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Practice Lab 2017/Pro Online: View/Print a single Form (live in Production)

16 Nov 17
Kim Manuel
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The following feature is now live in production.

Scenario:  When I click the Printer icon on the menu, it gives me a page that looks like a print of the menu.  How do I fix this?

Solution:  Clear your cache or press Ctrl+F5 to reload.


Scenario:  I printed a single form (Schedule C as an example) and then went to immediately print the entire tax return and it is only generating a Schedule C.

Solution:  You can make a change in the return on any screen to render the entire PDF or close the return and print from the client list.  We are going to make a change to the configuration to eliminate this in the morning.


 

Feature:  Give the volunteer the ability to view the information on specific forms without having to render the PDF for the entire tax return

Example: The preparer completes a Schedule C for the taxpayer and wants to quickly view the information entered for it.  When the preparer clicks continue from the Schedule C summary page and returns to the Income Menu, a print icon will be available.

This will render a PDF of the Schedule C(s) in the return for review or for print.

Forms that will be available to view/print for TaxSlayer 2017:

  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule R
  • W-7
  • Form 1116
  • Form 2441
  • Form 5329
  • Form 5405
  • Form 8606
  • Form 8863
  • Form 8880
  • Form 8962 in the Health Care Section (Still in Progress)
  • Form 8965 in the Health Care Section (Still in Progress)

Blog Posted 11/10/2017

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