Banking
- Overview
- Tax Slayer (PRO WEB)
- Banking
Value Added Setup For Your Sub Sites
ProWeb: Value Added Setup For Your Sub Sites This article will show you how to add Value Added Setup For Your Sub Sites. This part is optional, but s ...
Location for Your Sub Sites in Your Software
Your Sub Sites are going to need access to your Tax Software, so we need to create an office for them.👉 Within the main menu, Scroll down and Click on Manage Offices👉 When you're ...
Connect an EFIN To a Tax Office Location
ProWeb: How to Connect an EFIN To a Tax Office Location Once you’ve set-up and created your Sub Site’s Office Location, We’re going to connect the EFIN that we set-up in Account Hu ...
Tax Slayer Download
Download Links for previous years 2023 Business Software2022 Business Software 2021 Business Software 2020 Business Software 2019 Business Software 2018 Business Sof ...
Account Hub:Setup Branded Mobile Apps Office Locations
In your Account Hub > Go to Manage Locations🔎 Find or search for the EFIN for the office that wants a mobile app > Click on the phone icon. You will then have this screen: ...
Account Hub: Update Additional Information in the Bank App
Description:This article provides a step-by-step guide on how to edit the Additional Information section, including fields such as Type of Organization, Type of Office, and other g ...
Creating Logins For Clients
This article will show you how you can give your EROs/Sub Sites Admin access to their Office. They can set it up and configure it however they want, they can add their preparer ...
ProWeb: How to Create Customer Portal and Collect Client's Signature On Return
Description: This article will provide the necessary steps on how to set up the client portal for preparers' clients and be able to collect signatures.Customer PortalProWeb custom ...
Account Hub: Update Fees
Description: This article will guide you step by step on how to edit the fees and details not related to the SSN, DOB, email address, or the bank account information.Process: Log i ...
ProWeb: Software Setup Overview
ProWeb: EFIN Unlock Request
Description: This article will walk you through how to request an EFIN Unlock using the support ticketing systemResources: support.servicebureauaccelerator.com Process:Steps to Sub ...
Account Hub: Enrolling with Service Banks
This article will show you how to enroll your Service Bureau with the BanksYou can also refer to the Training Walkthrough here: Mighty Networks: Proweb - Enrolling With Service Ban ...
How do I find out if an amended return was successfully transmitted?
Within your software's Main Menu, Go to Client Search: You may Search using the following information below: After you searched for the Client using their information, you will ...
ProWeb: How to Create and File Individual Extensions
Description: This article will guide you on how to create and file an extension.Process:The individual filing deadline is fast approaching. If you have clients who are still waitin ...
ProWeb: Calculating Preparer Payouts & Reports
1. Running Reports In AccountHub To Pay Preparers2. Setting Up Your Template3. Paste Web Reports To Get Commission Payouts4. How To Save The Data And Add Future Payout Data
TSP: How to Modify/Change/Update the Primary Contact
Description: This article will guide you on how to modify the Primary Contact.Process:To update the Primary Contact on the HUB, you'll need to submit a support ticket. Here's how:P ...
ProWeb: Signature Pad
Description: This article explains the Signature Pad feature for TSP Clients, where ProWeb allows preparers to use a signature pad to capture their and the taxpayer's signatures el ...
ProWeb: Scriptel Signature Pad
Description: This article explains how to set up and install the Scriptel signature pad to work with ProwebResources: Scriptel ST1476 EasyScript The Scriptel ST1476 EasyScript sign ...
Account Hub: How to Update Bank Applications (For Your Service Bureau)?
In your In Account Hub Click on the 9 Dots on the top right > Click on My Account Go to Bank Product Information Select the Bank you need to edit and Click on Edit Application ...
Proweb: Locked Out of Account HUB/Password Doesn't Match/Forgot Password
Description:This article will guide you when you need to reset your password for the Account HUB and where to locate the correct username. Resources: Support Portal - https://suppo ...
