Production Vs Practice Lab TaxSlayer Production Vs Practice Lab

Introduction Jay asked for comparison of Production vs Practice Lab Covers from a user viewpoint Not setup For setup, see CA2 TC/ERO Reference Manual Available on CA2 web site www.aarpca2.org

Production Software Has been available since early December Can not create new returns Function will be available in mid January Production user guide “VITA/TCE TaxSlayer Pro Online User Guide” available on CA2 web site TaxSlayer springboard available https://vita.taxslayeerpro.com/ TaxSlayer blog https://vitablog.taxslayerpro.com

Log on All sites log on from common URL https://vita.taxslayerpro.com/ProAvalon/Login

Log On Setup Administrator provides user with Unique username Must be unique across TaxSlayer Initial password User must change on first log on Security code TaxSlayer default is “apple” Setup Administrator should change to site related code Security question Security question answer

Forgotten Password Procedure works See pages 11 – 12 in TaxSlayer User Guide Click Forgot Password on log on page Enter username Answer security question Enter new password twice Record It If security answer forgotten Follow Forgot Answer procedure on pages 13 - 14

Forgotten Username Procedure works See pages 9 – 11 in TaxSlayer User Guide Enter email address Must match one entered during site setup Get username from email Log on

Multifactor Authentication New requirement from IRS Requires user to enter special code First log on from new computer Important that counselors use same computer at the site Hopefully multiple users of computer will not cause a problem Code can be received by text message of email Choices were created by Setup Administrator Email must be unique at site

Home Screen Admin level users Exact display depends on Security Template Should add “Start new tax return” in January

Home Screen Counselor level users Exact display depends on Security Template Should add “Start new tax return” in January

Carry Forward Is supposed to work in production software Most sites have not prior year returns If creating prior year returns, do oldest first Should present same screen that showed up in Practice Lab last month

Data Entry Cannot create new returns in production Cannot say exactly how production will handle data entry TaxSlayer says production will be identical to Practice Lab Exception is submission of efiles Will know for sure in mid January

Printing Problem exists in Practice Lab TaxSlayer prints 1040, 1040A or 1040EZ depending on data in return Only way to stop that is to create custom print sets

Demonstration Springboard Blog Practice Lab Production https://vita.taxslayerpro.com Blog https://vitablog.taxslayerpro.com Practice Lab https://vita.taxslayerpro.com/IRSTraining/en/Account/Access Production https://vita.taxslayerpro.com/ProAvalon/Login Should be favorite or link on site computers

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