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Tax Protection Plus - Audit Assistance & ID Theft Restoration

Intuit

Tax Protection Plus - Audit Assistance & ID Theft Restoration

No one wants to deal with an audit or ID theft issue. 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 eligible 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.

  1. Open ProSeries 2020 to the HomeBase.
  2. From the Tools menu, select Audit Assistance & ID Theft Restoration, then Audit Assistance Enrollment Wizard...
    PCG_PS_AuditAssist1.png
  3. 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.
  4. Complete the on-screen enrollment application.

If on a per return plan how do you opt in for the taxpayer?

  1. Open the tax return to the Federal Information Worksheet. 
  2. In the Audit Assistance & ID Theft Restoration section check the applicable box.
  3. Have the taxpayer sign the User Agreement.
  4. File the return as normal.
The per return option is no longer available, only the firm-level enrollment.

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.

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