The following instructions describe how to create and assign Question Templates:

(1) Login with your Group Login

(2) Click Select on Group Configuration

(3) Select Question Templates

(4) Click on either Create Question Template or Default Question Template

(5) Click Add to create the question and answer bank to assign.  Note:  You cannot re-assign any question templates assigned to your group.

(6) Add Question and Answer Bank

(7) After saving your question(s), click the Back Button to return to the Questions Main Page

(8) Select the site(s) to assign the question(s) to and click Continue

You have received your login credentials for your Relational Admin group account.  This also requires the use of a Relational EFIN and the appropriate 7216 Consents.  We will be assigning the appropriate Reporting Consent that will be required to be completed for the purpose of electronic filing.

You will have access to Group Menu

Client Search = Allows you to search for a taxpayer from any of the sites under your group

Group Configuration = Allows you create configurable/setup items and assign to any of the sites under your group

Group Reports = Allows you to run reports for any of the sites under your group

Transmissions = Allows you to transmit returns for any of the sites under your group

Office Access = Allows you to access any office under your group with your group login credentials.  At this point you can assist the site in quality reviewing returns if the site utilizes the built-in review process to mark returns ready for review, create preparers/users, and much more

You have received your login credentials for your Multi-Site Admin group account.  This allows you to create configurable items and assign them to the sites that are listed under your MSA group.

You will have access to Group Configuration when you login.

Click Select to access the Configuration Menu.  The items located on the Configuration Menu allows you to create items and assign it to other sites under your MSA umbrella.

Click here to review the 1040X Training video and download the corresponding mini guide

Purpose:  The Office Identifier is a number generated by TaxSlayer.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor.

Question:  Where is this located?

Answer:  The field will be displayed on your Office/Firm Setup screen where you enter your Firm Information.

Question:  How do I find the office identifier

Answer:  Login to My Account from the VITA/TCE Springboard with the username and password you established via the User Information email link.  (Links will be sent by COB 12/02/2016) Once you are logged in, select Account History on the left navigation bar.

Question:  Is this  number unique to my site?

Answer:  Yes, it is unique to the EFIN.

Question:  Will this number ever change?

Answer: The number will change if the EFIN associated with your site changes

Purpose:  The Office Identifier is a number generated by TaxSlayer and imported into a field in ERO Setup.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor.

Question:  Where is this located?

Answer:  On the ERO screen in Configuration

Question:  I deleted it or it was not present when I edited ERO Setup.  How do I find out what the control number is?

Answer:  Login to My Account from the VITA/TCE Springboard with the username and password you established via the User Information email link.  Once you are logged in, select Account History on the left navigation bar.

Question:  Is this  number unique to my site?

Answer:  Yes, it is unique to the EFIN.

Question:  Will this number ever change?

Answer: The number will change if the EFIN associated with your site changes

Question:  Do I need to add an additional ERO to my site?

Answer:  No, you can modify the information imported if you need to change the site name and/or address associated with the imported ERO setup.

The email with the web link is to activate your site.  It IS NOT the username that  you will use to create configurable items to assign to the other sites  you are responsible for setting up or run group reports.

You will be getting an email from the regular VITA support email address with your group login and default password information.   You will receive a groupadmin login and an (1) alternate groupadmin login

These may come a few days after you receive your site activation email (Remember:  Patience is a virtue)

Note:  Those that have a relational EFIN are required to use the Reporting Consent.  TaxSlayer will be assigning this consent to all of your sites as a required Consent.

The email with the web link is to activate your site.  It IS NOT the username that  you will use to create configurable items to assign to the other sites  you are responsible for setting up.

You will be getting an email from the regular VITA support email address with your group login and default password information.   You will receive a groupadmin login and an (1) alternate groupadmin login

These may come a few days after you receive your site activation email (Remember:  Patience is a virtue)