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TaxSlayer Pro Online User Guide

VITA/TCE TaxSlayer Pro Online user Guide 2016 TaxSlayer , LLC TaxSlayer Pro Online user Guide 2 Getting Started with TaxSlayer Pro Online .. 6 Login and Passwords .. 6 Login .. 6 Authenticating on a New Computer .. 8 Retrieving Your user Name .. 8 Resetting Your Password .. 10 Setting up Site Information .. 14 Setting up Your Site .. 14 Setting up EROs .. 18 Setting up Security Templates .. 20 Predefined Security Templates .. 20 Creating Security Templates .. 21 Editing Security Templates .. 22 Assigning Security Templates .. 24 Adding Preparers .. 25 Creating Users .. 25 Working with Custom Questions .. 30 Adding Custom Questions .. 30 Working with Taxpayer Profiles .. 33 Adding a Taxpayer Profile .. 33 Editing a Taxpayer Profile .. 36 Deleting a Taxpayer Profile .. 37 Selecting a Taxpayer Profile .. 38 Working with Consents .. 39 Adding a Consent .. 39 Editing a Consent Form .. 41 Deleting a Consent.

VITA/TCE TaxSlayer Pro Online User Guide ... TaxSlayer Pro Online User Guide 20 Setting up Security Templates This chapter covers the following actions: 1.

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