MaxTax Pros — Affiliate Portal
Quick Reference
IRS Support Numbers
10 Lines
Client — Refunds
Client calls to check refund status. Use when WMR gives a code or refund is delayed.
Client — IRS General
General IRS client inquiries — ID issues, notices, account questions, amended returns.
FMS Debt Problems
Refund offset by back taxes, child support, or federal debt. Client calls to find out what was taken.
Student Loan Debt
Refund offset by defaulted student loan. Client calls to dispute or get info on the offset amount.
Preparer Only — IRS
Tax pros only — EFIN issues, e-file rejects, preparer account questions. Do NOT give to clients.
SSA — 500 Code Rejects
SSN/SSA mismatch reject (Error 500). Client or preparer calls SSA to correct name/SSN records.
IRS Business Line
Self-employed, sole proprietors, partnerships. EIN issues, business account, business returns.
Forms & Publications
Order IRS forms, schedules, and publications by phone. Also at IRS.gov/forms.
Taxpayer Advocate
TAS — for hardship cases where normal IRS channels failed. Use when client refund is severely delayed.
Tax Fraud Hotline
Report suspected tax fraud, identity theft, or fraudulent preparers. Confidential reporting line.
💻
Software Support
TaxSlayer Pro Support
ProWeb
⚠️ Live chat is inside ProWeb → Help & Support (top right) within an open return.  Phone: M–F 9am–5pm · Sat 9am–4pm EST.
📡

IRS News for Tax Pros

Loading… IRS.GOV →
Fetching IRS news feed…
💬

Submit Feedback

Questions, issues, or suggestions? Submit below and will receive your message.

📚 Training & Resources
🎓
TaxSlayer Pro
Training Materials — TaxSlayer Pro
ProWeb
  • 📹 TaxSlayer Pro Video Training LibraryOpen →
  • 🆕 New User Seminar (ProWeb Setup)Open →
  • 📚 TaxSlayer Pro Knowledge BaseOpen →
  • 🖥️ ProWeb Support & Contact OptionsOpen →
  • 🎓 New User Articles (ProWeb Category)Open →
  • 🗓️ Learning Library (Account Hub)Open →
  • 📋 Practice Returns & ScenariosOpen →
  • 🌐 Completing a Return — TaxSlayer (English)Coming Soon
  • 🌐 Completing a Return — TaxSlayer (Spanish)Coming Soon
  • 📉 Depreciation in TaxSlayer ProWebComing Soon
  • 🏢 Completing a Business ReturnComing Soon
  • 📊 Tax & Industry UpdatesComing Soon
  • 📖 Foundational Tax Return Instruction GuideComing Soon
📝
Internal Documents
Internal Forms
16 Forms
  • Customer Information WorksheetComing Soon
  • New 2021/22 ARP Closer ChecklistComing Soon
  • New 2021/22 COVID-19 Drop-Off / ChecklistComing Soon
  • Sign-In SheetComing Soon
  • Sign-In Wksht (ID & 7216 Use)Coming Soon
  • Sign-In Wksht (Dependents)Coming Soon
  • Sign-In Wksht (SS Blanks)Coming Soon
  • HOH Reasonable InquiriesComing Soon
  • EIC Reasonable InquiriesComing Soon
  • Self-Employment Wksht (2021)Coming Soon
  • Household Employment WkshtComing Soon
  • Pre-2021 Closer ChecklistComing Soon
  • 2020/21 COVID-19 Closer ChecklistComing Soon
  • 2020/21 COVID-19 Drop-Off / ChecklistComing Soon
  • EIC Graph (2021)Coming Soon
  • E File ChecklistComing Soon
📜 Scripts, Tax Links & Money Flow
⚖️
Reference
Tax Related Links
  • 2023 Terms GlossaryComing Soon
  • IRS.govOpen →
  • Self-Employment Code LookupOpen →
  • Per Diem Rates (GSA)Open →
  • Retrieve IP PIN for ClientOpen →
  • IRS InformationComing Soon
💵
Refund Tracking
Money Flow Info
📋
Sales Tools
MaxTax Scripts & Sales Links
16
  • Script 1Coming Soon
  • Script 2Coming Soon
  • Script 3Coming Soon
  • Script 4Coming Soon
  • Script 5Coming Soon
  • Script 6Coming Soon
  • Script 7Coming Soon
  • Script 8Coming Soon
  • Script 9Coming Soon
  • Script 10Coming Soon
  • Script 11Coming Soon
  • Script 12Coming Soon
  • Script 13Coming Soon
  • Script 14Coming Soon
  • Script 15Coming Soon
  • Script 16Coming Soon
🆕 New Hire & Software
💻
TaxSlayer Pro
Tax Software — TaxSlayer Pro
ProWeb
👤
Getting Started
New Hire Onboarding
  • Typing TestComing Soon
  • Ten-Key TestComing Soon
  • PTIN Sign-UpComing Soon
🛠️
Help & Issues
Technical Support
  • Customer Help CenterComing Soon
  • Data Retrieval RequestComing Soon