TaxSlayer Premium Overview

Tax preparation businesses must exercise due diligence in managing and storing documents with personally identifiable information. TaxSlayer has created a document management system, creating a paperless office where paper and digital documents are woven together in an efficient, cost-effective, and easy-to-use format that will revolutionize the way you run your tax office. Depending on the volume of your existing paper records, it may not be cost effective to digitize older files, but you can start fresh by printing to PDF instead of paper.

PaperCut streamlines work flow and reduces costs associated with most tax preparation offices, such as printing, mailing, and storing paper. It also saves you time looking for tax returns lost in the shuffle. PaperCut provides the option to scan and save all your client’s documents including Form W-2, Form 1099, and forms of ID and handwritten notes. With PaperCut you also eliminate the need to print e-File reports (Transmission Confirmation, Acknowledgements, and Bank Reports). PaperCut also saves on printing by allowing you to e-mail your client an encrypted copy of their tax return.

For an overview of PaperCut, click HERE.

For detailed instructions on how to email a return using PaperCut, click HERE.

As a Premium subscriber you can scan your client's driver's license, tax documents, child custody information, etc., as you are working on their return. Documents required to be transmitted with the return in PDF form can also be scanned and included with the return when e-filed.

Premium subscribers can capture client signatures on a signature pad to print on the various forms that require a signature, such as the individual tax return and the e-file signature form.

Provides production ready print media for your office, including banners, promotional handouts, mailers, and e-mail templates.

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