Scenario: You selected No Drivers License or State ID from the drop down list and receive the following reject(s)
Reason: Alabama requires a state ID for both the taxpayer and spouse. They do not allow for no license or state ID
Solution: If no information is available, the state will have to be filed paper
Scenario: You run either one of these reports
Results: Nothing (blank screen)
Solution: This will be corrected in a future update
Blog posted 01/31/2018
Craig is a user at Kim’s Sample VITA/TCE Site. His username is marked as Inactive, so he is getting the message that his username is inactive when he tries to login.
Craig should contact his site administrator. I may have made Craig inactive for a very specific reason. TaxSlayer support WILL NOT activate a user at a site that is not the Site Administrator.
Blog posted 01/31/2018
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
Where do I enter Direct Deposit Information?
You will enter direct deposit information in the e-file section of the return.
If the return has a refund, you will select a Direct Deposit option from the Federal Return Type drop down list.
You will then be prompted to enter and verify the RTN and DAN.
The below screenshot is from a return where “Offer 8888” is selected. The screen will vary based on this selection
Send State Only has been activated. Remember, you must select an e-file option for the Federal Return Type as illustrated below. You will also have to click the note reminding you that the Federal Return will not be filed even though it is marked with an electronic Return Type.
We will be enabling the ability to “Send State Only” returns on Wednesday, January 31st.
The federal return type must be elected with an E-file option. The federal return WILL NOT be resent, as long as you have the “Send State Only” box marked.
If the Federal Return has already been accepted, you will use the Send button located on the Submission screen in the e-file section.
Wait until we enable the “Send State Only” feature. DO NOT resend the federal return in an effort to go ahead and resend the state return, this will generate an IRS reject for duplicate return.
Blog posted 01/30/2018
We will be putting the returns in maintenance mode at 5:00 am on Wednesday, January 31st for a series of updates. These updates are scheduled to include the following:
Blog posted 01/30/2018
Any site that TaxSlayer has not received a TY2017 order for is no longer an active site
No, all users associated with an inactive site will receive a message that their login is not active
The taxpayer will have to get a transcript of their return from the IRS Get Transcript Services.
No, users are associated with the site they are created in.
No.
No, TaxSlayer support does not have access to this information.