Training

TaxSlayer Practice Lab – Practice Area Not Available

3/24/17 – Currently, the Practice Area within the Practice Lab shown below is not accessible. You will receive the “Error Page” message shown in the 2nd screenshot when selecting the “Go to Practice Area” shown in the 1st screenshot. You can still access all of the training videos, user guides, etc. from within the Practice Lab. We will provide updates once the Practice Area is accessible once again. At this time, we anticipate the Practice Area being available around mid-week next week.

E-file Message: Must have a Valid PTIN/SIDN

Scenario:  You receive the following message on the Submission page in the E-file section:

0124 need a valid PTIN message

Solution: Each preparer must have a SIDN assigned to their username.  Navigate to Configuration>>Preparer Menu

Select Edit for each preparer

Click the Pull from Office Link underneath the PTIN or SIDN field

Date Entry Only, no PTIN Required should NOT be selected

Below is an example of a Preparer Setup that will generate the above error.

0124 must enter PTIN

Blog Posted 01/24/2017  3:54 PM EST

 

Form 982: Display Issue Inside TaxSlayer Pro Online — RESOLVED 01/31

Update:  This was resolved in an update delivery on 01/31

Within the 982 entry menu for TaxSlayer Pro Online, Line 10a is shown twice as shown below. This is simply a display issue we are working to resolve. The second Line 10a field is for Line 10b (Applied to reduce the basis of your principal residence). Your entry on the second Line 10a will carry to Line 10b on the 982. We do apologize for this display issue.

982

Pro Online: Save and Exit Returns Options

The following examples are ways you can Save and Exit a return

Save and Exit in the left navigation men while working in a return section

0121 SAVE AND EXIT

Your Office from the menu drop down while in Summary/Print

0121 SAVE AND EXIT SUMMARY PRINT

Save and Exit Return from the Submission page in the e-file section

0121 SAVE AND EXIT EFILE SUBMISSION

 

Blog Posted 01/21/2017  12:53 PM EST

Peer to Peer Review Security Template Example

The following Security Template is an example of how to use the built-in review process to mark returns ready for review and either approved or failed in a site that uses a peer review process.

0120 PEER REVIEW SECURITY TEMPLATE

How would I use this Template?

The following is meant to be an example of how this template could be used at the preparer level:

(1) Preparer ABC creates and completes the return

(2) Preparer ABC marks the return ready for Review and then Selects Save and Exit Return

0120 MARK REVIEW

(3) This changes the status to Review Pending.  Preparer ABC turns the return over to Preparer XYZ

0120 PEER REVIEW STATUS

(4) Preparer XYZ opens the return and conducts their review based on the procedures established by the site.  When they are through and the return is ready for the next step, they mark the return Approved and Complete

0120 PEER REVIEW MARK APPROVED AND COMPLETE

(5) The status is now complete and ready to submit to the Processing Center

0120 PEER REVIEW COMPLETE

Blog Posted 01/20/2017   1:32 PM EST

 

Entering The W-2 Verification Code

Question:  How do I enter the W-2 Verification Code?

Answer:  Enter it as it appears on the W-2 with the exception of the hyphens

Question:  Will the IRS Reject my return if it does not contain the hyphens

Answer:  No, the IRS e-file schema does not allow the hyphens to be inserted into the e-file.  The hyphens are on the W-2 to make it easier to read and enter the 16 digit code

Question:  Will the IRS reject my return if I forgot to enter the verification code

Answer:  No

 

Blog Posted 01/20/2017  9:35 AM EST

Pro Online/Practice Lab 2016: Error saving W-2 with Foreign Address

Scenario:  Prepare a return with a foreign address in Basic Information and a foreign address for the “Payer” on the W-2

Result:  Receive an error when clicking Continue on the W2 that a give digit zip cod is required

Workaround:  While not ideal, you can change the address in Basic Info to a stateside address until the W-2s have been completed and then change it back.

Solution:  This will be resolved in a future update

Pro Online/Practice Lab 2016: State & Local Refund Worksheet

The ability to add the prior year state income tax withholding and the prior year general sales tax deduction is now available

Note:  We will be adding verbiage updates to allow for better on screen guidance for the preparers.

0118 SALES AND LOCAL

Blog Posted 01/18/2017  3;32 PM EST

Group Login: Creating and Assigning Questions

The following instructions describe how to create and assign Question Templates:

(1) Login with your Group Login

(2) Click Select on Group Configuration

(3) Select Question Templates

(4) Click on either Create Question Template or Default Question Template

(5) Click Add to create the question and answer bank to assign.  Note:  You cannot re-assign any question templates assigned to your group.

0118 CREATE QUESTIONS

(6) Add Question and Answer Bank

0118 SAMPLE QUESTION

(7) After saving your question(s), click the Back Button to return to the Questions Main Page

0118 SAVED QUESTION

(8) Select the site(s) to assign the question(s) to and click Continue

0118 ASSIGN QUESTIONS TO

0116 SITE to assign to

 

E-file Entry Checks on Alimony Paid, 2441, MFS with unknown SSN

TaxSlayer is designed to assume the return being created will be electronically filed. As you navigate through the entry pages, you must complete entries required for electronic filing.

There are certain entry pages that require a SSN to proceed through the page.  In the circumstances where the SSN is not known the return will have to mailed in via paper.

Question:  If the taxpayer does not know the SSN how do I proceed off the page?

Answer:  If you enter 111-00-1111 as the SSN and enter the dollar amount you can continue preparing the tax return. However, I would use caution maybe by adding a Note to the tax return for the QR that the SSN is fake (unknown) and return should be paper filed.