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Step-by-Step Guide: Configuring TaxSlayer ProWeb
Step-by-Step Guide: Configuring TaxSlayer ProWeb
Daisy Macapangal avatar
Written by Daisy Macapangal
Updated over 3 weeks ago

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.

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