• Verify that you’re connected to the Internet.
  • Open TaxSlayer in your browser.
    • The same URL is the starting point for preparing or amending both current year and prior year returns: vita.taxslayerpro.com/ProAvalon/Login/
    • Returns prepared for training purposes are done in the Practice Lab, which is at a different URL, and has different usernames and passwords
  • If logging into TaxSlayer from a new computer (one from which you have not logged in to TaxSlayer before), or from a new browser, then after you type your username and password, TaxSlayer will display the Verify Account page.
    • You need to select a delivery option to get a security code for logging in.
      • Your LC should have set up these for your username: a cell phone number (for a text) and/or email address (for an email).
      • TaxSlayer will send an email or a text message, depending on what you specify; you’ll need to enter the code from the email or text message to confirm your identity. (Tip: if you have online access to TaxSlayer, then you probably have online access to your email, but text messages are generally sent more quickly.)
    • Tip: If your site does its Quality Review process by having the reviewer use the computer of the preparer, and the preparer logs off and the reviewer logs on as part of this process, then each person who will be doing reviews might want to log into each computer where they are likely to do a review, before the site is active for the day, to avoid having to do multi-factor authentication during the day.
    • After 15 days, your multi-factor authentication (MFA) expires, and you will have to authenticate yourself again when you log in. You’ll also have to go through the MFA process if you log in after clearing cookies from your web browser; all browsers should be set to automatically clear cookies at shutdown. 
  • If you forget your password, you will have to go through the multi-factor authentication process to reset it.
  • When you create a new password, your password must be at least eight characters long, and must contain at least one special character - !@*& and so on.  A minimum of at least nine characters is more secure; ten characters are recommended.
    • Passwords are case-sensitive. (Usernames are not.)
    • Passwords expire after 90 days.
  • Note: After 12 minutes of inactivity within a return, TaxSlayer will display a pop-up warning. After 15 minutes of inactivity, a user will be logged out of the return.

Created with the Personal Edition of HelpNDoc: Bring your WinHelp HLP help files into the present with HelpNDoc's easy CHM conversion