Taxpayer Profiles

Purpose:  Make Taxpayer Profile options more visible when creating a new return.

The Available and Assigned Taxpayer Profiles will be displayed to the preparer prior to entering the SSN.  We have also made it more clear when a profile has been selected.


Available Taxpayer Profile= Profiles created at the site level

Basic (No Profile) = A taxpayer profile will not be used during return creation

Assigned Taxpayer Profiles = Profiles that are assigned to the site from either TaxSlayer or a Multi-Site Administrator


After selecting a profile, the preparer will select Enter Social Security Number and continue creating a new return as normal.


Print Article