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 has been completed: 1099-R, SSA-1099, 1099-INT, and 1099-DIV.

Sample: Itemized Deductions:  This is a sample of how a profile with Itemized Deductions might look.  This profile will automatically display the following input screens after the personal information has been completed:    W-2, 1099-INT, and Schedule A input screens.

Sample:  Business Income:  This is a sample of how a profile with business income might look.  This profile will automatically display the following input screens after the personal information has been completed:  1099-MISC which will give you the option of adding a new Schedule C.

 

Note:  The site administrator has the ability to create an unlimited number of taxpayer profiles that fit the needs of the returns prepared at the site.  TaxSlayer will deliver (1) Master Profile based on guidance from the IRS.

 

Print Article