Welcome to the VITA/TCE Blog


Product Update Alert: 9:30 AM EST

We will be putting the site in maintenance mode for approximately 15 minutes at 9:30 AM EST  (May 25, 2017)   Blog Posted 05/25/2017  9:08 AM EST


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25 May 17 Kim Manuel

VITA/TCE Support will be closed Monday, May 29th for Memorial Day

VITA/TCE support will be closed in observance of Memorial Day on Monday, May 29th. Normal support hours (8am-5pm EDT) will resume on Tuesday, May 30th.


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24 May 17 Craig Smith

TaxSlayer Pro Online – Delivered Updates/Fixes – May 11th

The below items were either enhancements or fixes pushed live today. Form 1099-R – An enhancement has been implemented to improve user experience when needing to indicate the PSO exclusion but not needing the Simplified General Rule Worksheet to determine taxable retirement income received. Previously, you had to manually enter the taxable amount after already taking […]


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11 May 17 Craig Smith

Pro Online: Rejected Clients List

Introducing the Rejected Clients List feature.  This feature is now available in your Production sites. The feature renders a list of your rejected returns, along with the reject code for each applicable tax year. Select the Rejected Clients button View the list of rejected returns.  The example below is for the default 2016 Selecting the […]


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Delay in Federal/State Acknowledgements — Updated Information

5/9/2017 — 5:26 PM EDT Updated Information We have submitted all 2016 returns that were still in the “Transmitted” status and have resolved the issue for future submissions.  We are in the process of transmitting the 2015 and 2014 returns that are still in the “Transmitted” status.  No action is required to resend these. ~~ […]


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09 May 17 Craig Smith

Maintenance Alert, May 9th at 7am EDT (RESCHEDULED for May 11th at 7am EDT)

5/9/2017 – 8:00am EDT Previously planned maintenance to take place at 7am this morning has been rescheduled to occur on Thursday, May 11th from 7am-8am EDT. 5/8/2017 – 10:12am EDT The site will be placed in maintenance mode on Tuesday, May 9th from 7:00 AM to 8:00 AM (Eastern Time).


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08 May 17 Craig Smith

Maintenance Alert Reminder: Weekly Maintenance

Just a reminder that our weekly maintenance window is Sunday mornings from 1:00 AM – 7:00 AM EDT   Blog Posted 05/06/2017              4:18 PM EST


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06 May 17 Kim Manuel

Pro Online: Returns in “Transmitted” Status (RESOLVED)

5/8/2017 – 10:00am EDT For sites that have had “Transmitted” returns since 5/6/2017, please check your impacted returns at your earliest convenience. Our development team resolved the underlying issue and your acks should be appearing at your site over the course of today. For any returns (including prior year transmissions) that are still in the […]


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06 May 17 Kim Manuel

Sporadic Reports of PDF’s not Rendering — All Resolved

5/4/2017 — 2:05 PM EDT The 2015 PDFs are now rendering the form background. 5/4/2017 – 7:10 AM EDT We are working to resolve the form background not generating in the PDF for 2015.  This does not impact any other year. 5/3/2017 – 3:37pm EDT At this time, generating a PDF for 2016 should no […]


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03 May 17 Craig Smith

News Alert: Internet Issues across the US — Updated Information

Update 1:13 PM EST — At this time, reports are that most issues have been resolved and internet services are returning to normal.  Our IT staff is continuing to monitor and will provide additional updates if needed. We have been made aware through multiple external sources that there is a major internet issue occurring in several […]


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02 May 17 Kim Manuel

IRS Outreach Center — Is that really the IRS at your door?

Is that really the IRS at your door? With continuing phone scams and in-person scams taking place across the country, you should be aware that IRS employees do make official, sometimes unannounced, visits to people as part of their routine casework. You should keep in mind the reasons these visits occur and understand how to […]


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02 May 17 Kim Manuel

IRS Outreach Center — Don’t ignore a notice or letter from the IRS

Don’t ignore a notice or letter from the IRS Don’t worry if you receive one of the millions of notices and letters the IRS sends to taxpayers every year, but don’t ignore it either. IRS letters or notices typically are about a specific issue on your federal tax return or tax account and include specific […]


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02 May 17 Kim Manuel

IRS Outreach Corner – Taxpayers that missed the filing Deadline

If you missed the tax deadline, these tips can help  The tax filing deadline has come and gone. If you didn’t file a tax return or an extension, but should have, you need to take action now. Here are some tips to help you: File as soon as you can. If you owe taxes, you […]


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02 May 17 Kim Manuel

Product Update Alert — Tuesday, May 2nd

We will be putting the site in maintenance mode for approximately 20 minutes to apply an update on Tuesday, May 2nd at 7:00 AM EST. We will be applying an update to the Return Questions report. Blog posted 05/01/2017    10:32 AM EST


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01 May 17 Kim Manuel

Maintenance Alert — Monday, May 1st

The site will be placed in maintenance mode on this afternoon (Monday, May 1st) from 7:00 PM to 8:00 PM (Eastern Time). Blog posted 05/01/2017  10:26 AM EST


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Federal Reject Code IND-202 Update (4/26/17) – RESOLVED

4/27/2017 – 11:40am EDT The issue causing Federal Reject Code IND-202 has been corrected and is now live. For any returns at your site that have been recently rejected for IND-202, please go into each return and resubmit at your earliest convenience. 4/27/2017 – 8:13am EDT The deploy this morning did not correct the issue […]


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26 Apr 17 Craig Smith

Pro Online: Product Update Alert – 4/26/2017

We will be putting the site in maintenance mode on April 26th at 6:30am EDT for approximately 15-30 minutes to push out a series of updates. 4/26/1:12pm EDT Items pushed out in today’s update include the following: Form W-2 – When making four (4) entries for Box 14, the 4th entry was not carrying to […]


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25 Apr 17 Craig Smith

Pro Online: Product Update Alert

We will be putting the site in maintenance mode for approximately 15 minutes on Tuesday, April 25th at 7:00 AM EST for a series of update: Reports: Correct an error when exporting more than 10,000 rows on Return Questions Add Address, City, State and Zip to the Return Questions report Blog posted 04/25/2017     […]


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24 Apr 17 Kim Manuel

VA Reject 760-030 (RESOLVED)

4/24/2017 – 1:49am EDT The issue behind VA Reject Code 760-030 has been resolved. At this time, you can resubmit your impacted VA state returns. To resubmit, go into each impacted return and submit from the Submission page of E-file. Be sure to mark the return as “State-Only” if their Federal return was previously accepted. […]


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IRS Reject Codes IND-0195, IND-0196, and IND-202 — Updated Information

4:02 PM EDT — The issue causing the below reject codes has been resolved.  You will need to open the return to refresh the e-file.  At this point, you can select Save and Transmit to the IRS from the submission page 3:00 PM EDT — We will be making a change that will allow you […]


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20 Apr 17 Craig Smith

Pro Online: Product Update Alert – April 20th

4/20/2017 – 9:38am EDT Phase I was delivered this morning for VA Reject 760-030 and Phase II is scheduled to be deployed tomorrow morning before sites will be able to resubmit impacted VA state returns. We will provide an update once phase II has been tested once released to production. 4/19/2017 – 2:13pm EDT We […]


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19 Apr 17 Craig Smith

Illinois Acks

We received the following information from Illinois: They are working a backlog of returns waiting to go through their ACK program.  Returns and payments that have been submitted on time will be considered timely.  We will handle any rejected returns with payments as exception items.   Blog posted 04/18/2017  11:23 am EST


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1040NR Validation error: AppLawfulPermanentResidentInd

If your 1040NR return is still in the status of “Transmitted” make sure you run your Validations Errors and Old Validation Errors Report. For this particular validation error, there are a couple of things for you to look at: Navigate to the Schedule OI and make sure a country has been entered for the Citizenship […]


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Direct Debit – Future Date Unavailable

When transmitting returns with an amount owed to the IRS and/or state, and selecting Direct Debit, you will see the below message displayed. You will be unable to request a future date for the amount owed to be debited from the bank account provided. Direct Debit returns will be transmitted with the current date listed […]


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17 Apr 17 Craig Smith

Tax season Closeout: Validation Errors Report

As you prepare to close out for the season, we recommend that you run your Validation Errors and Old Validation Errors report to make sure there are no outstanding federal or state returns that failed secondary validation.  You can also run the Electronic Filing Summary Report located under Management Reports.  This will identify any returns that […]


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TaxSlayer Closed for Easter 4/16/2017

TaxSlayer Support will be closed to observe Easter on Sunday, April 16th, 2017 and will reopen Monday, April 17th at 8am EDT. The weekend hours are below: Friday – April 14th: 8am-12am EDT Saturday – April 15th: 8am-8pm EDT Sunday – April 16th: CLOSED Monday – April 17th: 8am-12am EDT This closure only impacts customer […]


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14 Apr 17 Craig Smith

Summary/Print, PDF, and Return Access Issues (RESOLVED)

4/13/2017 – 5:38pm EDT We are seeing consistent prints at this time and receiving the same reports from the field.  We will continue to monitor through the evening.  Please email support with EFIN and last 4 if you experience additional issues so we can see if the issue is return specific. 4/13/2017 – 4:43pm EDT […]


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13 Apr 17 Craig Smith

Desktop: Closeout Procedures

For VITA/TCE sites using the TaxSlayer Desktop product, they must back up their data before the end of the filing season to ensure the carryforward tax return data is available filing season 2018.  In addition, this can be used for any site running the TaxSlayer Desktop product to create a disaster recovery backup. To complete […]


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Pro Online: Closeout Procedures

For post filing season security, all users other than Admin, should be made inactive.  This will ensure no returns are being prepared off-season when the site is closed. NOTE: As in the past, if you delete or deactivate returns on your site; you will not have carryforward data for those deleted or deactivated taxpayer returns […]


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Summary/Print page

Update:  We are not seeing this across the board.  If you are still experiencing the return not loading, log out, shut down all instances of the browser, log back in and try the return again.  If you are still experiencing the return not loading, please email support with the EFIN and last 4 digits of […]


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13 Apr 17 Kim Manuel

PDF’s Not Rendering — RESOLVED

4/12/17 — 10:00 Pm EDT All services are functioning as expected. The returns are now calculating and rendering PDFs as expected.  We apologize for the inconvenience this caused at your sites. 4/12/17 — 9:11 PM EDT Our engineers are working with Microsoft support engineers to determine why our messaging services will not stay online. This […]


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12 Apr 17 Craig Smith

April 10: Software Updates

The below items were pushed live for TaxSlayer Pro Online this morning. Custom Credits Report: An EFIN column has been added to the report. State Direct Deposit not Validating RTN and ACCT entries: An issue was fixed when you had a Federal amount owed but receiving a refund from the state and selected Direct Deposit. […]


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10 Apr 17 Craig Smith

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Monday, April 10th at 6:00 AM to perform a series of updates.


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07 Apr 17 Craig Smith

California Reject Code R0000-065 *4/11/2017 Update*

4/11/2017 – 5:45pm EDT We apologize for the delay in updating this post. The fix took longer than expected. At this time, sites impacted with CA Reject Code R0000-065 can follow the protocols at their sites to resubmit these returns. Be sure to submit these CA returns as State-Only if their Federal return has previously […]


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07 Apr 17 Craig Smith

April 5: Software Updates

The below updates/fixes were pushed out to TaxSlayer Pro Online this morning. ACA: When the Taxpayer is marked as “IS being claimed as a dependent” in Basic Information, the option to skip the Health Insurance section will be available. Form 1116: We previously did not provide an option to enter the “TYPE” if income being […]


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05 Apr 17 Craig Smith

April 4th: Software Updates

The below updates/fixes were pushed live this morning for TaxSlayer Pro Online. ACA – Step 2 of the SRP worksheet was including a qualifying child in the SRP calculation when that qualifying child was marked as “Not a Dependent” within Basic Information. This has been corrected. Arkansas – A fix was pushed where “Subtractions” from […]


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04 Apr 17 Craig Smith

E-filing: Prior Year Validation Error for State Identification (RESOLVED)

4/3/2017 – 12:22pm EDT The issue with prior year submissions receiving the State ID Validation Error has been resolved. At this time, you can resubmit the impacted 2015 returns following your normal procedures at your site. 3/31/17 – 9:11am EDT Some 2015 e-files are still receiving the State ID Validation Error. We recommending holding these […]


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03 Apr 17 Craig Smith

April 3rd: Software Updates

The below updates/fixes were pushed out this morning for TaxSlayer Pro Online. Form 8379 – Fixed an issue where the Federal Tax Withholdings were not carrying to the 8370 correctly. Fixed an issue when checking the boxes for questions 7/8 was not carrying to the PDF. Form 1099-Q – Fixed an issue where entries made […]


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03 Apr 17 Craig Smith

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Monday, April 3rd at 5:00 AM to perform a series of updates.   Blog posted 04/02/2017


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02 Apr 17 Kim Manuel

E-filing: 2015 Validation Error for State Identification Update

3/31/17 – 9:11am EDT Some 2015 e-files are still receiving the State ID Validation Error. We recommending holding these impacted returns at this time. We will post additional information as it becomes available. 3/30/17 – 3:35pm EDT When e-filing 2015 tax returns, many of you have received this Validation Error: “The ‘http://www.irs.gov/efile:DrvrLcnsOrStateIssdIdIssDt’ element is invalid […]


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31 Mar 17 Craig Smith

Client List: Filtering by Return Tag – Resolved

Update 3/31:  This has been resolved.   You can now filter by return tag 3/24/17 – 8:30am – We have received reports that filtering your Client List by Return Tags at the sites is not yielding any results. This has been reported and is being actively worked. We will provide updates as they become available. […]


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Extension FAQs

Where is the extension located? The extension is located in the Federal Section>>Miscellaneous Forms How do I electronically file the extension? (1) Select e-file in the left navigation bar (2) Select File Extension (3) Click “I understand” and Continue Will I really get an email from [email protected]? No, you will receive an IRS acknowledgement with […]


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30 Mar 17 Kim Manuel

IRS: Important Information on W-2/SSN Data Theft Scam

A dangerous email scam currently is circulating nationwide and targeting employers, including tax exempt entities, universities and schools, government and private-sector businesses. The scammer poses as an internal executive requesting employee Forms W-2 and Social Security Number information from company payroll or human resources departments. They may even send an initial “Hi, are you in […]


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28 Mar 17 Kim Manuel

IRS Quick Alert: MeF Intermittent Timeouts

The IRS issued the following Quick Alert. Starting on March 21st, 2017, MeF began experiencing intermittent timeout errors in the A2A and IFA transmission channels. This issue is affecting the Production and ATS environments. MeF has identified the problem and is working to resolve it as a top priority. Effective March 28th, 2017, MeF will […]


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28 Mar 17 Kim Manuel

Federal Reject IND-202

3/27 – 3:12pm EDT: We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value. This is NOT widespread and only seems to be occurring on a small percentage of returns. We recommend resubmitting these returns as we have seen in […]


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27 Mar 17 Craig Smith

Time to Change your Password?

