Tag: Printing

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

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.

4/6/2018 – RESOLVED

Scenario:  I DO NOT have “Always print schedule A” selected in office setup, but Schedule A is printing with all of my  returns.

We are actively investigating why this is happening.

Scenario:  The tax return has a balance due and a federal return option for Direct Debit is used.

The direct debit information prints on the Client Form Listing Summary in the Quality Review print set.  You can create a custom print set at your sites and include this form.  If the return falls into this scenario, you can select the custom print set that will print the information with the return.

An alternative solution would be to generate the Quality Review PDF and print the page that displays this information and give it to the client.

Below is an example of the form you would choose to include in a custom print set

blog posted 01/31/2018

Scenario:  There are forms and/or worksheets that are printing in the print sets “assigned” to my site by TaxSlayer

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

Solution:  You will need to create a custom print set at the site.  Click to view Video

Blog Posted 01/29/2018

Scenario: Select a print set for a return from the Review Returns menu

Problem:  The PDF contains all forms, including the cover page, worksheets, etc.

Workaround:  Select a print set from the Client List or from inside the return

Solution:  We will fix this in a future update.

Note:  This only occurs when the print set is selected under Review Returns

Blog Posted 01/27/2018

Update 12/1/2017:  The W-2 has been updated to 2017 in the print outs.

The print out of the W-2s and 1099-Rs in the Quality review print set reflect 2016 instead of 2017.  These are internal forms and will be updated to reflect 2017 prior to January 8, 2018

Blog Posted 11/15/2017  12:48 PM Eastern

The “View Form” feature is now live after completing the Health Insurance menu to view either F8962 or F8965.

Form 8965: If a return has an exemption claimed, the “View Form” option is available directly on the Health Care Exemption screen after adding the first exemption.

Form 8962: If the return requires Form 8962, the “View Form” option is available on the first page of the Health Insurance Questionnaire AFTER the Health Insurance Questionnaire has been completed. This location was chosen primarily for quality review. When the Quality Reviewer is going back through a return, they will be able to generate the PDF at the beginning of the Health Insurance section prior to checking entries.

Note: Utilizing the “View Form” feature from the above screen will only generate Form 8962 if it is included with the return based on how the Health Insurance section was completed. Otherwise, a blank page will show.