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

The below items were released with the launch of 2019 TaxSlayer Pro Online.

PREPARER SETUP – MULTIPLE ACCOUNT CHECKBOX

• Inside the Preparer Setup menu, the “Allow multiple accounts….” Checkbox now immediately shows when adding new preparers. This eliminates the need for site administrators to have to go back and edit a preparer to check these boxes, if applicable (Enhancement)

SCHEDULE C GRID UPDATE

• The Schedule C grid now totals all Schedule C entries to easily display Total Income, Total Expenses, and Total Net Income (Enhancement)

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

As sites begin to prepare training for the upcoming filing season, we wanted to put together a cumulative document depicting program enhancements introduced since May of 2019. We hope this will help in your training material preparations. All enhancements have already been included in each Release Notes blog post (and cumulative Release Notes PDF), but we wanted to also have a dedicated document specific to enhancements.

Beginning with the next deployment, a cumulative enhancement document will be available for all to view in each Release Notes blog post moving forward. The below link is already included in our Release Notes posts, but now includes the 2019 TaxSlayer Enhancement document. Go ahead and check it out!

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

Users that have logins to manage a group of sites, now have the ability to set the default Print Set when assigning print sets to the sites.

1. Login with your group login (MSA or Relational)
2. Navigate to Group Configuration
3. Select Print Set Templates
4. Select Assign
5. Select “Set Assigned as Default Print Set“
6. Select the appropriate sites and click Continue

Practice Returns 1 through 7 , International Practice Return,  Military Practice Return, and the Puerto Rico Practice Returns found under Section 6 of the Practice Lab have been updated using 2018 figures.

VITA/TCE Support will close on Friday, December 7th at 3:00pm ET and will reopen on Saturday, December 8th at 8:00am ET

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses
  • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Check out Attachment 3 to see the rest of the new and/or update items.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

With the initial launch of the 2018 TaxSlayer Pro Online software, reporting Tax-Exempt Interest and Dividend Income now requires less clicks! On the screen below in Income>Interest and Dividend Income menu, the highlighted menus for the main 1099-INT and 1099-DIV entries now house the tax-exempt income entries. The radio button to select “Tax Exempt Interest and Dividend Income…” will be removed in future updates prior to the filing season.

Note: The entry for “Specified Private Activity Bond” has also been added to the 1099-INT/DIV entry pages and will automatically carry to Form 6251 (Alternative Minimum Tax) when applicable.