The application will start reminding you that it is time to change  your password 10 days from password expiration every time you login. It will continue to countdown each day until you reset your password Select Reset Password Now Enter and verify your new password Select Submit.  The program will prompt you that your password […]


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Pro Online: Product Update Alert

We will be putting the returns in maintenance mode at 5:00 to deliver an update to the 1040X We will be putting the site in maintenance mode on Friday, March 24th at 6:00 AM for 15 minutes to deploy the fix for the sporadic print errors and custom print sets not printing as expected. As […]


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March 23: Software Updates

A few items were pushed out this morning. Michigan: When creating a Part-Year CF-1040, the option to claim “Credit for Tax Paid to Another City” has been added within the Payments and Credits menu of the CF-1040 menu. Vermont: For the HI-144, an option to adjust “Other Income” to carry to Line M has been […]


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23 Mar 17 Craig Smith

ACA – Instructions for identifying which Scenario your returns falls into

Scenario 1: If the return was filed between 3/9/2017 7 AM and 3/10/2017 5 AM the return is on the list because SRP was not calculated in the return and if you had a 1095A in the return, the 8962 was not calculated in the return. Scenario 2:  If the return was filed after 3/10/2017 […]


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ACA – Instructions for identifying Potential Returns impacted by no ACA

(1) Login as a user that can run reports (2) Click Select on Reports (3) Click Select on Management Reports (4) Click Problem Returns Report (5) Click EFIN selection (6) You must select the EFIN (even though there is only one EFIN listed) (7) Click Run Report Note:  If there are NO potential returns the […]


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Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Thursday, March 23rd at 5:00 AM for approximately 30 minutes for a series of calculation updates. We will be putting the site in maintenance mode at 6:00 AM for approximately 15 minutes to deliver an update which includes report changes. Questions Report Added EFIN The […]


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22 Mar 17 Kim Manuel

Form 2441: Child and Dependent Care Update

3/22/2017 – 2:51pm An update was pushed out today to Form 2441 entry menu. When a taxpayer has 2 qualifying persons for this credit but only 1 qualifying person has child and dependent care expenses, the IRS still allows you to use the $6,000 limit that applies to 2 or more qualifying persons. In order […]


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22 Mar 17 Craig Smith

IRS Tax Tip: Adoption Credit

Adoption Tax Credit Facts to Consider Taxpayers who have adopted or tried to adopt a child in 2016 may qualify for a tax credit. Here are ten important things about the adoption credit: The Credit. The credit is nonrefundable, which may reduce taxes owed to zero. If the credit exceeds the tax owed, there is […]


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1040NR – Subtraction from Wage Line Entry — Phase II

We delivered Phase II to complete the addition of the Subtraction from Wage Line Entry. Enter your W-2 (Example below has 9,000 in Box ) Enter you Treaty Information for Schedule OI Enter any exemption amount that should be reduced from the Wage Line: The application will now do that math for you and reflect […]


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IRS Reject 202 — Options for resending

If you have any outstanding Reject 202 returns, you can resend them.  There are two ways to resend these returns: (1) Select and resend them all at one time by going to: Transmissions Selecting Add Returns Select the returns that were rejected for 202 Send to the IRS Note:  You do not have to open […]


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Putting Returns in Maintenance Mode — 5 Minutes (Resolved)

Update 7:38 AM:  This has been resolved and returns are out of maintenance mode . We are putting the return in maintenance mode for 5 minutes to correct an error seen when changing the filing status. Blog posted 03/22/2016  7:33 AM EST


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22 Mar 17 Kim Manuel

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Wednesday, March 22 at 5:00 AM for approximately 30 minutes.  We will be pushing out the Phase II update for the new entry on the 1040NR which will subtract the amount entered from the wage line. Blog Posted 03/21/2017         5:33 Pm


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21 Mar 17 Kim Manuel

March 21: Software Updates

The below software updates were pushed out this morning. ACA – Previously when a qualifying person was listed on a return and the box “Check if this qualifying child is NOT YOUR DEPENDENT” was marked, the qualifying person was still being included as a member of the household when completing the Health Insurance menu. Now […]


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21 Mar 17 Craig Smith

1099-R & PSO Exclusion Update

When previously completing the Simplified General Rule Worksheet within the 1099-R entry menu and using the PSO Exclusion checkbox, the calculated taxable amount from Box 2a, was not carrying to the PDF of the 1040. This has been resolved.


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21 Mar 17 Craig Smith

1040NR — New Field added to Schedule OI

We delivered Phase I of a new field that will allow the preparer to enter the amount of treaty exemption that should be deducted from the wage line. Where is the new field located? Basic Information >> 1040NR Schedule OI>>Schedule OI General Information What does Phase I mean? This means that we have delivered the […]


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Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Tuesday, March 21st at 5:00 AM for a series of updates.  We expect this to take approximately 30 minutes.  The update includes: Change to 1040NR exemption from wage — phase I Change to PSO entry — Details will be posted on blog shortly Updated the […]


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20 Mar 17 Kim Manuel

Pro Online 2014 — Resolved

Updated Information:  You can now open existing returns and create new returns in Pro Online 2014 The returns for Pro Online 2014 are currently in isolation mode which is displaying a login page.  This is impacting existing 2014 returns and creating new 2014 returns. Our development team is looking into this. Blog Posted 03/20/2017   […]


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Private Activity Bonds Interest Tip

If you have any amounts listed within Box 11 of the 1099-DIV, please disregard them unless you are subject to Alternative Minimum Tax. If you are subject to Alternative Minimum tax you can report them under the Federal Section >> Other Taxes >> Interest from specified private activity bonds exempt from the regular tax” Blog Posted 03/17/2017 […]


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TaxSlayer Pro Online Updates

Below are many updates pushed out either yesterday morning (3/16) or this morning (3/17). Most updates are related to state returns. The “In Progress” status can be used as a filter now for sites that have a client list of over 999 returns. Some sites were experiencing issues of filtering their Client List by certain […]


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17 Mar 17 Craig Smith

Federal Reject Code IND-202 — Updated Information

Update:  You can now resend these returns.  Open each return (no changes required) and then you can either send from the Submission page or Add them to your Transmission page. We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value. […]


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17 Mar 17 Kim Manuel

Form 8880 Retirement Savings Contributions Credit: Tax Prep Tip

The program pulls in all types of retirement income for the calculation of Form 8880 from your 1099-R entries.  There are certain situations when not all retirement income should be included in this calculation.  You can subtract distributions that should not apply by entering the distributions directly in the 8880. The highlighted areas below on the […]


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Federal Reject Code IND 202 — Updated Information

Update:  You can now resend these returns.  Open each return (no changes required) and then you can either send from the Submission page or Add them to your Transmission page. We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value. […]


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17 Mar 17 Kim Manuel

SRP and F8962 not Calculating in Return on 3/9/2017 — Follow up Information

03/17/2017:  We are still working on a method of distribution for the identified pool of impacted returns. 03/15/2017:  As a point of clarification, the information in this post is specific to the SRP and 8962 NOT calculating in the returns from March 9th at 7:00 AM – Friday at 5:00 AM.  During this period, if […]


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Pro Online: Post Thursday ACA returns (subset of returns)

We have identified and corrected an issue that impacted a subset of ACA returns created/edited after 5 AM on Friday, March 10th.  It is important to note that this did NOT impact ALL returns in the following scenario. Scenario:  The taxpayer had insurance purchased through the marketplace and had SRP or Excess APTC calculated in […]


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IRS Reject FPY-089 — Updated Information

Updated information 4:25 PM:  We have identified and corrected the issue that generated this reject.  You can now follow your established processes and resend these returns.  We ask at a minimum, you do the following: Open each return (even if you opened it earlier in the day) Review the e-file page The majority of these appear […]


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16 Mar 17 Kim Manuel

Management Reports — Site Production Detail Report

We made a change that now allows the report to reflect the appropriate amounts for EITC, Additional CTC, and CTC for returns that were displaying overstated values. Blog Posted 03/14/2017    9:25 AM EST


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Federal Return Code IND-202 – UPDATE

3/13/17 – 4:11pm – While we are still looking into this reject code and its root cause, we have received several reports of sites resubmitting these returns without making any adjustments and they were accepted by the IRS. While this is not a final answer, it seems to work across the board. At this time, […]


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13 Mar 17 Craig Smith

Software Updates – March 13th

The Health Insurance menu has been turned on for 1040-NR returns. When completing the 1099-R, specifically the General Simplified Worksheet, the taxable amount that was carrying to Box 2a was displaying the incorrect Age Factor when the age was between 111-120. This caused confusion because Box 2a of the 1099-R showed one amount but the […]


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13 Mar 17 Craig Smith

Pro Online: Product Maintenance Alert

We will be putting the returns in maintenance mode on Monday, March 13th at 5:00 AM to apply updates for the following: Allow 1040NR to enter Health Care Information for 8962 Add Guam to the state drop down list for W-2, 1099s blog Posted 03/12/2017     11:17 PM EST


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Changes to States

  The following changes have been made to the state Colorado Added a 2nd Contribution Account Holder for Tuition Program Contributions Illinois IL Amended return:  Corrected line 10c if the taxpayer is over 65 IL Amended Return:  Property tax entered on Sch ICR, Line 5 now flows to Line 17 Indiana Removed the ability to […]


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SRP and F8962 not Calculating in Returns (RESOLVED)

03/14/2017 — We are in the process of identifying the pool of potential returns that were impacted by this issue.  Once we make this determination we will work with the IRS Core team on a method of distribution. 3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 […]


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Pro Online: Product Alert Notification

We will be putting the returns in maintenance mode on Friday, March 10th at 5:00 AM for approximately 30 minutes to apply updates to make corrections to: Shared Responsibility Payment not being calculated Form 8962 not populating when the 195-A is entered in the Health Insurance Section   Blog Posted 03/09/2017        8:17 […]


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09 Mar 17 Kim Manuel

QSRA: Policy Update on Expired ITIN

Purpose:  Provide guidance on how to assist taxpayers with an expired ITIN that also have a requirement to file tax returns. Click here to view PDF    


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SRP and F8962 not Calculating in Returns (RESOLVED)

3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 not generating in applicable return PDF’s have been resolved. If you were holding impacted returns, you may now e-file at this time. We apologize for the inconvenience. 3/9/2017 – 3:00pm – We anticipate having both of the issue […]


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09 Mar 17 Craig Smith

Federal Reject Code IND-202

3/9/2017 – 11:05am – We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value. Our development team is currently looking into this reject code. At this time there is no additional action on your end. We will provide updates to […]


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09 Mar 17 Craig Smith

3/9/2017 TSP Online Updates

Some updates were pushed out this morning to include the below items. Form 8888 – Ability to allocate a portion of the refund as Mailed Check now available in E-file if your site offers the 8888. Form 8888 – If your site offers the 8888 and only 1 bank account is provided for Direct Deposit, […]


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09 Mar 17 Craig Smith

Virginia State Returns Receiving Unexpected Error

3/8/2017 – 3:48pm – We are no longer receiving reports of the sporadic issue related to VA. We will continue to monitor and provide updates as necessary. 3/8/2017 – 3:27pm – We are receiving reports of users creating VA returns and receiving the below error message. This appears to be occurring when selecting “Enter Myself” […]


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08 Mar 17 Craig Smith

Pro Online: Changes to Reports

The following changes were made to reports: Accepted Returns report No longer shows duplicate rows for filing status of MFJ Added a column for Return Tags Rejected Returns report Added a column for Return Tags Return Questions Report Now displays SSN Last 4 and Last Name Custom Credit Report Now displays SSN Last 4 and […]


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2016 Summary/Print and PDF Issue (RESOLVED)

3/7/2017 12:07pm – Accessing Summary/Print and rendering PDF’s is working. Will continue to monitor the situation to see if it persists. 3/7/2017 11:51am – We are currently looking into reports of users receiving an “Oops” message or being kicked out of the program when attempting to create a PDF or access the Summary/Print menu.


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07 Mar 17 Craig Smith

1040NR: Dependent Entries Now Available

Update 3/6/2017: When completing the 1040-NR, you are now able to add dependents.


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06 Mar 17 Craig Smith

IRS Reject: F8379-019

Scenario:  Your return is rejected F8379-019 and you only have 1 bank account listed: Reject Code: F8379-019 | Category: Incorrect Data | Severity: Reject  If Form 8379 is present in the return, then the following forms must not be present in the return: (2555 or 2555EZ or 8833 or 8888 or 8891 or 4563 or […]


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Pro Online: Product Update Notification

The returns will be put in maintenance mode on Monday, March 6th at 5:00 AM for approximately 30 minutes to applies a series of updates to include: Update to 1040PR Update to 1040NR to allow for dependent information to be entered Changing the Edit button to Add when adding additional 1099–MISC to an existing schedule […]


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Error Loading PDF — RESOLVED

Update;  — Print for all years is now rendering a PDF We are currently experiencing a message when printing from inside or outside of the return:  Error loading PDF.  We have our engineers looking at this. Blog Posted 03/04/2017  4:30 PM EST


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04 Mar 17 Kim Manuel

State Changes now in Production

The following changes have been pushed to production: Negative values are no longer allowed to be entered in Additions to Income and Subtractions from Income for the following States: Colorado Georgia Kansas Michigan Nebraska Wisconsin Maryland returns that were rejected for MD Form5052-01450-011 can be transmitted again Michigan Nonresident Income Allocation is now carrying to […]


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New York Reject R0173 — Updated Information

Update 03/03/2017:  You can NOW resend any of your rejected NY returns that have the state return type of ‘Electronic State Balance Due Update 02/28/2017:  The resolution for this is now in production.  You can resend your rejected NY returns as long as they do not have the state return type of “Electronic State Balance […]


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Pro Online: How do I e-file the state with no Federal Filing Requirement?

Scenario:  I have prepared the return.  The taxpayer has no federal filing requirement, but they have a state credit. Steps to take on the E-file Page: (1) Select Send State Only (2) Change the Federal Return Type to:  Mail Payment (3) Close the warning dialog that the federal return will not be sent (4) Complete […]


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Submission Page Error when Selecting Send State Only — Resolved

Update:  This has been resolved, you can now send your states as “Send State Only” with the state return type of:  Electronic State Balance Due Scenario:  You are selecting “Send State Only” and have the state return type of “Electronic State Balance Due” and receive the following error “You have marked this return as state only, […]


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Pro Online: How do I e-file my state after my Federal return has been accepted?

(1) Select Send State Only (2) The Federal Return Type must be something other than paper (see example below) (3) Close the warning dialog that the federal return will not be sent (4) Complete the rest of the E-file and submission page as normal (5)  New:  You must use the Save and Transmit to the IRS button […]


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1040NR: Changes released March 2, 2017

(1) Added a drop down list for the type of return filed in the previous year for Schedule OI Note:  We will be adding 1040NR EZ to the drop down list (2) Added a drop down list for the Tax Treaty Article (3) The Tax Treaty Article now flows and prints on the Schedule OI (4) […]


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Deactivating Returns: When Can I?

Deactivate return must be enable in the the Security Template assigned to the user.  By default the blank template assigned to the user that activated the site and the ADMINISTRATOR template have this enabled. The only time a return can be deactivated is when it is in the status of “in progress” or “review failed” […]


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Pro Online: Product Update Notification – Deployment complete

Updated Info 7:25 AM EST:  The deployment is complete and the site is out of maintenance mode. Updated information  7:15: We are putting the site in maintenance mode for 15 minutes to make the deployment to allow these state returns to be resent. Updated information 6:23 AM:  We have not made the deploy yet due […]


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Pro Online: The “Quick File” Process in TaxSlayer

After entering the basic information from Form 13614-C, Quick File allows you to add only the source documents from Form 13614-C to the tax return. This allows you to skip the other menus within the software and go directly to the added source documents uploaded to Quick File, one-by-one. To access Quick File, click on […]


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Dependent Menu Verbiage Update for Full Time Student

We updated the verbiage for the description of when a user should check the box indicating a dependent is a full time student. It previously stated to check the box if the dependent was a full time student at a post-secondary educational institution. In the rare event a dependent was over age 18 (19 for […]


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02 Mar 17 Craig Smith

Pro Online/Practice Lab: Product Update Alert

We will be putting the returns in maintenance mode on March 2nd at 5:00 AM for approximately 30 minutes to apply an update.  The update will include changes to the 1040NR.   Blog Posted March 1, 2017   9:56 PM


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Pro Online — Wording on Transmission page

The following wording displays on the Transmission page:  “The period of taxpayer advances ended Feb 28th” This is an informational display based on a requirement for our Commercial Customer base and has no impact on submitting electronic files.   Blog Posted 03/01/2017          1:34 PM


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Form 8615 Now Pulling in Taxable Income

We experienced an issue where the taxable income from the 1040 was not carrying to Line 4 of F8615. This issue has now been resolved.


