Author Archives: admin

IRS Site Reviews

These are the templates that IRS SPEC will be using this tax season on their site reviews FSV Return Review Sheet IRS Site Review Sheet

Posted in Uncategorized | Comments Off on IRS Site Reviews

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 … Continue reading

Posted in Uncategorized | Comments Off on TaxSlayer Enhancement Reports as of 10/18/2017

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 … Continue reading

Posted in Uncategorized | Comments Off on TaxSlayer – NYS Point of Contact

End of Tax Season 2016

End of Tax Season – TaxSlayer Includes e-file calendar and TaxSlayer Clean Up Activities Submitting Reimbursement on Portal Includes instructions for Flat Rate and Itemized Reimbursement. For Flat Rate Mass Approval contact your Supervisor. Reimbursement Q&A  Most commonly asked questions and answers, Additional … Continue reading

Posted in Uncategorized | Comments Off on End of Tax Season 2016

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.) … Continue reading

Posted in Uncategorized | Comments Off on ACA: What Tax Preparers Need to Know

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 Quick Guide on Health Reform: Beyond the Basics

Posted in Uncategorized | Comments Off on Tips to Avoid Unnecessary APTC Repayment

Medicaid Waiver Income – TaxSlayer Blog Entry – Feb 12

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 … Continue reading

Posted in Uncategorized | Comments Off on Medicaid Waiver Income – TaxSlayer Blog Entry – Feb 12

Creating Site Specific Print Set

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 + … Continue reading

Posted in Uncategorized | Comments Off on Creating Site Specific Print Set

nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  2016 Lowest Cost Bronze Plan table 2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs), By Coverage Family Type 2016 SLCSP chart

Posted in Uncategorized | Comments Off on nystateofhealth 2016 Monthly Premiums by County

New York State IT 201 Subtractions from Income

Attached is a Summary Sheet that is a useful reference for the volunteers in preparing NYS returns. Thanks to John Murphy and his Instructor Team for putting this together. To download click on the following link. ADDITION TO TP 301 – … Continue reading

Posted in Uncategorized | Comments Off on New York State IT 201 Subtractions from Income