Category: Uncategorized

TaxSlayer VITA/TCE Weekend Hours: Effective Immediately

23 Mar 20
Kim Manuel
No Comments

Effective 3/23/2020 Until Further Notice

In an effort to provide the most effective support (telephone, chat, and email) and to take a proactive measure to restrict the spread of COVID-19 among our employees and community, we will be changing our weekend support hours of operation until further notice.  This allows us to provide social distancing for the well-being of our staff.

  • Monday through Friday: 9:00am – 8:00pm Eastern time
  • Saturday: 10:00am – 3:00pm Eastern time
  • Sunday: Closed

 

Effective 3/16/2020 Until Further Notice

In an effort to provide the most effective support (telephone, chat, and email) and to take a proactive measure to restrict the spread of COVID-19 among our employees and community, we will be changing our support hours of operation until further notice.  This allows us to provide social distancing for the well-being of our staff.

  • Monday through Friday: 9:00am – 8:00pm Eastern time
  • Saturday/Sunday: 9:00am – 3:00pm Eastern time

As guidelines from the CDC change, we will continue to work with the IRS to make adjustments and to set expectations.  This is a challenging time for everyone and we appreciate the service you are providing to the taxpayers.

Release Notes: Thursday, January 30th at 5:00am ET

29 Jan 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, January 30th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MEDICAID WAIVER PAYMENTS

  • Update Medicaid Waiver Payment behavior within W-2/1099-MISC pages based on 2019 tax law changes (2019 Update)

SECURITY TEMPLATES

  • Correct issues outlined in this blog post available here.

WISCONSIN

  • Correct a calculation limitation applicable to Subtraction Code 03 on Form 1, Line 11 (Issue 4105)
  • Correct a calculation error where only one Subtraction Code 03 is being calculated when both TP’s are students (Issue 4195)

 


Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Pro Online 2019: Review Office Configuration

16 Jan 20
Kim Manuel
No Comments

This is a great time for the site administrators to review the Office Configuration located in Configuration>>Office Setup

Our recommendation is to select the following

    • Disable Third Party Designee Prefill — Does not show up on the e-file section.  In the rare event you need it, you can change the selection
    • Offer 8888 — Allows the taxpayer to have their refund split into multiple accounts and/or saving bonds.  Entering the full refund on the first line bypasses Form 8888
    • Display Summary using 1040 View — Displays the interactive 1040 and Schedules on Summary/Print
    • Hide Preparer Name on 1040 Print — Keeps the volunteers name, email, etc from being printing on the returns
    • Always print Schedule A — Will print even if the standard deduction was more advantageous so you can present why they did not qualify for Schedule A

News Release: IRS opens 2019 Tax Filing Season for Individual Filers on Jan. 27

06 Jan 20
Kim Manuel
No Comments

IR-2020-02, January 6, 2020

WASHINGTON ― The Internal Revenue Service confirmed that the nation’s tax season will start for individual tax return filers on Monday, January 27, 2020, when the tax agency will begin accepting and processing 2019 tax year returns.

The deadline to file 2019 tax returns and pay any tax owed is Wednesday, April 15, 2020. More than 150 million individual tax returns for the 2019 tax year are expected to be filed, with the vast majority of those coming before the traditional April tax deadline.

“As we enter the filing season, taxpayers should know that the dedicated workforce of the IRS stands ready to help,” said IRS Commissioner Chuck Rettig. “We encourage taxpayers to plan ahead and use the tools and information available on IRS.gov. The IRS and the nation’s tax community are committed to making this another smooth filing season.”

The IRS set the January 27 opening date to ensure the security and readiness of key tax processing systems and to address the potential impact of recent tax legislation on 2019 tax returns.

While taxpayers may prepare returns through the IRS’ Free File program as well as many tax software companies and tax professionals before the start date, processing of those returns will begin after IRS systems open later this month.


When will TaxSlayer turn on the ability to Start a New Return at the site level?

We will be turning on the Start New Return feature at the site level on Friday, January 17th.  This is in an effort to ensure the returns you prepare for the taxpayer do not change significantly between the time of return preparation and the ability to transmit an electronic file.


What returns should I complete at my site?

We strongly recommend that you only complete production returns in your site (actual taxpayer returns).  The Practice Lab is a Super Site in the same production environment.  If you need to conduct training or just try out a scenario, you should continue to utilize the Practice Lab.


Have all forms been finalized?

No.  All software vendors are still waiting to receive final forms and instructions for several forms. This includes Federal and/or state forms.


Can I electronically file returns?

No.  We are currently scheduled to turn on electronic filing on January 27th when the IRS MeF opens.  We will have e-file stops on any applicable extenders that have not been updated in the IRS electronic system.


What happens to the returns I have created if the IRS issues form changes or TaxSlayer issues calculation changes prior to e-file opening?

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).


I ordered a FSA Fusion or Stand Alone site, when will I receive the URL

We will be generating and issuing the URLs close to the time we turn on Start a New Return.

Release Notes: Thursday, December 19th at 5:00am ET

18 Dec 19
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, December 19th to release the below software updates.

CONFIGURATION

  • Duplicate the “action” buttons to the top of specific configuration menus – Security Templates, Print Sets, Preparer Setup, and Return Tags (Enhancement)

E-FILE

  • Correct an issue where clicking “Save” on e-file throws an error when a validation should be presented instead (Issue #3977)

INCOME MENU REDESIGN

  • Made the focus of the Income menu grids, the Name/Form Number of income documents instead of the “Description”(Enhancement)
    • i.e. for “Wages and Salaries”, the main attention grabber is “Form W-2” with the description underneath

 

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Practice Lab Videos: Updated & Converted to a New Format (Now Live)

17 Nov 19
Kim Manuel
No Comments

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


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


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


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


Section 5:  Electronic Filing       Download Mini Guides

Creating the e-file          State Electronic Filing          Review Process

Submitting E-files          Acknowledgments

Pro Online: 2018 Ad Hoc Sites

17 Jan 19
Kim Manuel
No Comments

Ad Hoc Site Scenario:

Site has a “main” site and also has one or more “ad hoc” site .

  • The main site has an EFIN and SIDN (Snnnnnnn01)
  • Ad Hoc site #1 has its own SIDN (Snnnnnnn02) because the IRS wants the returns prepared at the ad hoc site to report under the correct SIDN.
  • Ad Hoc Site #2 has its own SIDN (Snnnnnn03)

Instructions for Setting up in TaxSlayer Pro Online:

  • Create separate Preparers for the volunteers who work at the ad hoc site.
  • Enter the SIDN of the Ad hoc site in the Preparer Setup. (The SIDN on the Preparer record is the one that carries to the PTIN field on Form 1040 and is captured in the e-file for reporting purposes)
  • Best Practice: Use something in the user name to indicate the site where they will be preparing returns.  For example:  KrisMain for preparing returns at the main site and then KrisAdhoc1 for preparing returns at the ad hoc site.

Note:  If a volunteer prepares returns at the main site and each ad hoc site, they will need a username for each to ensure the correct SIDN is in the e-file.  The preparer can use the same email address in this circumstance.

Click here to download a PDF of complete instructions

 

Stress Test 2 Results

08 Dec 18
Kim Manuel
No Comments

We would like to thank the volunteers and TaxSlayer employees that participated in Saturday’s stress test.  We want to share the results:

Concurrent Users to simulate peak hour of tax season:

  • Goal: 8,000 – 10,000
  • Actual: 1,572

Returns prepared for the purpose of generating calculations and rendering PDFs

  • Goal:  24,000
  • Actual:  3,184