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28 Feb 17 Craig Smith

MA Reject F1-0046 or FNRPY-0046

We received the following information from Massachusetts: If you have received either of the following rejects: F1-0046 FNRPY-0046 Please resubmit the returns after 9pm on 02/27/2017, thanks. Blog Posted 02/28/2017            11:15 Am


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Pro Online: Changes to wording in the Health Insurance Section

(1) Added the word “Gross” to the Health Care exemption Certificates screen.  At this point in the Health Care Section, the program calculates if the return is below the Household or Gross income filing threshold based on the entries in the return. (2) Added additional verbiage for clearer on screen guidance for users to determine […]


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American Opportunity Credit: Additional Question

Scenario:  If you have a taxpayer under age 24 and not claimed as a dependent on another return and are claiming the American Opportunity Credit, as you answer the qualifying questions, you will see the last question below. This is used to calculate whether the taxpayer receives the refundable portion of AOC or if all […]


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Pro Online/Practice Lab Product Alert

We will be putting the site in maintenance mode to  apply a series of updates on Tuesday, February 28th at 6:00 AM for approximately 20 minutes.  This update will include a solution for the New York rejects.  We will be posting updated information to that blog post when we are ready for the returns to […]


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Pro Online: 2015 and 2014 Returns in the status of Transmitted

Update 2/24/17:  You can now resend any 2014 returns still in the status of transmitted.   Update 2/23/17:  You can now successfully send your 2015 returns that are in the status of Transmitted.  Check back for more updates for 2014. ————————————————————————————————————————- We ran some sample returns back through e-file after our push this morning and […]


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27 Feb 17 Kim Manuel

IRS Tax Tip: IRS Can Help Taxpayers Get Form W-2

IRS Can Help Taxpayers Get Form W-2 Most taxpayers got their W-2 Forms by the end of January. Form W-2, Wage and Tax Statement, shows the income and taxes withheld from an employee’s pay for the year. Taxpayers need it to file an accurate tax return. If a taxpayer hasn’t received their form by mid-February, […]


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Creating a 1040X when the original return was not created in TaxSlayer

You will need to first create the return in the program the way it should be currently (not how it was originally submitted and accepted). Once you have the return created, you will click on the Amended Return option in the left navigation menu and complete the Original information screen with the return data that […]


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West Virginia Returns with Schedule M

West Virginia returns that require a Schedule M can now be completed to allow for the subtraction associated with Over 65 and/or Disabled.  Once you complete the appropriate information in the West Virginia Subtractions from Income,  you will see the appropriate subtractions. For existing returns, that were not making the calculation, when you open the […]


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IRS Acknowledgements — RESOLVED

6:00 pm est — The IRS has removed their Alert, all systems are reported operatinal You may be experiencing longer than normal times of receiving acknowledgements.  The IRS posted the following: ALERT: The Modernized e-File System is experiencing intermittent issues processing service requests.  The IRS is working to resolve the problem as a top priority. […]


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22 Feb 17 Kim Manuel

Pro Online/Practice Lab: Product Maintenance Alert

We will be putting the returns in maintenance mode on Tuesday, February 21st at 5:00 AM EST for approximately 30 minutes to deliver an update to include the following: Changes to the 20% HSA exemption calculation Changes to make the maintenance page for returns more intuitive when an update is being pushed Adjusting the cap […]


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Pro Online: Rejects for F8949: Status Update — Resolved

Update:  If you have any outstanding returns with a reject for F8949, please resubmit these. We have the solution for this on QA.  It should be out in the field over the next 48 hours.   Blog Posted 02/20/2017      10:52 AM


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Practice Lab/Pro Online: Update on Monday morning — Late notification (update)

We are currently pushing an update to the system that will include the following changes to: Changes to the 20% HSA exemption calculation (Item deferred until Tuesday AM Push) Changes to make the maintenance page for returns more intuitive when an update is being pushed (Item deferred until Tuesday AM Push) Georgia Corrected validation error […]


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20 Feb 17 Kim Manuel

IRS News Essentials: New report of phishing scam

Remember:  We only reach out to you in the following circumstances (1) Replying to an email which will come from [email protected] (2) Sending a software activation link which will come from [email protected] We DO NOT lock your account under any circumstances. If we include a link in an email, it would be during a response […]


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19 Feb 17 Kim Manuel

Pro Online/Practice Lab: Printing is not rendering a PDF (Resolved)

8:57 PM EST:  Printing is now rendering a PDF   8:49 PM EST:  We should have printing available by 9:15   Printing is currently not rendering a PDF.  Our engineers are currently looking at this.   Blog Posted 2/19/2017  8:19 AM EST


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19 Feb 17 Kim Manuel

Practice Lab/Pro Online Product Update Alert

We will be putting the site in maintenance mode at 6:00 AM for approximately 15 minutes to deliver a series of application updates for the following: Ability to see rejects from Client Status for the status of Denied Ability to see rejects from Client Status for rejected 2015 returns Updating reports Changes at the Multi […]


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17 Feb 17 Kim Manuel

Weekly Maintenance Alert

Reminder that we will be conducting our Weekly Maintenance on Sunday, February 19th from 1:00 AM to 7:00 AM Eastern.


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Pro Online/Practice Lab: Product Update Alert

We will be putting the return in maintenance mode on Thursday, February 16 at 5:00 AM EST for approximately 30 minutes to apply updates for the following: Changes in the travel dates on the 1040NR OI Changes to 1040NR Acknowledgements Blog Posted 02/15/2017                    9;14 AM EST


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Pro Online/Practice Lab Product Update Alert — Complete

We will be putting the site in maintenance mode at 6 AM to apply an update to correct the 404 errors that are occurring during transmission of returns.  This will take approximately 20 minutes. Blog Posted 02/15/2017     5:05 AM EST


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15 Feb 17 Kim Manuel

Pro Online: 404 Error when Transmitting Returns — Resolved

Update:  — We pushed a solution out.  If you received a 404 error yesterday, you can now transmit the returns either via Save and Send to IRS from inside the return or from the Transmission page. Scenario:  We are seeing some 404 errors when transmitting returns using Save and Send to the IRS and by […]


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IRS E-News Special Edition “Where’s My Refund Information”

Where’s My Refund? will be updated on Feb. 18 for the vast majority of early filers who claimed the Earned Income Tax Credit or the Additional Child Tax Credit. Before Feb. 18, some taxpayers may see a projected deposit date or an intermittent message that the IRS is processing their return. By law, the IRS […]


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MA Reject F1-0141 or FNRPY-0141: Information from MA

We received the following notification from the state of MA If you have received either of the following rejects: F1-0141 FNRPY-0141 That you believe were rejected in error, please resubmit the returns after 9pm this evening. Blog posted 02/14/2017   3:24 PM EST


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1040 NR: Changes to Students from India

See information in screenshot below   Blog Posted 02/14/2017   9:50 AM EST


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Changes to ACA

Blog Posted 02/14/2017 —  9:48 AM


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Pro Online/Practice Lab Product Update Alert

We will be putting the returns in Maintenance mode at 5 AM to apply some updates to include: Removal of the State Congratulations page.  The state will continue to calculate the basic return while you are entering data for the Federal return.  When you move to the state section you will see the State Summary […]


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13 Feb 17 Kim Manuel

State Rejects for Missing PDF when filing more than 1 state

Scenario:  My return had 2 or more states on it.  One or more of the states got rejected for missing state PDF The PDF File XXXXXXXXXNCOtherStateCredit.pdf can not be found in the submission. Solution:  We have corrected the issue and you can now resend the rejected states. (1) Open the Return (2) Select the E-file […]


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Random Sign In Page

Update 2/13/2017 – 6:14pm EDT: We have received multiple reports from users in the field that in addition to closing all browser windows and re-opening, clearing the cache has also resolved the issue as well. We are continuing to track down the exact cause of the sporadic log outs and will continue to post updates […]


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13 Feb 17 Kim Manuel

IRS Reject Code IND 195 and IND 196

Scenario:  You submitted a return and it is rejected for the following Reject Code IND-195 Message ‘IPAddress’ in ‘AtSubmissionCreationGrp’ in ‘FilingSecurityInformation’ in the Return Header must have a valid value. Data Value 255.184.xxx.xxx Reject Code IND-196 Message ‘IPAddress’ in ‘AtSubmissionFilingGrp’ in ‘FilingSecurityInformation’ in the Return Header must have a valid value. Data Value 255.184.xxx.xxx Resolution: […]


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IP Address Validation Error (Updated Info)

Update:  If you have any outstanding returns with this validation error  you can send them again. ____________________________   Scenario:  Your return is staying as Transmitted.  When you are running your validation errors you are receiving the following: Recommendation:  We are researching why this is happening.  Transmitting a second time will not resolve the issue from […]


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12 Feb 17 Kim Manuel

Basic Information: Change is Deceased Dates

2017 has been added back to the drop down list of dates when selecting Deceased. Caution:  When selecting 2017, the return will get rejected if the Social Security Administration does not have the date of Death on file and included in the IRS Master List.   Blog Posted 02/12/2017  9:49 AM EST  


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Pro Online: New Entry on W-2 (Medicaid Waiver Exclusion)

We have added the following to the w-2 This will automatically deduct the appropriate amount on line 21 (see example below) This will automatically deduct the Medicare Waiver Payment from EITC appropriately   These payments are called In Home Supportive Services (IHSS) in California. Blog Posted 02/12/2017   8:31 AM  


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Regular Maintenance Alert – Sunday, February 12th, 1am-7am EDT (Updated Info)

Update 8;00 AM:  You can now access the login page from the VITA/TCE Springboard.     Update 7:33 AM:  You may also see the following message when trying to login:  his page contains the following error(s): (click to go to error) You cannot login from this location (104.57.139.163, 104.57.139.163), please speak with your site administrator to […]


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MA Reject F1-0250 or FNRPY-0250

We received the following message from the state of MA If you have received either of the following rejects: F1-0250 FNRPY-0250 Please resubmit the returns. Blog posted 02/10/2017    3:37 PM EST


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IRS Reject F1040-336-01/F1040EZ-336-01/F1040A-336-01

Scenario:  You return was rejected due to: IRS Reject F1040-336-01/F1040EZ-336-01/F1040A-336-01 Solution:  You can now resubmit these returns. Blog Posted 02/10/2017  9;54 PM  


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Pro Online: Changes to Add Returns in Transmission

You will no longer see the list of accepted returns to choose from when you select the Add Returns button in Transmissions. This change makes it easier to find rejected returns that have been flagged Ready to Retransmit (located on the Submission page in e-file).  This change also prevents the accidental selection of accepted returns […]


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IRS Reject F1040A-056-02/F1040-065-03: What happened to my State e-file

Scenario:  There was no filing requirement for the federal return that had $0 AGI and $0 Refund/Balance due so the IRS rejected the return: At least one of the following must have a nonzero value: Form 1040A, Line 15 ‘TotalIncomeAmt’ or Line 21 ‘AdjustedGrossIncomeAmt’ or Line 28 ‘TaxAmt’ or Line 30 ‘TotalTaxBeforeCrAndOthTaxesAmt’ or Line 36 […]


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IRS Reject Code 1040A-058-01 — Next Steps

Scenario:  My return is rejected for: Reject Code: F1040A-058-01 | Category: Incorrect Data | Severity: Reject  If Form 1040A, Line 42a ‘EarnedIncomeCreditAmt’ has a non-zero value and Schedule EIC (Form 1040A or 1040) is not present in the return, then the Primary Taxpayer and/or the Spouse Taxpayer in the Return Header must be at least […]


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Pro Online/Practice Lab: Product Update Alert

We will be putting the returns in Maintenance mode at 5:00 AM for approximately 20 minutes to deploy updates. Blog Posted 02/09/2017  10:08 EST


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09 Feb 17 Kim Manuel

IRS Reject Code F8949-002

Scenario:  Your return is rejected for F8949-002. Solution:  We have to make an update to program to allow these returns to be sent successfully.  Once we make this correction we will notify you when you can submit them again.   Blog Posted 02/09/2017  9:33 PM EST


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Indiana — 16 digit Account Numbers

We are making a change to allow for the 16 digit Account number, however the return will have to be mailed to Indiana.  Indiana E-file schema allows for an 11 digit Account Number, so we will be imposing an e-file block on any account number of 11 digits. Minimal Impact:  Indiana estimates this will impact […]


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Pro Online: Where is the SSN on the Acknowledgement screens?

Scenario:  I view one of the following reports and I cannot see the SSN on the screen: IRS Acknowledgements Old IRS Acknowledgements State Acknowledgements Old State Acknowledgements Recommendation:  Export the report to CSV or Excel to view the Last 4 and the Last Name together. Solution:  We will update the screen to display the last […]


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VITA Essentials QSRA 2017-01

Inside This Issue:  Policy Update on Expired Individual Identification Numbers (ITIN) Purpose: The Quality Site Requirements (QSRs) were developed to ensure VITA/TCE sites have consistent guidelines to assist with the operation of each site. IRS Quality Site Requirement Alerts (QSRA) are issued by IRS to help provide site/local coordinators and volunteers with reminders on QSR […]


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09 Feb 17 Kim Manuel

Weekly Maintenance Reminder

Reminder:  The site will be unavailable during our Weekly Maintenance Window of Sunday from 1 AM – 7 AM EST. This includes both Pro Online and the Practice Lab   Blog Posted 02/09/2017   6:07 AM


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Pro Online: My status is “Complete” but it does not show up to Transmit

Scenario:  The return status is “Complete” but the return is not available for me to select to transmit. Recommendation:  Open the return and navigate to the e-file page.  Verify that the federal return is NOT Paper Blog Posted 02/09/20174  5:46 AM


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Pro Online: Status of “Transmit”: What now? (Added Scenario)

Updated Information:  Another scenario where the return is in “Transmitted” is if the return was marked complete and Ready for Review.  The return should be been in a Review Pending status, but as a safeguard, the application will not send the return until it marked Approved. Scenario:  My federal return has been in the status […]


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2015 E-files: Status of Transmitted (updated Information)

02/09/2017:  The 2015 e-files are now being sent to the IRS and received from the IRS in an automated fashion.  If  you have 2015 returns in the Transmitted state, you can resend them. Scenario:  You have transmitted a 2015 e-file and the status is Transmitted. Resolution:  We are researching to determine why these returns are […]


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Return Locking: How does it Work? (Updated Information)

Update 02/09 — We have added a new lock release mechanism.  Selecting Save and Exit return from the Submission page in E-file will automatically release the lock:     Return Locking was activated this morning: The following message will be displayed when a return is locked by another user: How does return locking work? (1) The […]


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1099-K: Where do I input it

Scenario:  The taxpayer has a 1099-K. Solution:  The income from the 1099-K will be input directly on the appropriate income entry screen.  For example:  the taxpayer is self-employed, you would enter this amount directly on Schedule C Income. Note:  The application does not have a 1099-K to complete Blog Posted 02/09/2017      4:50 AM […]


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Pro Online/Practice Lab: Product Alert Update

We will putting the returns in maintenance mode at 5 PM for approximately 20 minutes to deliver a series of updates to include: Correction to 1040NR deduction for Treaty with India (was not deployed) We will be putting the site in maintenance mode at 6 PM for 15 minutes to deliver a series of application […]


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09 Feb 17 Kim Manuel

New York Driver’s License or State ID Requirement for E-file (RESOLVED)

Update 2/9/17 – 7:53am: The issue with the NY Driver’s License of State ID validation when selecting “None Available” has been resolved. When selecting None Available you are now able to continue to the submission page without the validation requiring an Issue Date and Expiration Date. Posted 2/8/17 – We are currently receiving reports of […]


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08 Feb 17 Craig Smith

Pro Online/Practice Lab; Product Update Alert

We will be putting the site in maintenance mode at 5 AM to make an application update.  This will take approximately 15-20 minutes. Fees Charged report no longer displays full SSN MD – Military Subtraction now carries Code U from 502U to the 502 MD – Form 502UP now lets user enter payments per period and […]


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MA Reject 075 — Message from the State

We received the following message from Massachusetts: If you have received either of the following rejects: F1-0075 FNRPY-0075 Please resubmit the returns after 9pm on 02/07/2017   Blog Posted 02/07/2017   4;21PM EST


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Print Preview Yielding Oops Message (ALERT 12:51pm 2/7/17) – RESOLVED

1:22pm EDT: Generating PDF’s from Summary/Print and Client Search are currently rendering. We will continue to monitor the situation and update accordingly. 1:13pm EDT: We do not have additional information at this time. The only issue is still related to generating PDF’s. We will update as soon as we anticipate an ETA for resolution. 12:55pm […]


