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Category: Banking

How do I link my bank account to my Books account?

To link your bank account to your TaxSlayer Books Account, log into your account and click on Banking from the Dashboard. Click on “Add you first bank account”. Choose from the list of banks or type the name of your bank into the search field. Once you have located your bank, you will be required to enter your username and password to your online banking account so that we can retrieve the data.