TaxAide Requests for 2017 TaxSlayer Enhancements include the following categories:
- Entry Enhancements
- Site Management Enhancements
- Productiviity Enhancements
These enhancements can be found on OSHC: select Tax Training and then TaxSlayer. For any additional suggestions please use the format TaxSlayer Enhancement Defect Template at the same location and submit your suggestion using the OSHC Submit a Request
IRS Partner Wish List for 2017 TaxSlayer Enhancements is captured below.
John Haim from NY2 is our Point of Contsct (POC) for identifying and submitting to TaxSlayer support the critical suggestions for changes to state returns that will also improve accuracy – calculation errors, clumsy workarounds, steps that cause preprarer confusion , required steps easy to overlook, etc. that will benefit a significant number of our volunteers and the taxpayers we serve.
Please forward any NYS concerns, questions, or enhancement ideas for TaxSlayer directly to John Haim. His contact information is on the Volunteer Portal. The following suggestions previously identified on the TaxSlayer NYS Issues list do not need to be submitted again.
Following is the current list of TaxSlayer NYS enhancements being requested for the 2017 Tax Season.
Includes e-file calendar and TaxSlayer Clean Up Activities
Includes instructions for Flat Rate and Itemized Reimbursement. For Flat Rate Mass Approval contact your Supervisor.
Most commonly asked questions and answers,
Health Reform: Beyond the Basics
Center on Budget and Policy Priorities
Refresher: Affordability Exemption
An informal recorded presentation walking through how to calculate the affordability exemption using TaxSlayer and some of our new tools. (This was not a live presentation.)
Download presentation slides (PDF) View webinar
Tool: ACA Exemptions Related to Income
A new downloadable Excel tool designed to help tax preparers with different income calculations that are necessary to determine eligibility for ACA exemptions related to income, especially the affordability exemption.
Download tool (xlsm)
Tool: Affordability Exemption Primer
An updated Affordability Exemption Primer that explains who is eligible for the Code A and Code G exemptions based on a lack of affordable coverage and how to complete the tax worksheets.
Download primer (PDF)
Copyright © 2017 Center on Budget and Policy Priorities, All rights reserved.
TaxSlayer recently introduced new questions on the premium tax credit. If you’re not careful, you may accidentally charge your client an APTC repayment they do not owe!
Check out the
on Health Reform: Beyond the Basics
“NY4 Workarounds for Tax Slayer (TS) Production 2016 Errors”
(Part I represents Workarounds for known TS software errors and quirks. Review frequently to stay alert to the latest developments. These are not to be used if/when errors are fixed in Production, recent and already fixed items are duly noted and will be deleted in subsequent revisions. Part II represents points of clarification to keep in mind when using TS. Refer to Part II as needed.
Always link to this document to be certain you have the latest info
Heads up, there is a new TaxSlayer blog entry posted this morning regarding a check box added to the W-2 for Medicaid waiver payments. Have not tested it out yet but it claims to take care of the Medicaid waiver and the EITC. Does not mention adjusting for child tax credit or dependent day care credit. There is also a blog entry regarding the ability to enter a 2017 date of death with a caution that if the death has not been reported to Social Security and IRS it will cause a reject.
Suggest that everyone check the TaxSlayer blog site each morning as they are making changes and right now the only way to know of the changes is to check the blog.
TaxSlayer handles most, but not every, situation required to prepare a correct tax return properly. Prior tips have been incorporated into the NTTC Modified Pub 4012 v4. The tips below are not in the NTTC Modified Pub 4012 v4. As TaxSlayer continues to evolve, some of these tips may change. Changes to this document from the previous version are flagged with a vertical line in the left margin.
Please let the National Tax Training Committee know through a OneSupport Request ticket if you have identified additional tips or have other suggestions.
Here’s the directions Broome County EROs used to minimize print pages. It updated to include the current set of forms.
- Set 1 – Standard Print Set
- Type name into Print Set Name box
- Select + Set Range box
iii. Enter 1 in Print Count box (third box down) and click Submit
- Enter 0 in boxes 1 through 8 to remove Fee Forms
- Click 0 in boxes to remove all worksheets, and other non-essentials
- Line 12, 21, 77, 114, 159-161, 163-165, 169-174, 178-181, 195, 197-203, 209, 210
- Click 2 in these boxes to print 2 copies: 37, 73, 74
- Originally, we did Filter by State drop down and selected New York
- However, there appears to be no forms we need to exclude)
vii. Click “Save” to finish and Click “Add” to continue to the next print set
Feedback continues in the comments.