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07 Feb 17 Craig Smith

Practice Lab/Pro Online: Product Update Alert 2/7/2017 5:00 AM

We will be putting the return in Maintenance mode to apply an update to correct the following: Removing the requirement for an expiration date when birth Certificate is selected on the W-7 This will take approximately 20 minutes   Blog Posted 02/07/2017    12:16 AM Eastern


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07 Feb 17 Kim Manuel

Ohio School District Reject (really an Alert)

Scenario: Ohio return is filed and accepted.  However when you look at client Status you see what appears to be a School District Reject This is actually an Alert issued by the state of Ohio letting you know they received the School District Return.  It IS NOT a reject. Blog Posted 02/06/2017     5:13 […]


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MA Reject — 0058

If you have received either of the following rejects: F1-0058 FNRPY-0058 Please resubmit the returns after 9pm on 02/06/2017 (Eastern) Blog Posted 02/06/2017   3:59 PM EST


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Pro Online/Practice Lab: Product Update Alert

We will be putting the return in maintenance mode beginning at 5:00 AM to perform a series of updates.  This will take approximately 30 minutes.  The updates include changes to: Affordability calculations Changes to other Capital Gains Various State changes Blog Posted 02/05/2017   9:43 PM EST  


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Returns Awaiting Acknowledgement Report

List of returns with an outstanding federal and/or state acknowledgement. (1) Select Reports (2) Select Management Reports.  This will pop up in a separate window.  Allow this in your pop-up blocker (3) Select Returns Awaiting Acknowledgements (4) Defaults to 2016.  Change default date range if applicable (5) Select EFIN Selection and select the EFIN (even […]


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State Ack information in Client Status

We pass along what the state sends us in the ack.  Most states do not include the refund/balance due amount in their acknowledgement file.  Below is an example of a state e-file with a refund and the corresponding acknowledgement.   Blog Posted 02/05/2017  8:51 PM EST    


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Client Search Page Changes for sites with 999 or more returns

The client search will automatically change when your site hits 999 returns.  This is to allow for more efficiency when loading the client list and searching for taxpayers. Defaults to SSN.  You must enter the entire SSN and select Search, You also must use the search feature in order to see the client Status or […]


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Pro Online 2013 — Taxpayer name not displaying

Scenario:  The taxpayer name is not displaying for returns prepared using Pro Online 2013 Resolution.  We are currently researching this.  You can find the the taxpayer by SSN Blog Posted 02/04/2017   1:00 PM Eastern


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Form 8888 — You MUST enter a $value for the first RTN/ACCT Line

If you are using the 8888 and trying to have the state deposited to a different account than the federal (because the state deposits to the first line of the 8888 when Direct Deposit is selected for the Federal). Recommendation:  Enter the RTN/ACCT number where you want the state refund deposited first.  You MUST have […]


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1040NR — How do I handle the state?

If you file the federal return via 1040NR or 1040NR EZ, you will have to paper file the states.  With this being the first year to electronically file the 1040NR/NR EZ, the states are not participating in the program. The software will generate the standard state return for the state associated with the 1040NR or […]


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Pro Online: Client Status of Accepted (Resolved)

Update 4:42pm: Accepted acknowledgements are being received and should reflect in your IRS Acknowledgement report. Scenario:  The client status has changed to the status of accepted, however, you are not able to view and/or print your IRS Acknowledgement. Resolution:  Our Processing Center engineers are researching this.  If the status on Client Search has changed to […]


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03 Feb 17 Kim Manuel

VITA/TCE Blog — Blog Maintenance Notification Feb 4th 7 PM – 9 PM EST

The VITA/TCE Blog will be offline on Saturday, February 4th from 7 PM – 9 PM Eastern.   Blog Posted 02/03/2017   2:20 PM EST


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03 Feb 17 Kim Manuel

Pro Online 2016: Client Status of Rejected (Resolved)

Update 4:42pm: Rejected acknowledgements are being received and should reflect in your IRS Acknowledgement report. Scenario:  The taxpayer has a status of Rejected in the Client Search List.  When you select Client Status, there is no indication of the reject information.   There is also no acknowledgement in IRS Acks or Old IRS Acks. Resolution: […]


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03 Feb 17 Kim Manuel

MD — Validation Error for Address (New Information)

Update 2/2/2017  12:09 PM:  The update to allow the MD returns to be electronically filed was pushed to production late Wednesday night. You currently have to edit the MD return and re-enter the address.  We will be changing this so the return will pull the address entered in Basic Information if the taxpayer has a […]


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Pro Online/Practice Lab: Product Update Alert February 3rd 6:00 AM — Complete

We will be putting the site in maintenance mode at 6:00 AM EST for approximately 15 minutes to apply an application update. Blog Posted 02/03/2017      10:23 PM EST


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02 Feb 17 Kim Manuel

Printing — Rendering a PDF — Updated 5:37 PM EST

Update 5:37 PM EST:   PDFs are generating We are bringing the print back online with in the next 10 minutes. Blog Posted 02/02/2017      5:27 PM EST    


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02 Feb 17 Kim Manuel

Pro Online: Federal/State Refund Display

We are in the process of turning off the Federal and State Refund display on the top toolbar. This does not impact the ability to prepare or Quality Review the tax return. Blog Posted 02/02/2017     12:05 PM EST


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Print Set — Additional Forms available to add

We have added the following forms to the two Master Print Sets assigned to your site. 8949 8962 8965 These will also be added to the Quality Review 2016 print set assigned to your site. Any site or group that has created print sets can now add these and additional forms to their custom print […]


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02 Feb 17 Kim Manuel

Pro Online/Practice Lab — Status Update from Wednesday

Update:  As of 3:17  We turned on the calculations, printing and e-file.  We are continuing to monitor the system.  If we detect the system is slowing, we will turn off the calculations, printing, and e-file in an effort to allow you to continue entering return information. Future Reference: In the future, if tax calculations are turned off, […]


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02 Feb 17 Kim Manuel

Submission ID on Form 8879

Question:   Does the software print the Submission ID on the 8879? Answer:  No.  The submission ID must be unique per each submission of the return.  Once the return is accepted, the submission ID is available under Client Status. Blog Posted 02/01/2017   8:13 PM EST  


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01 Feb 17 Kim Manuel

Pro Online/Practice Lab: Preview Return Button

The preview return located on the upper right corner next to Help has been disabled. Blog Posted 02/01/2017  7;58 PM EST


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01 Feb 17 Kim Manuel

Pro Online/Practice Lab — Product Update Alert

Message: TaxSlayer will be putting the returns and site in maintenance mode to deploy a series of application updates at 5:00 AM on Thursday, February 2nd.  This will take approximately 30 minutes. This update is scheduled to include: The ability to add the ACA and additional forms to the print sets. Sites with custom print […]


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01 Feb 17 Kim Manuel

NY Reject R0800 — Preparer Information must be Present — Update 2/2/17

Update 2/2/2017  10:22 AM — You may now resubmit any returns rejected for NY R0800 Steps to submitting these rejected returns: (1) Open the Return (2) Select the E-file Section (3) Click through the pages (they have already been completed the first time a transmission was attempted). (4) Select to Send the State Only if […]


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Custom Print Sets — Instructions to follow if not rendering a PDF

The Quality Review 2016 print set is now rendering a PDF. If you have created a print set that is not rendering a PDF, please follow these steps: (1) Select Configuration (2) Select Print Sets (3) Edit the print Set (4) Change the Number of copies to 0 (zero) for the following form Prior Year […]


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Pro Online: 1099-R Code Q

Enter Code Q in Box 7 of the 1099-R carries the appropriate information to 1040 line 15a without having to select the IRA box.   Blog Posted 01/31/2017  6:13 AM EST


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Pro Online/Practice Lab: Product Update Alert

Complete to include: Return Locking (will write a detailed blog post) Tax Year 2014 (Printing is not rendering a PDF) Tax Year 2013 (Printing is not rendering a PDF) Extended the number of returns in client list to 999 before switching Search methodologies to accommodate sites that have already exceeded 499 returns. Return Questions Report […]


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30 Jan 17 Kim Manuel

Pro Online/Practice Lab: Forms Search Feature

The forms search feature only searches and displays the entry screen for the Federal Forms. Blog Posted 01/30/2017   12:13 PM EST


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W-2: Changes wages in Box 1

Scenario:  You edit the W-2 and change the wages in Box 1.  The application automatically updates boxes 3 through 6.   Important Note:  This does NOT automatically change the state wages in box 16.  You will have to manually change the state wages to the appropriate amount. Blog Posted 01/29/2017     10:59 PM EST […]


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IL Rejects: PTIN or STIN must be present

If you have outstanding rejects for IL due to the above reject, you can resend the state e-file. Steps to submitting these rejected returns: (1) Open the Return (2) Select the E-file Section (3) Click through the pages (they have already been completed the first time a transmission was attempted). (4) Select to Send the […]


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Pro Online/Practice Lab Update Alert

We will be putting the site in maintenance mode at 7:00 AM for an application update.  This will take approximately 20 minutes.  This will include updates to site level reporting.   Blog posted 01/28/2017   9:40 AM EST


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Ohio School District: Refund/Balance Due Information

Scenario 1. If the SD100 has a refund and the OH1040 has a direct deposit on it then we will send the SD100 with direct deposit information Scenario 2. If the SD100 owes money and the OH1040 owes and OH 1040 is a direct debit then we use that information to send the sd100 as a […]


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Information on what to do if Calculations are not rendering:

This was posted related to the interruption of service with real-time calculations we had on Saturday, January 28, 2017 Background:  On Saturday, January 28, 2017 at 11:53 AM EST, TaxSlayer experienced an interruption in service. This issue prevented the software from performing real-time tax calculations. However; sites still had the ability to input the taxpayers […]


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28 Jan 17 Kim Manuel

Oklahoma E-files — RESOLVED

Update:  You can now create e-files for your Oklahoma returns Update:  We will be pushing a calculation change to resolve this on Saturday morning.  This will NOT require the returns to be put in maintenance mode. We are aware of an issue that is restricting Oklahoma returns from being e-filed. We are currently working to resolve […]


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Top 5 IRS Rejects

Below are the top five IRS Rejects we are seeing: R0000-902-01 — Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return. Tip for Resolution:  The IRS has the SSN in their system as […]


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Imperfect Return Indicator — What is it?

If your federal return is rejected for a SSN/Name Control business rule, you will see the Imperfect Return option appear under the Federal Return type on your e-file page. We give the preparer the choice of working with the taxpayer to make this correction or allowing the IRS to make the the correction.  If selected, an […]


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EITC Awareness Day — Thank You

We would like to applaud the many hours that you, the volunteers and IRS employees, put into making this day a success.  Your passion makes a significant impact on the many low income taxpayers you will serve today and throughout the season.  THANK YOU Article from EITC Central Join us for Awareness Day On Friday, […]


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27 Jan 17 Kim Manuel

Practice Lab Notification

We made a change to to production that impacted the Practice Lab with our push to production this morning.  For the next two days you may see a new message when creating a return that the return has already been created by another user.  This will require you to change the SSN to something unique. […]


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Pro Online/Practice Lab: Product Update Alert January 27th — complete

We will be putting the site and returns in maintenance mode at 5:30 AM for a short series of updates.  This should take approximately 30 minutes. Blog Posted 01/26/2017  6:22 PM EST


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CA E-files — Resolved

Update:  We are now sending e-files to CA, receiving and processing CA acks We are currently holding the CA e-files you have submitted to us.  We are working to resolve a technical issue that will allow us to transmit the returns to the state.  You can continue to submit e-files to us during this process.   […]


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26 Jan 17 Kim Manuel

Pro Online: Direct Debit Date selection is now Available

The ability to enter a date for Direct Debit is now available. Blog Posted 01/25/2017:  3:35 PM EST


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OHCOM012 Reject: Tips for entering the School District Info

The school district information has to go on a separate State line when you enter it on the W-2.  Below is an example of how the information should be entered if there is School District information on the W-2. (1) Add the state, enter the State EIN, Boxes 16 and 17.  If you have additional […]


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26 Jan 17 Kim Manuel

Pro Online/Practice Lab: Product Update Alert January 26 — Update (Complete)

Update 6:38 AM — We have put the site back in maintenance mode to resolve a prior year issue. We will be putting the site and returns in maintenance mode beginning at 5 AM EST. We will put the returns in maintenance mode at 5:00 to make a deploy for approximately 30 minutes. We will […]


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States Rejecting for Missing Federal — Updated Information

Update:  We are sending these to the states if they were rejected because they were missing the federal return portion The fix to resolve this was put in place and returns sent after noon EST are being packaged properly to send to the states.  We are working on a solution to resend the states, but […]


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M1 Reject 005 — Instructions for resending.

Update:  If you have any outstanding M1 Reject 005, follow the steps to resend: Steps to submitting these rejected returns: (1) Open the Return (2) Select the E-file Section (3) Click through the pages (they have already been completed the first time a transmission was attempted). (4) Select to Send the State Only if the […]


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Pro Online: Efile Message on Submission Page requiring a signature

Scenario:  You receive the following message on the submission page in e-file Solution: Navigate to Configuration>>Office Setup Remove the check from Require Taxpayer Signature prior to e-file Click Continue Blog Posted 01/25/2017   4:02 PM EST


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AL Reject: AL40-1180 Instructions

Scenario:  Your Alabama state return is rejected for AL40-180:  ‘If FilingLicenseTypeCd equals “P” (Professional) then the “PTIN” in the PaidPreparerInformationGrp must be populated.’ Solution:  Alabama is making a change to their system and has requested that you not resubmit these rejects until after 6:00 PM Central Time. Steps to submitting these rejected returns: (1) Open […]


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Pro Online: State Validation Page (erroneous display) — RESOLVED

Several states are displaying an erroneous message that the state is not approved for electronic filing.  All states are approved for electronic filing.  Click Continue through this page (unless it is a different validation error). The state will be transmitted with the federal return. The example below is for Indiana. Blog Posted 01/25/2017   2:38 […]


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25 Jan 17 Kim Manuel

IRS News Essentials: Create Strong Passwords

Safeguarding Taxpayer Data: Create Strong Passwords Passwords are often the key to the identification and authentication process for access to your computer, email and encrypted information, both received and transmitted. For this reason, it is critical to your business and the security of your client data that you have strong passwords and that you protect […]


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Pro Online: Illinois Scenario Page and E-file Scenarios

You DO NOT  have to nor need to complete the IL short view page.  Click Continue to proceed through the page.  It is not required for electronic filing purposes for VITA/TCE. The E-filing Information page under Enter Myself is also not applicable for VITA/TCE.  You are not required to complete the page. Blog Posted 01/25/2017 […]


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Reject Code: IND-046 Form 8862 Must be Present in the Return

Why am I getting this reject? The IRS has on file that the taxpayer had their EIC disallowed in the previous year. What do I need to do? Add and Complete Form 8862 to the return prior to submitting it again. (1) Open the return (2) Select the menu icon and enter 8862 in the […]


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25 Jan 17 Kim Manuel

Pro Online/Practice Lab: Update Alert Jan 25th — complete

We will be putting the site and returns in maintenance mode beginning at 6:00 AM EST for a series of updates that will take approximately 15 minutes.


