Tag Archives: Pro Desktop

Illinois Acks

We received the following information from Illinois:

They are working a backlog of returns waiting to go through their ACK program.  Returns and payments that have been submitted on time will be considered timely.  We will handle any rejected returns with payments as exception items.

 

Blog posted 04/18/2017  11:23 am EST

Desktop: Closeout Procedures

For VITA/TCE sites using the TaxSlayer Desktop product, they must back up their data before the end of the filing season to ensure the carryforward tax return data is available filing season 2018.  In addition, this can be used for any site running the TaxSlayer Desktop product to create a disaster recovery backup.

To complete this task, you will need a removable storage device, such as a flash drive or portable hard drive, for each computer you wish to backup.  Each device should have sufficient free space to store the entire TaxSlayer folder on the drive.

NOTE: CD/DVD cannot be used; the storage device must connect via USB.

The following steps can check TaxSlayer folder, file size:

  1. Open the File Explorer
  2. Double click on the C: drive (or drive where the software was loaded)
  3. Find the TaxSlayer folder and select it
  4. Right click on the TaxSlayer folder and a menu will appear
  5. Click on Properties
  6. This will show you the size of the TaxSlayer folder

Perform these steps with each Workstation to move files to the Transmitting Computer:

  1. Make certain that no returns are open in TaxSlayer on any computer
  2. Insert the storage device into a USB slot
  3. Make note of which drive letter is assigned to the storage device
  4. Start TaxSlayer and login to the 2016 TaxSlayer program
  5. Open the Utilities Menu – option 8
  6. Open the Program Backup Utility – option 5
  7. Make sure the Backup button is selected
  8. In the Target Drive drop down list select the drive letter assigned to your storage device
  9. Click the Start button
  10. When the backup is complete, the message “Backup Complete” will be displayed
  11. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed

From the Transmitting Computer:

  1. Upload all files from each workstation to the main transmitting computer
  2. Make certain that no returns are open in TaxSlayer on any computer, especially if you are using a server connection at your site
  3. Insert the storage device into a USB
  4. Make note of which drive letter is assigned to the storage device
  5. Start TaxSlayer and login to the 2016 TaxSlayer program
  6. Open the Utilities Menu – option 8
  7. Open the Program Backup Utility – option 5
  8. Make sure the Backup button is selected
  9. In the Target Drive drop down list select the drive letter assigned to your storage device
  10. Click the Start button
  11. When the backup is complete, the message “Backup Complete” will be displayed
  12. If any other message is displayed, repeat steps 1-10 until the “Backup Complete” message is displayed
  13. The USB device with taxpayer data must be secured and encrypted to prevent data loss per Quality Site Requirement #10, Partners and IRS certified volunteers are required to protect physical and electronic data gathered for tax return preparation both during and after the filing season

Removing/Uninstalling TaxSlayer Pro:

  1. Open task manager
  2. Click on the Services tab
  3. Right-click on “TaxProgram2016” and select “Stop”
  4. Open your Control Panel
  5. Locate Programs and Features
  6. Select Uninstall a Program
  7. Select your 2016 TaxSlayer Pro
  8. Click Uninstall
  9. Navigate to the drive where the TaxSlayer program was installed and delete the TaxSlayer folder

Secondary Backup Drive:

If you utilized the secondary backup drive, make sure you delete all information on the secondary backup drive and empty your recycle bin.

IRS Computer Depot Laptops:

Follow the procedures in Publication 4473, IRS Computer Loan Program – Welcome Package, for additional guidance on “Deletion of Software on IRS Computers”.  Whether using the TaxSlayer Online or Desktop product on IRS loaned computers, it is imperative to use the “disk wipe” procedure outlined Publication 4473, prior to returning the laptop to the Computer Depot.  In addition the TaxSlayer software and taxpayer data on non-IRS loaned computers, provided by sites or personal, should be wiped of taxpayer data after the site closes.

