Scenario:  An existing Pro Online site from 2019 now has a new Site Admin for 2020

Question:  How does the new site admin gain access to the site if they do not already have a login?

Solution:  Send an email to vita support ([email protected]) with the following information and subject line:

Subject Line :  New Site Admin

Body:  I am the new site admin for the following site and need the link sent that allows me to create my admin credentials

EFIN: {Enter six digit EFIN}

Site Name: {Enter Site Name}

Site Admin Name: {Enter your name as the new site administrator}

Site Admin Phone: {Enter your phone number)

Site Admin Email: {this is the email address the link will be sent to}

8:47am ET

The print issue has been resolved.

8:23am ET

Currently, generating a PDF inside and outside of a return is timing out. Our development team is currently investigating the issue.

Update 4:49 PM:  Calculations are working as expected.  You can print from the client list of e-file.

We are currently experiencing an issue when the return(s) is trying to calculate.  We are working to resolve

TaxSlayer VITA/TCE Support will close on Wednesday, November 25th at 12:00pm ET and will reopen for normal off-season hours on Monday, November 30th at 8:00am ET.

Happy Thanksgiving from our Family to yours!

TaxSlayer VITA/TCE support will be closed on Thursday, November 19th beginning at 10:30am ET for the remainder of the day (5:00pm ET) for a company Thanksgiving celebration. Normal off-season support hours will resume on Friday, November 20th at 8:00am ET.

One of the CARES Act updates impacts allowable charitable cash contributions for Standard Deduction filers. The deduction of charitable contributions is generally reserved for taxpayers that itemize their deductions. With the CARES Act, Standard Deduction filers can now deduct up to $300 in cash contributions. The allowed above-the-line deduction will carry to Line 10b of the 2020 Form 1040. Additional information can be found here.

This 2020 calculation is already implemented within the 2020 Practice Lab. To see the calculation carrying to Line 10b of Form 1040, you must generate the PDF from the Client List or Summary/Print menu. The 1040 View still reflects 2019 and will be updated to reflect the 2020 1040 prior to the beginning of the filing season.

Note: Non-cash contributions, when applicable, are carrying to Line 10b of Form 1040. This discrepancy has been reported to our development team.

Update 4:00 pm

• We are still hearing challenges of the PDF not generating from Summary/Print…we are reviewing.  You can generate a PDF from the client list.

Update 1:20 pm

• Printing is now generating from Summary/Print…

Update 11:15 am

• Printing is available from the Client list.  We are still working to resolve the print generator from Summary/Print

Update 10:30 am

• 2020 calculations are now available
• We are working to resolve some issues with 2020 prints

2020 Calculations (Resolved as of 10:30 am…2020 calculations are working as expected)

We are still working to deploy the 2020 calculations.  You can currently start a new return and complete it through personal information.

Display Issue

No need to adjust your eyes or your browser settings, the left side of the check boxes are not displaying properly

Error printing from the client list

We are currently looking at the Print Operation Failed message when printing from the client list.  This is tied to the deploy of the 2020 calculations

We are currently working on the 2020 calculations.  Once this is complete you will be able to prepare 2020 and 2019 returns in the Practice Lab.

Reminder:  Your Practice Lab login is not a valid login for the site you typically volunteer and prepare returns and vice versa, the login you typically use to prepare taxpayer returns is not valid for the Practice Lab.

What does this mean at my production site where I typically prepare returns?

Once we push TaxSlayer 2020,the welcome page will default to TaxSlayer 2020.  You will still have access to create new returns and edit existing returns for TaxSlayer 2019, TaxSlayer 2018, TaxSlayer 2017, and TaxSlayer 2016 at your site.

Can I create returns in TaxSlayer 2020 at my production site where I typically preparer returns?

No, you will only be able to create new returns for TaxSlayer 2020 with your Practice Lab username.  We are currently scheduled to turn on the ability to Start a New Return at your production site on January 18th (subject to change).

Will all of the 2020 updated tax law changes be available?

No, as the IRS releases final instructions and forms, we will be updating the PL 2020.

When will 2020 states be available?

2020 states will not be released until January of 2021.  If you are training on states,  you will need to use PL 2019.

The login page has a new look

The login page has a new, modern look and feel. The same is true for other onboarding pages including Forgot Username/Password, MFA, etc.