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24 Jan 17 Kim Manuel

E-file Message: Must have a Valid PTIN/SIDN

Scenario:  You receive the following message on the Submission page in the E-file section: Solution: Each preparer must have a SIDN assigned to their username.  Navigate to Configuration>>Preparer Menu Select Edit for each preparer Click the Pull from Office Link underneath the PTIN or SIDN field Date Entry Only, no PTIN Required should NOT be selected […]


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Pro Online: Validation Errors Report

As you progress through tax season, you will have a good idea about how long a return should be in the status of Transmitted.  If you detect returns in the status of Transmitted for more than a few hours, you should run your Validation Errors report. This will be a listing of returns that did […]


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Pro Online: Office Setup and ERO Setup

Warning:  DO NOT remove the street address from Office Setup and/or ERO Setup. If you have removed the street address from Office setup, go to Configuration>> Office Setup and edit the Address field If you have removed the street address from ERO setup, go to Configuration>> ERO Setup and edit the Address field Your returns […]


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Pro Online: Rejected Returns Report

The rejected Returns report display a list of returns that have been IRS Rejected.  The Status column is currently showing ‘Transmitted’ instead of rejected Blog Posted 01/24/2017  8:53 AM EST


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State Acknowledgements: Reject Information (Updated 10:24 AM EST)

If you are viewing your state acks and you see the state return rejected due to Missing a copy of the Federal Return no action is required by you at this time.  This is impacting the following states Georgia North Carolina Oregon Alabama Nebraska Arkansas Oklahoma Idaho Maine Oregon Wisconsin Idaho is getting rejected for […]


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Pro Online Reports: IRS Acknowledgements and Old IRS Acknowledgements

The following reports are now available IRS Acknowledgements Old IRS Acknowledgement Click Select on IRS Acknowledgements to display the current acknowledgements that you have NOT previously viewed. Below is an example IRS Acknowledgement.  You can print the report via PDF or HTML or you can export the report to a CSV or Excel file. Below […]


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Pro Online/Practice Lab Update Alert: January 24th — complete

We will be putting the site and returns in maintenance mode on January 24th at 5:00 AM EST perform a series of updates.  This update will include changes to reports. Blog Posted 01/23/2017 6:33 PM ESt


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Jan 23rd A Look at Rejects

The information below is reflective of some of the rejects received today.   Reject Code IND-183-01 (last 2 digits will change based who is rejected) Message The Taxpayer/Spouse/Dependent did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number. Note:  […]


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Pro Online: Office Setup Recommendations

Question:  How should I have my Office Settings so the preparer does not print on the 8879 or on 1040 page 2? Answer:  Select ERO Name Only from the Signature on Form 8879 drop down box and select Hide preparer Name on 1040 Print Question:  What does marking Disable Third Party Designee Prefill do? Answer:  It […]


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Reports: Not rendering data

The reports are currently not rendering the expected data.  We will resolve this in an update to the reports. Questions:  How can I tell which returns I have transmitted? Answer:  You can Filter by Status on Transmitted Questions:  How can I tell which returns are accepted? Answer:  You can Filter by Status on Accepted Blog […]


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E-file: Federal and State

Reminder:  If you have added a state and selected for the state to be electronically filed in the state section of the e-file page, it will automatically be sent with the Federal e-file. Question:  What happens to the state when it gets to the processing Center Answer:  The state e-file is held at the Processing […]


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Pro Online: My return is rejected: Now what?

(1) Select Rejected from the filter by Status list (2) Select Client Status from the Tools drop down list (3) The client Status Screen will describe the reject, including the value that is rejected   (4) Click the Enter Return button at the top of the screen.  This will open to the Summary/Print page which […]


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Form 982: Display Issue Inside TaxSlayer Pro Online — RESOLVED 01/31

Update:  This was resolved in an update delivery on 01/31 Within the 982 entry menu for TaxSlayer Pro Online, Line 10a is shown twice as shown below. This is simply a display issue we are working to resolve. The second Line 10a field is for Line 10b (Applied to reduce the basis of your principal […]


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Pro Online 2016: Getting Ready to E-file

When we turn e-file on the returns with the status of Complete are available to electronically file: Click Select on Transmissions on your Welcome Page Send to IRS must be enabled in the Security Template assigned to your Username The returns with the Status of Complete will be displayed for selection Check All or Select […]


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Pro Online: Change Password First Login

We have received sporadic reports of users not being prompted to change their password on first login and have identified the following scenarios that will trigger this . Scenario 1:  The site admin creates the preparer and attempts to login as the preparer to ensure they entered the default password correctly.  They enter the Username, […]


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Pro Online: Print Set Items — Updated

Scenario 1: I have added the following two items to my Print Set and they are not printing data in 2016 Cover Page — Resolved now prints Client Form Listing Summary — Resolved now prints Scenario 2:  I cannot add the following to my Print Set and it is not in the assigned Print Sets […]


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Pro Online: W2 Display issue with ITIN returns — Resolved

Updated 1/25 — The print display has been resolved.  The ITIN SSN now prints on the W2 Updated 01/24 — The ITIN SSN now stays in the return when you edit it.   The Print Display on the printed W-2 is still an issue. Scenario:  Prepare a return with an ITIN for the taxpayer and/or […]


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22 Jan 17 Kim Manuel

Pro Online/Practice Lab: Product Update Alert: January 23 5:00 AM

Update: We deployed solutions in the following areas: Form 2106 MFS (DOB) 1040X States We will be putting the site and returns in maintenance mode for approximately 45 minutes on January 23rd at 5:00 AM EST to push a series of updates. Blog Posted 01/22/2017  10:10 AM EST


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Pro Online: Marking a return Complete

Marking a return Complete on the Submission page in the E-file section changes the return status to Complete and the return will be displayed in the transmission screen. Question:  Once I have marked a return complete can I remove the check mark? Answer:  No, once a return is marked complete, you cannot remove the check mark. […]


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Pro Online 2016: Why can’t I create returns?

Scenario:  The ability to create returns has been enabled for all sites.  When I login as a user, I do not have the ability to Create 2016 returns. Troubleshooting Tip:   (1) What security template is assigned to the username? (2) Does that security template have the ability to create returns.  When you edit the […]


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Pro Online 2016: Review Returns

Scenario:  You click select on Review Returns and you cannot see the SSN or Taxpayer’s full name You can still click Select and view the entire return.  This is a display issue on the Review Returns Client List. Solution:  We will resolve this in an update.   Blog Posted 01/21/2017  1:03 PM EST


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Pro Online: Save and Exit Returns Options

The following examples are ways you can Save and Exit a return Save and Exit in the left navigation men while working in a return section Your Office from the menu drop down while in Summary/Print Save and Exit Return from the Submission page in the e-file section   Blog Posted 01/21/2017  12:53 PM EST


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Pro Online: Federal Return Type Definitions

Federal Return Types for Returns with a Refund Electronic Mailed: The return will be electronically filed and the taxpayer will receive their refund via check. Direct Deposit:  The return will be electronically filed and the taxpayer will receive their refund via the bank account information entered. Paper Return with Direct Deposit:  The return will NOT […]


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Pro Online: Direct Debit Date

Scenario:  The return has a balance due and you select Direct Debit for the Return Type Issue:  The date to select the direct debit date is not available.  Proceeding without entering the date will reflect the debit being deducted on “current date”. Solution:  We will resolve in an update to the applicaiton. Question:  What phone […]


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Opening of E-file on January 23rd – Live

Updated 1:30 PM EST:  E-file is live Updated 12:30 PM EST: We will be turning on the ability to transmit e-files between 1:00 and 1;30 PM EST.  At this point, you will have the ability to send both federal and state returns. Update 11:50 AM EST:  We are walking through our first acknowledgments.  We are working […]


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Peer to Peer Review Security Template Example

The following Security Template is an example of how to use the built-in review process to mark returns ready for review and either approved or failed in a site that uses a peer review process. How would I use this Template? The following is meant to be an example of how this template could be […]


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Entering The W-2 Verification Code

Question:  How do I enter the W-2 Verification Code? Answer:  Enter it as it appears on the W-2 with the exception of the hyphens Question:  Will the IRS Reject my return if it does not contain the hyphens Answer:  No, the IRS e-file schema does not allow the hyphens to be inserted into the e-file. […]


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IRS E-News — Please Participate in Form W-2 Testing

IRS Tests W-2 Verification Code for Filing Season 2017 For filing season 2017, the Internal Revenue Service will expand an initiative to verify the authenticity of Form W-2 data. This initiative is one in a series of steps to combat tax-related identity theft and refund fraud. The objective is to verify Form W-2 data submitted […]


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20 Jan 17 Kim Manuel

Pro Online/Practice Lab 2016: Error saving W-2 with Foreign Address

Scenario:  Prepare a return with a foreign address in Basic Information and a foreign address for the “Payer” on the W-2 Result:  Receive an error when clicking Continue on the W2 that a give digit zip cod is required Workaround:  While not ideal, you can change the address in Basic Info to a stateside address […]


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Pro Online/Practice Lab Update Alert: January 19, 2017 5:30 AM EST — Complete

Update: The Long Term Health Care Premiums are now calculating appropriately Form 8633 now accepts a hyphenated last name Update 6:10 AM EST:  Complete…check back for update details   We will be deploying a series of updates beginning at 5:30 AM EST.   We will be putting the site and returns in maintenance mode.  This […]


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18 Jan 17 Kim Manuel

Pro Online/Practice Lab 2016: State & Local Refund Worksheet

The ability to add the prior year state income tax withholding and the prior year general sales tax deduction is now available Note:  We will be adding verbiage updates to allow for better on screen guidance for the preparers. Blog Posted 01/18/2017  3;32 PM EST


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Group Login: Creating and Assigning Questions

The following instructions describe how to create and assign Question Templates: (1) Login with your Group Login (2) Click Select on Group Configuration (3) Select Question Templates (4) Click on either Create Question Template or Default Question Template (5) Click Add to create the question and answer bank to assign.  Note:  You cannot re-assign any […]


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E-file Entry Checks on Alimony Paid, 2441, MFS with unknown SSN

TaxSlayer is designed to assume the return being created will be electronically filed. As you navigate through the entry pages, you must complete entries required for electronic filing. There are certain entry pages that require a SSN to proceed through the page.  In the circumstances where the SSN is not known the return will have […]


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Pro Online 2016 Return Creation

All sites have been enabled to Create Tax Returns for Tax Year 2016. Caution:  All returns prepared at the site level are considered “live” returns.  All preparers/users should continue to use the Practice Lab for training purposes. Question:  Why does the top Navigation Bar still display Practice Lab when I am in a Live return? […]


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Pro Online/Practice Lab Update Alert: January 18, 2017 — Complete

Update 7:10 AM — You may experience a brief disruption of service over the next 15 minutes as we deploy an efile update in preparation for electronic filing Items that were updated: Local sales tax percentage for Sales Tax Worksheet is now rendering in the calc. Previously only the state sales tax percentage was rendering […]


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17 Jan 17 Kim Manuel

Final Stress Test Reminder: January 17, 2017 1:00 PM EST (Closed)

2:00 PM EST – The testing window is now closed.  Thank you for taking the time out of your day to participate in our stress test.  Your participation over the past three weeks has given us an opportunity to optimize various areas.  We will leave the Stress Test Survey open for the next 24 hours. […]


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17 Jan 17 Kim Manuel

Pro Online/Practice Lab Update Notification: January 17

Update:  Custom Credits issue resolve. We will be putting the Site and the returns in maintenance mode at 5:00 AM to apply  a series of application updates.  This process will take between 30 and 45 minutes.   Blog Posted 1/16/2017  6:23 PM EST


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16 Jan 17 Kim Manuel

Group Login: Assigning Security Templates

(1) Login with your Group Login (2) Click Select on Group Configuration (3) Click Select on Security Templates You will see the security templates setup at the site level for the sites in your group.  It is important to note that you cannot assign these to other locations. (4) Click Add and create Security Templates […]


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1040 View Misaligned Numbers

Scenario: The information on the 1040 view is aligned properly and makes it difficult to see totals or click entries to navigate to the Entry forms Example: An alternative solution is to click the Summary View button This will display the same information a collapsed summary view.  You can then click the Show Details link […]


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Pro Online/Practice Lab 2016: Occupation Field in Basic Information

We made a change to make the Taxpayer/Spouse occupation fields on the Basic Information a required entry.  This will prevent you having to go back and add it for the numerous states that require it to pass e-file validation. Blog Posted 01/14/2017  11:33 AM EST  


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Pro Online: Assigned Custom Credits –Resolved 1/17

We have received several reports of Assigned Custom Credits displaying at your site under Configuration>>Custom Credits. Note:  If you have a Multi Site or Relational Group Admin Login, please do not assign Custom Credits until further notice.  If you have already assigned custom credits, we would like for you to login and remove the check mark […]


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Pro Online/Practice Lab 2016: Interest and Dividends Misalignment (IE)

Impact:  Users access the sites using Internet Explorer Scenario:  The Interest and Dividends entry pages are misaligned causing a portion of the words to be cut off. This does not impact the tax calculations based on the information entered. Interest Entry Page via Internet Explorer (The box numbers are still visible that correspond to the […]


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Practice Lab: Surprise 5 Questions

We are working to remove the five additional questions displaying on the Practice Lab.  They are marked as required.  To move off the screen, you need to pick a random answer. Blog Post 01/13/2017  11:48 AM EST


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13 Jan 17 Kim Manuel

Pro Online/Practice Lab: Verbiage Changes on Entry Forms

The following verbiage changes were made to Entry Form to give more guidance and clarity during return prep: Form 8853:  Now reflects Box 1 instead of Box 2 IRA Deduction:  Verbiage added to assist in reporting excess contributions on Form 5329 Other Income: Updated descriptions of what types of income can be reported Form 1116: On screen […]


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Pro Online/Practice Lab 2016: Update Alert January 13

Update 6:15 AM — Complete We will put the site and returns in maintenance mode beginning at 6 AM EST for an update to the application.   Blog Posted 01/12/2017  10:00 PM EST


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12 Jan 17 Kim Manuel

Pro Online/Practice Lab 2016: Form 8965 Exemptions

The exemption list has now been updated to include Code H:  Member of tax household born, adopted or died Blog Posted 01/12/2017  6:55 PM EST


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Practice Lab/Pro Online 2016: Entry Form Corrections

The following Entry Form Corrections have been made: If reporting a Code W in Box 12 of the W-2, and then adding Form 8889 with no additional entries other than the data that carried from Box 12 of the W-2, Code W the application was rendering an endless loop.  This no longer occurs Form 8853 […]


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Pro Online/Practice Lab 2016: Substitute W-2

The following entries are now being saved: How did you determine the amounts on Substitute W-2 Explain your efforts to Obtain Form W-2 Blog Posted 01/12/2017  6:45 PM EST


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Pro Online/Practice Lab 2016: Car & Mileage Entry Alignment

The alignment of Business, Commuting and Other mileage entry fields has been corrected Blog Posted 01/12/2017  6:38 PM EST


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Practice Lab/Pro Online 2016: Public Safety Office Checkbox

Please note that there is a new Retired Public Safety Office checkbox on the Simplified General Rule Worksheet.  Adding the ability to make the selection is part 1 of a 2 part enhancement.  Part 2 of the enhancement will be to carry the PSO exclusion to the 1040.   Note:  Once both pieces are in […]


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Pro Online 2016: Start New Return Activation Date

We will be activating Start New Return on Wednesday, January 18th.  We (the IRS and TaxSlayer) want to ensure that all volunteers participating in Tuesday’s stress test are preparing all practice returns in Practice Lab 2016. Note:  All returns created at the site level will be considered live returns. Question:  Can the front line TaxSlayer […]


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Pro Online: Preparer Menu Error (Updated 5:08 PM EST)

Update:  We are still working on a resolution:  This appears to be sporadically impacting users that are creating their Practice Lab Account.   Scenario: Adding a New Preparer and clicking Continue after entering the applicable information.  The application takes longer than normal to load and renders a server error.  Once the error is rendered, the […]


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Follow Up Stress Test: Tuesday, January 17th 1:00 PM EST

What?  We want to invite you to participate in a follow up stress test on the TaxSlayer Online Software. The goal of the stress test will be to stretch the boundaries of the software system and give us an opportunity to test the changes we implemented based on the results from Phase I and Phase II.  The […]


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Practice Lab: Frequently Asked Questions

The following blog links have detailed information about the top questions we are receiving in support. Where to I enter Tax-Exempt Interest? Entering Tax-Exempt Interest Where do I enter Direct Deposit Information? Entering Direct Deposit Information The 8888 is not available in the Practice Lab, how will I complete it? Entering Split Refunds with Form […]


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IRS News Essentials: Monitor your EFIN

Safeguarding Taxpayer Data: Monitor Your EFIN for Suspicious Activity Identity thieves increasingly target tax professionals. A thief who breaches the data of one tax return preparer can gain hundreds or thousands of taxpayers’ data. One way you can monitor for suspicious activity is to check how many federal tax returns have been filed with your […]


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Pro Online/Practice Lab Update Alert: January 12th

