Tag: Practice Lab

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Click the type of Internet Connection used at your site. Examples include Cable Internet, Public WiFi, DSL, 4G, etc. This will automatically start the Internet speed test.

 

Take a screenshot of the results and e-mail to [email protected] with Subject Line “Speed Test”.

 

*For additional and more in-depth troubleshooting tips, please click here.*

You will notice a few changes to the print sets that we have assigned.

Master Print has been renamed to 2018 TAXPAYER COPY PRINT and will print the 1040 and schedules stacked with the “do not mail” strip

Master Print (2 8879s) has been renamed to PY TAXPAYER COPY PRINT and will be used to print the taxpayer’s copy for all prior years so it will include the 2-page 1040 and only prints one 8879

Quality Review can currently be used for all years. When in prior years, it will include the 2-page 1040.  In 2018, it will include the 1040 and schedules stacked with the “do not mail” strip and will also include the new 1040 a second time.

We will also be creating and assigning a 4th print set this year 2018 PAPER FILE that will print the new 1040 and schedules as required by the IRS for the purpose of mailing a paper return to the IRS

We will be placing the returns in maintenance mode on Wednesday, December 26th at 5:00 am Eastern for a series of updates to include:

• Adding the new line box 5 REIT dividends to the 1099 DIV menu (Part of tax reform)

 

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

If you have attempted to view one of our TaxSlayer training videos in the Practice Lab but only see a white screen instead, this post is for you.

All Practice Lab videos support Closed Captioning and for that reason, Adobe Captivate is used to create the videos. In order to load/view videos created using Adobe Captivate, make sure Adobe Flash is enabled on your preferred Internet browser. To assist with ensuring Adobe Flash is enabled (or how to enable) on your preferred Internet browser, we have provided links below for each Internet browser which provides click-by-click instructions to enable Adobe Flash.

Note: Internet Explorer generally uses Adobe Flash by default so no action on your end may be needed if using IE. We also recommend using the latest version of your preferred Internet browser as well.

• Google Chrome
• Internet Explorer
• Microsoft Edge
• Safari
• Mozilla Firefox

12:15 PM:  This concludes our TaxSlayer 2018 stress test.  Thank you so much for sharing part of your day with us.  You and everyone that participated in the first stress test, earned your “I made a difference” virtual button.

Please take a moment and share our experience with us.  Stress Test 2 Survey

 

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12:10 PM:  We are now moving into the 5 minute stretch….Stay Calm and Stress On

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12:00 PM:  Update on return volume created in the past hour:

Returns = 2,334

Shout Out to Philadelphia — #2 Stresser City at noon

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11:55 AM:  We are back up to 1,500 users…New York City and taken back 2nd in the number of stressers participating today.

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11:50 AM:  We are down tot he final 25 minutes of our Stress Test.  We really appreciate everyone who has taken the time to participate today and in our first stress test.  We will be posting a survey link at the conclusion of our stress event.

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11:45 AM:  Woo hoo!!! Los Angeles…you rock with 80 Slayit Stressers….

Worcester…you are running in second place now

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11:39 AM:  If you complete the scenarios below, we welcome you to stay on board with us until the conclusion of the Stress Test at 12:15 PM Eastern.  If you have worked through all of the scenarios below, be creative and complete the most complex return you can think of.

Update on Numbers:  Down to 1400 concurrent users

Up to 2,151 returns created since 11:00 am Eastern

We have also had 156 new Practice lab Accounts created since 11:00 am

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11:35 AM:  Friendly stressing competition between New York City and Los Angeles.  Los Angeles just took over the number 1 slot for users.  Come on New York…10 more people will move you back to the leader board……TaxSlayer’s friendly stress competition…

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11:33 AM — Los  Angeles just moved up to our number 2 “Stressing with us” city this morning.  We are currently at 1,572 concurrent users…

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11:31 AM –– Top 5 Stressing cities are:

New York

Albuquerque

Corpus Christi

Fort Myers

Virginia Beach

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11:28 AM – – Shout out our VITA sites in Puerto Rico for taking the time to stress with us this morning

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11:23 AM — Awesome job, you all have created 1,533 returns in the past 23 minutes

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11:18:  We are up to 1,503 concurrent users.  Give a shout out to all of your volunteers friends and family.  Our goal is to simulate peak hour which runs between 8,000 and 10,000 concurrent users.  This allows potential issues to identify themselves now and not on the first Saturday in February….Stress, Stress, Stress away today, so we don’t have to stress another day

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11:15 am:  Group 4 may begin your test scenarios — We are currently at  1,352   users and have completed  1,100   returns

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11:10 am:  Group 3 may begin your test scenarios — We are currently at 1,150 users and have completed 1,000 returns

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11:05 am  Group 2 may begin your test scenarios — We are currently at 833 users

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11:00 am Group 1 may begin your test scenarios

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We will begin in 5 minutes;

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Each group will have an assigned time to begin the testing process and scenarios

