Category: Software News

TaxSlayer 2019 Electronic Filing is Live for VITA/TCE

27 Jan 20
Kim Manuel
No Comments

Update 1:45 pm EST: “Send State Only” and Prior Year e-file (2018 and 2017) are now turned on.


Update 11:15 am EST:  We are currently seeing acknowledgments within approximately 20 minutes.

We have turned on electronic filing for TaxSlayer 2019.  We will be monitoring  how long it is taking to get acknowledgements throughout the day.

We will be turning on prior years (2018 and 2017) and “Send State Only” over the next 48 hours.

 

 

 

Subscribe to VITA/TCE Blog

24 Jan 20
Craig Smith
No Comments

To subscribe to the VITA/TCE Blog, follow the below steps. Subscribing will allow you to receive automatic e-mail updates highlighting recently published blog articles (generally around 10:00am ET). These come in handy during tax season!

STEP 1:

  • Visit the VITA/TCE Blog and open any blog post.

STEP 2:

  • Scroll down the page until you see the below “RSS Feed” option on the right-hand side of the screen.
  • Enter your e-mail address, check the consent checkbox, then select “Sign Me Up”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


STEP 3:

  • Check the reCAPTCHA box then select “Complete Subscription Request”

 

 

 

 

 

 

 

 

 


STEP 4:

  • Check your provided e-mail account to finalize the subscription process.

 

Software Orders: Status Update

24 Jan 20
Kim Manuel
No Comments

Update 1/24/2020:  The IRS has released 300+ orders to TaxSlayer.  We are processing them.  This takes up to 48 hours.  TaxSlayer support will not know if a specific order was included until at least noon today (Friday, January 24th).  At that point they will be able to verify whether we have the order or not.  The contact person in the order will receive email notification within the next 48 hours.

Background:  TaxSlayer software ordering season began on October 2, 2019. All orders under the existing procurement order were fulfilled.  Due to an issue impacting the procurement of additional software licenses, TaxSlayer has to delay the processing of the remaining 2019 software orders, pending IRS approval.  The IRS is working diligently to resolve this issue.  Please continue to submit your orders.  You can reach out to your SPEC Relationship Manager to check the status of software ordering submissions.  Volunteers for the sites can continue to use the Practice Lab for training purposes.

ADMINISTRATOR Security Template is missing (FOUND)

23 Jan 20
Kim Manuel
No Comments

1/23/20 9:15am Update: As we progress towards a long-term solution, currently, any security template at your site(s) cannot be edited or deleted. New security templates can still be created, if needed.

1/22/20 7:30pm Update:You will need to use the security template titled  ADMINISTRATOR (TS) rather than using the ADMINISTRATOR at the top of your security template list in the Preparer’s menu.

1/22/20  6:08pm Update:  We are working on a solution that will prevent this from happening in the future, but it is still missing…hum…”Where’s Waldo?”

1/22/20 3:43pm Update:  We are still working to resolve this issue.

1/22/20 – Update: The Administrator (TS) template has been mistakenly removed again.


Update: Update:  You will need to use the security template titled  ADMINISTRATOR (TS) rather than using the ADMINISTRATOR at the top of your security template list in the Preparer’s menu.

Important Information

  1. Due to having to recreate and assign to users that inadvertently lost their ADMINISTRATOR account, if you had a blank security template it is now filled with ADMINISTRATOR (TS).  DO NOT try to remove it to blank, ADMINISTRATOR (TS) has the same privileges as the blank security template when you setup your admin accounts from the TaxSlayer link you received
  2. You will see ADMINISTRATOR (TS) in your security template list and it will be assigned to the users that used to have a blank security template and ADMINISTRATOR.  DO NOT delete it.
  3. You may also see ADMINISTRATOR (TS) twice in your list when  you select a security template when setting up a preparer.  You can use either, the first one in the  list is the one located in your Security Template page and 2nd one is the one we assigned down.  Both have the same privileges.

Below is an example of what ADMINISTRATOR (TS) looks like under your site’s Security Template page:

 

 

Update:  If you temporarily saw ADMINISTRATOR 21 in your list, it has now been renamed to Administrator.  Remember you can run your User Name report to ensure that all users have the appropriate user name assigned to them.


