MaxTax Pros — Affiliate Portal
MaxTax Pros — Affiliate Member Portal
Welcome Back,
Partner
Your hub for tax tools, training, support, and resources.
🔴 Tax Season Active
⭐ Affiliate Member
✅ IRS Compliant
📍 Nationwide Network
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Quick Reference
IRS Support Numbers
10 Lines
Client — Refunds
(800) 829-1954
Client calls to check refund status. Use when WMR gives a code or refund is delayed.
Client — IRS General
(800) 829-1040
General IRS client inquiries — ID issues, notices, account questions, amended returns.
FMS Debt Problems
(800) 304-3107
Refund offset by back taxes, child support, or federal debt. Client calls to find out what was taken.
Student Loan Debt
(800) 621-3115
Refund offset by defaulted student loan. Client calls to dispute or get info on the offset amount.
Preparer Only — IRS
(866) 860-4259
Tax pros only — EFIN issues, e-file rejects, preparer account questions. Do NOT give to clients.
SSA — 500 Code Rejects
(800) 772-1213
SSN/SSA mismatch reject (Error 500). Client or preparer calls SSA to correct name/SSN records.
IRS Business Line
(800) 829-4933
Self-employed, sole proprietors, partnerships. EIN issues, business account, business returns.
Forms & Publications
(800) 829-3676
Order IRS forms, schedules, and publications by phone. Also at IRS.gov/forms.
Taxpayer Advocate
(877) 777-4778
TAS — for hardship cases where normal IRS channels failed. Use when client refund is severely delayed.
Tax Fraud Hotline
(800) 829-0433
Report suspected tax fraud, identity theft, or fraudulent preparers. Confidential reporting line.
💻
Software Support
TaxSlayer Pro Support
ProWeb
📞 (706) 868-0985
✉️
[email protected]
📚 Knowledge Base
📝 Submit Ticket
Live Chat (inside ProWeb)
⚠️ Live chat is inside ProWeb → Help & Support (top right) within an open return. Phone: M–F 9am–5pm · Sat 9am–4pm EST.
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IRS News for Tax Pros
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Client Portal
IRS Client Tools — Refunds & Verification
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Where's My Refund?
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Amended Return Status
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IRS IP PIN Retrieval
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Get IRS Transcript
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IRS Identity Verify
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IRS Online Account
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Make IRS Payment
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Get a PTIN
💻
Software Access
TaxSlayer Pro Tools
ProWeb
🖥️
ProWeb Login
📚
Knowledge Base
🎓
Training & Videos
🆕
New User Seminar
🗓️
Learning Library
🎫
Submit Ticket
🧮
Refund Calculator
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Deductions & Filing
Credits, Eligibility & Filing Status
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EITC Eligibility
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Child Tax Credit
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Child & Dependent Care
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Education Credits (AOTC)
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Saver's Credit
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Filing Status Guide
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Premium Tax Credit
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Schedule C & Business
Self-Employed & Business
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SE Tax Center
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SE Tax Calculator
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Pub 334 — Small Business
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Pub 463 — Travel & Mileage
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Home Office (Pub 587)
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Digital Assets / Crypto
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Refund Transfers
Bank Products & Refund Transfers
4 Partners
TPG (Santa Barbara)
Refund Advantage
Republic Bank
Refundo
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📚 Training & Resources
🎓
TaxSlayer Pro
Training Materials — TaxSlayer Pro
ProWeb
▼
📹 TaxSlayer Pro Video Training Library
Open →
🆕 New User Seminar (ProWeb Setup)
Open →
📚 TaxSlayer Pro Knowledge Base
Open →
🖥️ ProWeb Support & Contact Options
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🎓 New User Articles (ProWeb Category)
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🗓️ Learning Library (Account Hub)
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📋 Practice Returns & Scenarios
Open →
🌐 Completing a Return — TaxSlayer (English)
Coming Soon
🌐 Completing a Return — TaxSlayer (Spanish)
Coming Soon
📉 Depreciation in TaxSlayer ProWeb
Coming Soon
🏢 Completing a Business Return
Coming Soon
📊 Tax & Industry Updates
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📖 Foundational Tax Return Instruction Guide
Coming Soon
📝
Internal Documents
Internal Forms
16 Forms
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Customer Information Worksheet
Coming Soon
New 2021/22 ARP Closer Checklist
Coming Soon
New 2021/22 COVID-19 Drop-Off / Checklist
Coming Soon
Sign-In Sheet
Coming Soon
Sign-In Wksht (ID & 7216 Use)
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Sign-In Wksht (Dependents)
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Sign-In Wksht (SS Blanks)
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HOH Reasonable Inquiries
Coming Soon
EIC Reasonable Inquiries
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Self-Employment Wksht (2021)
Coming Soon
Household Employment Wksht
Coming Soon
Pre-2021 Closer Checklist
Coming Soon
2020/21 COVID-19 Closer Checklist
Coming Soon
2020/21 COVID-19 Drop-Off / Checklist
Coming Soon
EIC Graph (2021)
Coming Soon
E File Checklist
Coming Soon
📜 Scripts, Tax Links & Money Flow
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Reference
Tax Related Links
▼
2023 Terms Glossary
Coming Soon
IRS.gov
Open →
Self-Employment Code Lookup
Open →
Per Diem Rates (GSA)
Open →
Retrieve IP PIN for Client
Open →
IRS Information
Coming Soon
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Refund Tracking
Money Flow Info
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IRS IP PIN Retrieval
Open →
IRS Identity Verification
Open →
IRS Account Information
Open →
Where's My Refund? (IRS)
Open →
Where's My Refund? (Codes)
Coming Soon
Where's My Amended Return?
Open →
TPG (Santa Barbara)
Open →
Refund Advantage
Open →
Republic Bank
Open →
Refundo
Open →
📋
Sales Tools
MaxTax Scripts & Sales Links
16
▼
Script 1
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Script 2
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Script 3
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Script 4
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Script 5
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Script 6
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Script 7
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Script 8
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Script 9
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Script 10
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Script 11
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Script 12
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Script 13
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Script 14
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Script 15
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Script 16
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🆕 New Hire & Software
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TaxSlayer Pro
Tax Software — TaxSlayer Pro
ProWeb
▼
🖥️ TaxSlayer ProWeb Login
Open →
📚 Knowledge Base
Open →
📞 Call Pro Support: (706) 868-0985
Call →
✉️ Email:
[email protected]
Email →
🎫 Submit a Support Ticket
Open →
💬 Live Chat (inside ProWeb)
Learn →
🎓 Education & Training Videos
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🗓️ Learning Library (Account Hub)
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👤
Getting Started
New Hire Onboarding
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Typing Test
Coming Soon
Ten-Key Test
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PTIN Sign-Up
Coming Soon
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Help & Issues
Technical Support
▼
Customer Help Center
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Data Retrieval Request
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