ERO Resource HubPreparer Follow-Up Hub
Use TaxSlayer for the main interview. Come here for a missing fact, a conflicting answer, or a situation that needs more explanation.
Scenario Follow-Up Guide
Targeted questions for unclear or conflicting answers—including nieces and nephews, cash businesses, household contributions, and other gaps. Skip information already captured in TaxSlayer.
Schedule C, COGS & mileage
Line-by-line guidance, food versus cleaning costs, income reconstruction, depreciation, vehicle records, commuting rules and a tax-preparer mileage example.
Open business guide ↗Identify what seems incorrect, inconsistent, incomplete, or needs clarification.
Choose the matching situation. Ask only for the facts still needed.
Record the client’s actual answers and resolution in their secure TaxSlayer notes or client file.
Optional blank forms and office resources
General Client Intake
An optional six-page form for offices or clients who need a separate written intake. Do not require duplicate answers already captured in TaxSlayer.
Optional scenario questionnaires
No matching form. Try a broader term.
These PDFs are optional supporting resources. The follow-up guide above is the primary workflow; no separate intake is required solely because a client has a dependent, household, or business.
Keep each business’s client files separate
These are shared blank templates. Send completed questionnaires only to the client’s own tax business through that business’s TaxesToGo app or secure portal. Do not upload client answers to this public hub or a training group.
Clients under your office follow your office’s assigned-preparer workflow. Businesses with their own EFINs use their own intake records and secure upload links.
These links open fillable PDFs, not online submission forms. On a phone, download the file and open it in an app that supports PDF forms. Save, close, and reopen before returning it. If fields do not work in a browser preview, use a PDF app such as Adobe Acrobat Reader.
Do not enter full SSNs, bank numbers, credentials, or IP PINs on these questionnaires. Send required identity and tax documents through the preparer’s secure document workflow.
TaxSlayer handoff: Review answers with source documents, enter the return in the software, then retain the completed intake with the client file. Uploading a questionnaire does not automatically populate a return.