TaxSlayer Pro Premium must be activated before the options can be accessed in the program. TaxSlayer Pro should automatically activate your Premium settings if your Transmitter EFIN is entered correctly in the Configuration Menu.
If for some reason the program does not automatically activate the Premium features, you can enter your Premium Activation Code to activate them. The code is under the Pro Premium tab in your Account Hub here.
After the TaxSlayer Pro Premium Bundle has been activated in your program, the premium features can be configured from the Premium Configuration Menu.
Here are the premium configuration menu options:
Use the PaperCut Paperless Office Option?
This feature allows you to print and store copies of tax returns and all reports in PDF format instead of on paper. To activate this feature, change this menu option to YES.
Ask to Print PDF when Marking Return Complete
Ask to Print PDF when Exiting Return
Ask to Print PDF when printing from View Results - For each of these settings, you can choose to be asked to print to PDF with a default answer of either Yes or No, or you can choose to skip the question entirely. If you are used to opening all prints as PDFs, skipping these questions is appropriate.
Email Configuration Menu
See here for more information about the E-Mail Configuration Menu.
Allow Signature Pad Options
This feature will apply the taxpayer's, spouse's, and tax preparer's signature to all allowable forms with the use of a signature pad. Forms supported using the signature pad vary with each state and bank. To activate this feature, change this menu option to YES.
Print Preparer Signature on 1040 - If you have saved a signature in the preparer record, set this to YES to print it on Form 1040.
Print Taxpayer and Spouse Signature From 8879 on 1040 - Set this to YES print the taxpayer and spouse signatures on Form 1040.
Ask for Signature Entry at Receipt Menu - Set this to YES to be asked for taxpayer signatures when you exit the return and arrive at the Receipt Menu.
Add an Option to scan Form W-2 2D Barcodes
This feature allows you to scan W-2s and other documents containing a 2D barcode directly into the program using a Motorola DS6707-SR USB model 2D barcode scanner (purchased separately). To activate this feature, change this menu option to YES.
Configure Twilio Text Message Options - Use Twilio to be able to text your clients within the program. To find out more about, visit their website. See here for help in configuring and using Twilio in TaxSlayer Pro.
Troubleshooting
If you are a Premium subscriber and aren't seeing the Premium Options, ensure your Transmitter EFIN is correct. From the Quick Menu of TaxSlayer Pro select:
- Configuration
- Electronic Filing / Bank Setup
- Transmitter’s EFIN - Make sure your EFIN is entered correctly.
