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.
These are some of the questions we received about the due diligence checklist during our Administrator Webinar:
A: Due Diligence will not be required for TaxSlayer Pro Online 2017. However, the questions do remain answered for the prior years when someone goes back through them fore view purposes.
A: The process will remain the same. Navigate to Form 8862 via Forms Search and complete the Not Eligible for EIC section
A: Just TaxSlayer Pro Online 2017
A: No, this only applies to TaxSlayer Pro Online.
Blog posted 10/24/2017
These are some of the questions we received about Custom Questions during our Administrator Webinar:
A: The four default question we deliver at the request of the IRS cannot be marked as required. Custom questions that are created at the site level can be marked as required. If the site belongs to a multi-site or relational group, the questions can be marked required before they are assigned to the site.
A: No, assigned questions cannot be marked as inactive, however the 4 assigned are not required to be answered. It is important to note that if you are using your own version of the question, those answers are not being reported up to the IRS in their weekly reports.
A: Yes, the 4 assigned questions on behalf of the IRS will show up in the returns for all years
A: Reports can be run at a site level for the data captured for custom questions.
A: No, they will be arranged in the order requested by the IRS Core Team.
A: No
A: No. If you are seeing a pattern of taxpayers with a combination, you can add that combination to the answer bank at any point. The modified questions and answers are available for existing and new returns.
A: No, you cannot modify or delete anything assigned to the site.
Blog Posted 10/23/2017
The following were common questions asked during our Site Administrative Webinar:
A: No, but you can easily filter the returns by date.
A: Yes, if the user has the appropriate rights enabled in their security template, the preparer can be changed from the Tools drop down on the Office Client List. Select Change Preparer from the drop down list and then select the appropriate preparer to change the return to:
A: Yes, it also currently shows as paper for TaxSlayer 2016 if the return type in e-file for the federal return is marked with a paper option.
A: No, but there is a new feature that allows the site admin to restrict who can see a return once it has been accepted so no changes can be made to it. Another option would be to password protect the returns. This will prevent the user from editing the return, printing the return, or seeing the information listed in Client Return History.
Blog Posted 10/20/2017
The ability to change the order of how the answers display for the custom questions created at your site or created by a multi-site/Relational login and assigned to a site will be deployed prior to the upcoming tax season. This will allow you to manage the order you want the answers to be displayed during return creation. Another advantage of this change will allow you to “insert” an answer where you need it mid season rather than having to delete the list and start over.
Old Custom Question and Answer page:
Coming Soon: Custom Question and Answer page.
Simply drag the answers to the positions you want them to appear during return preparation
Blog Posted 07/26/2017
Click here to review the 1040X Training video and download the corresponding mini guide
Purpose: The Office Identifier is a number generated by TaxSlayer and imported into a field in ERO Setup. This is a Vendor Control Number required for electronic filing. The field must be present in the-e-file for acceptance. The goal is for the IRS to validate the number in the e-file with the number uploaded by the software vendor.
Question: Where is this located?
Answer: On the ERO screen in Configuration
Question: I deleted it or it was not present when I edited ERO Setup. How do I find out what the control number is?
Answer: Login to My Account from the VITA/TCE Springboard with the username and password you established via the User Information email link. Once you are logged in, select Account History on the left navigation bar.
Question: Is this number unique to my site?
Answer: Yes, it is unique to the EFIN.
Question: Will this number ever change?
Answer: The number will change if the EFIN associated with your site changes
Question: Do I need to add an additional ERO to my site?
Answer: No, you can modify the information imported if you need to change the site name and/or address associated with the imported ERO setup.