Entering credits - The page that refers to deductions actually includes Deductions and credits should be 4/18 Covered in – screen shot 2 deductions and credits separate - or rename the page training, Suggestion "Deductions and Credits." will be reviewed Selections for The only choices are: Electronic Mailed, Direct This makes it seem like Electronic 4/18 covered in – "Federal Return Deposit, and Paper Return. Mailed and Direct Deposit are training Type" - screen shot mutually exclusive. What is to be 3 checked if someone wants to file *Need to find out electronic and do direct deposit? Or about paper return wants to file paper and use direct and direct deposit deposit? And "Electronic Mailed" 5/11 Paper direct – sounds like both electronic deposit has been transmission and mailing a paper added return. Confusing. Itemized Charitable Contribution requires date of donation. Date not needed or used for anything 4/18 Will review – Deductions suggestion Itemized Mortgage Interest-asks for mortgage payee info Not required 4/18 will review – Deductions suggestion Spanish Can TaxSlayer print in Spanish? Useful for many taxpayers. 4/18 Training issue: – Select the drop down menu while in a return and select change language. Client Letter Is there a way to develop a Closing Letter in Most programs currently use such a 4/18 Future – TaxSlayer to clients that can be catered to letter for every client. (Shows up in the Enhancement individual program needs? desktop version) Request. Pro Online does not support a client letter Rounding TaxSlayer does not round of to the nearest dollar. Can it be set to round so we don't 4/18 need specifics – have to deal with all the pennies? because it does once you hit Continue on the page
Entering credits - screen shot 2 The page that refers to deductions actually includes deductions and credits Deductions and credits should be separate - or rename the page "Deductions and Credits." 4/18 – Covered in training, Suggestion will be reviewed Selections for "Federal Return Type" - screen shot 3 The only choices are: Electronic Mailed, Direct Deposit, and Paper Return. This makes it seem like Electronic Mailed and Direct Deposit are mutually exclusive. What is to be checked if someone wants to file electronic and do direct deposit? Or wants to file paper and use direct deposit? And "Electronic Mailed" sounds like both electronic transmission and mailing a paper return. Confusing. 4/18 – covered in training *Need to find out about paper return and direct deposit 5/11 – Paper direct deposit has been added Itemized Deductions Charitable Contribution requires date of donation. Date not needed or used for anything 4/18 – Will review suggestion Itemized Deductions Mortgage Interest-asks for mortgage payee info Not required 4/18 – will review suggestion Spanish Can TaxSlayer print in Spanish? Useful for many taxpayers. 4/18 – Training issue: Select the drop down menu while in a return and select change language. Client Letter Is there a way to develop a Closing Letter in TaxSlayer to clients that can be catered to individual program needs? Most programs currently use such a letter for every client. (Shows up in the desktop version) 4/18 – Future Enhancement Request. Pro Online does not support a client letter Rounding TaxSlayer does not round of to the nearest dollar. Can it be set to round so we don't have to deal with all the pennies? 4/18 – need specifics because it does once you hit Continue on the page
Tax-Slayer-Concerns-and-Questions-Doc-05172016.docx