Tax Slayer Pro Online Practice Lab An Introduction

Tax. Slayer® Pro Online Practice Lab An Introduction

Tax. Slayer Pro Online Practice Lab Software ● Use Internet Explorer 8. 0 or higher, Google Chrome or Safari Browser 5. 1. ● For 2015 Practice Lab: https: //vita. taxslayerpro. com/IR STraining 2 NTTC - Dallas 2016

Log in - First Time Enter Universal PW: TRAINPROWEB 3 NTTC - Dallas 2016

Log in – First Time (Continued) 4 NTTC - Dallas 2016

Log in – First Time (Continued) ● Enter e-mail address twice ● Create a user name – include train or practice ● Create a PW – alphanumeric with at least 6 characters (use only letters and numbers) ● Enter PW twice 5 NTTC - Dallas 2016

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 6 NTTC - Dallas 2016

Log in - First Time (Continued) 7 NTTC - Dallas 2016

Log in – First Time (Continued) First time you log in your user name will be shown Enter PW you just created and click on Sign in 8 NTTC - Dallas 2016

Creating Accounts for Classes/ labs ● Instructor creates account for each student using: 1. Student’s email address 2. User name in standard format of 1 st initial + last name + PL + group Identifier (e. g. , site name) 3. PW that is same for all students 4. Security question/answer that is same for all students 9 NTTC - Dallas 2016

Creating Accounts for classes/Labs – Students with account Three Options: 1. Student supplies username and PW to instructor or, 2. Same as above but student changes PW to instructor supplied PW by using Forgot PW link or, 3. New account created for student using dummy email. 10 NTTC - Dallas 2016

Practice Lab – Home Page Takes you to practice area Select a training video 11 NTTC - Dallas 2016

Practice Lab – Home Page (Continued) 12 NTTC - Dallas 2016

Practice Lab Log in Video ● OSHC – Tax Training - Tax. Slayer ● Practice Lab Into – OSHC ● Brainshark ● Url: http: //bit. ly/1 Zc. ELb 1 13 NTTC - Dallas 2016

Practice Lab – Welcome Page 14 NTTC - Dallas 2016

Navigation Bars – PL vs Production Practice Lab 15 Production NTTC - Dallas 2016

Client Search Screen 16 NTTC - Dallas 2016

Client Search Screen (Continued) 17 NTTC - Dallas 2016

Client Search Screen (Continued) 18 NTTC - Dallas 2016

Client Search Screen (Continued) 19 NTTC - Dallas 2016

Client Search Screen (Continued) 20 NTTC - Dallas 2016

Client Search Screen (Continued) Prints all forms. Prints only forms sent to IRS and state. 21 NTTC - Dallas 2016

Client Tools Only tool available in practice lab is Client Status 22 NTTC - Dallas 2016

Client Status (Continued) 23 NTTC - Dallas 2016

Start New Tax Return Screen 24 NTTC - Dallas 2016

Available Taxpayer Profiles After completing basic information will take you to income screen. After completing basic information will take you to W 2 input screen. Can create additional Taxpayer profiles when setting up site. 25 NTTC - Dallas 2016

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 26 NTTC - Dallas 2016

Navigation/Input Rules (Cont) ● Do not enter leading zeros when entering dates of birth: ● Three method of inputting data: 1. Guide me 2. Enter myself 3. 1040 View on Calculation Summary page 27 NTTC - Dallas 2016

Navigation ● Filing Status is 1 st 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) 28 NTTC - Dallas 2016

Left navigation bar ● Will take you to input screen form ● Section you are in will be red ● Input screens for all forms except ACA ● ACA input screens ● Create state return 29 NTTC - Dallas 2016

Left navigation bar (Continued) ● 1040 view, summary and print ● Must complete health insurance and EITC to e-file ● Amend 2015 return ● Takes you to practice lab welcome screen 30 NTTC - Dallas 2016

Filing Status Screen 31 NTTC - Dallas 2016

Personal Information Screen 32 NTTC - Dallas 2016

Personal Information Screen (Continued) 33 NTTC - Dallas 2016

Dependent Information Screen 34 NTTC - Dallas 2016

Income Screen 35 NTTC - Dallas 2016

Income Screen 36 NTTC - Dallas 2016

Deduction Screen 37 NTTC - Dallas 2016

Deduction Screen (Continued) 38 NTTC - Dallas 2016

Adjustments Screen 39 NTTC - Dallas 2016

Standard Deduction Screen 40 NTTC - Dallas 2016

Itemized Deductions Screen 41 NTTC - Dallas 2016

Compare Standard vs Itemized Deduction 42 NTTC - Dallas 2016

Credits Screen 43 NTTC - Dallas 2016

Credits Screen (Continued) 44 NTTC - Dallas 2016

Other Taxes 45 NTTC - Dallas 2016

Payments and Estimates 46 NTTC - Dallas 2016

Miscellaneous Forms 47 NTTC - Dallas 2016

Additional Tools Select drop down window next to name ● Must complete filing status, personal & dependent information to activate tool bar 48 NTTC - Dallas 2016

Additional Tools (Continued) Logs you out to welcome page Access denied at this time Select Spanish Add notes to return 49 NTTC - Dallas 2016

Additional Tools (Continued) 50 NTTC - Dallas 2016

Quick File Tool 51 NTTC - Dallas 2016

1040 View Screen – page 1 52 NTTC - Dallas 2016

1040 View Screen – page 1 (Continued) 53 NTTC - Dallas 2016

1040 View Screen – page 2 54 NTTC - Dallas 2016

1040 View Screen- page 2 (Continued) 55 NTTC - Dallas 2016

Calculation Summary Screen 56 NTTC - Dallas 2016

Calculation Summary Detail 57 NTTC - Dallas 2016

E-file Warning 58 NTTC - Dallas 2016

E-File 59 NTTC - Dallas 2016

E-File Federal Return Type 60 NTTC - Dallas 2016

E-File Federal Return Type 61 NTTC - Dallas 2016

E-File (Continued) 62 NTTC - Dallas 2016

E-File (Continued) 63 NTTC - Dallas 2016

E-File (Continued) 64 NTTC - Dallas 2016

E-File (Continued) 65 NTTC - Dallas 2016

E-File (Continued) 66 NTTC - Dallas 2016

E-File Submission 67 NTTC - Dallas 2016

E-File Submission (Continued) 68 NTTC - Dallas 2016

Close a Return ● Three ways to close a return: 1. After completing e-file, select “Save and Exit Return” button 2. Select “Save and Exit Return” from left navigation bar 3. Select “Save and Exit Return” from drop down window next to taxpayer’s name 69 NTTC - Dallas 2016

Tax. Slayer/Training Questions… Comments… 70 NTTC - Dallas 2016