9 thoughts on “TaxSlayer Enhancement Requests”

  1. In Configuration > Preparers menu, preparers are listed in the order entered. It would be easier to assure that all were appropriately active or inactive if we could sort by either First or Last name.
    Jeff Bogart CO1 D18 TC

  2. Display Security Templates, Question Templates, Taxpayer Profiles, Print Sets and Tags that are created by a Multisite administrator on the corresponding site configuration page so that site Administrators know what’s already been provided. Allow multisite-provided entries to be copied as a local entry and subsequently editable. Provide checkboxes for each entry, including Multisite entries that indicate which entries will be provided to users in the appropriate lists. Current lists have too many options that are never used.
    Jeff Bogart CO1 D18 TC

  3. In Configuration > Preparer Setup Menu, add an option that allows the preparer to skip the “Guide Me or Enter Myself” screens in the data entry sections and always choose the Enter Myself option. This would be similar to the “Required to use guide” option already present.
    Jeff Bogart CO1 D18 TC

  4. On the Interest Income page, Interest on US Savings Bonds and Treasury obligations (Box 3): The entry should be automatically subtracted from state income because it is exempt from taxation at the state level. Alternatively, put a check box or entry box near the Box 3 entry for the amount that should be subtracted from the state return. CO1D18LC

  5. On the W-2 input page, if there is an entry in Box 12a, with code D – H for a contribution to a tax deferred retirement saving plan [e.g., 401(k)] automatically subtract that amount from SS Wages and Medicare Wages. This will eliminate the need to write-over the entries that automatically populate when entering taxable Wages. CO1D18LC

  6. On the E-file page, Questions: Regarding the Consent Forms, if they are still required next year, add an option on the Questions section with a “prefer not to answer” for all questions. This will eliminate the need for many clicks when clients do not provide the survey information.

  7. Jeff,

    In the QCD section, could you add the roadmap for Tax Slayer that allows the QCD note to show up on the 1040. I saw it done in class on Jan. 13, but I cannot dope it out on my own.

    CO1, D18, Counselor & Quality Reviewer


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.