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TaxSlayer 2016: Reminder

12 Sep 22
Kim Manuel
No Comments

This is a reminder that TaxSlayer 2016 will be retired when we roll out TaxSlayer 2022 in early to mid-November.  At that time, you will no longer have access to the 2016 application.

VITA/TCE Support — Closed until 9:30 am

08 Jun 22
Kim Manuel
No Comments

The VITA/TCE support team will be unavailable until 9:30 am on Wednesday, June 8th for training

Error Message: Temporarily Unavailable [RESOLVED]

06 May 22
Kim Manuel
No Comments

We have sporadic reports of sites receiving an error message that states:  TEMPORARILY UNAVAILABLE with a refresh button.

Error Details:  WEB SERVER IS RETURNING AN UNKNOWN ERROR.

Our engineers are investigating the error.

Try the following:  Switch to a different browser, or if using Chrome, open the browser “in cognito” and login.  This should force you to a different server that is not rendering the error

 

 

Rejects: IND-195 and IND-196 [RESOLVED]

06 May 22
Kim Manuel
No Comments

Update:  We delivered a solution for this.  You will need to resend any returns that were rejected for one or both of the above codes.  This reject spanned 2021, 2020 and 2019 returns

We are working on a resolution for these two rejects.  If you have a return (2021, 2020, or 2019) being rejected for one of both of the above codes, please hold them until further notice.

Runtime Error: Pro Online 2021 [RESOLVED]

05 May 22
Kim Manuel
No Comments

Update:  This has been resolved.  You may experience a bit of slowness when you open the first return.

______________________________________________________

We are getting the following error when trying to open an 2021 return:

Server Error in ‘/2021/avalon’ Application.

We have opened a critical ticket with our engineering team.

Customer Portal: New Management Reports

15 Mar 22
Kim Manuel
No Comments

We delivered a new Customer Portal Management report that will help you more easily identify which of your taxpayers have been sent a customer portal link and which ones have registered their portals.  You can also refer to this report for now to determine which return a chat/message belongs to via their email address.

Navigate to Reports>>Management Reports>>Miscellaneous Reports

 

 

 

 

 

Both reports contain the following columns:

 

Group Name = N/A

EFIN = Will be blank

First name = Primary Taxpayer’s first name

Last Name = Primary Taxpayer’s last name

Email Address = Email used to send Portal Link

SSN = Primary SSN (Issue 6967 to truncate to last 4)

Cell Phone = Phone number used to send portal link

Cell Phone Encrypted = Will be blank

Email Encrypted = Will be blank

Preparer Name = Preparer of Record

Website Sent Date = The date the customer portal link was sent

Portal Create Date = The date the taxpayer registered their portal

Portal Efiled Date = The date the site electronically filed the return

SSN Encrypted = Will be blank

VITA Essentials: QSRA 2022-01

01 Mar 22
Kim Manuel
No Comments

Inside This Issue: Quality Oversight Reviews

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 compliance.

Link(s) to latest QSRA: Link Update! QSRA 2022-01 Quality Oversight Reviews

Key Messages for IRS VITA/TCE Partners:
Site/local coordinators are to ensure all QSRAs are reviewed and discussed with all volunteers. It is recommended that you hold daily debriefings with your volunteers to review identified trends. This is also a good time to allow your volunteers the opportunity to read the alert(s), ask questions or discuss any concerns surrounding their tax preparation experience.

Contact information:
Partners are encouraged to direct any questions or concerns to their Relationship Manager.

Errors accessing TaxSlayer Pro Online [RESOLVED]

28 Feb 22
Kim Manuel
No Comments

Status:  We experienced approximately 3 minutes where users were getting errors accessing and/or saving while in TaxSlayer Pro Online.  This has been resolved.  Depending on how your browser is setup, you may need to clear your cache or simply do a hard refresh on the page (Ctrl+F5)