We will put the site and returns in maintenance mode beginning at 6 AM EST for a series of updates to the application and updated calculations. The misalignment issues with the 1040 view and telephone numbers should be resolved after this push. Blog Post:  01/11/2017  8:46 PM EST  


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11 Jan 17 Kim Manuel

1040 View: Misaligned Items – Resolved

Updated 1/12/2017  6:45 PM EST — Resolved There are some misaligned items on the 1040 view.  When you click the links, they do take you to the appropriate entry forms.   The PDF also generates the correct data aligned properly Below is an example of the issue We are working to resolve


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Pro Online: Changing the Default Security Code

Question:  What are the requirements for the Security Code? Answer:  Minimum of three characters Question:  Are security codes case sensitive? Answer:  Yes Note:  Make sure you give the security code to the preparers as part of the login credentials when you set them up as new users or if you change the code after the […]


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Pro Online/Practice Lab Update Alert: Wednesday, January 11th

Update 8:04 AM EST: Now that preparers are receiving their login credentials from their site Admin, we have added new wording to the Practice Lab Dialog box when they try to login to the Practice Lab with their production site credentials.  Below is an example of the new message. The 1099-MISC now contains the line […]


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10 Jan 17 Kim Manuel

Pro Online: Adding 1099-MISC Income to an existing Schedule C

Scenario:  A schedule C has already been created for the taxpayer or spouse and you want to add additional income to the existing schedule C. Example of existing Schedule C assigned to the Taxpayer Next:  Add a 1099-Misc for the Taxpayer with a $ value in Box 7:  non employee compensation and click Contine You […]


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Pro Online Practice Lab: Update Alert

8:00 AM EST: Searching by SSN for a group login or a user than has more than 500 preparers is now allowed Search by Taxpayer and Preparer Full name has been changed to allow for search by first name or last name We will be deploying an update on Tuesday, January 10th at 6:00 AM […]


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09 Jan 17 Kim Manuel

Pro Online/Practice Lab 2016: Master Print Sets

The print sets delivered on behalf of the IRS has been modified to include the 1040A and 1040EZ.  The printed 1040 series forms will be reflective of the 1040 form calculated from the data entered by the preparer. Please review this link to create site level or group level print sets if you want to add to or restrict […]


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Pro Online/Practice Lab 2016: Due Diligence Checklist (Updated)

Question:  When does the Due Diligence Checklist Load? Answer:  The checklist loads when the tax return includes the following credits: Earned Income Tax Credit (EITC) Child Tax Credit (CTC) American Opportunities Tax Credit (AOTC) The Due Diligence checklist is not transmitted to the IRS with the electronic file for returns prepared in the VITA/TCE program. […]


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Pro Online: Creating Consents – (Updated 1/20)

Update 1/20/2017 The required language prints on the form.  This is not something you enter.  You need to enter what you are disclosing and/or using the information for (same as in prior years) and who you are disclosing the information to (same as in prior years) Currently the Consents are only printing in the One […]


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Practice Lab 2016: Multiple Ways to Print a Return

Question:  If I try to print print from the Summary/Print page and receive a “time out” message, how can I print my return? Answer:  There are two other alternatives to print the return: Click E-file in the left navigation bar.  Once you have completed the e-file page, you can select a print set option from […]


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Pro Online/Practice Lab 2016 States

We are in the process of making states available throughout the afternoon. The PDF will indicate if the form is not approved for printing. The following states are still waiting e-file approval: Georgia Individual E-file Indiana Individual E-File Kansas Individual E-file Louisiana individual E-file Maine Individual E-File Massachusetts Individual E-file Minnesota Individual E-file Mississippi Individual […]


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Inclement Weather Watch – January 6 – January 7 (updated)

Updated 3:14 PM EST:  Due to the current weather outlook, we are making the following changes to our support hours: Telephone and Chat support will be Unavailable Friday, January 6, 2017:  10 PM – Midnight EST Saturday, January 7, 2017:  Delayed opening at 10 AM EST We will continue to monitor Support Email We are […]


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06 Jan 17 Kim Manuel

Stress Test Phase II Reminder: Monday, January 9th 1:00 PM EST

What?  We want to invite you to participate in phase II of our volunteer driven stress test on the TaxSlayer Online Software. The goal of the stress test will be to stretch the boundaries of the software system.  This will give us the opportunity to make any necessary optimizations prior to the peak of the filing season. […]


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06 Jan 17 Kim Manuel

IRS News Essentials: IRS Warn of Refund Delays

IRS and Partners Look to Start of 2017 Tax Season; Encourage use of IRS.gov and e-File; Warn of Refund Delays IRS YouTube Videos When Will I Get My Refund: English | Spanish Claiming EITC or ACTC? Your Refund May Be Delayed: English WASHINGTON — The Internal Revenue Service and partners from the states and tax […]


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Pro Online/Practice Lab: Change password Feature — RESOLVED

Update:  resolved  6:00 AM EST Problem:  The change password feature is currently not working as designed. Symptom:  If you change your password, the system is not recognizing your new password. Solution:  We have resolved the issue, but due to the significant number of training classes being conducted this afternoon we will be pushing the solution […]


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IRS News Essentials: Secure your Office/Site

Safeguarding Taxpayer Data – Secure Your Office Tax professionals can help protect taxpayer data by looking around their own offices. It’s more important than ever that tax professionals take aggressive steps to protect taxpayer information. Securing office space is as important as securing computers. In assessing how secure your office is, consider these questions: Are […]


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ROTH Distribution, Code Q Entry in TaxSlayer Pro Online

If you have a 1099-R for a ROTH Distribution with Code Q marked in Box 7, to carry this figure to Line 15a of Form 1040, you must check the IRA/SEP/Simple box as shown below. Also make sure the taxable amount in Box 2a is blank. An enhancement is being made to the software and […]


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Practice Lab/Pro Online 2016: Changes to 8880 Calculation

Previous Behavior:  If the taxpayer was under the age of 18 and met the other qualifications the Retirement Savings Contribution Credit was calculating. Solution:  The taxpayer’s age has been added as a qualifying factor to prevent an erroneous credit. Blog posted 01/03/2017  5:54 PM EST


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Pro Online/Practice Lab 2016: 8863 Qualifying Questions

Previous Behavior:  The qualifying questions were not automatically displaying the next question until you selected the continue button Resolution:  As qualifying questions are answered, the next question will auto-appear if the return still qualifies for the credit. Blog Posted 01/03/2017  5:51 PM EST


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Pro Online/Practice Lab 2016: Dependents Modified AGI (ACA)

The Dependents’ Modified AGI (if filing requirement page) now displays for all insurance selections (no insurance, private insurance or marketplace insurance) Previous Behavior:  The page only appeared if the selection was made of purchasing health insurance through the marketplace. Current Issue:  The Dependent MAGI entry is not carrying to the SRP worksheet.  We will resolve […]


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Pro Online/Practice Lab 2016: 1040NR Additional Forms

We have added the following forms to the 1040NR Form 8288-A: US Tax Withheld Form 8840: Closer Connection Exception Statement Form 8805: Foreign Partner’s Information Statement Form 1042-S: Foreign Person’s US Income Subject to Withholding Form 8854: Initial and Annual Expatriation Statement Form SSA-1042’s: Social Security Benefit Statement Form RRB-1042’s: Tax Statement Form 8843: Statement […]


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Pro Online/Practice Lab 2016: Capital Gains/Loss Multiple Code Selection

The Capital Gains and Loss menu now allows for multiple codes to be selected which will carry to Form 8949. Note:  We still have a few more adjustments to make to this feature that will prevent the check boxes from being removed when you edit the transaction. Blog Posted 01/03/2017  5:31 PM EST


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Pro Online/Practice Lab 2016: Affordability Exemption

The following page has been added to the Healthcare Questionnaire.  The application will take into consideration the amount you enter for the Lowest Cost Bronze Plan Premium and the Second Lowest Cost Silver Plan Premium to help you more easily determine if the taxpayer qualifies for the affordability exemption. You can obtain the premium amounts […]


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Stress Test Phase 1: Start time 1:00 PM EST — End Time 2:00 PM EST

Update 2:00 PM EST:  This concludes phase I of the stress test.  Thank you all so much for your participation.  Please take a few moments to complete our stress test survey.  We will be closing the survey at 5:00 PM EST.  You all created 6,370 returns in the span of an hour, Congratulations!! Stress Test […]


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Practice Lab 2016: Cash Gifts to Charity

Problem:  When I click Begin on Cash Gifts to Charity, nothing happens: Reason:  The application is loading this page slow.  It is taking approximately 1 minute to load the entry page.  Note:  Once it is loaded the information saves quickly and adding an additional item loads in the normal expected time. Resolution:  We are determining […]


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Site in Maintenance Mode — Resolved

Update 9:20 AM EST:  The site is out of maintenance mode.  We will be posting a list of items that were deployed later this afternoon. ~~ Original Blog Post~~~ We have put the site in maintenance mode to resolve the real-time calculation issue. Blog posted 1/2/2017  8:31 AM EST


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Practice Lab 2016: Real Time Calculations — Resolved

Updated 1/2/2017: 9:20 AM EST — Resolved ~~ Original Post~~ The real time calculations are not currently rendering a result. Symptom:  Opening a return displays the Calculating Return without displaying the 1040 view What can I do? Click on Basic Info in an existing return and then go to the federal section.  The return will […]


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Pro Online: Ad Hoc Sites

Ad Hoc Site Scenario: Site has a “main” site and also has one or more “ad hoc” site . The main site has an EFIN and SIDN (Snnnnnnn01) Ad Hoc site #1 has its own SIDN (Snnnnnnn02) because the IRS wants the returns prepared at the ad hoc site to report under the correct SIDN. […]


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02 Jan 17 Kim Manuel

2016 Schedule A – Medical and Dental Expense Issue

There is a current issue that we are aware of and working to resolve. When entering Medical and Dental expenses using the “Supporting Statement” entry method, the entries are not being included in the overall itemized calculation and not carrying to the 1040 accordingly. The “Support Statement” entry method is highlighted in the below screenshot. […]


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30 Dec 16 Craig Smith

How to Report the PSO exclusion in TaxSlayer Pro Online

To take the Retired Public Safety Offer deduction for up to $3,000 you will need to reduce the amount in box 2a of the applicable 1099-R by the amount of the deduction. Once you have continued out of the 1099-R, you can go to Nontaxable Distributions and check the box for the PSO exclusion.   […]


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30 Dec 16 Craig Smith

Where to Report amounts from 1099-DIV, Box 11?

A common question we are beginning to see in the Support Squad is where to report amounts found in box 11 of a 1099-DIV for Specified Private Activity Bond Interest. To report this particular 1099-DIV amount, go into the “Other Taxes” menu of the Federal Section and access the Alternative Minimum Tax menu. There will […]


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30 Dec 16 Craig Smith

Desktop: What URLS to make as trusted sites

You will need to make sure and have the following URLs as trusted sites to complete all communications with TaxSlayer Pro and also to receive all communications from TaxSlayer.   https://vita.taxslayerpro.com https://vita.taxslayerpro.com/protran/2016/TransmissionService.svc https://protran.taxslayerpro.com/updates/UpdateService.svc https://www.taxstatusnow.com/ https://services.taxslayerpro.com http://downloads.taxslayer.com/   Blog Posted 12/29/2016  8:05 AM EST


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Desktop: Error updating non-internet Computers

Problem:  Cannot recall the update on computers not connected to the Internet Solution:  You will need to complete the following steps one time when transferring and recalling the updates on computers without internet access:   Download and install the latest update Transfer Updates Copy the following three files from the program root of the updated […]


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Practice Lab 2016: Health Coverage Exemption Page

Scenario:  I select “No” to the question:  Do you have a marketplace-issued certificate for this exemption?  I then select an exemption type from the drop down list. Problem:  The health Coverage Exemption type displays Certificate rather than the exemption code Solution:  This is a display issue and will be resolved in an application update.   […]


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Pro Online: Pre-defined Security Templates

The following default security templates are available to assign to preparers. ADMINISTRATOR SUPERUSER PREPARER CURRENT YEARS PREPARER ALL YEARS SETUP MANAGER INTERVIEWER REVIEWER EFILE MANAGER Question:  Can I see the default Security templates under my site Security Template Settings? Answer:  No.  The default Security Templates and any assigned security templates are displayed for selection when you […]


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Relational Admin (RA): Your Welcome Page

You have received your login credentials for your Relational Admin group account.  This also requires the use of a Relational EFIN and the appropriate 7216 Consents.  We will be assigning the appropriate Reporting Consent that will be required to be completed for the purpose of electronic filing. You will have access to Group Menu Client Search […]


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Pro Online: Creating Usernames for your Preparers

Question:  What is the maximum number of characters allowed when I am creating a username for my preparer? Answer:  30 Question:  Can the username be alpha-numeric and also contain special characters. Answer:  Yes, the same special characters that are used when creating a password. Example of a 30 character username: [email protected]!123thirtylong123


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Pro Online: Taxable Scholarships

Question:  Where do I enter taxable scholarships? Answer:  Navigate to the Federal Section of the return Select Income and Enter Myself Select Begin or Edit on Other Income This will display the Less Common Income Menu Select Begin on Other Compensation Select Begin on Scholarships and Grants


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Multi Site Admin (MSA): Your Welcome Page

You have received your login credentials for your Multi-Site Admin group account.  This allows you to create configurable items and assign them to the sites that are listed under your MSA group. You will have access to Group Configuration when you login. Click Select to access the Configuration Menu.  The items located on the Configuration […]


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Practice Lab 2016: Taxpayer Profiles

The Practice Lab 2016 is currently not rendering the appropriate entry forms when you select a taxpayer profile.  You are being taken to the Quick File page after completing the personal information. Clicking Continue will take you to the Income Menu where you can start entering data.


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IRS Quick Alert: Possible Phishing Scam

The IRS is issuing this alert to warn e-Services account holders of an uptick in a previously reported scam designed to capture usernames and passwords. If you receive and unsolicited email you suspect could be a scam, please forward it unopened to [email protected] If e-services users have already clicked on the fake logo and provided […]


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Pro Online: Capital Loss Carryover

Question:  Where do I enter Capital Loss Carryover Answer:  Navigate to the Schedule D Capital Gains Menu.  You can do this by selecting the appropriate line from the 1040 View, Select Schedule D from the Income Menu, or enter Schedule D in the Forms Search Select Begin on the Other Capital Gains Data line Enter […]


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IRS News Essentials: Safeguarding Taxpayer Data

Safeguarding Taxpayer Data – How to Get Started Tax professionals must safeguard taxpayer data by law. It is also critical to tax preparers’ business success. Protect your clients and yourself by taking a few common sense steps. You can seek advice from security consultants or insurance companies. IRS Publication 4557, Safeguarding Taxpayer Data, also offers […]


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Pro Online/Practice Lab: Printing (Update)

  Selecting any print set from either the client list or from the e-file page is not including the 8879 in the PDF . We are working to resolve this. Blog Posted 12/21/2016  8:38 AM EST


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Multi Site/Relational Groups: Making Changes

Question:  If I need to make a change to something that I have already assigned to someone else, how do I that? Answer:  Once you make and save the change from the Group Admin login, it is effective at the assigned site level immediately.  For example: If I add a new question, it shows up […]


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Save the Date: Volunteer Driven Stress Test

What?  We want to invite you to participate in a  two phased volunteer driven stress test on the TaxSlayer Online Software. The goal of the stress test will be to stretch the boundaries of the software system.  This will give us the opportunity to make any necessary optimizations prior to the peak of the filing season. When? […]


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Desktop: Opening without prompting for Username

Scenario:  When opening the 2016 program for the first time today on some computers, the Tax Program Service is not restarting after automatic updates. The result is the program opening without prompting for a username. The preparer will be logged in as a blank preparer with no role assigned. Work around: Close the program and re-open […]


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AOL email Accounts and Site Activation Emails

If you are using AOL as your email provider, we have been noticing a pattern of unusually high request to resend the site and user activation emails.  Please make sure you [email protected] as a safe sender.   Blog Posted 12/15/2016 5;37 PM EST


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Pro Online 2016 Enhancements Video

The following link is now available on the left navigation bar in the Practice Lab and your Pro Online site. Click here to view the video


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15 Dec 16 Kim Manuel

Pro Online: December 15th Update Changes

The following changes were made to the application this morning Users that have access to Configuration can now view the Print Master templates assigned to the site Users that have the ability to add/edit the Preparer Menu can now select the Prepares NY Returns option and enter Volunteer Tax Preparer from the drop down menu […]


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Pro Online: Creating New Returns at your Site

Once your site has activated its Pro Online account, you will have the option to Create Tax Year 2015 returns.  We have made a change that will allow you to enter the full  SSN (it no longer defaults the 4th and 5th digit to 00) We will be activating the Start New Return feature for […]


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Release Notes

We have added a new Release Notes feature to the left navigation bar.  This is where you will find detailed release information for application updates, federal updates and state updates.  This information is available to all volunteers that log into the site. This will open a separate window.  Below is an example of the page […]


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Pro Online: Office Setup Definitions

Print Preparer Signture on 1040 — Not applicable Print Firm Information on Cover Page — Not applicable Disable Third Party Designee Prefill — Applicable: Needs to be selected to prevent the preparer information from filling in as the third party designee Require taxpayer signatures prior to efile — Not applicable, forces preparers to have the taxpayer/spouse use the built-in […]


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Desktop User Guides — Resolved

Update:  12/14/2016 10:41 AM —  All desktop users were shipped a printed copy of the desktop user guide on Tuesday, 12/13 ~~Original Blog ~~ The package you will be receiving contains the Pro Online User guide rather than the Desktop User Guide.  We are shipping out your Desktop User Guide today.  Sorry for the confusion […]


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Desktop: Conversion Menu inside TaxSlayer Pro — Activated 12/22

We currently have the desktop menu to upload the conversions hidden.  We are in the process of enhancing the environment where the files are uploaded and converted.  These changes will optimize the conversion process.  Once this is complete, we will update the application to expose the conversion menu.


