TaxSlayer Pro ‐ Taxes to Go Mobile Appdownloads.taxslayer.com/prokb/Article53758/Taxes to Go...Taxes to Go Mobile App 1 TaxSlayer Pro ‐ Taxes to Go Mobile App The Taxes to Go Mobile

Taxes to Go Mobile App 1

TaxSlayer Pro ‐ Taxes to Go Mobile App

The Taxes to Go Mobile App allows taxpayers to snap pictures and submit their tax documents to you from anywhere, without ever stepping foot in your office. Using the information sent through the App, you’ll prepare the return and send it back to the taxpayer to digitally sign. They sign, send it back through the App and the return is ready to be e‐Filed. It’s fast, easy and secure! The App includes a chat feature for communication between the you and your clients and is fully integrated into your TaxSlayer Pro software. Taxes to Go is available for Android and iOS mobile devices. Your clients can download Taxes to Go from the App Store or get it on Google Play. How Does It Work? Let your clients know the name of the App, Taxes to Go, so they can download it to their mobile device. Make sure they know the full name of your tax business…. they’ll need to enter it later. They’ll locate the Taxes to Go Icon on their device and tap it to get started:


Here’s what your clients will do: Taxpayer Instructions:

Upon successful creation of your

account, the welcome message will display.

Welcome to Taxes to Go!

Hint: Grab your driver’s license (and your spouse’s). It’ll speed things up in

just a minute.

Swipe left to continue.

1. Sign up by creating an account:

Enter a username, email address, and create a password. Important! Your password must be at least 8 characters and contain an uppercase letter, lowercase letter, a number and a special character. Example: Demo1234!

2. Don’t forget to Agree to the Terms ‐ (Slide the bar to the right.)

3. Press Create Account.


Are you married? Select Yes or No. This information will be used to determine the correct filing status to be used on your tax return. If you answer yes, you’ll be prompted to enter information for both yourself and your spouse. Swipe Left to continue.

Locate the barcode on your driver’s license. Swipe Left to continue.

Position your driver’s license in the grey box. Your preparer will use this information to create your tax return. If the barcode can’t be read, you can press Skip. You’ll be prompted to manually enter the information from your license later. Gather all of your tax documents. (W‐2s, 1095s, 1099s, 1098s, etc.) You’ll need everything you would normally bring to your tax preparer.


Press Continue. Swipe left to read instructions for snapping pictures of your tax documents. Take a picture of your W‐2. Make sure it’s legible. Your tax preparer will use the image to enter the information on your tax return.

Swipe left and continue taking pictures of your tax documents as applicable. Currently the app has a category for W2s, 1099s, Previous Return, and an “Other” category for additional documents that your tax preparer may need to complete your tax return. (Other documents may include Education Expenses, Child and Dependent Care Expenses, Mortgage Interest Statements, etc.)

The last category is Driver’s License. Take a photo of the front of your license, and the front of your spouse’s license if applicable.


The App will pause and refresh to check information and documents that have been gathered so far.

Double‐check that you have taken a picture of all of your tax documents and that nothing is missing. Press continue.

Next, it’s selfie time. Take a photo of yourself. Ensure your face is recognizable.

Scroll down to compare the information on the screen to the information on your driver’s license. Enter any missing information manually at this time. Press Save.

Enter your SSN and press Confirm.


Enter your contact telephone number, so your preparer can get in touch with you in case they need more information.

Press Continue.

Press the plus sign to enter dependents, or select Continue.

You’ll be prompted to enter dependents.

Press Save. You’ll be prompted to add additional dependents. Press the plus sign to add another dependent. If not, press Continue.


Type the name of the Tax Office and type your name below it. Press Continue.

A summary of all information entered and uploaded will be displayed. Ensure all information is correct. Touch the screen to edit any incorrect information. Once all of the information is confirmed, press Submit. The following message will display: Are you sure you want to upload your information? If not, you may go back and make changes.

Press Okay to Submit or Cancel to make changes. Press Continue.


Contact your tax preparer via phone, email, or text and give them your tax number. The chat feature cannot be used to send your tax number to your preparer.

This is a chat feature that is used to

chat with your preparer. If you don’t regularly check your app for messages, you may want to turn on Push Notifications for this App within your phone settings.