How to assign Roles and Permissions for ERO
In your Software, Click Select Office: Locate the EFIN, Click AccessClick on ConfigurationGo to Preparer SetupLocate the Preparer > Click EditScroll down to locate Role and Swi ...
ProWeb: How to Download, Install, and Setup the Business Software For Corporate Returns
How to Download, Install, and Setup the Business Software For Corporate ReturnsStep 1. Software Validation Code👉 Go to your Account Hub and Click on the 9 dots in the upper right ...
Account Hub: Taxes to Go Reports
👉 To Access your Reports: Login to your Account Hub, Click on the 9 Dots found at the upper right of your screen. 👉 It will then take you to the screen below where you can fi ...
If I have a virtual tax preparer that does business returns, How do I configure the software after it’s downloaded on their computer?
As of the moment, there's no way to brand the Desktop software.
ProWeb:Select a Bank Product Service Bank for an Office
Description: This article will guide you on how to select a Bank Product Service Bank for an office.Process:If you need to select a Bank Product Service Bank for an office, please ...
ProWeb: How to Add an Admin Contact / Login
Description:This article provides step-by-step instructions on how to add an additional Admin or Partner Contact to your tax software account. This process allows you to create sep ...
Account Hub: Update Bank Account
Description: This article will guide you step by step on how to edit the Bank Account information and details not related to the SSN, DOB, email address, or fees.Process: Log in to ...
ProWeb: How To Add Custom Sidebar Links
Description: This article will guide you on how to add Custom Sidebar Links.Process:Here you will find step-by-step instructions on how to add Custom Sidebar Links.Log in to your S ...
ProWeb: How to Print W07 and Tax Returns in Spanish?
Description: This article provides the steps and Instructions for situations where a client wants to be able to print returns in Spanish.Process:The W-7 and tax return can be print ...
Account Hub: How to Run Reports
This article will show you how you can run reports in Account hub. This will let you run reports in the back end to see how your Service Bureau is performing. In Account Hub > ...
ProWeb: How do you remove offices from the Cloud tax office platform?
👉 Login to your software using your admin login, Click on Select Office 👉 Once you are routed to the screen below, click on "Edit" next to the Office you'd like to deactivate. ...
Taxes2go: How to Send and Receive Documents to/from Clients
How to send and receive documents to/from clientsThis article will provide you with more information on how to send and receive documents to/from clients via Taxes2go mobile app.Ta ...
Account Hub:Update Bank Applications
In your In Account Hub 👉 Click on the 9 Dotson the top right > Click on My Account Go to Bank Product Information 👉 Select the Bank you need to edit and Click on E ...
Account Hub: Bank App Symbols
Description: This article will explain each one of the symbols you might see in the bank apps.Process: Understanding Bank Application Status SymbolsYou may encounter various symbol ...
ProWeb: Adding/Modifying the EIN
Description: This article will help you add/modify the EIN in the Software.Process:Log in to your Software using your Admin credentials.Click Select Office on the left side of your ...
Proweb: Understanding Account HUB/Software Usernames
Description: This article will explain how to identify the difference between the usernames you manage.Process:A common mistake could be misunderstanding your usernames and what ar ...
Slayer: Desktop Business Software - Forgot the Preparer Username
Description: This article will guide you step by step on what to do when you forget the preparer username.Process: Open your Desktop Business Software and log in with your ADMIN cr ...
ProWeb: I Can't Send Tax Returns For Signature
Description: This article will help you solve the issue when you are not able to send tax returns for signature.Resources: Support Portal - https://support.servicebureauaccelerator ...
TSP: Remove/Delete EFIN
Description: This article will provide instructions on how to request an EFIN to be removed.Resources: Support Portal - https://support.servicebureauaccelerator.com/Process:To init ...
Account Hub: Update Control Person's/Office Staff Information in the Bank App
Description: This article will guide you step by step on how to edit the Control Person´s/Office Staff SSN, DOB, email address and/or any other detail not related to the bank accou ...
ProWeb: I need to update my bank account information on my master EFIN with both banks.
