Getting your office set up and ready for tax season each year may seem like a daunting task, but if you start early and follow our weekly office setup checklist series, you’ll be sure to have everything crossed off your list well before the beginning of e-File. The full Pre-Tax Season Checklist is available on the TaxSlayer Pro Support Website, but for the checklist series, we have broken it down into manageable sections making it easier for you to organize and prepare.
This week, focus is on getting your Computer and TaxSlayer Pro Programs set up, including downloading and installing the 2018 Program, making sure prior year programs are updated and all devices you use with TaxSlayer work within the programs. It is important to get these things done well before the start of tax season so you can hit the ground running.
[ ] Upgrade/Replace Hardware
[ ] Update Adobe Acrobat Reader
[ ] Test any scanner for use with TaxSlayer Pro
[ ] Test any printer for use with TaxSlayer Pro
[ ] Test internet connections on every computer
[ ] Renew Firewall Subscriptions and set Exclusions for TaxSlayer Pro
[ ] Contact TaxSlayer for help updating/installing prior years
[ ] Install the 2018 Desktop Program
Upgrade/Replace Hardware – Before tax season begins we highly recommend upgrading or replacing any out of date hardware. If your computer is not running as proficiently as it should, it may be time to upgrade. If you are uncertain, please give our Technical Support team a call at 706-868-0985.
Update Adobe Acrobat Reader – If you use Adobe to view PDFs in your tax program, it is important to ensure this service is up-to-date before tax season begins. If your updates are not automatic, you can get updates from within Adobe Reader under the Help tab.
Test any scanner for use with TaxSlayer Pro – For Premium customers, if you use a scanner in the TaxSlayer Pro Desktop program you will need to set this up in the Configuration menu. Once the configuration has been setup you will want to verify the scanners are working within the program.
Test any printer for use with TaxSlayer Pro – To setup a printer with TaxSlayer Pro Desktop program you will need to go into your Configuration menu and choose the correct printer. TaxSlayer ProWeb does not require you to select your printer, it will print to your default printer. Once you have configured your printer with the program you will want to test the connection. We recommend printing off a few test returns to ensure the printer is working correctly with TaxSlayer Pro. When testing your printers in TaxSlayer Pro if you have any complications please call Technical Support.
Test internet connections on every computer – All TaxSlayer Pro programs require a strong internet connection. Before starting the tax season, it is important to make sure the internet connection on each computer in your office is running efficiently.
Renew Firewall Subscriptions and set Exclusions for TaxSlayer Pro – Renewing your firewall subscription is one of the most important things you can do to protect yourself and your client’s data. Before tax season, make sure your firewall is up to date and subscriptions are renewed for each computer that will be running the TaxSlayer Pro software. After the subscriptions have been renewed, you will need to set exclusions for TaxSlayer Pro. If you need assistance with this, our Technical Support team can help.
Contact TaxSlayer for help updating/installing prior years – If you need assistance downloading the prior years of TaxSlayer Pro from your Account Hub, please contact TaxSlayer Pro Technical Support.
Install the 2018 Desktop Program – The 2018 Desktop program can be accessed in your TaxSlayer Pro Account Hub under Software Options. If you have difficulties with the installation process, please contact TaxSlayer Pro Technical Support for assistance.