p5361.pdf

Here are the key points from the document:

TaxSlayer Pro Updates

• Returning sites/users can use the same login/username as prior year
• New sites will receive two emails with activation links for site and user accounts
• Prior Year Software Access: prepare federal, state, and local individual tax returns for previous five years (TY2023 to TY2019)
• Desktop software gives sites ability to prepare paper returns for earlier years, but TaxSlayer will not provide support

Security Roles

• Predefined security roles available, including customizable options
• Site activation notification code requires site- specific information verification when creating Administrator account

TaxSlayer User Guides

• Electronic user guide accessible through VITA/ TCE Springboard, "Helpful Tools" within a return, and "VITA/TCE guides & publications" on Pro Online homepage

VITA/TCE Publications

• Available on TaxSlayer Pro online homepage under "VITA/TCE guides & publications"

TaxSlayer Pro Desktop

• Only sites with connectivity issues can order TY2024 and beyond Desktop product
• SPEC area director approval required for these orders
• Use of volunteer personal computers at sites using TaxSlayer Desktop is prohibited

Let me know if you'd like me to summarize anything else!