TAX SLAYER MANUAL GUIDE (EDIT IN CANVA)

📘 Editable Taxpayer Manual (Digital PDF)

Equip yourself and your team with the exact knowledge you need to confidently navigate your tax software and client interactions. This Editable Taxpayer Manual is a comprehensive, step-by-step guide that you can customize and brand for your own tax business.

Inside the manual, you’ll find:

✔ Step-by-step return preparation instructions – from starting a new return, entering taxpayer info, dependents, and income, to completing deductions and credits.

✔ E-filing guidance – learn how to review, mark returns complete, prepare them for transmission, and understand what “Ready for Review” means.

✔ Printing and emailing tax returns – multiple ways to print federal and state returns, create encrypted PDFs, and securely send them to clients.

✔ TaxesToGo Mobile App setup – instructions to import app users, connect client information, and integrate the mobile app into your workflow.

✔ Customer Portal integration – how to set up client portals, send documents electronically for signatures, and streamline remote tax preparation.

✔ Glossary of tax software terms – a quick reference for key features like “Guide Me,” “Filing Status Wizard,” “Preview Return,” and more.

💡 Perfect For:

• Tax preparers who want a clear, easy-to-follow training manual
• EROs and team leaders looking to train new staff quickly
• Independent tax pros who want to provide a branded guide for themselves or their teams

⚡️ Digital Product – Editable PDF

You can customize this manual with your own logo, colors, and business name to make it look like it was built exclusively for your tax company.

🚫 No Refunds

Due to the nature of this being a digital product, no refunds will be given under any circumstances