1. Office and ERO Setup
Before you can start using TaxSlayer ProWeb, you need to configure your office settings:
Office Setup:
Go to Configuration > Office Setup
Select general configuration settings for your office (checkbox options).
Ensure all details are accurate for your tax office operations.
For details on Office Setup Menu Options, click here.
ERO Setup:
Navigate to Configuration > ERO Setup
Enter the EFIN and EFIN owner details.
If your office has multiple EROs, choose the default ERO to be used.
2. Adding Preparer Accounts
To create preparer accounts:
Navigate to Configuration > Preparer Setup.
Enter preparer details, including:
SSN
PTIN
Preparer Agent Information
Active email and phone number
Assign a unique username and password (the username cannot be changed after creation).
Preparers can change their passwords later but must reset them every 180 days.
Preparer accounts cannot be deleted but can be made inactive.