Refer to ProWeb: How to Update Bank Applications (For Your Service Bureau) article.
ProWeb: What is the support number for Proweb?
516-586-0586
Account Hub: EFIN Validation Code
Description: This article will show you where to locate the EFIN Validation Code.Process:Go to your Account Hub and Click on the 9 blue dots in the upper right corner of the screen ...
ProWeb: How long does an EFIN unlock take?
An EFIN Unlock can take up to 3-4 business days.
Account Hub: EFIN Locked
Encountering an error message while saving a client on Account Hub, particularly one indicating that the EFIN is already in the system, can be addressed with the following steps: ...
ProWeb: Welcome to SBA
The login to the following should be provided to you upon completion of your software buildout:👉 Your Tax Software | Service BureauThis is where you create locations for your subs ...
Account Hub : Replace Compromised EFIN
Description: This article will provide instructions on what to do when you get a new EFIN from the IRS which will replace the previous EFIN. Process:If you need this process done b ...
Account Hub: How to Add Additional Logins
This article will show you How you can Add additional logins to your Account Hub. Incase you have somebody that’s helping you Enroll offices with the banks and Do any other backe ...
ProWeb: How to add the states to the software?
Your state returns will automatically be added to the software when they are ready.
ProWeb: How to Change the ERO Name that Appears on the Invoice
Description: This article will show you how to modify the ERO name that appears on the Invoice.Process:If you need to change the ERO name that appears on the invoice, please use th ...
ProWeb: How do I import/convert my clients from the my old software to my new software?
Refer to How to do a Data Proforma article for step by step instructions
Account Hub: Update EFIN Owner’s Information in the Bank App
Description: This article will guide you step by step on how to edit the EFIN Owner’s SSN, DOB, email address and/or any other detail not related to the bank account or fees.Proces ...
ProWeb: Minimum and Maximum Preparer Fees
What are the Minimum and Maximum Preparer Fees?When setting up fees in your ProWeb office, you can determine if you want to set a minimum and/or maximum preparer fee. Setting minim ...
ProWeb: Unlock Return Request
Description: This article will guide you on how to submit an ‘Unlock Return Request’ for TaxSlayer.Process: If you need to request to have a return unlocked on TaxSlayer, you will ...
ProWeb: Both Taxpayer and spouse are applying for ITIN’S, how do I fill out W-7 form for spouse?
When you complete one of the w7 forms it you will have the option to add another.
ProWeb: Mark Up Audit Protection And Identity Theft Protection Fees
Description: This article will guide you on how to add a markup to the Audit Protection and Identity Theft Protection Fees. Process:This option allows you, as the SB owner, to set ...
Account Hub: Office - Enroll Bank Application for the First Time
Description: This article will show the steps on how to go inside the Account HUB, do the bank enrollment, enter all requested information, and ensure to submit it for the first ti ...
Account Hub: Update Principal Owner’s Information in the Bank App
Description: This article will guide you step by step on how to edit the Principal Owner's SSN, DOB, email address and/or any other detail not related to the bank account or fees.P ...
Audit Maintenance Pro Enrollment
Description: This article will guide you on where to locate the "Audit Maintenance Pro" option and how to apply "Add on fees" if needed. Process: Log ...
Account Hub: Company Information Is Not Saving
Description: This article will guide you in resolving the issue when the company information verification is not saving.Process: If you're experiencing issues saving a location in ...
ProWeb: How To Demo The ProWeb Software
How To Demo The ProWeb SoftwareDemo Call Q&A
ProWeb: How to Create Extra Logins for Staff
Within your Software's Main Menu > Go to Company Contact Setup In Company Contact Setup Scroll down > Click on Add Contact 👉 Add in their Contact information Make su ...
ProWeb: Fees Summary In A Return
Description: This article will break down the total fees and provide the formula to apply this in every return.Process:Here you will find step-by-step instructions on how to apply ...
Account Hub: How to Verify your Company info
Log into your Account HubIt may ask you to verify your identity by sending a 6-digit code to your email or mobile phone. Complete and Verify Current Year Company Information ...
