TaxSlayer Online Configuration

The IRS and TaxSlayer have approved the Massachusetts licenses for TaxSlayer Pro Online; EROs have received (or will receive within the next week) two emails to activate their site. The Tax-Aide National Technology Committee has published a detailed Setup Guide for TaxSlayer Pro Online (TSO) – TY2016,  EROs should follow this guidance, not that published by the IRS or TaxSlayer.

John Woods, State Coordinator, released the following additional guidance on 5 Jan 2017.

All user names must be unique nationwide, not just within an EFIN.  We therefore suggest the following user name format: MA1Dnnxxxss, where

  • All user names start with MA1
  • Next is “D” and the two digit district number
  • Followed by an individual identifier, usually the preparers initials
  • Followed by the preparer’s primary site two digit identifier (the last two numbers on the SIDN).

Thus his might be MA1D00JLW02

Note that this naming convention is different from that identified in paragraph 6j of the Setup Guide for TaxSlayer Pro Online paper.

Returns will be tracked at the primary site (EFIN) level. Therefore a preparer can use this single username at multiple sites within the district. If a district wants to track returns at the site level, they can create multiple usernames for a preparer who works at multiple sites by creating an identical user name except for the last two digits.

At this time it appears to be clear that the software will default the SIDN to the SIDN of the site which is associated with the primary site (that is, the one that has the EFIN). It is not clear how one changes, or even if one can change, the SIDN for Ad Hoc sites associated with the primary site. Since this is not critical to the mission of correct returns, for Massachusetts TaxAide, IRS Quality Review Item 8 (use the correct SIDN), for Tax Year 2016, we will define the correct SIDN to be either the SIDN of the primary site or the SIDN of the actual site. This will allow us to accept the software default, and not spend counselor energy on changing SIDNs for each return.

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