No one wants to deal with an audit or ID theft issues. The complexity of untangling these challenging situations can be daunting and time-consuming. Now there is an affordable solution to help your clients navigate the process with ease and confidence.
For program details including eligibility requirements see Audit Assistance & ID Theft Restoration offered by Tax Protection Plus
For tax year 2020 you now have two enrollment options available:
- ProSeries only - Per return protection: Once enrolled this allows you to use Audit Assistance for one or many 1040 returns, where each return you opt-in on will have a separate $44.95 fee.
- Firm-level protection: Once enrolled this will activate Audit Assitance for use with all of your 1040 returns automatically for only $10 each. No additional steps will be required to activate Audit Assistance before filing the return.
How to enroll your firm:
You can now enroll directly with Tax Protection Plus using the following links:
You can also enroll during the setup wizard when installing and setting up your 2020 tax software.
If you use more then one professional tax product (ProSeries, ProSeries Basic, Lacerte or ProConnect Tax) on the same Customer Account Number the Firm Level Enrollment will apply to all products you have purchased. If you have more than one professional tax product but they are under different Customer Account Numbers each product would need to be enrolled separately.
To see how to enroll through ProSeries 2020 click here
- Open ProSeries 2020 to the HomeBase.
- From the Tools menu, select Audit Assistance & ID Theft Restoration, then Audit Assistance Enrollment Wizard...
- Select the Enroll now for the coverage level you are offering.
- Cover all your clients will enroll you in a Firm-Level Enrollment. Once enrolled this will activate Audit Assitance for use with eligible 1040 returns automatically for only $10 each. No additional steps will be required to activate Audit Assistance before filing the return.
- Choose which clients to cover will enroll you in Per return protection: Once enrolled this allows you to use Audit Assistance for one or many 1040 returns, where each return you opt-in on will have a separate $44.95 fee.
- Complete the on-screen enrollment application.
If on a per return plan how do you opt in for the taxpayer?
How do I receive invoices for Firm Level enrollment?
- Tax Protection Plus (TPP) will email invoices to the email address used during the enrollment process.
- During tax season invoices are sent every other week on Tuesday's.
- After tax season invoices are sent once a month.
- Add billing@taxprotectionplus.com to your email safe-senders list so you don't miss an invoice.
- If the billing method on the invoice is correct, no further action is required. Your account will be billed on the date shown on the invoice.
- For billing questions, email TPP at billing@taxprotectionplus.com or contact by phone at (866) 942-8348.
Getting help with Protection Plus:
To start a claim for Audit Assistance or Identity Theft please see TaxProtectionPlus.com or contact directly at 866-942-8348.
