TaxSlayer® Pro Online Practice Lab An Introduction
TaxSlayer® Pro Online Practice Lab
An Introduction
TaxSlayer Pro Online Practice Lab Software
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● Most internet browsers work − Internet Explorer 8.0 or higher − Google Chrome − Safari Browser 5.1
● For Practice Lab − https://vita.taxslayerpro.com/IRSTraining − https://www.linklearncertification.com
Log in - First Time
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Enter Universal password: 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 or PL
● Create a password – alphanumeric with at least 15 characters, both upper and lower case, and one special character (required of all volunteers as of 1/1/18)
● Password will expire after 90 days
● Enter password 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 password you just created and click on Sign in
Creating Accounts for classes/Labs – Students with account
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● Three Options − Student supplies username and
password to instructor − Same as above but student changes
password to instructor supplied password by using Forgot password link
− New account created for student using dummy email
Practice Lab – Home Page
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Go to practice area
Select a training video
Practice Lab – Home Page (Continued)
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Practice Lab – Welcome Page
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Defaults to current year
Can choose a different year
Welcome Page Help Menu
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Options are shown in Left Menu Bar
Available Taxpayer Profiles
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Site/Local Coordinator can create additional Taxpayer profiles when setting up site
TaxSlayer has created 3 sample profiles. Defaults to Basic (No profile).
Start New Tax Return Screen
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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:
● Six methods of inputting data: − Guide me − Enter myself − 1040 View on Calculation Summary page − Taxpayer Profile − Quick File − Form Search Box
Navigation
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● Filing Status is 1st screen you must complete after entering SSN for new return
● If opening existing return, will land on the Calculation Summary page (1040 view page).
● Filing Status Wizard available
● Personal Information screen must then be completed
● Dependent screen next (one screen for each dependent)
Navigation – Logging out of Return from Preparation Pages
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● Three methods of logging out of preparation pages:
- Use universal log out symbol next to taxpayer’s name
- Use save and exit return at bottom of drop down box under taxpayer’s name
- Select same and exit return at bottom of left menu bar
● All three will take you back to the welcome page and you will not be required to log back in.
Navigation – Logging Out of Return – Preparation Pages
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Navigation – Logging out of return – E-file pages
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● There are 2 methods for logging out of the e-file pages:
- Use the universal log out symbol in upper right hand corner of page – will log you completely out of program –must log back in
- Select main menu at top of menu bar – will log you out to welcome page
Navigation – Logging out of return – E-file Pages
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● Expanded links will take you directly to section for easier navigation
● Section you are in will be a different color
Left Navigation Bar
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Left Navigation Bar
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Filing Status Screen
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Personal Info Screen
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Personal Information Screen (Continued)
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Some screens let you go to another screen
Dependent Information Screen
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● Must complete filing status, personal and dependent information to activate tool bar
Additional Tools
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Select drop down arrow next to name
Quick exit button
Additional Tools (Continued)
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Logs you out to welcome page
Not used by Tax-Aide
Select Spanish
Add notes to return
Logs you out to welcome page
Helpful Tools
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Quick File Tool
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Calculation Summary Page (1040 View)
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● Select “Summary/Print” from left navigation bar for 1040 view screen.
● Then select any line on 1040 to link to input screen for that line
● Select green “Summary View” button for page containing return totals
● When opening existing return will land on 1040 view page
Calculation Summary Page (1040 View)
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Calculation Summary Screen
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VIEW/PRINT FORMS
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● Ability to view information on single form without printing entire PDF
● Complete form, select continue and print icon will appear.
● 15 Schedules and forms are available
● Schedule A
● Schedule B
● Schedule C
● Schedule D
● Schedule R
● W-7
● Form 1116
● Form 2441
● Form 5329
● Form 5405
● Form 8606
● Form 8863
● Form 8880
● Form 8962
● Form 8965
VIEW/PRINT FORMS
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VIEW/PRINT FORMS
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Federal Section
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Income Screen
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Edit allows you to change data
Begin allows you to input new data
Deduction Screen
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Deduction Screen – Enter Myself
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Itemized Deductions Screen
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Other Taxes
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Payments and Estimates
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Miscellaneous Forms
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Health Insurance (ACA)
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Due Diligence Screen (2016)
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● If try to go to e-file section, will be directed to due diligence
● Eliminated for 2017. Still required for prior years.
Due Diligence Screen (2016)
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● If answer questions “correctly”
Federal Return Complete (Practice Lab)
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● For 2017 practice lab, once insurance section is complete will land on Federal Return complete page where you can:
- add a state return
- skip state return and return to summary page
- return to federal section
Federal Return Complete (Practice Lab)
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Federal Return Complete (Production Site)
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● For production site zip code entered in personal information section will automatically populate both state and state of residence field
● Information in state of residence field will automatically generate a state return
● Can change or add state if necessary
State Return (Production Site)
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Last Step Prior to E-file
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● If no state return, once federal section completed will land on calculation summary page (1040 view)
● If state return, once completed will land on calculation summary page (1040 view)
● Select e-file to begin completing e-file section
Last Step Prior to E-File
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E-File Screens
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● How to complete the return so it can be e-filed is covered in lesson # 39 – Finishing the Return in TaxSlayer
● The additional steps required to actually e-file the return are covered in the ERO Transmitted Training lesson
E-File Screen
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Note different navigation bar at left
Note: cannot e-file in Practice Lab
TaxSlayer/Training
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