taxslayer® pro online practice lab - p8. · pdf filetaxslayer pro online practice lab...
TRANSCRIPT
TaxSlayer® Pro Online Practice Lab
An Introduction
TaxSlayer Pro Online Practice Lab Software
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●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
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Enter Universal PW: TRAINPROWEB
Log in – First Time (Continued)
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Log in – First Time (Continued)
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● 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)
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● 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)
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Log in – First Time (Continued)
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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
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● 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
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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
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Takes you to practice area Select a training video
Practice Lab – Home Page (Continued)
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Practice Lab Log in Video
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●OSHC – Tax Training - TaxSlayer
●Practice Lab Into – OSHC
●Brainshark
●Url: http://bit.ly/1ZcELb1
Practice Lab – Welcome Page
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Navigation Bars – PL vs Production
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Practice Lab
Production
Client Search Screen
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Client Search Screen (Continued)
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Client Search Screen (Continued)
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Client Search Screen (Continued)
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Client Search Screen (Continued)
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Client Search Screen (Continued)
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Prints all forms.
Prints only forms sent to IRS and state.
Client Tools
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Only tool available in practice lab is Client Status
Client Status (Continued)
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Start New Tax Return Screen
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Available Taxpayer Profiles
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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
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● 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)
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● 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
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● 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
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● 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)
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Filing Status Screen
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Personal Information Screen
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Personal Information Screen (Continued)
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Dependent Information Screen
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Income Screen
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Income Screen
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Deduction Screen
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Deduction Screen (Continued)
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Adjustments Screen
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Standard Deduction Screen
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Itemized Deductions Screen
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Compare Standard vs Itemized Deduction
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Credits Screen
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Credits Screen (Continued)
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Other Taxes
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Payments and Estimates
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Miscellaneous Forms
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●Must complete filing status, personal & dependent information to activate tool bar
Additional Tools
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Select drop down window next to name
Additional Tools (Continued)
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Logs you out to welcome page
Access denied at this time
Select Spanish
Add notes to return
Additional Tools (Continued)
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Quick File Tool
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1040 View Screen – page 1
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1040 View Screen – page 1 (Continued)
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1040 View Screen – page 2
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1040 View Screen- page 2 (Continued)
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Calculation Summary Screen
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Calculation Summary Detail
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E-file Warning
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E-File
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E-File Federal Return Type
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E-File Federal Return Type
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E-File (Continued)
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E-File (Continued)
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E-File (Continued)
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E-File (Continued)
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E-File (Continued)
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E-File Submission
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E-File Submission (Continued)
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Close a Return
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● 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
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