Tag: 2016 Change

Purpose:  The Office Identifier is a number generated by TaxSlayer.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor.

Question:  Where is this located?

Answer:  The field will be displayed on your Office/Firm Setup screen where you enter your Firm Information.

Question:  How do I find the office identifier

Answer:  Login to My Account from the VITA/TCE Springboard with the username and password you established via the User Information email link.  (Links will be sent by COB 12/02/2016) Once you are logged in, select Account History on the left navigation bar.

Question:  Is this  number unique to my site?

Answer:  Yes, it is unique to the EFIN.

Question:  Will this number ever change?

Answer: The number will change if the EFIN associated with your site changes

Purpose:  The Office Identifier is a number generated by TaxSlayer and imported into a field in ERO Setup.  This is a Vendor Control Number required for electronic filing.  The field must be present in the-e-file for acceptance.  The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor.

Question:  Where is this located?

Answer:  On the ERO screen in Configuration

Question:  I deleted it or it was not present when I edited ERO Setup.  How do I find out what the control number is?

Answer:  Login to My Account from the VITA/TCE Springboard with the username and password you established via the User Information email link.  Once you are logged in, select Account History on the left navigation bar.

Question:  Is this  number unique to my site?

Answer:  Yes, it is unique to the EFIN.

Question:  Will this number ever change?

Answer: The number will change if the EFIN associated with your site changes

Question:  Do I need to add an additional ERO to my site?

Answer:  No, you can modify the information imported if you need to change the site name and/or address associated with the imported ERO setup.

Purpose: Preparer starts a return with a SSN that was previously deactivated/deleted

They will get the following screen

Note:  This is site specific and is not available in the Practice Lab.

Selecting Reactivate will retain all of the information that was previously in the deactivated/deleted return and will open to the Summary page

Selecting Remove and Create New will discard the information entered in the deactivated/deleted return and will open to the Filing Status page in the Basic Info section.

The 1040NR/1040NR EZ selection will be made at the point of selecting a Filing Status after the roll out of Taxslayer 2016.   We will be creating detailed training material on return navigation.   You will see this change over the next few weeks as we move through e-file testing with the IRS.

The below screenshot reflects where you will start the return.