taxslayer® pro online practice lab...taxslayer pro online practice lab software most internet...
TRANSCRIPT
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TaxSlayer® Pro Online Practice Lab
An Introduction
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TaxSlayer Pro Online Practice Lab Software
● Most internet browsers work:− Internet Explorer 8.0 or higher− Google Chrome − Safari Browser 5.1.
● For Practice Lab (either):− https://vita.taxslayerpro.com/IRSTraining
− https://www.linklearncertification.com
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Log in - First Time
Enter Universal password: TRAINPROWEB
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Log in – First Time (Continued)
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Log in – First Time (Continued)
● Enter e-mail address twice
● Create a user name – include Train or Practice or PL
● Create a password – alphanumeric with at least 6 characters (use only letters and numbers)
● Enter password twice
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Log in – First Time (Continued)
● Select “AARP Tax-Aide” from “Program Type” drop down window
● Enter SIDN (if known – not required)
● Select security question
● Enter answer to security question
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Log in - First Time (Continued)
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Log in – First Time (Continued)
First time you log in your user name will be shown
Enter password you just created and click on Sign in
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Creating Accounts for classes/Labs –Students with account
● Three Options:1. Student supplies username and
password to instructor or,2. Same as above but student changes
password to instructor supplied password by using Forgot password link or,
3. New account created for student using dummy email.
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Practice Lab – Home Page
Takes you to practice area
Select a training video
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Practice Lab – Home Page (Continued)
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Practice Lab – Welcome Page
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Practice Lab Helpful Information Page
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Practice Lab Helpful Information Page (Continued)
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Start New Tax Return Screen
00
00
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Available Taxpayer Profiles
After completing basic information will take you to W-2 input screen
After completing basic information will take you to income screen
Site/Local Coordinator can create additional Taxpayer profiles when setting up site
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Navigation/Input Rules
● 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
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Navigation/Input Rules (Cont)
● Do not enter leading zeros when entering dates of birth:
● Six methods of inputting data:1. Guide me2. Enter myself3. 1040 View on Calculation Summary page4. Taxpayer Profile5. Quick File6. Form Search Box
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Navigation
● Filing Status is 1st screen you must complete after entering SSN
● Filing Status Wizard available
● Personal Information screen must then be completed
● Dependent screen next (one screen for each dependent)
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● Will take you to input screen for form
● Section you are in will be red
● Input screens for all forms except Health Insurance
● Health Insurance input screens
● Create state return
Left navigation bar
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● 1040 view, summary and print
● Must complete health insurance and EITC to e-file
● Amend 2015 return
● Takes you to practice lab welcome screen
● Cannot scan in practice lab. Will have scan capability in production
Left navigation bar (Continued)
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Filing Status Screen
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Personal Information Screen
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Personal Information Screen (Continued)
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Dependent Information Screen
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●Must complete filing status, personal and dependent information to activate tool bar
Additional ToolsSelect drop down arrow next to name
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Additional Tools (Continued)
Logs you out to welcome page
Access denied at this time
Select Spanish
Add notes to return
Logs you out to welcome page
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Quick File Tool
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1040 View
● 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 Summary Calculation Screen
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1040 View Screen
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Calculation Summary Screen
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Income Screen
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Income Screen
Edit allows you to change data .
Begin allows you to input new data.
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Deduction Screen
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Deduction Screen (Continued)
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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 Introduction Page
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Health Insurance Questionnaire
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Health Insurance Questionnaire
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E-File Screen
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TaxSlayer/Training
Questions…
Comments…
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