SecurelyID is a full-service identity protection and restoration solution that you can offer to your clients and is integrated within your TaxSlayer Pro software. For more information about the services SecurelyID provides to your clients, click here.
Offering SecurelyID is only available to preparers who also offer bank products to their clients, and you enroll in SecurelyID in the course completing your bank application in Account Hub.
Configuring SecurelyID in TaxSlayer Pro
To activate/deactivate SecurelyID in TaxSlayer Pro, from the Quick Menu select
- Configuration
- Fees / Billing Setup
- Advanced Fee Setup
- Additional Fees
- Offer SecurelyID - Change to Yes or No as needed. If you would like to charge an additional fee for your clients who enroll with SecurelyID, you will be prompted to select the add-on amount.
SecurelyID Default Selection
If you have chosen to offer SecurelyID, you should indicate whether or not you wish TaxSlayer Pro to automatically add the service and charge the default fee (plus any additional fee you have added) to every return.
To change the default selection, from the Quick Menu of TaxSlayer Pro select:
- Configuration
- Fees / Billing Setup
- Advanced Fee Setup
- Additional Fees
- SecurelyID Default Selection:
- Select Default to Yes to have SecurelyID automatically added to every return, requiring your client to opt out if they do not wish to purchase the service;
- Select Default to No to have SecurelyID not automatically added to every return, and within the return you will have the option of adding it if the client wishes to purchase the service;
- Select Always Prompt to be prompted the first time exiting the return if the client wishes to purchase SecurelyID.
Adding SecurelyID to a Tax Return
Within a tax return, the SecurelyID menu item on the left side of the screen indicates whether or not SecurelyID is being added to the return. To change the current setting, click the SecurelyID menu item.
TaxSlayer Pro Technical Support can assist only with configuration of SecurelyID within the TaxSlayer Pro program. For all other questions or additional information, please contact SecurelyID at the phone number included in your welcome email from SecurelyID.