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Enhancements
● Inprepara7onfor2018taxseason,TaxSlayer:− Fixingmanycalcula7on/awkwardworkaroundissues
− Changinguserinterfacetoimprovenaviga7on− Addingtoolstomanagereturns− Enhancingcustomersupport− Increasingservercapacitytoimprovestability
NTTC–2017RegionalMee<ng4
Enhancements
− Overhaulingstates’infrastructure▪ Pullingmoredatafromfederalentries▪ Selec7ngCon7nuewillsavedataoneachpage
▪ Fieldlevelvalida7onsoneachpage
NTTC–2017RegionalMee<ng5
Enhancements
● SomefederalchangesimplementedincurrentsoMwareandmoreduewithTY2017version
● FederalandstatechangestatusasreportedbyTaxSlayerinTaxSlayerIssuesDropboxfolder
NTTC–2017RegionalMee<ng6
Enhancements
NTTC–2017RegionalMee<ng7
● TaxSlayerdoesnothaveresourcestoaddresseveryissue− Taxcalcula7onerrorsaremostcri7cal− Trainingmaterialsmustaddressallothers
● Workcon7nues–donothaveaddi7onalinforma7ononotherrequestedchanges
Enhancements
● Prac7ceLab2017duemid-November
● Produc7onversionatsiteslater
● StatestypicallyreleasedinDecember–haveaskedforearliervisibility
● Expectmuchless“soMwareagility”aMerNovember
NTTC–2017RegionalMee<ng8
TaxSlayer
● Prac7ceLabisthetrainingplaXormforTaxSlayer− Donotuseproduc7onsites− Prac7ceLabissameasproduc7onwhenpreparingareturn
● EncourageInstructorstobrowsePrac7ceLab(s)tobecomefamiliarwithchanges
● Prac7ceLab2016availableun7lmid-November2018
NTTC–2017RegionalMee<ng9
Carryforward
● Normalcarryforwardofdatafromreturnpreparedatsiteforprevioustaxyear
● ExtendedcarryforwardofdatafromreturnpreparedatanyTax-Aidesitetheprevioustaxyear
● Possiblyop7onfortaxpayertoagreeforcross-VITA/TCEcarryforwardforTY2018
NTTC–2017RegionalMee<ng10
AccountUpdate
● Firstlogintosite(exceptPrac7ceLab)withagivenusername
● Verifycellphonenumberandemailassociatedwithusername
● Prepara7onforMul7-factorAuthen7ca7onprocess
NTTC–2017RegionalMee<ng11
AccountUpdate(cont)
NTTC–2017RegionalMee<ng12
● Sameemailaddressandcellphonenumbercanbeusedwithmul7pleusernames
● Requiresinterven7onbysiteadministratorformul7pleuse
AccountUpdate(cont)
● S7llevolving–suggestwai7ngtocompleteuserset-upsandAccountUpdates(butnotun7lendofJanuary)
● Detailedinstruc7onscoming
NTTC–2017RegionalMee<ng13
Mul7-FactorAuthen7ca7on(MFA)
● Addslayerofprotec7ontomi7gateriskofiden7tytheM
● IRSrequirementsforincreasedsecurityoftaxpayerdata
● Usessomethingotherthanwhatyouknowtoauthen7cateyourself
NTTC–2017RegionalMee<ng14
Mul7-factorAuthen7ca7on
NTTC–2017RegionalMee<ng15
● Six-digitauthen7ca7oncodeeitherbytexttosmartphoneorbyemail
● Authen7ca7onrequired:− Firstuseofusernameonagivencomputer− Every1to30days–setbysiteadministrator− Threefailedloginabempts− Forgotpasswordrequest− Computerreimaged− Changebrowseronsamecomputer
VermontIssuesVT4–VT9VT5 LineQ2ontheprintedform[PR-141]showsnoanswer
checked(YesorNo);theformwillberejectedbythestate(oratleasttheRentRebateClaimwillbedenied).
VT6 IcannotfindanyplacetoentertheCU-FJorCU-FSstatusfortaxpayerswhoareinaCivilUnion
VT8 Incorrectmailingaddressinreturnswithonespousedeceased:survivingTPnameappearsinaddressfieldonIN111
VT9 Out-ofStateMUNIinterestdoesn’tgetcarriedfrom1040totheIN-112.
VermontIssuesVT1,VT4,VT7
• VT1• VTinputnotsavedun<lyouexitgracefullyattheend• Errormessagepersists,eventhougherrorwascorrected
• Fixed(?)inTS-17• VT4Enter100%as10000?55%as05500?• EnteraspercentageinTS-17• VT7Taxexemptinterestdoesn’tgetcarriedtoHI-144–Linef
• (10/6)Devworkcomplete—TS-17
VermontIssueVT3HS-122• IfPartA(HomesteadDeclara<on)isfilledin,theques<onre
filingapropertytaxadjustmentatalaterdateisanswerNO,andPartBisleoblank,theresul<ngmessageclaimsthatthereturnwillnotbee-filedduetoerrorsonSec<onB.IfPartAisfilledin,itshouldbee-filedregardlessofwhetherPartBisfilledin.AllprimaryresidencehomeownersarerequiredtofileIN122PartA;onlythosethatqualifyforthePropertyTaxAdjustmentarerequiredtofilePartB.
