TSO (TaxSlayer Online) Ordering for TY2016 Bill Dornbush TC Sonoma-Napa AARP Fellow 2016 CA2 TC

ABOUT YOU Will you prepare TSO order for your district? Will you administer TSO Sites Users Defaults Will you use TSO Counselor, QA, ERO Have you logged in to the Practice Lab? 2016 CA2 TC

WARNING Theory and Practice Based on presentations and documents, NOT on working with the product This information WILL change before Tax Season Keep current through webinars, mailings, whatever you can 2016 CA2 TC

SIDN & EFIN SIDN – Site Identification Number Physical location E.g. S73051007 EFIN – Electronic Filing Identification Number Required to e-file E.g. 684370 Every site must have EFIN unless it is Ad Hoc or Special Event site They use EFIN of main site 2016 CA2 TC

How to order software Software is ordered through local SPEC office Start with last year’s order Add, change, delete sites Confirm with DC/LC that site name and address match information on Volunteer Portal 2016 CA2 TC

When to order software Can be ordered October – January 31 CA2 will order after November 9 All sites don’t have to be ordered at same time Confirm site will open before ordering NEW this year – software can be swapped to another site 2016 CA2 TC

What to put in order Information required by SPEC office May (will?) change from last year TaySlayer can prepopulate certain fields, see Practice Lab, Section 2 presentation 2016 CA2 TC

MultiSite Admin Master/Parent EFIN designated to share customized profiles, print sets, questions (Prep questions), Return Tags (Return Stages) With Sub/Child EFINs MUST be specified when software ordered Limited control Templates, questions, profiles, print sets Full control: Relational EFIN: Not available 2016 CA2 TC

TSO Administration Based on NT Webinar 2016 CA2 TC

TY2016 Software TaxSlayer Online approaches tax preparation in a new way for Tax Aide, adding more user choices during preparation TSO is the only program Tax Aide will use for TY2016 No desktop programs, nor contingency programs TSO for TY 2016 will be available during late November, 2016 All access to TWO will end on November 9, 2016 2016 CA2 TC

TaxSlayer Pro Online Practice Lab Software Use Internet Explorer 8.0 or higher, Google Chrome or Safari Browser 5.1. For 2015 Practice Lab: https://vita.taxslayerpro.com/IRSTrainin g 2016 CA2 TC

Creating Accounts for Classes/ labs Instructor creates account for each student using: Student’s email address User name in standard format of 1st initial + last name + PL + group Identifier (e.g., site name) PW that is same for all students Security question/answer that is same for all students 2016 CA2 TC

Configuring TSO Pro Configuration of TSO is primarily performed at the site level There will be no TY2016 NTC National Template for TSO Setup Considerations for States, Districts and Sites are: The Multi-Site Administrator hierarchy, if desired (p. 55)* Sharing Admin abilities, if desired (p. 21)* An additional Taxpayer Profile, if desired Return Tags to be used (p. 40)* An additional Print Set, if desired (p. 37)* Additional Custom Questions, if desired (p. 33)* * - Refers to pages in TaxSlayer Manual, “Logging In & Configuring TSO” 2016 CA2 TC

Administrator Establishes security code Can add form 8888 Can restrict user to viewing only returns they prepare Enters ERO information (bottom of 8879) Creates users and their abilities 2016 CA2 TC

Configuring Preparer setup Usernames must be unique in all of TSO Suggest using site name as part of username E.g. bdornbushFRA Includes creating password, security question User must change password when logging for first time Assign security template Superuser recommended by NTTC You can create custom templates 2016 CA2 TC

Configuring Print Sets Predefined Custom Print set chosen at print time 2016 CA2 TC

Configuring Taxpayer Profile Selection of forms One of 5 ways to navigate through TSO Quick file 1040 Summary Guide me Enter Myself 2016 CA2 TC

Configuring return tags Think Return Stages 2016 CA2 TC

Observations Notes – think “taxpayer diary” Carry forward Four years of TSO available No carry forward from TaxWise Deactivate – think “delete” return 2016 CA2 TC

References TaxSlayer Training Manual TSO Practice Lab Aarpca2.org/taxslayer-training-manual Logging in and Configuring Preparing a return Electronically filing a return TSO Practice Lab Section 2 videos – Configuring TSO Pro Online TC Reference Manual Aarpca2.org/forums/documents/tc- reference-manual 2016 CA2 TC

Questions? 2016 CA2 TC