• Group A: Beginning character of Practice Lab Username: Any number or character – D   Begin 11;00 am Eastern
  • This includes users that have not established a username yet.
• Group B: Beginning letter of Practice Lab Username: E –  J  Begin 11:05 am Eastern
• Group C: Beginning letter of Practice Lab Username K –  R  Begin 11:10 am Eastern
• Group D: Beginning letter of Practice Lab Username S – Z   Begin 11:15  am Eastern

Make notes of the Practice Lab 2018 behavior as you execute the following instructions – any slowdowns, difficulties opening returns; problems completing inputs, navigation issues, etc.:

Scenarios:

1. Login to Practice Lab 2018
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 2018 Tax Return to render the PDF.
   • Close the PDF.
   • Select Save & Exit Return
4. Switch years to Practice Lab 2017
5. Create a new return using Basic (No Profile) that has a minimum of 2 income documents.
   • Add a State (even if you don’t typically do state returns).
   • At a minimum, open Additions and Subtractions to Income menus, enter data and continue. This will kick off calculations within the state menu (new from last year’s stress test).
   • Generate the PDF of the state when you return to the state summary page.
6. Switch years back to Practice Lab 2018
7. 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
8. Select the Quality Review Print Set for a return in the client list.
   • Generate the PDF
   • Close the PDF
9. Continue moving around within returns as you would experience at your site during tax season.  We want to keep as many volunteers active through entire stress test time period at 12:15 PM EST.

Practice Socials and EIN Guidance:  The Practice Lab automatically enforces 00 as the 4th and 5th digit of the taxpayer SSN when starting a return.  Even though this is a secured, practice environment, we recommend you use 00 as the 4th and 5th digit of any SSN in the return.  We also recommend that you use 00 as the 3rd and 4th digit of any EIN you are using.

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

Feedback:  We will post a link to a survey that will allow you to share your experiences with us.

When:  Saturday, December 8, 2018

Time:  11:00 am – 12: 15 PM Eastern

Where:  TaxSlayer Practice Lab 2018 from anywhere with an internet connection

Goals:

Users: 8,000 – 10,000 concurrent users to most closely simulate our peak hour during tax season

Return preparation:  24,000 returns prepared during the period

Identify Items:  Identify any items that need adjusting prior to busiest day of the tax season.  We cannot do this without your participation.

The new 1040 Post Card and new Schedules 1 through 6 will require a print set to be created that can be used to print returns that will be mailed via paper to the IRS.

The existing print sets that TaxSlayer delivers will contain the “stacked” version  of the schedules that will contain a “do not mail” watermark.

• Master
• Master (2 8879s)
• Quality Review

What does Stacked mean?

We can print two of the schedules on the same page as long as they are watermarked in a way that indicates they are not to be mailed to the IRS.

What will the new print set assigned by TaxSlayer be called?

We are not sure yet, but it have a clear indication that it should be used to print “paper” returns that will be mailed to the IRS.  The IRS requires that each of the new Schedules be printed on an individual page for all mailed returns.

This is just a heads up that changes to print sets will be changing prior to e-file opening in January.  We DO NOT have a specific date when the Schedules will be available to add to the print sets or when the new “stacked” schedules with a watermark will be available.

• Each group will have an assigned time to begin the testing process and scenarios
  • Group A: Beginning character of Practice Lab Username: Any number or character – D   Begin 12:15 pm
    • This includes users that have not established a username yet.
  • Group B: Beginning letter of Practice Lab Username: E –  J  Begin 12:20 pm
  • Group C: Beginning letter of Practice Lab Username K –  R  Begin 12:25 pm
  • Group D: Beginning letter of Practice Lab Username S – Z   Begin 12:30 pm

Make notes of the Practice Lab 2018 behavior as you execute the following instructions – any slowdowns, difficulties opening returns; problems completing inputs, navigation issues, etc.:

Scenarios:

1. Login to Practice Lab 2018
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 2018 Tax Return to render the PDF.
   • Close the PDF.
   • Select Save & Exit Return
4. Switch years to Practice Lab 2017
5. Create a new return using Basic (No Profile) that has a minimum of 2 income documents.
   • Add a State (even if you don’t typically do state returns).
   • At a minimum, open Additions and Subtractions to Income menus, enter data and continue. This will kick off calculations within the state menu (new from last year’s stress test).
   • Generate the PDF of the state when you return to the state summary page.
6. Switch years back to Practice Lab 2018
7. 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
8. Select the Quality Review Print Set for a return in the client list.
   • Generate the PDF
   • Close the PDF
9. Continue moving around within returns as you would experience at your site during tax season.  We want to keep as many volunteers active through entire stress test time period at 1:30 PM EST.

Practice Socials and EIN Guidance:  The Practice Lab automatically enforces 00 as the 4th and 5th digit of the taxpayer SSN when starting a return.  Even though this is a secured, practice environment, we recommend you use 00 as the 4th and 5th digit of any SSN in the return.  We also recommend that you use 00 as the 3rd and 4th digit of any EIN you are using.

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

Feedback:  We will post a link to a survey that will allow you to share your experiences with us.