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TaxSlayer Pro Support Knowledgebase

Configuration

  1. Support
  2. TaxSlayer Pro Desktop
  3. Configuration
  • Desktop: How to print Form W-7 in Spanish
  • Desktop: Printing The Fees in Configuration
  • Desktop: How to change the program color
  • Desktop - I Can't Change Offer Pre-Ack Advances or Offer Advances to Yes in the Configuration Bank Setup Menu
  • Desktop: I Can't Select My Bank in the Configuration Bank Setup Menu
  • Desktop: Filing Status Fees
  • Desktop: Invalid EFIN Validation Code
  • Desktop: How To Update Your EFIN
  • Desktop: How to Set Up the Topaz Signature Pad
  • Desktop: Where to Modify the Preparer Fee on a Return
  • Desktop: How to Change TaxSlayer Pro to Not Display the Client List
  • Desktop: How to Change the Size of the Client List
  • Desktop: I Can't Mark a Return as a Santa Barbara TPG Fast Cash Advance Loan (bank product)
  • 2020 TaxSlayer Pro Program Instructions - Installation/Configuration/Usernames and Passwords/Security Roles
  • Desktop: Where do I find my EFIN Validation code?
  • Desktop: Setting Up Preparer Security Roles
  • Desktop: Santa Barbara TPG Program Setup
  • Desktop: EPS Financial Bank Configuration
  • Desktop: Refund Advantage Program Setup
  • Desktop: Bank Setup Menu
  • 2019 TaxSlayer Pro Program Instructions - Installation/Configuration/Usernames and Passwords/Security Roles
  • Desktop: Path Menu
  • Desktop: Electronic Filing / Bank Setup Menu
  • Desktop: Advanced Fee Setup
  • Desktop: Custom Fees and Custom Discounts
  • Desktop: Fees / Billing Setup Menu
  • Desktop: Turn On/Off Automatic Receipt Printing
  • Desktop: Copying Configuration To A New Computer
  • Desktop: Managing the Client List
  • Desktop: Tax Related Bank Products - Additional Fees
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1 TaxSlayer Pro through SurveyMonkey surveyed 757 users of TaxSlayer Pro online tax preparation software 4/1/19 through 4/17/19. 93% of TaxSlayer Pro respondents reported that they continue to use TaxSlayer Pro software after switching.
2 When clients receive their money in advance, the funds are issued as a loan secured by and paid back with the client’s own tax refund. Each loan is subject to underwriting and approval. Proceeds from these loans are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date. It may take additional time for the partner financial institution to post the funds to your client’s account if direct deposit is selected.
3 Videos featured on this website are powered by YouTube. Your viewing activity is governed by the Google/YouTube Terms of Service and Privacy Policy.
4 NATP: Based on the 2023 results of the NATP Tax Professional Fee Study for TaxSlayer Pro software.
5 The webinar featured on this website is powered by ON24. Your viewing activity is governed by the ON24 Privacy Policy, Terms of Use, and other terms and conditions.