Author Archives: Kim Manuel

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         2:06 PM EST

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.

4/21/2017 – 8:12am EDT

We are still working on the solution that will allow you to resubmit returns rejected for VA 760-030.

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

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 country and the foreign tax residence country
  • Navigate to the Schedule OI and make sure the VISA type has been completed

 

Blog Posted 04/17/2017   9:31 AM ESt

 

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 are still in the transmitted status for both federal and state(s)

0124 validation errors report

This will be a listing of returns that did not pass the secondary validation at the Processing Center.

0124 validation screen

You have the option of  printing to HTML or PDF and exporting to a CSV or Excel File,  Most of the error messages will have a helpful tip as how to make the correction.

 

 

 

Blog posted 04/14/2017  9:30 AM EST

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 this task, you will need a removable storage device, such as a flash drive or portable hard drive, for each computer you wish to backup.  Each device should have sufficient free space to store the entire TaxSlayer folder on the drive.

NOTE: CD/DVD cannot be used; the storage device must connect via USB.

The following steps can check TaxSlayer folder, file size:

  1. Open the File Explorer
  2. Double click on the C: drive (or drive where the software was loaded)
  3. Find the TaxSlayer folder and select it
  4. Right click on the TaxSlayer folder and a menu will appear
  5. Click on Properties
  6. This will show you the size of the TaxSlayer folder

Perform these steps with each Workstation to move files to the Transmitting Computer:

  1. Make certain that no returns are open in TaxSlayer on any computer
  2. Insert the storage device into a USB slot
  3. Make note of which drive letter is assigned to the storage device
  4. Start TaxSlayer and login to the 2016 TaxSlayer program
  5. Open the Utilities Menu – option 8
  6. Open the Program Backup Utility – option 5
  7. Make sure the Backup button is selected
  8. In the Target Drive drop down list select the drive letter assigned to your storage device
  9. Click the Start button
  10. When the backup is complete, the message “Backup Complete” will be displayed
  11. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed

From the Transmitting Computer:

  1. Upload all files from each workstation to the main transmitting computer
  2. Make certain that no returns are open in TaxSlayer on any computer, especially if you are using a server connection at your site
  3. Insert the storage device into a USB
  4. Make note of which drive letter is assigned to the storage device
  5. Start TaxSlayer and login to the 2016 TaxSlayer program
  6. Open the Utilities Menu – option 8
  7. Open the Program Backup Utility – option 5
  8. Make sure the Backup button is selected
  9. In the Target Drive drop down list select the drive letter assigned to your storage device
  10. Click the Start button
  11. When the backup is complete, the message “Backup Complete” will be displayed
  12. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed
  13. The USB device with taxpayer data must be secured and encrypted to prevent data loss per Quality Site Requirement #10, Partners and IRS certified volunteers are required to protect physical and electronic data gathered for tax return preparation both during and after the filing season

Removing/Uninstalling TaxSlayer Pro:

  1. Open task manager
  2. Click on the Services tab
  3. Right-click on “TaxProgram2016” and select “Stop”
  4. Open your Control Panel
  5. Locate Programs and Features
  6. Select Uninstall a Program
  7. Select your 2016 TaxSlayer Pro
  8. Click Uninstall
  9. Navigate to the drive where the TaxSlayer program was installed and delete the TaxSlayer folder

Secondary Backup Drive:

If you utilized the secondary backup drive, make sure you delete all information on the secondary backup drive and empty your recycle bin.

IRS Computer Depot Laptops:

Follow the procedures in Publication 4473, IRS Computer Loan Program – Welcome Package, for additional guidance on “Deletion of Software on IRS Computers”.  Whether using the TaxSlayer Online or Desktop product on IRS loaned computers, it is imperative to use the “disk wipe” procedure outlined Publication 4473, prior to returning the laptop to the Computer Depot.  In addition the TaxSlayer software and taxpayer data on non-IRS loaned computers, provided by sites or personal, should be wiped of taxpayer data after the site closes.

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 next filing season.

TaxSlayer Online Closeout Procedures:

  1. Do not delete or inactivate any returns if carryforward tax return data is desired for the next filing season
  2. The TaxSlayer server will secure all data and make return carryforward data is year available for filing season 2018
  3. From the Preparer(s) Menu in Configuration, the site administrator or any user with a security template that has Add/Edit Preparers permissions has the ability to quickly activate or deactivate a preparer
  4. Select the volunteers you wish to deactivate while the site is close
  5. Ensure the ADMIN user is still active, prior to logging off

NOTE: Using “Flip Active Status” will deactivate all users including the ADMIN

 For additional guidance, follow the procedures outlined on the VITA/TCE Blog for making preparers Active/Inactive using TaxSlayer Pro Online.

IRS Computer Depot Laptops:

Follow the procedures in Publication 4473, IRS Computer Loan Program – Welcome Package, for additional guidance on “Deletion of Software on IRS Computers”.  Whether using the TaxSlayer Online or Desktop product on IRS loaned computers, it is imperative to use the “disk wipe” procedure outlined Publication 4473, prior to returning the laptop to the Computer Depot.  In addition the TaxSlayer software and taxpayer data on non-IRS loaned computers, provided by sites or personal, should be wiped of taxpayer data after the site closes.

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 the SSN

We are getting emails with returns not calculating and rendering the Summary/Print page sporadically.  We are looking into this.

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

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.

 

Blog Posted 03/31/2017      7:43 AM EST