• Status:(06/22)Liveinproduc<onforTY2016• TBD:WhatiffilingasPart-YearinVTandboughtahomethat
willbetheirprimaryresidencenextyear?
VermontIssueVT2IN-155
• Whenyouitemizededuc<ons,youmustaddbackontostateAGItheamountofstateincometaxclaimed.TheamountofstateandlocalincometaxesfromfederaladjustedgrossincomeforthetaxableyearisrequiredtobeaddedbacktoVermontTaxableIncome.However,theamountislimitedtothatwhichwillreducetotalitemizeddeduc<onsbelowthestandarddeduc<on.TaxSlayerdoesn'tappeartodothisadd-back.
VermontIssueVT2IN-155• TSresponse:Testedbycrea<ngareturnwithfederal
itemizeddeduc<ons.IN-155isgenera<ngcorrectfiguresandaddingamountbackintoVTAGI.Weneedasamplereturnwheretheprogramisnotdoingthis.
• Status:Closed.Nodevelopmentac<onrequired.• TSNotes:(06/29)FromtheArea:Wehavereachedoutto
thepartnerforclarifica<on.Thepartnerisunabletoaccessfilesatthepresent<me.IfTaxSlayerhasstatedthattheissuewastestedandcorrected,thepartnerwillretesttheissueintheupcomingFilingSeason.
IN-155Issue(s)forTY2017?
• Fessup!Whoreportedthisproblem?• InTY-16,TSinstruc<onsforline6wereincorrect(lioedfromIN-155forTY-15)
• ForTY-17,willTScarryforwardprior-yeardataforIN-155?
• InTY-16,TSincludedIN-155ineveryPDF• ForTY-17,willtheyincludeitonlywhenrequired(generally,ifTPitemizedon1040)?
TaxSlayerEnhancementStatus
• TaxSlayerhasessen<allycompletedthechangesplannedforthefederalreturnforTY2017.Insomecases,trainingisrequiredtoaccomplishatask.TheNTTCplanstoupdatetheTaxSlayerTipsdocumenttheypreparedlastyearonhowtoaccomplishspecifictasksinthesooware.
• TaxSlayerisattheend-pointofsoowaredevelopmentforthetaxseason.Addi<onalenhancementswillbeonholdun<lnextyear.
TaxSlayer...NewIssues
• Newissuesmustbecri<calcalcula<onerrorsforwhichthereisnoworkaroundpossibletocreateanaccuratereturn.
• Aworkaroundmaynotbetheidealwaytoaccomplishthetask,butifitexists,thisisnotacri<calissueatthispoint.
WillTY2017BringNewIssues?Waitandsee...
• WhenthePrac<ceLabforTY2017(PL-17)becomesavailable,dotheWorkbookproblemsASAP
• WhenVT-17becomesavailable,trydoingavarietyofVTreturns(INonly,HS,RR,etc)basedontheWorkbookproblemsordenovo
• Reportanyproblemstome,aoertryingtoisolatetheissue
Repor<ngVT-2017Issues• Reporter:TheDCortheirdesignee
• Forproduc<onreturns,createareturninthePLthatillustratestheproblem
• Sendmeadescrip<onoftheproblemwithenoughinforma<ontoreproducetheproblem.Thiscouldinclude• APDFofthePLreturn• Screenshot(s)
• IwillsenditontoTaxSlayerandpossiblypostacommentontheVtTaxAideblog
TaxSlayerwins...inOT• TaxSlayer LLC, of Evans, Georgia, protests the
cancellation of request for proposals (RFP) No. TIRNO-14-R-00028, issued by the Department of the Treasury, Internal Revenue Service (IRS), for electronic tax return preparation and transmission software and support. TaxSlayer argues that the cancellation was improper because the agency failed to reasonably identify errors or defects in the solicitation.
• We deny the protest. • From http://www.gao.gov/products/D10343; read the
full decision there (PDF, 10 pages)
Firstround…usabilityfindings• Allofthepar<cipantsindicatedthattrainingwiththenewsoowarewouldbequiteachallengeandlargetaskduetothevolumeofvolunteers.TaxSlayerOnlineisveryclosetoTaxWiseOnline.Theybothhavetheirprosandcons.However,mostofthetestersdidnotprefertheTaxSlayerversionsofthedesktopandself-preparerplavorms.Overall,mostsaidtheywouldratherstaywithTaxWisebecauseTaxSlayerwasnotsooutstandingthatitwouldbeworththeexpenseandworkloadofchanging.