TaxSlayer Pro Online Practice Lab

Transcription

1 TaxSlayer Pro Online Practice Lab An Introduction 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

2 Log in Enter Universal password: TRAINPROWEB 3 Log in First Time (Continued) 4 2

3 Log in First Time (Continued) Enter 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 5 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 3

4 Log in - First Time (Continued) 7 Log in First time you log in your user name will be shown Enter password you just created and click on Sign in 8 4

5 Creating Accounts for Classes/ Labs Instructor creates account for each student using: Student s address User name in standard format of 1st initial + last name + PL + group Identifier (e.g., site name) Password that is same for all students Security question/answer that is same for all students 9 Creating Accounts for classes/labs Students with account Three Options Student supplies username and password to instructor Same as above but student changes password to instructor supplied password by using Forgot password link New account created for student using dummy 10 5

6 Practice Lab Home Page Go to practice area Select a training video 11 Practice Lab Home Page (Continued) 12 6

7 Practice Lab Welcome Page Defaults to current year Can choose a different year 13 Practice Lab 2016 Returns 14 7

8 Welcome Page Help Menu Options are shown in Left Menu Bar 15 Available Taxpayer Profiles TaxSlayer has created 3 sample profiles. Defaults to Basic (No profile). Site/Local Coordinator can create additional Taxpayer profiles when setting up site 16 8

9 Start New Tax Return Screen 17 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 18 9

10 Navigation/Input Rules (Cont) Do not enter leading zeros when entering dates of birth: Six methods of inputting data: Guide me Enter myself 1040 View on Calculation Summary page Quick File Form Search Box 19 Navigation Filing Status is 1 st screen you must complete after entering SSN Personal Information screen must then be completed Dependent screen next (one screen for each dependent) 20 10

11 Left Navigation Bar Expanded links will take you directly to section for easier navigation Section you are in will be a different color 21 Left Navigation Bar 22 11

12 Filing Status Screen 23 Personal Info Screen 24 12

13 Personal Information Screen (Continued) Some screens let you go to another screen 25 Dependent Information Screen 26 13

14 Additional Tools Must complete filing status, personal and dependent information to activate tool bar Select drop down arrow next to name Quick exit button 27 Additional Tools (Continued) Logs you out to welcome page Not used by Tax-Aide Select Spanish Add notes to return Logs you out to welcome page 28 14

15 Helpful Tools 29 Quick File Tool 30 15

16 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 View Screen 32 16

17 Calculation Summary Screen 33 Federal Section 34 17

18 Income Screen Edit allows you to change data Begin allows you to input new data 35 Deduction Screen 36 18

19 Deduction Screen Enter Myself 37 Itemized Deductions Screen 38 19

20 Other Taxes 39 Payments and Estimates 40 20

21 Miscellaneous Forms 41 Health Insurance (ACA) 42 21

22 Due Diligence Screen (2016) If try to go to e-file section, will be directed to due diligence TaxSlayer to change for Due Diligence Screen (2016) If answer questions correctly 44 22

23 E-File Screen Note different navigation bar at left Note: cannot e-file in Practice Lab 45 TaxSlayer/Training Questions Comments 46 23