Tag: Practice Lab

Release Notes: Wednesday, November 14th at 5:00am ET

13 Nov 18
Craig Smith
,
No Comments

We will be placing the site in maintenance on Wednesday, November 14th to release a few updates but mostly back-end items.

1040 VIEW

  • Update the 2018 1040 View to address formatting and the new schedules

KNOWLEDGEBASE

  • Launch the new VITA/TCE Knowledgebase and update corresponding Knowledgebase links on The Springboard

RETURN TAGS

  • Within Configuration>Tags, Site Administrators can now reorder Return Tags to determine the order they will display to the preparer on the Submission page of e-file. This is the same behavior as reordering answers to custom questions.

 

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

Tax-Exempt Interest/Dividend Entry Relocated!

09 Nov 18
Craig Smith
,
No Comments

With the initial launch of the 2018 TaxSlayer Pro Online software, reporting Tax-Exempt Interest and Dividend Income now requires less clicks! On the screen below in Income>Interest and Dividend Income menu, the highlighted menus for the main 1099-INT and 1099-DIV entries now house the tax-exempt income entries. The radio button to select “Tax Exempt Interest and Dividend Income…” will be removed in future updates prior to the filing season.

Note: The entry for “Specified Private Activity Bond” has also been added to the 1099-INT/DIV entry pages and will automatically carry to Form 6251 (Alternative Minimum Tax) when applicable.

You are invited: Stress Test 2018

06 Nov 18
Kim Manuel
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No Comments

We recently sent out over 82,000 emails to Practice Lab users who have prepared 1 or more returns in Practice lab 2017.  Some of the emails bounced back and some may have been marked as SPAM by your email provider.   This is an open invitation for all volunteers…

We would like to extend an invitation for you to participate in our stress test events.   Our goal is to have 12,000 -15,000 concurrent users during this period, so we can closely simulate our peak hours during the season.

Stress Test 1

When:  Thursday, November 15, 2018

Time:  12:15 PM – 1:30 PM Eastern

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

Stress Test 2

When:  Saturday, December 8, 2018

Time:  11:00 am – 12: 15 PM Eastern

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

Please take a moment to RSVP via our Survey Monkey Stress Test Survey

https://www.research.net/r/TaxSlayer2018StressTest

Thank you in advance for your participation.

Fact Sheet: 2018 Practice Lab

05 Nov 18
Kim Manuel
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Fact Sheet Edition:  November, 2018

Update

The initial release of the tax year 2018 Practice Lab will not have all the new tax reform changes programmed because the final IRS forms are not yet finalized. We have evaluated the impact to individuals taking the VITA/TCE Certification test. Volunteers should still be able to certify but you should proceed with caution when selecting answers as the Practice Lab may provide tax year 2018 calculations on 2017 forms. TaxSlayer will update the Practice Lab as final forms are approved.

Background

The Practice Lab is tax software that is integrated within Link & Learn Taxes. A link connects students to the 2018 tax preparation software which allows hands-on practice in preparing tax returns.

Click here to download a PDF of the Fact Sheet

Countdown to Practice Lab 2018 and Stress Test 2018

31 Oct 18
Kim Manuel
, ,
No Comments

We would like to extend an invitation for you to participate in our stress test events.   Our goal is to have 12,000 -15,000 concurrent users during this period, so we can closely simulate our peak hours during the season.

Stress Test 1

When:  Thursday, November 15, 2018

Time:  12:15 PM – 1:30 PM Eastern

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

Stress Test 2

When:  Saturday, December 8, 2018

Time:  11:00 am – 12: 15 PM Eastern

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

 

Please take a moment to RSVP via our Survey Monkey Stress Test Survey

https://www.research.net/r/TaxSlayer2018StressTest

Thank you in advance for your participation.

Save the Dates: TaxSlayer 2018 Stress Test is just around the corner

23 Oct 18
Kim Manuel
,
No Comments

We would like to extend an invitation for you to participate in our stress test events.   Our goal is to have 12,000 -15,000 concurrent users during this period, so we can closely simulate our peak hours during the season.

Stress Test 1

When:  Thursday, November 15, 2018

Time:  12:15 PM – 1:30 PM Eastern

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

 

Stress Test 2

When:  Saturday, December 8, 2018

Time:  11:00 am – 12: 15 PM Eastern

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

 

 

Release Notes: Tuesday, October 2nd at 5:00am ET

01 Oct 18
Craig Smith
,
No Comments

We will be placing the site in maintenance on Tuesday, October 2nd at 5:00am ET to release a series of updates.

Client Search

  • Adding a Return Tag Filter labeled “No Tag” to allow sites to filter Client List for all returns with no return tag associated. Now, when filtering using the “Any Tag” filter, only returns with an associated Return Tag will display.

Management Reports

  • Correct an issue with attempting to view the Extension Report was throwing an unexpected error (Issue #2117)

Rejected Clients Menu

  • Inside the Reject Clients menu when viewing a reject code, the “Additional Information” value of the reject code, if applicable, has been added to the display. For example, if a return is rejected for a SSN mismatch, the “Additional Information” will show you the specific SSN that caused the reject. This will allow your sites to more efficiently manage all rejected returns from the Rejected Clients menu.
  • Adding the Telephone Number, Notes Icon, and Return Tag icon to the Rejected Clients menu
  • Adding the ability to sort columns inside the Rejected Clients menu

 

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

Suggestion Box Responses: Through September 18, 2018

20 Sep 18
Craig Smith
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Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Check out Attachment 3 to see the rest of the new and/or update items.

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.