlayer Pro tax preparers must be aware of laws and regulations to protect taxpayer data from identity theft. The federal, state, city and local mandates are just as important to know as are the practical steps for safeguarding personally identifiable information and reporting security breaches. A brief overview of the federal laws can be found below.…
Support Tips, Tax Season Ready, Tax Tips

Know when and how to report taxpayer information security breaches

  For TaxSlayer Pro tax preparers, access to taxpayers’ personal information such as Social Security numbers and income statements makes it crucial to know the appropriate methods for reporting security breaches. Every step should be taken to safeguard information and protect customers from identity theft. In the unfortunate event that personal…