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Stress Test Information: Date, Times and Scenarios

04 Dec 17
Kim Manuel
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Stress Test 1:  December 6, 2017   12:30pm – 2:00 pm eastern

Production Environment Site:  Practice Lab

Prerequisites:

  • Username and password established prior to the testing date
  • Minimum of five returns created by the user prior to the beginning of the testing period. These returns should reflect the type of returns you prepare at your site during tax season

Testing Groups:

  • Each group will have an assigned time to begin the testing process and scenarios
    • Group A: Beginning letter of last name A – G   Begin 12:30 pm
    • Group B: Beginning letter of last name S – Z   Begin 12:40 pm
    • Group C: Beginning letter of last name H – L   Begin 12:50 pm
    • Group D: Beginning letter of last name M – R   Begin 1:00 pm

Make notes of the Practice Lab 2017 behavior as you execute the following instructions – any slowdowns, difficulties opening returns; problems completing inputs, navigation issues, etc.:

Scenarios:

  1. Login to Practice Lab 2017
  2. Create a new return using Basic (No Profile) that has a minimum of 2 income documents from basic information through creating an e-file. Save and Exit the return
  3. Open an existing return, navigate to the Income Section and add an additional income document. Navigate to Summary/Print and select View/Print Return.  Select Print your 2017 Tax Return to render the PDF.  Close the PDF.  Select Save & Exit Return
  4. Create a new return using Master Taxpayer Profile that has at least Interest and/or Dividends. Generate the PDF for the Schedule B.  Navigate to Deductions and complete Itemized Deductions.  Generate the PDF for Itemized Deductions. Save and exit the Return
  5. Switch years to 2016
  6. Create a new return using Basic (No Profile) that has a minimum of 2 income documents from basic information through creating an e-file. Save and Exit the return
  7. Switch years back to 2017
  8. Select the Quality Review Print Set for a return in the client list and generate the PDF
  9. Open an existing return. Navigate to the state section.  Delete any associated state.  Add a state and complete the state return.  Generate a PDF from the Summary/Print page.  Save and exit the return from the Summary/Print page

Communications:  TaxSlayer will be communicating to testers through the VITA/TCE Blog and the message center.

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