This page contains a complete walkthrough of the Hub for Tax Preparers. Please make sure you have reviewed the "Getting Started" materials before reviewing this guide.

last updated on October 20, 2023

<aside> 📎 This guide is also available as a slide presentation for facilitated training.

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Table of Contents

Background

As a tax preparer, your key responsibilities are to prepare the returns in TaxSlayer (or another tax software), request additional documents as needed, and pass the prepared return to the quality reviewer.

All tickets that you'll work on have already been reviewed by an intake specialist, so in most cases you won't need to request any additional information or documents from the client. Tax certification is required for this role.

Statuses

As a tax preparer, you'll be focused on helping move tax returns through the "Tax prep" statuses in the Hub. Let's start by defining those statuses.

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🏷 Ready for prep

When you're assigned to the return, this will be the return's status.

🏷 Preparing