We have removed the Security Answer and Security Question from Preparer Setup.
These are no longer required with the implementation of Multi-Factor Authentication. The user is now required to receive an authentication code when they select Forgot Password that will be sent to the either the email or cell phone number that is listed in their user account.
Blog Posted 10/19/2017
We have added a Last Checkpoint button on the Summary/Print page.
This feature will take the user back to the last form that was accessed before coming to the Summary/Print page.
Blog posted 10/05/2017
The following two items will no longer be applicable and will be removed from the application prior to the roll out of TaxSlayer Pro Online 2017:
Blog Posted 09/12/2017
This fresh new looks allows you to access more information without having to scroll.
The new field (outlined below) is not applicable to VITA/TCE sites. It is NOT a number you need to obtain from anywhere and enter. This is a number assigned to Paid Preparers when they are designated as the Power of Attorney or Third Party Designee
Within “Management Reports”, the “Site Production State Summary Report” now has a column specific to the Preparer Name shown below. This allows sites to filter state returns prepared by volunteer. This was a request received as some sites are required to produce this information for further funding.
We will be changing the look of the Login page, as well as some wording prior to the tax season. We will be using the verbiage “Access Code” instead of “Security Code”
Three (3) unsuccessful login attempts will trigger the Multi-Factor Authentication process. Please refer to Question 2 from the blog post titled MFA: Timing Questions (Series 1, Part 3) posted on Monday, August 21st.
Blog Posted 08/23/2017
The following views will be delivered prior to tax season. The expanded links take you directly to the section for easier navigation within the return.
blog posted 08/19/2017