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).
