With the release of the 2023 TaxSlayer Pro Web application, an update has been made where “Security Templates” within the Configuration menu has been renamed “Roles and Permissions” so that the title is more inline with the action. While the page itself received a UI (User Interface) facelift, the basic functionality has remained unchanged. This update will be covered more in depth during the live Enhancement webinar scheduled for December as well as within the ondemand webinar for Site Administration set to be available mid-November. For now, we have made available the Roles and Permissions user guide here.

Below is the list of carryforward items available with TaxSlayer Pro Online. They are applicable for both Site-to-Site Carryforward and Global Carryforward.

• Carryforward of an IP PIN Warning if IP PIN Existed on Prior Year Return
  • Presented as an e-file warning if present on prior year but not current year
• Carryforward of Applied Federal Refund from Previous Year
  • Applicable Federal value will automatically carry to Payments & Estimates menu > Federal Estimated Payments
• Carryforward of Simplified Method Worksheet items
  • Current values included are plan cost at annuity start date, starting date of annuity, and age of recipient at start date
• Carryforward of Form FEC (Foreign Earned Compensation) data
• Carryforward of Education Credits
  • This includes the educational institution details
• Carryforward of Taxpayer Notes
  • This includes the title and details of notes added to a return from the prior year
• Carryforward of Form 1099-Misc payer data
• Carryforward of the Unallowed Loss from Schedule E
• Taxpayer (spouse if MFJ) name, filing status, taxpayer identification number (SSN/ITIN), date of birth, and phone number
• Carryforward of dependents
• Carryforward of W-2/W-2PR employers
• Carryforward of 1099-R/RRB-1099-R payers including state and state ID’s
• Carryforward of Schedule D
  • Specifically the carryforward of capital loss and depreciation worksheet
• Carryforward of Schedule C
  • Specifically business name, business code and description
• Carryforward of Schedule E
  • Specifically rental information and Schedule K-1 payer information
• Carryforward of Child Care providers and associated dependents
• Carryforward of Schedule B financial institution info for Forms 1099-INT/DIV
• Carryforward of State and Local Refunds if itemized in the prior year
• Carryforward of F5405 Repayment
  • Presented as an e-file warning if repayment present on prior year but not current year
• Carryforward of Form 1095-A
  • Presented as an e-file warning if F1095-A was present on prior year but not current year

Note: This list is up to date as of 8/22/2023

 

Your ideas and suggestions are important to us. The VITA/TCE Suggestion Box is designed for you to give us your feedback and ideas that will assist you in servicing your taxpayers. Each submission is designed to be one suggestion so we can more easily track the information and provide feedback. You can submit multiple suggestions.

A link to the VITA/TCE Suggestion Box is available on the left navigation bar within the TaxSlayer Pro Online application so you have access to it when you are logged in to either your site or The Practice Lab. The Suggestion Box is how you submit all software revision/enhancement requests. If you try to submit suggestions by contacting VITA/TCE Support, they will ask that your suggestion be submitted via the Suggestion Box.

The VITA/TCE Suggestion Box allows us to easily make all suggestion/enhancements available to the entire VITA/TCE community, along with implementation feedback directly to you.

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Information you will need to submit a suggestion (all required)

What is your SIDN?

• Enter the 8 numerical digits.  This allows us track all of the suggestions submitted by your site.

What is your email address?

• This is very important in case we need to reach out to you to ask clarifying questions.

Program Type?

• You will choose from the drop down list.

What is your primary role at your VITA/TCE site?

• We know that many of you perform multiple roles at the site.  However, select the role that is your primary responsibility.  You also have the option of selecting “Other” and then specifying your role.

Software Type used at your site

• Select either Pro Online or Pro Desktop

Select the Program Area for your suggestion/enhancement

• This helps us categorize the requests.  If you select State, you will need to enter your State Abbreviation

Provide a detailed description of your suggestion/enhancement

• The more detail you can give us the better.  We want to understand exactly what you are looking for.

How would the above suggestion/enhancement benefit your site

• Tell us how this suggestion/enhancement would benefit your site. For example:  45% of the taxpayers that come to my site need to file Form XXXX.  If it were implemented in the software, it would save us a considerable amount of time manually preparing that form and we could e-file more returns.

Suggestion/Enhancement Classification

• Calculation = The change impacts the calculation of the tax return
• Usability Improvement = The change makes it easier and more efficient to complete a tax return
• Quality Improvement = The change enhances the quality review process and/or the overall quality of the return

What is your priority ranking?

1 = Critical to prepare an accurate return.

2 = Important

3 = Nice to have

Click here to access the VITA/TCE Suggestion box

You will need to open a new instance of the link for each new suggestion.

Note: The VITA/TCE Suggestion box is powered by Survey Monkey

 

Preparer’s uploading documents to scanned documents inside the application

• Must be a PDF
• Cannot use a period (.) in the file name
  • kim.my.file.pdf (not acceptable)
  • kim my file.pdf (acceptable)
  • kim_my_file.pdf (acceptable)

Note:  We are working to display a better validation message that explains the file name or format is not valid

Verified:  The taxpayer can upload a file with a period (.) in the file name and you will be able to access from scanned documents from inside the application

12/16/21: The new e-file is now available in the 2021 Practice Lab

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We are super excited to announce our initial launch of the new e-file section on Wednesday, December 15th in Practice Lab 2021.  We will continue to tweak it between now and the beginning of e-file, but we wanted to allow you to get your hands on it.

 

Drum roll please…….it is finally coming to a Pro Online application near you.

You will be able to enter the Taxpayer/Spouse e-mail address on the Personal Information page.  It will be located directly under the telephone number fields.

We are super excited to announce that all TaxSlayer Pro Online sites will have access to the Scanned Document feature. Access will be controlled at the site level with the use of Security Templates. By default, the security templates assigned by TaxSlayer will have access to Scanned Documents.

• Sites must have the ability to scan documents to PDF
• Sites must have the ability to securely store the document until they upload it to the tax return
• PDF files will be automatically deleted in November of each tax year (not every 14 days)

Are there any file size limitations?

Yes, each individual file cannot exceed 5 meg and total file size per tax return is 25 meg

Does the preparer have the ability to delete the documents associated with the return?

Yes, this is based on the security template assigned to the user

 

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