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IRS News Essentials: IRS, Partners Add New Safeguard for 2017

IRS, Partners Add New Safeguard for 2017; Ask for Your Help to Combat Identity Theft Building on the successes of last year, the IRS, state tax agencies and the tax industry are enacting a series of new initiatives for 2017. These initiatives will better protect you from identity theft and refund fraud. However, we need […]


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IRS News Essentials: 2017 Filing Season

Issue Number:    IR-2016-167 Inside This Issue 2017 Tax Filing Season Begins Jan. 23 for Nation’s Taxpayers, Tax Returns due April 18 WASHINGTON ― The Internal Revenue Service announced today that the nation’s tax season will begin Monday, Jan. 23, 2017 and reminded taxpayers claiming certain tax credits to expect a longer wait for refunds. The IRS […]


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Practice Lab 2016: ACA Months Insured Error — RESOLVED

Updated 12/12/2016 7:00 AM — Resolved   Scenario:  Select No that to the question “Was your entire household insured for all 12 months of 2016?” and select a number less than 12. When you click Continue, you receive the following error message page.  Click Log Back In to return to the Practice Lab Welcome page.   […]


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10 Dec 16 Kim Manuel

Pro Online: Change Password on First Login — RESOLVED

Update:  12/9/2016 6:16 AM EST — Resolved Note:  This does not impact Practice Lab Users Each user that is created at a site is required to change their password on initial login.  Due to some new security changes we deployed this morning, the created users at the site level will receive the following error Invalid […]


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08 Dec 16 Kim Manuel

Practice Lab 2016: Other Adjustments

Other Adjustments is now visible Posted 12/8/2016  7:50 AM EST


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Pro Online 2016: User Interface Changes

We have rolled out some User Interface Changes this morning to enhance the flexibility of selecting items: (1)  You can now click on the line associated with a checkbox to make a selection.  This will utilize your browser rather than a registered font (2) The bars on the Menu items can be clicked to navigate […]


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Practice Lab: Username and Password Recovery – Updated Info

Update 12/8/2016  4:13 PM EST The password resets and username emails come from the following email address:  Note this is different than the information in our user guides: From: vita.taxslayerpro.com ~~  Original Blog Post ~~ The Username and Password Recovery features are now fully operational and sending the appropriate emails.   Posted: 12/8/2016 6:53 AM […]


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IRS Newswire: What should taxpayer’s Keep?

Tax Preparedness Series: Tax Records – What to Keep Note to Editor: This is the fifth in a series of reminders to help taxpayers prepare for the upcoming tax filing season. WASHINGTON – As tax filing season approaches, the Internal Revenue Service has information for taxpayers who wonder how long to keep tax returns and […]


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IRS Newswire: Recognize Phishing Scams

IRS, Security Summit Partners Remind Taxpayers to Recognize Phishing Scams WASHINGTON –The Internal Revenue Service and its Security Summit partners cautioned taxpayers today to avoid identity theft by watching for phishing scams that can increase around the tax season.   The IRS, state tax agencies and the tax industry – all partners in the fight […]


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Pro Online: 1040X Training video and Mini Guide

Click here to review the 1040X Training video and download the corresponding mini guide


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Pro Online: Site Activation Tips

The attached document was written by a VITA volunteer in the St Louis area that is responsible for setting up multiple sites.  The document is based on his user experience and includes tips that may help you navigate through the process. Click here to view the Site Activation Tips Document


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Desktop: Helpful Links

The following links will allow you to download additional information in preparation for tax season.  These documents will also be on the Training CD that you will be receiving. Click here for information on transmitting for multiple EFINs/locations Click here for information on the desktop to desktop conversion process


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IRS Newswire: Security

IRS, Security Summit Partners, Remind Taxpayers to Protect Themselves Online WASHINGTON –The Internal Revenue Service, the states and the tax industry today urged taxpayers to take steps to protect themselves online to help in the fight against identity theft. Scammers, hackers and identity thieves are looking to steal taxpayers’ personal information and ultimately their money. […]


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IRS e-News: VITA Recruitment: Spread the Word

Do you know anyone who would make an excellent volunteer for the Volunteer Income Tax Assistance (VITA) program?  The IRS is recruiting and would appreciate your help in spreading the word. Learn more about the program by watching this new YouTube video.


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IRS News Release: New Online Tool

IRS Launches New Online Tool to Assist Taxpayers with Basic Account Information IR-2016-155, Dec. 1, 2016 WASHINGTON – The Internal Revenue Service announced today the launch of an online application that will assist taxpayers with straightforward balance inquiries in a safe, easy and convenient way. This new and secure tool, available on IRS.gov allows taxpayers […]


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TaxSlayer Pro Online: How to assign a Default Security Template

You may be wondering how to assign a default security template to a user at your site. If you have reviewed the TaxSlayer Pro Online User Guide, page 20, you may know the default security templates are only assignable when adding a user/preparer at your site. The TaxSlayer Pro Online User Guide can be accessed […]


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04 Dec 16 Craig Smith

Real Time Calculations: Explanation of how they work

Real time calculations run independently of the tax application.  The feature is designed to allow the preparer to continue working if the tax calculation stops rendering results.  While this rarely happens, below is a description of what you an expect if the real time calculations stops rendering results: Symptom:  Opening a return displays the “Calculating […]


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Desktop: Office Identifier

Purpose:  The Office Identifier is a number generated by TaxSlayer.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor. Question:  Where is this located? […]


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Pro Online: Office Identifier

Purpose:  The Office Identifier is a number generated by TaxSlayer and imported into a field in ERO Setup.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by […]


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Pro Online Login Security Code

Site Administrators:  The default security code is located under the site name and address on the activation email you received.  You will need to give the security code to the preparers that you are setting up. Preparers/Users:  If you received login credentials from your site administrator you should have received the following at a minimum: […]


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Update on IRS e-Services

Issue Number:  “SPECIAL EDITION” Over the next five weeks, the IRS will send letters to certain e-Services product users who must either go online or call the e-Services e-Help Desk to validate their identities. These letters will go to those users who can access the Transcript Delivery Service and who have been active within the […]


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Introducing the VITA/TCE Springboard

VITA/TCE Springboard Purpose:  Landing page that gives you access to the following: Pro Online Login page (Available after site activation) Practice Lab VITA/TCE Blog (A great source for breaking news and Frequently Asked Questions) My Account (available for administrators who have created user accounts) Knowledge Base Once you have activated your site and/or created your […]


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Changing the PIN for the Administrator Login Credentials

Problem:  I entered a PIN other than 98765 when I was setting up my administrator account during my site activation.  How do I change it? Solution: When you login to the site with your login credentials, password and security code, you should see a Configuration line on your Welcome Page.  You can access the site by […]


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Practice Lab 2015: Medical and Dental Expense Page — RESOLVED

Update 12/02:  This has been resolved ~~ Original Blog Post ~~ Scenario:  Enter data on the Medical and Dental Expense page and click Continue Problem:  The data is immediately removed and the page is displayed again with no data Solution:  We are working on a resolution. Workaround:  The following work around was submitted by one […]


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19 Nov 16 Kim Manuel

Relational EFIN holders: What to expect

The email with the web link is to activate your site.  It IS NOT the username that  you will use to create configurable items to assign to the other sites  you are responsible for setting up or run group reports. You will be getting an email from the regular VITA support email address with your […]


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Multi-Site Administrators: What to expect

The email with the web link is to activate your site.  It IS NOT the username that  you will use to create configurable items to assign to the other sites  you are responsible for setting up. You will be getting an email from the regular VITA support email address with your group login and default […]


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Activating your Pro Online Site — Updated 11/29 12:47 PM

We have started sending out Site Activation links based on the orders we have received.  The emails will go to the email address entered for the site during the ordering process. Each Pro Online site will be sent (2) Emails 01/13/2017 Update:  Once you have activated your site, you can easily access it from the VITA/TCE Springboard […]


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Security Template Definitions

The following PDF lists the options available in TaxSlayer Pro Online Security Templates.   The program will be delivered with 8 pre-defined security templates. Click Here to view definitions  


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Practice Lab 2016: Additions to the EIN Database

We have added the following forms to the EIN Database for TaxSlayer 2016: W-2G 2441 The EIN Database now covers the following forms: W-2 W-2G 1099-G (Unemployment Compensation) 1099-MISC 1099-R RRB-1099-R 2441


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Practice Lab 2016: Carry Forward Feature

Scenario: You may encounter two new things. Solution:  We are working on bypassing these two screens (1) You will get the following page indicating Important Messages.  When you get this page click “Continue” (2) You may encounter the Pull Carry Forward Screen.  Because the Practice lab is one big company with 40,000+ users, it is […]


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Practice Lab: Guest Book — Update

Update November 18: We have removed all of the guestbooks to allow a smoother training experience until we can deploy a permanent resolution. ~~ Original Blog Post ~~ We have removed the Guestbook from the 4 pre-recorded webinars under Section 6 until we can resolve the reported concerns about not being able to type in […]


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Practice Lab 2016: Changes in W-2 Behavior

Changing the wages in Box 1 now automatically changes the amounts in boxes 3 and 5 (as well as recalculating boxes 4 and 6) Added a visible cursor placement as you move through Box 13 to help determine the active box


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Resident State Return (Change in when it loads) — LIVE

Update November 17: This feature is now live in Practice Lab 2015.  You will also see it in Practice Lab 2016 as we start turning states. ~~ Original Blog Post ~~ Purpose:  Load and calculate the basic state resident return as the federal return is being input.  The preparer will see the federal and the […]


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TaxSlayer 2016 User Guides

The TaxSlayer 2016 User Guides are now available to download.  Each site will also receive (1) printed user guide based on the software placed during the ordering system.  Please note that login credentials will not be received with the user guide.  Information on login credentials will be posted at a later time. Click Here to […]


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Selecting a Taxpayer Profile

Question:  How do I select a Taxpayer Profile? Answer:  Click on the Profile Title to make a selection.  This will turn the words bold and darken the surrounding bubble. In the example below the Basic (No Profile) is active.  To select a different profile, click on the Profile Title Line (outlined below)  


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Pro Online: IRS IP PIN

Question:  Where do I enter the IRS IP PIN? Answer:  Navigate to the Federal Section of the return in the left navigation panel.  Select Miscellaneous Form from the top menu bar. Click Begin on the IRS Identification PIN menu bar The application will list all persons on the return.  Enter the PIN and click Continue […]


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Practice Lab 2016: Medical and Dental Expenses Page — RESOLVED

Updated 12/02 — Resolved ~~ Original Blog Post ~~ The supporting items feature that we added to the Medical and Dental expenses page are causing this page to save “slowly”. The information will save.  We are working to resolve the slowness concerns.


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New IRA Self-Certification Procedure

Revenue Procedure 2016-47 provides a taxpayers the ability to make a written certification to a plan administrator or an IRA trustee that a contribution satisfies the conditions in Section 3.02 of this revenue procedure. This self-certification has the effects described in Section 3.04 of this revenue procedure. Since this is an election the taxpayer must […]


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Office IP Whitelist

Purpose:  This feature allows the site administrator to add the IP address(es) used at the location to the system.  The application will then verify the IP address during user login.  If the user/preparer is logging in from an IP address not associated with the site, a login failure will occur preventing the user/preparer from logging […]


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Tax Year 2015: Medical and Dental Expenses page — Resolved

Update 11/17/2017  10:00 AM EST — Resolved ~~ Original Post ~~~ Problem:  The Medical and Dental Expenses page is generating an error which prevents information from being entered. Scenario 1:  Enter Medical and Dental Expenses in the Forms Search Box and select “Go to Medical and Dental Expenses” Scenario 2:  Click Select on the Medical […]


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Practice Lab: Prior Years — Resolved

Update: 7:59 AM EST Prior Years are no longer visible on the Practice Lab ~~ Original Blog Post ~~ The following prior years are currently displaying on the Welcome Page Selecting these years will result in a server error.  We are in the process of hiding these options.


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Practice Lab: Status Update (Nov 17, 2016)

Update Nov 17 2:01 PM EST The 1040 View has been updated to reflect 2016 Update Nov 15 4:24 PM EST  Printing and/or displaying from inside the return has been enabled. Update 4:57 PM EST Practice Lab 2016 is now available.  Please note the following: Printing and/or displaying a PDF has not been enabled (Print from inside […]


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Creating New Returns: Practice Lab 2015

Question:  How do I create new returns in Practice Lab 2015 Answer:  Select Tax Year 2015 menu item from the Welcome Page.  Then select the Create Prior Year button.  This will bring up the Start New Return dialog box.    


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Form 8889: Practice Problems from Pub 4942 — Resolved

Update 11/29:  This has been resolved ~~ Original Blog Post ~~ Scenario:  Practice Lab 2016 –  Entering the data for the Health Savings Accounts (HSA) is carrying to Form 8889, but not carrying to 1040 Line 25 This impacts completing the following returns: Andrew T Nobel James and Dianne Calhoun Resolution:  This calculation issue will be […]


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13 Nov 16 Kim Manuel

Adding Local/City Forms to a Return

When the Local/City forms that are supported by TaxSlayer are delivered, the State Section will display a Localities option on the State grid. Click the Localities button   The local/city forms supported by the application will be displayed in a menu similar to the other menus in the application.  Below is an example of Ohio local […]


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View and Print Return in Spanish

Viewing and printing returns in Spanish is determined at the return level. Select the drop down arrow next to the taxpayer’s name and then select Si hablo Espanol? Select Espanol The screen will display in Spanish The forms will also print in Spanish.  There is currently an issue with the Spanish print utilizing the wrong year […]


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Retired Public Safety Officer Deduction

To take the Retired Public Safety Offer deduction for up to $3000 you will need to reduce the amount in box 2a of the 1099-R by the amount of the deduction.  Click Continue once the 1099-R is complete. Select Begin on the Nontaxable Distributions Line   Select the PSO Exception Currently, if you need to use […]


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Return Tags are now more Visible

The return tags that are associated with the return  will be visible when you hover over the tag icon in the client list.  


