sets up for the site to use Federal: Income Unemployment landing page does not show UI Makes QR more challenging. 5/31 (CS) income amount. Unemployment Income is clearly visible using 1040 View which will be default landing page for QR Federal: Income RRB 1099R EIN must be entered each time. Since there is only one issuer of RRB 5/31 (CS) All returns 1099R the EIN could be pre-entered, pass through QR. If reducing likelihood of an error. both preparer and QR do not identify incorrect entry, IRS will reject Summary/Print Blue numbers are difficult to read. Also dollar sign Preparers with less than ideal eyesight 5/31 (CS) Under View:F1040 ($) is unnecessary and it difficult to see if there may make errors such as seeing $0.00 Review is a number entry. as 50.00. May be improved with different color or bold font. Consult literature on color issues for seniors. Summary Dependents’ SSN truncated on summary views Makes QR more challenging since the 5/31 (KM) This is View:F1040 top of form 1040 page 1 is both a determined by convenient place to perform some QR Security Templates and a place that the TP can look at to and can be modified confirm SSN's, address, name-spelling, at the site etc. Client List Client list shows truncated SSN’s. Creates problems during training if we 5/31 (KM) This is continue the policy of the first three determined by digits indicating the exercise and the Security Templates middle two digits id'ing the preparer. and can be modified Couldn’t pick out specific return. at the site level. If more than $250 per TP is entered the error Entry is handled correctly but the error 5/31 (CS) Verbiage Credit message is, "Taxpayer Educator Expenses must be message is misleading. More correctly update under review less than 250 dollars."
sets up for the site to use Federal: Income Unemployment landing page does not show UI income amount. Makes QR more challenging. 5/31 (CS) Unemployment Income is clearly visible using 1040 View which will be default landing page for QR Federal: Income RRB 1099R EIN must be entered each time. Since there is only one issuer of RRB 1099R the EIN could be pre-entered, reducing likelihood of an error. 5/31 (CS) All returns pass through QR. If both preparer and QR do not identify incorrect entry, IRS will reject Summary/Print View:F1040 Blue numbers are difficult to read. Also dollar sign ($) is unnecessary and it difficult to see if there is a number entry. Preparers with less than ideal eyesight may make errors such as seeing $0.00 as 50.00. May be improved with different color or bold font. Consult literature on color issues for seniors. 5/31 (CS) Under Review Summary View:F1040 Dependents’ SSN truncated on summary views Makes QR more challenging since the top of form 1040 page 1 is both a convenient place to perform some QR and a place that the TP can look at to confirm SSN's, address, name-spelling, etc. 5/31 (KM) This is determined by Security Templates and can be modified at the site Client List Client list shows truncated SSN’s. Creates problems during training if we continue the policy of the first three digits indicating the exercise and the middle two digits id'ing the preparer. Couldn’t pick out specific return. 5/31 (KM) This is determined by Security Templates and can be modified at the site level. Credit If more than $250 per TP is entered the error message is, "Taxpayer Educator Expenses must be less than 250 dollars." Entry is handled correctly but the error message is misleading. More correctly 5/31 (CS) Verbiage update under review
Tax-Slayer-Concerns-and-Questions-Doc-05172016.docx