The answers entered on a return for TY 2018, TY2017, and TY2016 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

If I edit a prior year return or amend a prior year return will I be required to answer the questions again?

No

If I answer the questions on prior year returns after 12/31/2019, will the data show up when I run reports for the prior year?

Yes, If the data is entered in prior years after 12/31/2019 it will s how up in that prior year’s report.

We will post additional information throughout the next few months as reminders and if we get additional questions.

11/21/2019 7:15 pm ET:  The service has been resolved.  If you are getting a blank page, or experiencing slowness going to the Practice Lab or your site, you should open a new browser (not just a new browser tab) and try again.  Our engineers are continuing to investigate to determine the reason for the service errors.

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11/21/2019  6:34 pm ET: We are aware some users are receiving run time errors when attempting to access the Practice Lab and/or their site. We are currently investigating.

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11/21/19 – 10:42am ET: The service has been resolved.

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11/21/19 – 10:39am ET: We are aware some users are receiving run time errors when attempting to access the Practice Lab and/or their site. We are currently investigating.

The following links will activate the updated videos.  We have also changed to a format that does not require Adobe Flash.  This requires that we change all of the links already associated with the videos on the Practice Lab.  While this is being worked on, the following links will play the updated videos:

Note: If viewing the Practice Lab videos using Internet Explorer or Microsoft Edge and you see the below message, click “Cancel” to continue viewing.  You can also Google Chrome to view the Practice Videos without issue.

Section 1: Getting Started with TaxSlayer Pro Online  Download Mini Guide

Logging in and Password Reset

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Section 2: Configuring TaxSlayer Pro Online    Download Mini Guides

Setting up Site Information        Security Templates         Adding Preparers          Custom Questions

Printing Configuration          Return Management          Reports          Managing Multiple Sites

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Section 3: Installing TaxSlayer Pro Desktop     Download Mini Guides

Contingency Procedures          Installation and Network Configuration          Setting up Site Information

Setting up Security Templates         Creating Users/Preparers          Custom Questions

Printing Configuration         Managing Returns          Updating and Transferring          Working with Reports

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Section 4: Preparing a Return     Download Mini Guides

Starting a Return         Basic Income Part 1          Basic Income Part 2        Adjusted Gross Income

Standard and Itemized Deductions        Basic Credits       Other Taxes        Payments and Estimates

Affordable Care Act         State Income Tax        Advanced Topics Part 1         Advanced Topics Part 2

Printing a Return          Taxpayer Search          1040X         1040NR

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Section 5:  Electronic Filing       Download Mini Guides

Creating the e-file          State Electronic Filing          Review Process

Submitting E-files          Acknowledgments

11/13/19 – When inside a return, you may need to perform a hard refresh of your screen for the Refund Summary to appear. Do a hard refresh using Ctrl+F5. It may require a few attempts.

The Refund Monitor is currently not visible in Practice Lab 2019.  This will be corrected in a future update.

 

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

If I edit a prior year return or amend a prior year return will I be required to answer the questions again?

No

If I answer the questions on prior year returns after 12/31/2019, will the data show up when I run reports for the prior year?

Yes, If the data is entered in prior years after 12/31/2019 it will s how up in that prior year’s report.

We will post additional information throughout the next few months as reminders and if we get additional questions.

2019 Enhancement to prevent the display of the Imperfect Return selection

We have added an option to Security Templates to prevent the Imperfect Return indicator from being presented to the preparers.

 

 

 

We are not selecting this for any of the Security Templates assigned to the sites by TaxSlayer.  We recommend that you do not select this in any of your custom security templates.

Disadvantages of Using the Imperfect Indicator;  The IRS matches the information on the back end the site is unaware of the match changes to make corrections on the return.  This will result in the same data being carried forward next year and the return being rejected for the same business rule. The returns with the Imperfect Return Indicator are typically processed in 4-6 weeks after acceptance.

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Original Post

If your federal return is rejected for a SSN/Name Control business rule, you will see the Imperfect Return option appear under the Federal Return type on your e-file page.

We give the preparer the choice of working with the taxpayer to make this correction or allowing the IRS to make the the correction.  If selected, an “Exception” status indicates to the IRS that the return was previously rejected for the business rule.  The IRS will continue to process the return and a notice will be sent to the taxpayer advising them of any change made as a result of the Imperfect Return indicator.  This prompts the IRS system to match the information from previously accepted returns.  The returns with the Imperfect Return indicator are typically processed in 4-6 weeks after acceptance.

Disadvantages of Using the Imperfect Indicator;  The IRS matches the information on the back end the site is unaware of the match changes to make corrections on the return.  This will result in the same data being carried forward next year and the return being rejected for the same business rule.

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

If I edit a prior year return or amend a prior year return will I be required to answer the questions again?

No

If I answer the questions on prior year returns after 12/31/2019, will the data show up when I run reports for the prior year?

Yes, If the data is entered in prior years after 12/31/2019 it will s how up in that prior year’s report.

We will post additional information throughout the next few months as reminders and if we get additional questions.

When will TaxSlayer start processing TY2019 orders?

We typically start importing VITA/TCE orders the week of Thanksgiving.  We do not have a definite date for receiving orders yet.

Returning Sites will receive the following email letting you know the order has been processed

 

 

 

 

 

 

 

 

 

 

 

 

New Sites will receive the following two emails.

(1) Setting up your site administration credentials

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Setting up login credentials for Account Hub (where you can download the contingency software)