Download TaxScripts® TaxPro User Manual

Table of Contents
Section 1.
Introducing TaxScripts® ............................................................................................... 3
1.1
Contact Information ............................................................................................................. 3
1.2
Legal Notices ....................................................................................................................... 4
Section 2.
Using TaxScripts® ....................................................................................................... 5
2.1
Product Registration ............................................................................................................. 5
2.2
Profiles................................................................................................................................ 5
Selecting a Profile...................................................................................................................... 6
Creating a New Profile ............................................................................................................... 6
Modifying an Existing Profile..................................................................................................... 10
2.3
Request a Power of Attorney............................................................................................... 14
Step 1: Taxpayer Info .............................................................................................................. 14
Step 2: Taxpayer Address ........................................................................................................ 15
Step 3a: Tax Matters ............................................................................................................... 16
Step 3b: Choose Tax Matter Details .......................................................................................... 16
Step 3c: Tax Matters (cont’d) ................................................................................................... 17
Step 4: Signature Verification ................................................................................................... 17
Step 5: Submit DA................................................................................................................... 18
2.4
Request an IRS Transcript .................................................................................................. 19
Create a New Transcript Request .............................................................................................. 20
Upload a Transcript Request..................................................................................................... 23
TaxScripts® TaxPro User Manual
© 2008 TaxScripts, Inc. All rights are reserved. Patent pending.
Unauthorized reproduction or distribution of this document is subject to penalty of law.
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Table of Contents