Sounds like something from a made for TV movie, but yes…the ADMINISTRATOR security template we assigned to every site is missing.  It was inadvertently removed from the system and we are working to recover it.

 

 

Controlled Launch 2020: Countdown to Send Time: Thursday, January 23 12:00 PM – 3:30 PM EST (TURNED OFF)

22 Jan 20
Kim Manuel
No Comments

Update 1/23 3?30 pm EST:  E-file has been turned off.  We will resume electronic filing for all years (2019, 2018 and 2017) on Monday around 11:00 am EST.

Update 1/23 1:45 PM EST:  We will be turning e-file off at 3:30 to ensure we receive acknowledgements.  The IRS will be shutting down MeF at 4:45 today in preparation for Monday.  Sending is a manual process through controlled launch.  We have submitted approximately 200 e-files so far.

Update 1/23 12:00 PM EST:  We have turned e-file on for 2019.  Please remember to review the returns prior to sending the electronic file.


 

Update 5:51 PM EST:  We have received our federal ack from this morning.  Here is what we know:

  • The Rejected Returns Report is returning an error page rather than information
  • The Federal Non-Accepted Returns report is returning an error page rather than information
  • The rejected link on the client status is not displaying information (however, the detailed reject information is located under “Rejected Clients” and “Client Status”

 

 

 

REMINDER:  We strongly recommend that you open each return and exit through the Submission screen of E-file by clicking the Save and Exit return button. This allows the most recent forms/calculations to be saved with the return.

You can then navigate to Client Status for the return by selecting Client Status from the Tools menu on the Client List.

Compare the AGI and Refund calculated today with the last time you were in the return before sending the file electronically (January 27th).

Update 3:46 pm EST:  We are continuing to work to receive our first acknowledgement.   Our goal is to allow early participation on Thursday, January 23rd from 12PM – 4 pm EST.

Update 12:15 PM EST:  We have delayed turning this on until we receive an ack back on the first e-file we sent. 


 

The IRS is moving into week two of controlled launch.  We are Tentatively planning to open e-file for TY2019 returns for a short period of time on Wednesday, January 22nd from 12 PM – 4 pm EST.

During this period, we will send VITA/TCE returns to the IRS and receive acknowledgements.

This date and time is subject to change or the process is subject to stop based on feedback from the IRS.

TaxSlayer FSA Overview 2020 Webcast

22 Jan 20
Kim Manuel
No Comments
TaxSlayer FSA Overview 2020
Wednesday, January 22, 2020
3:00 PM Eastern Time
This is a discussion about TaxSlayer’s Faciliated Self Assistance (FSA) option for partners using TaxSlayer.com and will provide an overview of the software, reports and other features.  A question and answer session will follow.

What you will learn:

  • Overview of TaxSlayer FSA software and benefits to partners
  • Recap of ordering procedures
  • Q&A
Speakers:
Craig Smith, TaxSlayer
Dan Maier, Cheif, SPEC National Partnerships

Controlled Launch 2020: Tentative Date and Time (Not quite ready yet)

21 Jan 20
Kim Manuel
No Comments

Update 3:46 pm EST:  We are continuing to work to receive our first acknowledgement.   Our goal is to allow early participation on Thursday, January 23rd from 12PM – 4 pm EST.

Update 12:15 PM EST:  We have delayed turning this on until we receive an ack back on the first e-file we sent. 


 

The IRS is moving into week two of controlled launch.  We are Tentatively planning to open e-file for TY2019 returns for a short period of time on Wednesday, January 22nd from 12 PM – 4 pm EST.

During this period, we will send VITA/TCE returns to the IRS and receive acknowledgements.

This date and time is subject to change or the process is subject to stop based on feedback from the IRS.

TaxSlayer Pro Online: Print Issue – All Years (RESOLVED)

19 Jan 20
Craig Smith
No Comments

9:21am ET: At this time, prints for all years have returned to normal operations.


9:03am ET: The issue has been identified and actively being worked at this time. During this period, you may experience interruption with real-time calcs.


8:49am ET: We are currently investigating as to why generating a PDF is not rendering for all years.