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Review Returns List

We have added the following items to the Review Returns list to help manage the review process more easily for those using the built-in review process (i.e. Marking returns “Ready for Review”) Notes Return Tags Printing Note:  The Review Process is not available in the Practice Lab


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Printing Notes

Purpose:  We added the ability for the preparer to either print or export the notes entered with the return.  This can be used to give to the taxpayer and/or the Quality Review person.   There will be two options for printing notes (1) Print the note from the Client Search list (2) Add to a […]


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Reactivating Returns: New Feature

Purpose: Preparer starts a return with a SSN that was previously deactivated/deleted They will get the following screen Note:  This is site specific and is not available in the Practice Lab. Selecting Reactivate will retain all of the information that was previously in the deactivated/deleted return and will open to the Summary page Selecting Remove […]


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1040NR: Where do I Start?

The 1040NR/1040NR EZ selection will be made at the point of selecting a Filing Status after the roll out of Taxslayer 2016.   We will be creating detailed training material on return navigation.   You will see this change over the next few weeks as we move through e-file testing with the IRS. The below […]


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Taxpayer Profiles

Purpose:  Make Taxpayer Profile options more visible when creating a new return. The Available and Assigned Taxpayer Profiles will be displayed to the preparer prior to entering the SSN.  We have also made it more clear when a profile has been selected. Definitions: Available Taxpayer Profile= Profiles created at the site level Basic (No Profile) […]


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Managing Users just got Easier!

Purpose:  We have added three new features to help manage users: (1) The ability to easily mark a preparer inactive and/or active from the Preparer(s) Menu. (2) The Ability to mark all preparers inactive and/or active from the Preparer(s) Menu “Flip Active Status” (3) A visual display of the email address to help assist the site […]


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Custom Credits: New Administrator Feature — Updated

Custom Credits is designed to allow the site to track up to 10 entries that allow the prepare to “free fill” the entry with a numeric value in the e-file section of the return.   Custom Credit Requirements: List up to 10 Custom Credits Custom Credit Description – Max Characters (45) Can mark the Custom […]


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Entry Form Wording Changes

The following wording changes have been made via volunteer request: Changes to Tax Exempt Interest Screen and Interest and Dividend Menu Changes to Health Insurance Questionnaire Screens:   Changes to 1099-SSA screens Changes to Other Screens


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IRS Warns Tax Professionals of New e-Services Email Scam

IRS Newswire: Issue Number:    IR-2016-145 WASHINGTON – The Internal Revenue Service today issued an urgent alert to tax professionals who use IRS e-services to beware of an email asking them to update their accounts and directing them to a fake website. The subject line for the fraudulent email is “Security Awareness for Tax Professionals.” The “From” line […]


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Practice Lab: We applaud your participation

Your TaxSlayer support squad applauds your participation in the Practice Lab.  We rolled out Practice Lab 2015 in May with very high hopes that it would be embraced by a significantly large number of users.  It is really hard to define what “significantly large” means, but I want to share some SIGNIFICANTLY LARGE stats with you. […]


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IRS, Security Summit Partners Expand Identity Theft Safeguards for 2017 Filing Season, Build on 2016 Successes

IRS Newswire: Issue Number:    IR-2016-144 WASHINGTON – The Internal Revenue Service, state tax agencies and industry partners today finalized plans for 2017 to improve identity theft protections for individual and business taxpayers after making significant inroads this year against fraudulent returns. Public and private sector leaders announced today that their collective efforts through the Security Summit initiative […]


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Form 1116: Foreign Tax Credit

TaxSlayer 2016 will allow you to complete the long Form 1116 (for those certified appropriately) Navigate to Form 1116 Rather than entering $300 or $600 for MFJ, click the Go to Form 1116 button to bring up the Foreign Tax Credit Menu Click Begin to compete each section  


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Medical and Dental Expenses Entry Form (Schedule A)

Coming Soon!! We have added the ability to create a list of items on the Medical and Dental Expense Entry page for Schedule A. Click the Blue box to the right of the entry box: In the example, I clicked the box on the Amount paid to the doctors/dentists line: Enter the data and click […]


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New Law Sets Jan. 31 W-2 Filing Deadline; Some Refunds Delayed Until Feb. 15

IRS Special Edition Tax Tip A new federal law moves up the W-2 filing deadline for employers and small businesses to Jan. 31. The new law makes it easier for the IRS to find and stop refund fraud. It also delays some taxpayer refunds. Those taxpayers claiming the Earned Income Tax Credit or the Additional […]


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Entering Tax-Exempt Interest

Navigate to the Interest and Dividends landing page.  You can do this one of the following ways: Enter 1099-INT in the Forms Search box From the Federal Section, select Income >> select Enter Myself >>  select Begin on the Interest and Dividend line Click the amount entry on Line 8b from the 1040 View located […]


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Best Practice: Adding more than 4 entries for W-2 Box 12

Generally a W-2 only has need for 4 entries in Box 12.  Occasionally you will need more.  When faced with this situation, you can follow this simple solution: Add the first four entries to the original W-2 Add a second W-2 with the same employer ID (the program will ask you if you are sure […]


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Practice Lab: Top Question of the Day 10/24/2016

We have received several emails today stating that Practice Lab 2015 will not be available after November 9th. This is NOT accurate.  It is true, we will be delivering Practice Lab 2016 in early November (prior to 11/15), however, when Practice Lab 2015 will remain available.  You will access it both versions of the Practice lab […]


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Quick Alert: 1040 Modernized e-File (1040 MeF) Production Shutdown and Cutover

All times shown in this communication are Eastern Time Zone. To ensure that all Form 1040 tax returns e-filed through the Modernized e-File (MeF) system are processed timely, this year’s 1040 MeF Production shutdown/cutover and acknowledgment retrieval schedule has been established. It is imperative that everyone adhere to the schedule shown below. 1040 MeF Production […]


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TaxSlayer 2016 Password Requirement

All users (Both Pro Online and Desktop) will be required to change their password the first time they login to the application. The password requirements for TaxSlayer 2016 will be as follows: Minimum of 8 characters At least 1 uppercase Letter At least 1 lowercase letter At least 1 number At least 1 Special Character Note: […]


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Prepararer/User Email Addresses within a Site

We have added the email address assigned to the Preparer/User to the Preparer(s) Menu screen.  This will allow the site administrator or any user with a security template that has Add/Edit Preparers enabled to quickly search for the preparer by the email address established during setup and to quickly view the email addresses. Q:  Why do […]


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Making preparers Active/Inactive

We have added the ability for the site administrator to easily mark a preparer/user inactive or active from the Preparer(s) Menu in Configuration.  This will allow the site administrator or any user with a security template that has Add/Edit Preparers enabled to quickly activate or deactivate a preparer without having to Edit the Preparer/User. Instructions […]


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Username Report

The Username report allows the site administrator the ability to run a report of the users that have been created a the site.  The username will report display the following information Username Full Name = Name of the preparer as entered in the Preparer Menu Security Template = Displays the Security Template assigned to the […]


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TY 2017 VITA/TCE Hotline

The VITA/TCE Hotline is operational from mid-January through April.  The VITA/TCE hotline allows volunteers to clarify tax law when site references are not clear.   Partners/Sites can also find tax help is available online through the Interactive Tax Assistant tool on IRS.gov, www.irs.gov/ita. The ITA tool is a tax law resource that takes you through […]


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17 Oct 16 Kim Manuel

Quick Alert: Update on IRS e-Services and Secure Access

The IRS issued the following Quick Alert 10/14/2016: To ensure a smooth transition, the IRS has decided to delay the October 24 date for requiring e-services users to re-register and validate their identities through Secure Access authentication. In the next few weeks, the IRS plans to have discussions with key stakeholders affected by the e-services […]


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Automatic updates for Desktop

TaxSlayer Pro Desktop automatically updates the first time you open the application each day (Internet required).  You can configure the states that you want to receive automatic updates for. Select Updates from the Main Menu Select Configure Updates from the Internet Update Utility Menu Select the State(s) you want to receive automatic updates for.


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Adding dependents to the return

With TaxSlayer, all dependents are entered from the same entry page.  The dependents can also be entered in any order the preparer chooses to enter them. Dependent Entry Screen in TaxSlayer Pro Online: Dependent Entry Screen in TaxSlayer Pro Desktop:    


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Client Return History

TaxSlayer tracks the following items when the preparer Saves and Exits the return via the E-file section: Username = This will be the user that was logged in at the time of the Save and Exit Log Time = Date and Time of the Save and Exit Preparer = The User/Preparer that the return is assigned […]


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Practice Lab 2016 Frequently Asked Questions

Question:  Will there be a different URL for Practice Lab 2016? Answer:  No, you will use the same URL that you are currently using to access the Practice Lab   Question:  Will I need to create a new user account for Practice Lab 2016? Answer:  No, you will continue to use your created Practice Lab […]


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Entering Split Refunds with Form 8888 – Updated 11/07/2016

Updated:  November 7, 2016  Update #1:  Changed the screenshot to reflect the addition of the Account Type field. Update #2: Changed the screenshot to reflect changes made to the Savings Bond Section If your site utilizes Form 8888, select that option in Office Setup.  TaxSlayer Pro Online always displays the option for split refunds to […]


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Coming Soon: Changes to Custom Questions

We have made the following changes that will be effective with the delivery of TaxSlayer 2016: Questions:  The number of characters have been extended to 100 Answers:  The number of characters have been extended to 100 Answers per Question:  The number of answers per question is now unlimited (an answer bank is still required for […]


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Inactivity Timeout Messaging – Updated 11/04/2016

Updated 11/04/2016 The IRS Security Summit has changed their guidance from a 15 minute inactivity time out to a 30 minute inactivity time out requirement. After 27 minutes of inactivity in a return, the following dialog box will be displayed. This will be effective in TaxSlayer Pro Online 2016


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Determining what Returns a User/Preparer can View

Determining if a user/preparer can only see their own returns or see all returns prepared at the site is determined at the user level. The below example is the portion of User JimSample that allows them to see all returns prepared at the site.   The below example is the portion of a User JerrySample that […]


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TaxSlayer Recorded Webinars

Get ready for tax season by watching our recorded webinars.  Check out the attachment tab to download the webinar agenda, training guide, ready to use PPT, and a Q & A document that list all of the questions and answers we received during the live webinars. Webinar 1:  Login and Configuration Webinar 2: Return Preparation […]


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IRS Now Accepting ITIN Renewal Applications

IR-2016-129, Oct. 6, 2016 WASHINGTON — The Internal Revenue Service reminds taxpayers affected by recent changes involving the Individual Taxpayer Identification Number (ITIN) program that they can now begin submitting their ITIN renewal applications to the IRS. Under the Protecting Americans from Tax Hikes (PATH) Act of 2015 passed by Congress and signed into law […]


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06 Oct 16 Kim Manuel

Site Identification Number (SIDN)

In an effort to drastically reduce the number of unmatched SIDNs entered due to typographical errors, the SIDN for sites will be embedded in the Pro Online application based on the software order for online users. For desktop users, the site administrator must double key the SIDN for validation purposes. The site administrator does not have to […]


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New Federal Tax Law May Affect Some Refunds Filed in Early 2017

The Internal Revenue Service has announced initial plans for processing tax returns involving the Earned Income Tax Credit and Additional Child Tax Credit during the opening weeks of the 2017 filing season. The IRS is sharing the information now to help the tax community prepare for the 2017 season, and plans are being made for […]


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Making Custom Questions Required

The site administrator has the ability to make a custom question required.  The question will be required to be answered prior to creating the electronic file. Below is an example of how the site administrator marks a question required in Pro Online: Below is an example of on screen reminders in Pro Online:   Note: […]


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Adding an Unlimited Number of Custom Questions

Each site can add an unlimited number of custom questions and corresponding answer bank.  The software will be delivered with four pre-defined questions and answer banks.  These questions cannot be edited or deleted at the site level. All questions and answers will be reflected in easy to read reports for the sites to analyze the […]


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How do I access Prior Year Returns in Pro Desktop?

TaxSlayer will deliver the current year and three prior year installs for all sites placing an order for the TaxSlayer Pro Desktop software. Each year will be installed and will be accessed by clicking on a  year specific icon.


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How do I access Prior Year Applications in Pro Online?

The site administrator controls whether or not a preparer has the ability to prepare prior year returns.  If the preparer has a Security Template that enables prior year returns, they will access the prior years from their Welcome Page. The Preparer will login to one URL and have access to the current year application and […]


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Can I Switch Between Entry Methods?

Yes.  You have the ability to switch between the different entry methods without losing previously entered data.  Preparers have the following data entry options available to them: 1040 View — Allows the preparer to work down the 1040 form to access the entry forms. Enter Myself — Use the menu driven methodology to access the […]


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What Browsers are compatible with Pro Online?

TaxSlayer Pro Online is compatible with the following browsers: Internet Explorer Chrome Safari Edge Firefox Note: We recommend that you have the latest version of the browser.


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What Browsers does the Practice Lab Support?

The Practice Lab is compatible with the following browsers: Internet Explorer Chrome Safari Edge Firefox Note: We recommend that you have the latest version of the browser.  


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Additional Taxpayer Profiles

We have added additional Taxpayer Profiles to the Practice Lab.  The following profiles can now be selected when you expand Available Taxpayer Profiles when starting a new return. Sample: Retirement Profile:  This is a sample of how a retirement profile may flow.  This profile will automatically display the following input screens after the personal information […]


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Threshold for Tax Year 2016

The low-to-moderate income threshold for FY 2017, Tax Year 2016, is $ 54,000. The threshold is based on tax year 2016 EITC AGI limits as shown below: Earned income and adjusted gross income (AGI) must each be less than: $47,955 ($53,505 if Married Filing Jointly) with three or more qualifying children $44,648 ($50,198 if Married Filing […]


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What is myRA?

The Department of Treasury is promoting and offering myRA, “an Easy Way to Help Tax Filers Save”.  Through the use of Form 8888, when filing your tax return, you can use the direct deposit option to deposit a portion or all of your federal into your myRA account. To take advantage of myRA come tax […]


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04 Oct 16 Kim Manuel

Practice Lab

The Practice Lab is to designed for preparing tax returns to practice what you  learned in Link & Learn Taxes. We recommend that you use the problems and exercises contained in Publication 4491 W, VITA/TCE Workbook, Comprehensive Problems and Practice Exercises. These problems and exercises were specifically designed to cover the types of tax returns that VITA/TCE […]


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W-2: How do I change Social Security and Medicare Wages?

How do I change the Social Security and Medicare wages on the W-2? The W-2 is designed to be a heads down “key it as you see it” entry form.  Simply select the entry box and change the data.  When you exit the field, the applicable Social Security Tax or Medicare Tax will recalculate. Note:  The […]


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NYTPRIN Exclusion Code

How do I enter the NYTPRIN Exclusion Code to remove the State Validation Error? The NYTPRIN Exemption will not be available in the Practice Lab, however, site administrators will have access to assign the required information to preparers when TaxSlayer 2016 is delivered in November. At this time, you will not be able to mark a […]


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Entering Direct Deposit Information

Where do I enter Direct Deposit Information? You will enter direct deposit information in the e-file section of the return. If the return has a refund, you will select Direct Deposit from the Federal Return Type drop down list. You will then be prompted to enter the RTN and DAN.  


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1040 View

How do I enter tax return information from the 1040? You can access the 1040 view by selecting the Summary/Print option located on the left navigation bar. This will allow you to click the line and go to the entry point for that particular line.  In the example below if you click on Line 7, […]


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Quality Alert Central

Quality Site Requirement Alerts (QSRA) and Volunteer Tax Alerts (VTA) will be posted to the Quality Alerts section.  This will allow you to have the most up to date communications from the IRS.


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Message Center

What is the purpose of the Message Center? The message center has two purposes: (1) A one way communication between TaxSlayer and the sites.  The one way communication allows TaxSlayer to send out important notifications and software tips based on the type of inquiries we are getting through our support staff. (2) Allow a communication channel […]


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IRS and Security Summit Partners Warn of Fake Tax Bill Emails

The Internal Revenue Service and its Security Summit partners today issued an alert to taxpayers and tax professionals to be on guard against fake emails purporting to contain an IRS tax bill related to the Affordable Care Act.


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Welcome to the VITA/TCE Blog

We are pleased to launch our VITA/TCE blog.  This is going to be a great resource for you as you are making the transition to TaxSlayer.  We are very pleased to have the privilege of providing software for you to use to service your taxpayers.


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20 Sep 16 Kim Manuel