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, we will continue with Computer Maintenance, focusing on your office network. After you purchase a new computer (or update your existing computers) make sure to check your network to ensure everything is working as it should. The TaxSlayer Pro Technical Support team is here to assist in the network setup for your tax programs. We also be encourage you to familiarize yourself with the different resources you have as the tax preparer with TaxSlayer Pro. Knowing what these resources are and where to find them can save you valuable time during tax season.
[ ] Set up your office network prior to downloading the TaxSlayer Pro programs (this will need to be done by an IT professional and cannot be done by TaxSlayer Pro Technical Support)
[ ] Contact TaxSlayer Pro Technical Support for data conversion (new customers only)
[ ] Download and install prior year TaxSlayer Pro programs
[ ] Explore TaxSlayer Pro Preparer Resources
[ ] The Tax Book Web Library
[ ] TaxSlayer Pro Support Videos
[ ] TaxSlayer Pro Knowledgebase
[ ] TaxSlayer Pro Professional Support Blog
Setup your Network prior to downloading TaxSlayer Pro – If you use more than one computer in your office to run the TaxSlayer Pro desktop program, a local IT professional can assist you with setting up your office network. We highly recommend using a hard wired connection rather than a Wi-Fi internet connection. For more information about a hard wired connection versus a Wi-Fi connection, please read our previous post, An Argument Against Wi-Fi. Internet access is required for each computer that will be running the TaxSlayer Pro Program.
After your initial network is set up, our Technical Support team can work with you to network TaxSlayer Pro. You will need to determine which computer will be designated as the file server and transmitting computer and which computers will be workstation computers.
Contact TaxSlayer Pro Technical Support to convert prior year data – If you are a new TaxSlayer Pro customer and have data from last year you would like to convert for use with TaxSlayer Pro, our Technical Support team will retrieve the needed files from your prior year program. The data conversion will allow you to pull 2017 return data when you create the 2018 return. Review and sign the data conversion in Account Hub prior to contacting Technical Support.
Download and install prior year TaxSlayer Pro programs – Prior year programs can be accessed in Account Hub. Currently, TaxSlayer Pro supports the current year and 3 prior year programs. We recommend starting with the earliest program so that as you configure each subsequent year, settings pull forward.
Explore TaxSlayer Pro Preparer Resources – We have a variety of Tax Preparer resources to help you during tax season in addition to our Customer and Technical Support.
- The Tax Book Web Library is integrated into the desktop program and is an invaluable online searchable library filled with the most up-to-date tax information including all states. For more information on how to get the Tax Book, please call your sales representative at 888.420.1040 today.
- TaxSlayer Pro Support Videos are educational videos we’ve created to assist you in learning the most common tasks performed in the programs. The videos cover Desktop, ProWeb, the Taxes to Go Mobile App, Tax Preparation and Tax Law Changes. The videos can be found on TaxSlayerPro.com under the Resources and Education tab.
- The TaxSlayer Pro Knowledgebase is full of program related articles to assist you with tax questions, program navigation and configuration setup. The articles cover most any question you’ll have about the program, including “Where do I enter this” questions. Our Knowledgebase is updated regularly and can be accessed at TaxSlayerPro.com/KB, or by clicking the Help Icon at the top of the desktop program.
- TaxSlayer Pro’s Professional Support Blog – Signing up for our Professional Support Blog is the easiest way to stay informed about current topics that may impact you as a tax preparer. Our team works hard to make sure we update the blog with important IRS bulletins, Pro Support messages and tax updates. If you haven’t already, make sure to subscribe to the blog to get information directly in your email inbox.