Audit Maintenance Pro (AMP) is a low-cost audit protection solution integrated in your TaxSlayer Pro software that will protect your clients in the event of an IRS audit. For detailed information on AMP, click here.
Enrolling in Audit Maintenance Pro is done in the course of the bank application process in your Account Hub.
Configuring Audit Maintenance Pro in TaxSlayer Pro
To activate/deactivate AMP in TaxSlayer Pro, from the Quick Menu select:
- Configuration
- Fees / Billing Setup
- Advanced Fee Setup
- Additional Fees
- Change Offer Audit Maintenance Pro to Yes or No. If you are offering AMP, you will be prompted to select an amount you can add on to returns, if desired.
Audit Maintenance Pro Default Selection
If you are enrolled in AMP, you can configure if and how AMP is included in an individual tax return.
To change the default selection in a return, from the Quick Menu of TaxSlayer Pro select:
- Configuration
- Fees / Billing Setup
- Advanced Fee Setup
- Additional Fees
- Audit Maintenance Pro Default Selection.
- Select from the three choices:
- Default to Yes - AMP will automatically be added to a return, so it's up to you to remove it if the taxpayer declines.
- Default to No - AMP won't be automatically added to a return, so it's up to you to add it if the taxpayer wants it.
- Always Prompt - You will be asked if the client would like to enroll in AMP when you exit the tax return.
Adding Audit Maintenance Pro to a Tax Return
If you have configured TaxSlayer Pro to offer AMP, it will have its own menu item on the left side menu while working in the 1040. Select it and you will be queried if the taxpayer would like to enroll. Select Yes or No.
TaxSlayer Pro Support can assist only with configuration of AMP within the TaxSlayer Pro program, not with audit inquiries. If the IRS corresponds with the taxpayer, they should contact AMP directly at 706.364.1267 or by email at info@auditmp.com.