Progress Indicator

The progress indicator will let you know when your return information has been uploaded by your preparer and when your return is ready to be signed.

In Review – Once your preparer has imported your return data and created your tax return, the progress indicator will change to In Review.

If you need to upload additional documents, tap the chat icon and then tap the camera icon. Tap the type of document you are uploading, snap a picture and tap Upload.

Progress Indicator


Signature Required ‐ When your tax documents are ready to be signed, the progress indicator will change to Signature Required. Tap the screen to view the documents to sign.

Progress Indicator


Use your finger to sign. After signing the document, press Back to return to the list of documents. Sign each document as shown above. The original saved signature can be applied to all documents, so you’ll only have to sign once.

When you have applied your signature to all documents, press back to return to your tax number. Your tax preparer will file your return. Important! Make sure you send your preparer a message letting them know you have signed all of the required documents!

Keep an eye on the chat indicator in the App. If your preparer sends you a message, the chat icon will pulse red. Press the chat icon to read the messages from your preparer, and to send a message back.


Preparer Instructions:

Importing Taxes to Go App data in to TaxSlayer Pro is fast, easy and secure. Start by logging in to the program. Click on Tools, Pull from Pro App from the Menu bar at the top of the screen:

Enter the last name and the tax number the taxpayer gave you:

Click Ok.


TaxSlayer Pro imports the data from the Taxes to Go App:

Click Ok.

If you prepared the return last year, the program will ask you if you’d like to create the return using the information from last year:

Click No. If you click yes, the program will use the information from last year and not the information from the App. Certain information will still be pulled forward if you choose to (W‐2, Schedule C, Rental Property, etc.) Retrieve documents and images (W‐2s, 1099s, etc.) from Paper Cut and complete the return. To view the documents imported from the App, click on the PaperCut Icon at the top of the screen.

Click on the taxpayer to view a list of documents imported from the App. Double click on an item to view the document and enter it in to the appropriate menu in the tax return.


The documents can also be viewed by selecting Personal Information from the main menu of the tax return.

Click Personal Information or type the corresponding number. TaxSlayer displays the Personal Information Menu:

Click View Current Year Tax Return PDFs or type the corresponding number.


TaxSlayer Pro displays the Current Year Tax Return PDFs:

Double‐click on any document to view it. After marking the return electronic, you can send any documents that need to be signed back to the taxpayer via the receipt menu:

Click Send Bank Documents to be Signed or type the corresponding number.


TaxSlayer Pro displays the Signed Document Manager:

Place a checkmark in the box next to each item that needs to be signed by the taxpayer. Click Ok. We recommend you send a chat message to your client letting them know you have sent the documents to be signed. Let them know to send a chat message back when they have signed the documents. To send and receive chat messages, click on the chat icon displayed on the program icon bar:

Click on the chat icon to open the chat dialog box, which will open on the right‐hand side of the program screen.

Click on a client’s name to open a conversation. Type your message and click the send icon. The client will be notified in the Taxes to Go App that you have sent them a message.


Document Signature Manager After your client signs their tax documents and sends them back, the documents can be reviewed and printed from the Document Signature Manager Menu. To access the Document Signature Manager, exit to the Receipt Menu in the tax return.

Click on Document Signature Manager or type the corresponding number. TaxSlayer Pro displays the Signature Entry Menu:

Documents that have been signed by the taxpayer will display in the Menu as being On File. Click on any of these documents to view the taxpayer’s signature.


Click on Bank Document Print Manager to view or print copies of the taxpayer’s bank documents. TaxSlayer Pro displays the Bank Document Manager:

Select the document(s) you would like to view/print. Click Ok. The documents will print to PDF. A copy of each of the documents will be stored in the taxpayer’s file in PaperCut. Click on Print Federal & State Electronic Documents to view or print the electronic signature documents (8879, 8453) for the taxpayer’s federal and state returns (if applicable). Print the documents to PDF. A copy of each of the documents will be stored in the taxpayer’s file in PaperCut. Click on Print Federal, State, and All Signed Documents to view or print all of the taxpayer’s signed documents to include the Federal 8879 and Tax Return, the Bank Application, Consent to Use of Tax Return Information, Consent to Disclosure of Tax Return Information, the State 8879 or 8453 and the State Return. Print the documents to PDF. A copy of each of the documents will be stored in the taxpayer’s file in PaperCut.