1040NR — New Field added to Schedule OI

We delivered Phase I of a new field that will allow the preparer to enter the amount of treaty exemption that should be deducted from the wage line.

Where is the new field located?

Basic Information >> 1040NR Schedule OI>>Schedule OI General Information

What does Phase I mean?

This means that we have delivered the entry form.  Phase II will be to add the mapping and calculations behind it to subtract the amount entered from the wage line

When will Phase II be delivered?

The mapping and calculation changes are scheduled to be delivered on Wednesday, March 22nd.

How will I know when Phase II  has been delivered?

We will update the blog when Phase II is delivered.  You will also see a difference on the Summary/print page where the AGI reflects the subtraction from the wages line.

Can I electronically file the return if I enter an amount that reduces the wages?

No.  The IRS system for accepting the 1040NR is new for this tax season.  It currently does not allow returns that have wages reduced to be electronically filed.  This is something that will be considered for TY2017.

How does this impact my state return?

Using this field, will allow full amount entered in the W-2 box 1 to flow to the state for calculation purposes.

Can I edit my state return?

No, you cannot edit the state return to make any additions or subtractions from the state.  We are looking to add this functionality for TY 2017.

 

Blog Posted 03/21/2017                 8:45 AM EST

MA Reject F1-0046 or FNRPY-0046

We received the following information from Massachusetts:

If you have received either of the following rejects:

F1-0046

FNRPY-0046

Please resubmit the returns after 9pm on 02/27/2017, thanks.

Blog Posted 02/28/2017            11:15 Am

MA Reject F1-0141 or FNRPY-0141: Information from MA

We received the following notification from the state of MA

If you have received either of the following rejects:

F1-0141

FNRPY-0141

That you believe were rejected in error, please resubmit the returns after 9pm this evening.

Blog posted 02/14/2017   3:24 PM EST

IRS Reject Code 1040A-058-01 — Next Steps

 
Recommendation:  Verify the Date of Birth in the Personal Information section is correct and between the age range.  If the date of birth is entered correctly the taxpayer needs to contact the Social Security Administration to see what they have on file.  The IRS is seeing a date of birth outside the age range when they are validating the SSN
Blog Posted 02/09/2017      7:17 AM ESt

1099-K: Where do I input it

Scenario:  The taxpayer has a 1099-K.

Solution:  The income from the 1099-K will be input directly on the appropriate income entry screen.  For example:  the taxpayer is self-employed, you would enter this amount directly on Schedule C Income.

Note:  The application does not have a 1099-K to complete

Blog Posted 02/09/2017      4:50 AM EST

MA Reject 075 — Message from the State

We received the following message from Massachusetts:

If you have received either of the following rejects:

F1-0075

FNRPY-0075

Please resubmit the returns after 9pm on 02/07/2017

 

Blog Posted 02/07/2017   4;21PM EST

Ohio School District Reject (really an Alert)

Scenario: Ohio return is filed and accepted.  However when you look at client Status you see what appears to be a School District Reject

This is actually an Alert issued by the state of Ohio letting you know they received the School District Return.  It IS NOT a reject.

Blog Posted 02/06/2017     5:13 PM EST

Form 8888 — You MUST enter a $value for the first RTN/ACCT Line

If you are using the 8888 and trying to have the state deposited to a different account than the federal (because the state deposits to the first line of the 8888 when Direct Deposit is selected for the Federal).

Recommendation:  Enter the RTN/ACCT number where you want the state refund deposited first.  You MUST have part of the Federal Refund deposited to this account too.  The $value must be greater than zero

Enter the RTN/ACCT number where you want the remainder o the federal deposit on the 2nd line.  The refund total must match the federal refund.

If you DO NOT follow these steps and enter zero on the first line of the 8888, your return is located under the Validation Errors report.

Blog Posted 02/04/2017   9:56 AM EST

(Rise up Falcons)