What Is TaxSlayer Pro?

TaxSlayer Pro is a professional tax preparation software designed specifically for CPAs, EROs, tax offices, and independent tax preparers. Unlike TaxSlayer (consumer version), TaxSlayer Pro is built for handling multiple clients, advanced returns, business filing, and IRS security requirements.

It offers two versions:

• Desktop Version (installed on PC)

• Web Version (cloud-based)

TaxSlayer Pro Features 

1. Professional-Level Tax Preparation

Supports all major tax forms:

• 1040

• All schedules

• 1065 (Partnership)

• 1120 & 1120S (Corporations)

• 1041 (Estates & Trusts)

Perfect for offices that handle complex business returns.

2. Secure IRS E-Filing

• Fast transmission

• Error-checking

• Acknowledgment tracking

• Real-time status updates

3. Bank Products Integration

Allows tax offices to offer:

• Refund Advances

• Refund Transfers

• Prepaid cards

Good for offices earning extra revenue from bank partners.

4. Fast Client Data Entry

• Interview-style questionnaire

• W-2 scanning/import

• Prior-year data carryforward

Saves time during busy tax season.

5. Office Management Tools

• User permissions

• Multi-preparer login

• Production reports

• Client management dashboard

Helps manage large teams and multiple offices.

6. Built-in Diagnostics System

Automatically checks returns for:

• Missing data

• Errors

• IRS compliance issues

Reduces rejections and amendments.

7. Cloud Backup & Security

• Encrypted data

• Automatic backup

• Multi-factor authentication

Essential for IRS security guidelines.

Who Should Use TaxSlayer Pro?

TaxSlayer Pro is ideal for:

• Independent tax preparers

• Small and medium tax offices

• High-volume EROs

• Mobile tax preparers (web version)

• Preparers who need business return support

How to Set Up TaxSlayer Pro 

1. Purchase your plan

Choose desktop or web.

2. Activate your EFIN

You need IRS approval for e-filing.

3. Install or log in

• Desktop → Download & install

• Web → Sign in to dashboard

4. Set up office details

Add:

• ERO info

• Bank products

• Preparer profiles

5. Start preparing returns

Begin entering client data and e-file securely.

Is TaxSlayer Pro Safe?

Yes. TaxSlayer Pro meets IRS Publication 4557 requirements and includes:

• Multi-factor authentication

• Encrypted data storage

• Secure e-filing

• Regular security updates