Verifying Company Info in Account Hub
Log into your Account HubIt may ask you to verify your identity by sending a 6-digit code to your email or mobile phone. Complete and Verify Current Year Company Information 👉 C ...
ProWeb: Email or Phone Already Exists
If you get the error "Phone Number or Email is already taken" , You need to submit a ticket for us to get the email address or phone number unlocked and ready to be used.
Modifying the Company Name for the Master EFIN
Description: This article will guide you when you want to modify the Company Name for the Master EFIN.Resources: Support Portal - https://support.servicebureauaccelerator.comProce ...
Proweb: Desktop Business Software - Locating Business Forms
Description: This article will show you where to locate the forms such as 1120, 1065, 1041, etc.Process: To locate the form you need, follow these instructions. The forms available ...
ProWeb: Return Tags
ProWeb allows preparers to set up return tags to aid in managing clients. Preparers create personalized return tags, which in turn are used to track and sort returns in the office ...
ProWeb: Changing the Date That Prints on a Tax Return
To change the date that prints on tax returns, from the main menu of your ProWeb office: Select Configuration Select Office Setup. Select an option from the drop down menu Da ...
Proweb: Locked Out of Office-Software/Forgot Password
Description: This article will guide you when you need to reset your office-software password and how to identify the difference between the usernames. Process:In the ticket titled ...
Modify TaxSlayer Domain
Description: This article will guide you on how to request the modification of your TaxSlayer buildout domain.Process: To modify the domain of your TaxSlayer buildout, please subm ...
ProWeb: Setting up Security Templates/Roles & Permissions
Security Templates/Roles & Permissions allow the ERO/Office Administrator to control what each preparer has access to do within the program. To setup or add Security Templates/ ...
FAQ: Start New Return Button is Missing
Description: This article will walk you through how you can troubleshoot when the “Start new return button” is missing in your softwareProcess:Verify that you are trying to Start ...
ProWeb: Paper RT’s
Description: This article will help you understand how to request this and when to do so.Support Portal - https://support.servicebureauaccelerator.com/portal/en/signin Process:Her ...
ProWeb: How to Set Up the Topaz Signature Pad
Description: This article explains how to set up, install and integrate the Topaz Signature pad to work with TSProweb softwareResources: Topaz SigLite T-S460-HSB-RBefore you can be ...
Account Hub: Bank App Unlock
Description: When the bank application is locked, we request it to be unlocked so it will be editable.Resources: Support Portal- https://support.servicebureauaccelerator.com Proce ...
Proweb: Reject Code IND-202 Vendor Control
Description: This article will provide instructions on how to correct this error.Resources: Support Portal: https://support.servicebureauaccelerator.com Process:If you are filling ...
Account Hub : Adding Another User
Description: This article will guide you on how to add another user to the HUB.Process:Log in to your Account Hub using your Admin Credentials.Click the 9 blue squares on the top a ...
ProWeb: Security Template/Roles & Permissions Options
When you begin to create a custom security/Roles & Permissions template, all the checkboxes are checked by default. This article describes the effect of unchecking each check b ...
ProWeb: Data Proforma (Conversion Tool)
Data ProformaDownload The PDF Guide...Download The Utility Conversion Here...The following software programs are currently supported for conversion:How to use the Conversion tool F ...
Error: Company Info Incomplete - Location Level
This article explains the solution to Error: Company Info Incomplete👉 Watch the training video for this here 🢂 Mighty Networks : Company Info Incomplete - Location LevelSimply log ...
ProWeb: How to Set Up the Password to Override the Minimum and Maximum Preparer Fees
Description: This article will guide you on how to set up the password to override the Minimum and Maximum Preparer Fees.Process:To set up a password for overriding the minimum and ...
ProWeb: How To Get A Second EFIN
This should show you How you could get a secondary EFIN if you are an existing EFIN holder.Having a secondary EFIN or multi EFINS comes in handy if you have multi-offices when you ...