Site Preparation for the New Season

With just two weeks to go before the start of the season, we want to send out a few reminders.

It’s a good idea to check your TaxSlayer Pro Online configuration – even if you set it up last year and didn’t make any changes.  The latest Setup Guide for TaxSlayer Pro Online (TSO) – TY2017 is dated 12/6/2017 and can be found on One Support Help Center in the Tax Software category (or use the search box).  An alert LC notified us that the “Hide Preparer Name on 1040 Print” box was no longer checked on his configuration.

For those sites setting up custom print sets, you can now include the Client Form Listing Summary (the sheet that includes clients names, ages, dependents, etc) in the print set.  It’s sequence number 1345 in the total list of forms (near the bottom of the list).

We are still waiting for guidance on completing the consent to disclose carry forward data forms and will provide that as soon as it’s available.

The efiling season begins on 29 Jan 2018. Having said that….it’s probably a good idea to start slowly. My first day will be 1 Feb 2018 with only one to two returns per preparer.

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