1. Production Vs Practice Lab
TaxSlayer
Production Vs
Practice Lab

2. 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

3. 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
TaxSlayer blog

4. Log on All sites log on from common URL

5. 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

6. 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

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

8. 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
Choices were created by Setup Administrator
must be unique at site

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

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

11. 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

12. 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

13. 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

14. Demonstration Springboard Blog Practice Lab Production
Blog
Practice Lab
Production
Should be favorite or link on site computers

15. Questions / Comments