Scenario:  Complete a 2025 return in the Practice Lab and Click Save & Exit without selecting “Mark Return Complete”

The following red error will appear  “Before you can save the submission page, you must save the fee summary checkpoint”

Reason:  This is a residual error from removing the “Fees” page from e-file if there are not fees established

Work Around:  Select “Your office” from the left navigation bar to exit the return.

Note:  Once you get the error on a return, you will continue to get the error.

We will begin the process of rolling out TaxSlayer Pro Online 2025 the week of November 3rd.  This is a very fluid process, but our goal is to keep your disruption of services to a minimum.

What can you expect once we roll out TaxSlayer Pro Online 2025?

1.  The Practice Lab will support 2025 and 2024
2. Your Production site will default to 2025, but you will not be able to “Start A New Return” until a yet to be determined date in January, 2026.
3. You can still prepare 2024, 2023, 2022, 2021 and 2020 returns
4. You can still e-file 2024, 2023, and 2022 returns until the IRS cut-over (Date to be determined by the IRS)
5. You will NO longer have access to 2019 returns or reports

Reminder:  TaxSlayer 2019 will no longer be available when we roll out our early release of TaxSlayer 2025.  Our tentative date is the first week of November, but we strongly recommend you finish up any outstanding work or reports by October 31st, 2025.

What does this mean?  You will no longer have access to 2019 returns or 2019 reports.

1.  Reach out to your SPEC Relationship Manager with the changed information
2. Your SPEC Relationship Manager will notify the appropriate team for verification that the new EFIN is active in the IRS system
3. TaxSlayer will be notified by our IRS Relationship Manger when the EFIN can be changed

Q:  Can TaxSlayer support request my EFIN to be changed?

A:  No

Q:  Will I still have access to prior year returns and carry forward data if my EFIN changes?

A:  The new EFIN must be changed in TaxSlayer’s system prior to the software order being received

Q:  What happens if my old EFIN is still active with TaxSlayer and my order is placed with my new EFIN?

A:  You will not have access to any prior year returns or prior year carryforward

Q:  How will I know if my old EFIN has not been changed prior to my software being ordered?

A:  You will receive an email notification to setup your admin user account.  If you are create a new user account and do not see any of your prior year users or prior year returns, you need to reach out to your SPEC relationship Manager immediately so this can be resolved.

Multi-Factor Authentication will be required for all TaxSlayer Desktop 2025 users.

Question:  Once a user authenticates on a specific computer, how long before they will have to authenticate again on that specific computer?

Answer:  Since tax return information is stored locally (either on the computer or local network), all users will be required to complete the MFA process every 24 hours.

[UPDATE]  This has been resolved

We are aware that you are receiving API Errors for “ID Server not found” when creating new returns and opening existing returns in 2024, 2023, and 2022.  Our IT and development teams are working this as a critical item.

This fact sheet provides answers to frequently asked questions (FAQs) related to § 45Z of the Internal Revenue Code.

These FAQs are being issued to provide general information to taxpayers and tax professionals as expeditiously as possible. Accordingly, these FAQs may not address any particular taxpayer’s specific facts and circumstances, and they may be updated or modified upon further review. Because these FAQs have not been published in the Internal Revenue Bulletin, they will not be relied on or used by the IRS to resolve a case. Similarly, if an FAQ turns out to be an inaccurate statement of the law as applied to a particular taxpayer’s case, the law will control the taxpayer’s tax liability. Nonetheless, a taxpayer who reasonably and in good faith relies on these FAQs will not be subject to a penalty that provides a reasonable cause standard for relief, including a negligence penalty or other accuracy-related penalty, to the extent that reliance results in an underpayment of tax. Any later updates or modifications to these FAQs will be dated to enable taxpayers to confirm the date on which any changes to the FAQs were made. Additionally, prior versions of these FAQs will be maintained on IRS.gov to ensure that taxpayers, who may have relied on a prior version, can locate that version if they later need to do so.

More information about reliance is available. These FAQs were announced in IR-2025-86.

1.Which energy credits and deductions are expiring under OBBB, and what are their new termination dates?

OBBB accelerated the termination of several energy credit and deduction provisions.  The following incentives expire the soonest:

IR-2025-82, Aug. 7, 2025

WASHINGTON – The Internal Revenue Service today announced that, as part of its phased implementation of the One Big Beautiful Bill Act, there will be no changes to certain information returns or withholding tables for Tax Year 2025 related to the new law.

Key points for TY 2025 relating to OBBBA provisions:

• Form W-2, existing Forms 1099, and Form 941 and other payroll return forms will remain unchanged for TY 2025.
• Federal income tax withholding tables will not be updated for these provisions for TY 2025.
• Employers and payroll providers should continue using current procedures for reporting and withholding.

These decisions are intended to avoid disruptions during the tax filing season and to give the IRS, business and tax professionals enough time to implement the changes effectively.

For more information visit, One Big Beautiful Bill Act of 2025 Provisions.

Looking ahead to TY 2026

The IRS is working on new guidance and updated forms for TY 2026. These will include changes to how tips and overtime pay are reported. The IRS will coordinate with employers, payroll providers and tax professionals to ensure a smooth transition.

More information will be shared in the coming months about how taxpayers can claim OBBBA-related tax benefits when they file their returns. The Treasury Department and the IRS are preparing additional guidance for both reporting entities and individual taxpayers.