TaxSlayer Pro Premium must be activated before the available options will appear in the program. The TaxSlayer Pro Program should automatically activate your Premium Version if your EFIN is entered correctly in the Configuration Setup Menu. From the Main Menu of TaxSlayer Pro select:
- Configuration
- Electronic Filing / Bank Setup
- Transmitter’s EFIN (Make sure your EFIN is entered correctly)
If the program does not automatically activate the premium features, you will need your Premium Activation Code that is listed in your Account Hub. To obtain your Premium Activation Code click here.
After the TaxSlayer Pro Premium Bundle has been activated in your program, the premium features can be configured from the Premium Configuration Menu.
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.
Email Configuration Menu
The simplest e-mail method is Indirect through TaxSlayer Pro (Default), however note that your clients will not be able to reply to your email, and you will not receive delivery failure notices. Alternatively, you can choose either SMTP or SMTP via CDO, and you will need to enter several settings specific to your internet provider, i.e., the server address and port number, whether a username and password are required, the connection timeout setting, and whether or not SSL is required. Contact your internet provider to obtain this information. These settings are not knowable by TaxSlayer Pro Technical Support.
Send Text Messages to Clients
Sending text alerts to your clients is a real time system that runs 24 hours a day. When you print a bank product check for a client they will be sent a text alert informing them that their check is ready to be picked up, regardless of the time of day. Make sure your clients are aware of your business hours. You are also required to keep on file the signed disclosure form that prints out, allowing you to send the text alerts to the client. By selecting YES you are agreeing to these terms.
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 Topaz Signature Pad (purchased separately). Forms supported using the signature pad vary with each State and Bank. To activate this feature, change this menu option to YES.
Allow Handheld Barcode Scanner Options
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.
