If you have enrolled with Securely ID through your TaxSlayer Pro Account Hub, you can configure the settings from within the Office Setup Menu. From the main menu of your Pro Web office select:
- Configuration
- Office Setup
Scroll down to the Partner Product Configuration section. Select Securely ID from the Identity Theft Protection product list:
Add On Fee - The base price to enroll a taxpayer in Securely ID is $39.99. The Securely ID add-on fee needs to be specified for both the primary taxpayer and the secondary taxpayer. This fee is automatically deducted from the taxpayer's refund if they select a bank product for their refund disbursement. You must collect this fee up front if the taxpayer does not apply for a bank product.
You can add on an additional fee of up to $50 by selecting the amount from the Add On Fee selection list. The additional fee is paid directly to you and is automatically deducted from the taxpayer's refund if they select a bank product for their refund disbursement. You must collect this fee up front if the taxpayer does not apply for a bank product.
Charge By Default - To add Securely ID to every return that you prepare, mark the Charge By Default box. If you do not want Securely ID added to every return, leave the box blank. Either selection can be edited from within the tax return.
Additional Information: