18
An Introduction TaxSlayer® Practice Lab

TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

An Introduction

TaxSlayer® Practice Lab

Page 2: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20192

Creating an account in Practice Lab

TaxSlayer Practice Lab videos

Starting a return in Practice Lab

E-filing in Practice Lab

Lesson Topics

Page 3: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20193

Most Internet browsers work─ Edge

─ Google Chrome

─ Safari

─ Firefox

For Practice Lab─ https://vita.taxslayerpro.com/

─ https://vita.taxslayerpro.com/IRSTraining

─ https://www.linklearncertification.com

TaxSlayer Practice Lab

Page 4: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20194

Link and Learn

Practice Lab

https://www.linklearncertification.com

Page 5: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20195

First Time Practice Lab Login

Enter Universal password:TRAINPROWEB

Page 6: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20196

Creating an Account in Practice Lab

Select: Create Account

Page 7: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20197

Enter e-mail address twice

Create a user name

Create a password

─ Alphanumeric with at least 15 characters, both upper and lower case, and one special character

Enter password twice

Password may expire after 90 days

Creating an Account in Practice Lab

Page 8: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20198

Select “AARP Tax-Aide” from “Program Type” drop

down window

Enter SIDN if known, SIDN is not required

Select security question

Enter answer to security question

Creating an Account in Practice Lab

Page 9: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY20199

Creating an Account in Practice Lab

Make a record of your password and security answer

Page 10: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201910

Practice Lab Login

First time you log in your user name

may be shown

Enter password you just created and click on Sign

in

Page 11: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201911

Exploring TaxSlayer: Practice Lab Videos

Create a Practice Return

Practice Lab Videos

Page 12: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201912

Exploring TaxSlayer: Practice Lab Videos

Page 13: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201913

Practice Lab: Beginning a Practice Return

Defaults to current year

Can choose a different year

Page 14: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201914

NTTC Pub 4012 Tab O provides TaxSlayer Navigation and instruction

TaxSlayer and Volunteer Resource Guide Pub 4012

Pub 4012 Tab O

Page 15: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201915

Where can you find information about entering state returns in TaxSlayer in the Volunteer Resource Guide?

─ Index “State returns” (Page Index-10 in 2018)

• Multiple sub-headings

─ For Navigation Aids

• Tab O (State …) (Page O-12 in 2018) has multiple entries

TaxSlayer and Volunteer Resource Guide Pub 4012

Page 16: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201916

E-Filing in TaxSlayer

Page 17: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201917

This is as far as you go in Practice Lab

Tax return is now calculated and will not change

Return is ready to start TaxSlayer’s E-file process

Resources for E-file process Training

─ “Finishing the Return” Slide Presentation

─ Refer to Pub 4012 Volunteer Resource Guide Tab K

E-Filing in TaxSlayer

Page 18: TaxSlayer® Practice Lab...Return is ready to start TaxSlayer’s E-file process Resources for E-file process Training “Finishing the Return” Slide Presentation Refer to Pub 4012

NTTC Training – TY201918

Questions?

TaxSlayer Training

Comments…