Help Categories

Update Manager - Configuring State Updates

prior to updating workstation computers. The Update Manager is a module within the TaxSlayer Pro program which allows you to specify which state updates are downloaded automatically. To turn the Update Manager on or off, from the Main Menu

IRS Quick Alert Important Update for e-Services Users

, TIN Matching will use a more streamlined process. For details, please see: Important Update for Your e-services Account. Secure Access is a two-factor authentication process that meets government standards and adds greater protections against

Updates Main Menu

to three states that will automatically update. When 'Use Update Manager' is set to 'YES' , this screen will appear allowing you to change which updates automatically install when you open the program. The Update Manager allows you to select

State Programs and Business Package Release

. Select the Business Tab to download and install the Federal Business Installation and any business states that have been released. New business updates will also appear in RED with an asterisk (*). Additional Information Update Manager

Updates - FAQ

to be automatically downloaded and installed. To turn the Update Manager on or off, from the Main Menu of TaxSlayer Pro select: Updates Use Update Manager ( If you answered YES , continue to the next step ) Configure Updates Select the updates

Entering / Editing Company Information

within your office. With this option set to 'NO' , only the office manager or ERO can change prepare security settings. Program Password The program can be password protected to prevent unauthorized access by unauthorized individuals

Tax Program Service Has Stopped

Manager to open the window. Right-click on the taskbar on your screen and select Task Manager. Use your computers search tool and type Task Manager in the search box. Select Task Manager. If the task manager opens a small window with a list

Form 1065 - Designation of Tax Matters Partner

. The designated TMP must be a general partner, and in most cases, also must be a U.S. citizen. For a limited liability company (LLC), only a member manager of the LLC is treated as a general partner. A member manager is any owner of an interest

Return Review Workflow

Return Review Workflow allows the ERO or the manager of the tax office to manage and review tax returns before they are electronically filed. This feature allows the ERO (or any preparer who has been given access) to review tax returns

Forms - Waiting On Final Approval

, indicates that we are waiting on an update and/or final form approval from the state to release the final form. Tax returns containing a form with this watermark cannot be mailed until a TaxSlayer Pro state update has been put out