IRS Site Reviews

These are the templates that IRS SPEC will be using this tax season on their site reviews

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Immersion training examples

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updated Agenda for Instructor Workshop

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One Support Presentation for Workshop

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Presentations for Instructor Workshop 2017

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TaxSlayer Enhancement Reports as of 10/18/2017

The two attached spreadsheets contain the most current list of federal and state enhancements.  The federal and state spreadsheets include all enhancement requests submitted to TaxSlayer. In addition; the spreadsheets include the status of enhancements that are considered implemented in tax year 2016, adopted for tax year 2017, or closed.

Closed enhancements fall into several categories:

  • In Production– Has been added to the 2016 software
  • Production Ready– Will be added in the 2017 software
  • No Development Action Required Requested or similar feature already exists in the software
  • Not Implementing– Programming changes could impact other features and/or the operation of the software as intended
  • Future Implementation – TaxSlayer will review/evaluate for 2018 Software

There have been numerous updates to the enhancement listing since the last update was provided on September 22nd. Please review all sections relevant to you thoroughly.

    

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TaxSlayer – NYS Point of Contact

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.

Following is the current list of TaxSlayer NYS enhancements being requested for the 2017 Tax Season. 

 Updated 6-6-24-2017

 

 

 

 

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End of Tax Season 2016

 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,

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ACA: What Tax Preparers Need to Know

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.

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Tips to Avoid Unnecessary APTC Repayment

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

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