taxslayer® pro online practice lab - p8. · pdf filetaxslayer pro online practice lab...

TaxSlayer® Pro Online Practice Lab

An Introduction

TaxSlayer Pro Online Practice Lab Software

NTTC - Dallas 2016 2

●Use Internet Explorer 8.0 or higher, Google Chrome or Safari Browser 5.1.

●For 2015 Practice Lab: https://vita.taxslayerpro.com/IRSTraining

Log in - First Time

NTTC - Dallas 2016 3

Enter Universal PW: TRAINPROWEB

Log in – First Time (Continued)

NTTC - Dallas 2016 4

Log in – First Time (Continued)

NTTC - Dallas 2016 5

● Enter e-mail address twice

● Create a user name – include train or practice

● Create a PW – alphanumeric with at least 6 characters (use only letters and numbers)

● Enter PW twice

Log in – First Time (Continued)

NTTC - Dallas 2016 6

● Select “AARP Tax-Aide” from “Program Type” drop down window

● Enter SIDN (if known – not required)

● Select security question

● Enter answer to security question

Log in - First Time (Continued)

NTTC - Dallas 2016 7

Log in – First Time (Continued)

NTTC - Dallas 2016 8

First time you log in your user name will be shown

Enter PW you just created and click on Sign in

Creating Accounts for Classes/ labs

NTTC - Dallas 2016 9

● Instructor creates account for each student using:

1. Student’s email address

2. User name in standard format of 1st initial + last name + PL + group Identifier (e.g., site name)

3. PW that is same for all students

4. Security question/answer that is same for all students

Creating Accounts for classes/Labs – Students with account

NTTC - Dallas 2016 10

Three Options: 1. Student supplies username and PW

to instructor or, 2. Same as above but student changes

PW to instructor supplied PW by using Forgot PW link or,

3. New account created for student using dummy email.

Practice Lab – Home Page

NTTC - Dallas 2016 11

Takes you to practice area Select a training video

Practice Lab – Home Page (Continued)

NTTC - Dallas 2016 12

Practice Lab Log in Video

NTTC - Dallas 2016 13

●OSHC – Tax Training - TaxSlayer

●Practice Lab Into – OSHC

●Brainshark

●Url: http://bit.ly/1ZcELb1

Practice Lab – Welcome Page

NTTC - Dallas 2016 14

Navigation Bars – PL vs Production

NTTC - Dallas 2016 15

Practice Lab

Production

Client Search Screen

NTTC - Dallas 2016 16

Client Search Screen (Continued)

NTTC - Dallas 2016 17

Client Search Screen (Continued)

NTTC - Dallas 2016 18

Client Search Screen (Continued)

NTTC - Dallas 2016 19

Client Search Screen (Continued)

NTTC - Dallas 2016 20

Client Search Screen (Continued)

NTTC - Dallas 2016 21

Prints all forms.

Prints only forms sent to IRS and state.

Client Tools

NTTC - Dallas 2016 22

Only tool available in practice lab is Client Status

Client Status (Continued)

NTTC - Dallas 2016 23

Start New Tax Return Screen

NTTC - Dallas 2016 24

Available Taxpayer Profiles

NTTC - Dallas 2016 25

After completing basic information will take you to W-2 input screen.

After completing basic information will take you to income screen.

Can create additional Taxpayer profiles when setting up site.

Navigation/Input Rules

NTTC - Dallas 2016 26

● All information is entered via input screen (nothing entered directly on forms)

● Use “Tab” key to move from field to field within input screen

● Select “Continue” to save information and move from one input screen to another

Navigation/Input Rules (Cont)

NTTC - Dallas 2016 27

● Do not enter leading zeros when entering dates of birth:

● Three method of inputting data: 1. Guide me 2. Enter myself 3. 1040 View on Calculation Summary

page

Navigation

NTTC - Dallas 2016 28

● Filing Status is 1st screen you must complete after entering SSN

● Filing Status Wizard available

● Personal Information screen must then be completed

● Dependent screen next (one screen for each dependent)

● Will take you to input screen for form

● Section you are in will be red

● Input screens for all forms except ACA

● ACA input screens

● Create state return

Left navigation bar

NTTC - Dallas 2016 29

● 1040 view, summary and print

● Must complete health insurance and EITC to e-file

● Amend 2015 return

● Takes you to practice lab welcome screen

Left navigation bar (Continued)

NTTC - Dallas 2016 30

Filing Status Screen

NTTC - Dallas 2016 31

Personal Information Screen

NTTC - Dallas 2016 32

Personal Information Screen (Continued)

NTTC - Dallas 2016 33

Dependent Information Screen

NTTC - Dallas 2016 34

Income Screen

NTTC - Dallas 2016 35

Income Screen

NTTC - Dallas 2016 36

Deduction Screen

NTTC - Dallas 2016 37

Deduction Screen (Continued)

NTTC - Dallas 2016 38

Adjustments Screen

NTTC - Dallas 2016 39

Standard Deduction Screen

NTTC - Dallas 2016 40

Itemized Deductions Screen

NTTC - Dallas 2016 41

Compare Standard vs Itemized Deduction

NTTC - Dallas 2016 42

Credits Screen

NTTC - Dallas 2016 43

Credits Screen (Continued)

NTTC - Dallas 2016 44

Other Taxes

NTTC - Dallas 2016 45

Payments and Estimates

NTTC - Dallas 2016 46

Miscellaneous Forms

NTTC - Dallas 2016 47

●Must complete filing status, personal & dependent information to activate tool bar

Additional Tools

NTTC - Dallas 2016 48

Select drop down window next to name

Additional Tools (Continued)

NTTC - Dallas 2016 49

Logs you out to welcome page

Access denied at this time

Select Spanish

Add notes to return

Additional Tools (Continued)

NTTC - Dallas 2016 50

Quick File Tool

NTTC - Dallas 2016 51

1040 View Screen – page 1

NTTC - Dallas 2016 52

1040 View Screen – page 1 (Continued)

NTTC - Dallas 2016 53

1040 View Screen – page 2

NTTC - Dallas 2016 54

1040 View Screen- page 2 (Continued)

NTTC - Dallas 2016 55

Calculation Summary Screen

NTTC - Dallas 2016 56

Calculation Summary Detail

NTTC - Dallas 2016 57

E-file Warning

NTTC - Dallas 2016 58

E-File

NTTC - Dallas 2016 59

E-File Federal Return Type

NTTC - Dallas 2016 60

E-File Federal Return Type

NTTC - Dallas 2016 61

E-File (Continued)

NTTC - Dallas 2016 62

E-File (Continued)

NTTC - Dallas 2016 63

E-File (Continued)

NTTC - Dallas 2016 64

E-File (Continued)

NTTC - Dallas 2016 65

E-File (Continued)

NTTC - Dallas 2016 66

E-File Submission

NTTC - Dallas 2016 67

E-File Submission (Continued)

NTTC - Dallas 2016 68

Close a Return

NTTC - Dallas 2016 69

● Three ways to close a return: 1. After completing e-file, select “Save

and Exit Return” button 2. Select “Save and Exit Return” from left

navigation bar 3. Select “Save and Exit Return” from

drop down window next to taxpayer’s name

TaxSlayer/Training

NTTC - Dallas 2016 70

Questions…

Comments…