Tax Slayer Pro Online Setting up Security Templates

Tax. Slayer Pro Online

Setting up Security Templates • Topics include • Listing pre-defined security templates • Determining which security template to use based on allowed actions • Creating new security templates • Edit an existing security template • Assigning security templates

Predefined Security Templates

Creating Security Templates

Adding a Security Template

Editing Security Templates

Assigning Security Templates

Adding Preparers • Topics include • • Creating a user/preparer Assigning security template Controlling return access Listing password requirements

Preparer Setup

Adding Preparers/Users

Return Access

Login Account

Adding a Security Template

Working with Custom Questions • Topics include • Configuring custom questions and answers

Selecting Question Templates

Adding a Question

Adding Answers

Adding Additional Questions

Managing Returns • Topics include • • • Setting up return tags Filtering returns by tags Deleting returns Restoring returns Adding taxpayer notes Adding messages

Setting up Return Tags

Adding Additional Tags

Adding Tags to a return

Filtering Return Using Return Tags

Deactivating/Deleting Returns

Good-bye Mr. Taxpayer

Adding a Taxpayer Notes inside the Return

Adding Taxpayer Notes from the Client List

Adding Taxpayer Notes

Sending Messages

Selecting Recipients

Contingency Procedures • Topics include • Description of Tax. Slayer Pro Online contingency plan • Downloading Tax. Slayer Pro’s desktop application

Contingency Procedures

Contingency Procedures

Tax. Slayer Pro Online Q&A