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.

  1.       Set 1 – Standard Print Set
  2.       Type name into Print Set Name box
  3.       Select + Set Range box

                                                      iii.      Enter 1 in Print Count box (third box down) and click                                                                    Submit

  1.       Enter 0 in boxes 1 through 8 to remove Fee Forms
  2.       Click 0 in boxes to remove all worksheets, and other non-essentials
  3.       Line 12, 21, 77, 114, 159-161, 163-165, 169-174, 178-181, 195, 197-203, 209, 210
  4.       Click 2 in these boxes to print 2 copies: 37, 73, 74
  5.       Originally, we did  Filter by State drop down and selected New York
  6.      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

Rocky Porzio

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Volunteer Feedback on TaxSlayer Production System

Feedback continues in the comments.

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NYS Pension Calculator

George Cox made up an excel worksheet that you can plug in public and private pensions and it will add them up for you. This could be a handy tool to keep on your desktop and even print it out for the TP to keep in his/her folder.

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Multi-Factor Authentication (MFA) for TSO

Summary: Multi-Factor Authentication (MFA) is an increasingly used security measure that will be implemented for TaxSlayer Online (TSO) user logins. The MFA challenge will be the last step when a user signs in to TSO under certain conditions. The necessary code is provided to the user via a text message or an email message.

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nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  

2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs),
By Coverage Family Type 

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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. 

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Answering Due Diligence Questions in TaxSlayer

Volunteers are not paid preparers and are not required to complete Form 8867. Instead, volunteers solicit information as part of the normal intake and Interview process.  However, TaxSlayer requires answers to due diligence questions to include EITC, CTC and AOTC in the return. Those answers are now included in the updated 4012 on OSHC >>Tax Training >> Tools 

To download the answers click on the following link 

 

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ERO/Transmitter Training Using TaxSayer

Summary: The LC has the overall responsibility for a Site’s Operation, and the ERO, by IRS definition, has the responsibility for E-Filing tax returns. At many AARP Foundation Tax-Aide sites the LC is also the ERO and this presentation only shows the ERO portion of an LC’s responsibilities

Go to the AARP Volunteer Portal to access the presentation: OSHC>>Technology>>Training

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Setup Guide For TaxSlayer Pro Online (TSO) – TY16 – 12/27/16 Download:

The NTC Setup Guide is a step-by-step outline for configuring TSO.  This is a “living” document in the Tax Software section of the One Support Help Center, which will be updated as needed – be sure you use the latest edition as indicated by the date in the bottom left corner)

Go to the Volunteer Portal:  OSHC >> Tax Software >> TaxSlayer Online for Latest Version

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New Quick Guide Available for TaxSlayer

Where to enter information in TaxSlayer.

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