1. New York State Returns Matthew Meyerson Matthew.S.Meyerson@gmail.com

2. New York State Returns AGENDA
Background on two training/practical aids
Recommended counselor instruction
NYS TP-301 (Income Tax Worksheet / Intake)
Aid #1: Back of TP-301
Aid #2: TaxSlayer Cross Reference
Recommendations for TY 2018

3. Two Teaching & Practical Aids
Why Use These Two Aids?
Provide tax counselors with concise reference on the most common New York State specific entries
Define entries as additions, subtractions, credits, deductions, etc.
Make navigating TaxSlayer quicker and easier
New York State Returns

4. Note!
These 2 aids are a supplement to, not a substitute for, comprehensive instruction covering New York State tax law
New York State Returns

5. Recommended counselor instruction
New York State Tax Law
Not covered in this slide deck
Volunteer Training slides at
Form TP-301 (NYS Income Tax Worksheet)
Aid #1: Back of TP-301
Printed by the district on back of state provided TP-301’s
Aid #2: TaxSlayer Cross-Reference
Coupled with live demonstration in Practice Lab
New York State Returns

6. NYS TP-301 Intake Form
New York State Returns

7. NYS TP-301 Intake Form
The TP-301 is largely self explanatory to trained counselors, but it is helpful to highlight in training that:
Every time the “yes” column is checked off it means that some type of entry may be needed in TaxSlayer
Taxpayers often don’t complete the TP % correctly or in its entirety … cover it as part of the intake interview
The IT-xxx numbers listed are a great cross reference for confirming you have the correct selection in TaxSlayer or looking up more detailed instructions
New York State Returns

8. Note: TY2017 vs. TY2018
The two aids shown on the following slides and provided as handouts are from TY2017
TY2018 versions will be made after NYS DTF volunteer training, TP-301 and TaxSlayer Practice Lab are made available for TY2018
New York State Returns

9. Aid #1: Back of TP-301 – Top Half
New York State Returns

10. Aid #1: Back of TP-301 – Top Half
4 quadrants for tax counselor’s manual tracking of pension exclusions
Divided by public/private and spouse
Why? … TaxSlayer doesn’t carry and categorize these amounts automatically
New York State Returns

11. Aid #1: Back of TP-301 – Bottom Half
Quick
Reference
Not Detailed Information
New York State Returns

12. Aid #1: Back of TP-301 – Summary
Printed by district on back of TP-301’s prior to giving to Taxpayers to complete the front
Tax counselors can write on the back to manually track pension exclusions
Quick reference on the bottom
New York State Returns

13. Taxpayer checked “Yes” on TP-301
Now what do I (tax counselor) do in TaxSlayer?
Use the TaxSlayer Cross Reference (Aid #2)
New York State Returns

14. Aid #2: TaxSlayer Cross Reference
Provides tax counselor with line-by-line cross reference between TP and where to make entries in TaxSlayer
Points tax counselor to 7 sections and 2 sub-sections within TaxSlayer
New York State Returns

15. Aid #2: TaxSlayer Cross Reference
New York State Returns

16. Aid #2: TaxSlayer Cross Reference
New York State Returns

17. Questions or Suggestions
Matthew Meyerson