If you have enrolled with Protection Plus through your TaxSlayer Pro Account Hub, you can configure certain settings from within the Office Setup Menu.
From the Welcome Page of your ProWeb office select:
- Configuration
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Office Setup - Scroll down to the Partner Product Configuration section. Select Protection Plus from the Audit Protection product list:
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Add On Fee - The base price to enroll a taxpayer in Protection Plus is $59.95. This fee is automatically deducted from the taxpayer's refund if they select a bank product for their refund disbursement. You must collect this fee up front if the taxpayer does not apply for a bank product.
You can add on an additional fee if desired by selecting the amount from the Add On Fee drop down menu. The additional fee is paid directly to you and is automatically deducted from the taxpayer's refund if they select a bank product for their refund disbursement. You must collect this fee up front if the taxpayer does not apply for a bank product. - Charge By Default - To add Protection Plus to every return that you prepare, click the Charge By Default check box. If you do not want Protection Plus added to every return, leave the box blank. Of course, whether it's charged by default or not, you can add or remove it within the return as the taxpayer desires.
Additional Information: