TaxSlayer Online

TaxSlayer Print Sets

 TaxSlayer assigns print sets based in collaboration with the IRS.

Always use the standard print sets that come with the software. The TaxSlayer Site Administrator should customize Print Sets as follows:

• The TAXPAYER COPY print set must include the

  • File copy, do not mail watermark, which has now been set to a faded grey to make the documents more readable

  • CUSTOM CONSENTS forms as required by federal law, and IRS and Tax-Aide policy

Note: These forms show a taxpayer PIN and date from the TaxSlayer Consents screen, so they do not need to be signed separately.

• • CLIENT FORM LISTING SUMMARY pages list the Direct Deposit, Direct Debit, and bank information entered for federal and state tax returns.

    • This is where the client can initial to verify the information is correct.

• If needed, use the TaxSlayer Configuration Menu to make changes to your print sets as follows:

  • To add the Custom Consent(s) pages to your default return, Configuration / Print Sets, search for "Custom Consent(s)" and change the 0 to 1.

  • To add the Client Form Listing Summary pages to your print set(s), go to Configuration / Print Sets, search for "Client Form Listing Summary" and change the 0 to 1.

• PAPER FILE COPY print set: The taxpayer would mail this package to the IRS if unable to e-file. It should not include the watermark nor the CUSTOM CONSENTS" forms.

Ref 1: Tax-Aide Policy & Procedures, Sec. 6.15 - Clearly mark the taxpayer's printed file copy with “Copy,” or something similar, to indicate that the document is not to be mailed.

Ref 2: T03 Setup Guide for TaxSlayer Pro Online (TSO (NTSC)

TaxSlayer Pro Online: New Site Admin Setup Instructions

Scenario: An existing TaxSlayer Pro Online site from a previous tax year has a new Site Admin for the current tax year.

Question: How does the new site admin gain access to the site if they do not already have a login?

Solution: Send an email to TaxSlayer VITA/TCE Support (support@vita.taxslayerpro.com) with the following information and subject line:

• Subject Line: New Site Admin

• Body: I am the new site admin for the following site and need the link sent that allows me to create my admin credentials.

• EFIN: {Enter six digit EFIN}

  • Note: You can obtain the site EFIN from your district coordinator (DC) or state technical coordinator (TCS)

• Site Name: {Enter Site Name}

• Site Admin Name: {Enter your full name as the new site administrator}

• Site Admin Phone: {Enter your phone number)

• Site Admin Email: {this is the email address the link will be sent to}