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Familiarization

An introduction to preparing returns with TaxSlayer (for NEW preparers)

Be sure to use TY2019 in Practice Lab (startup default is TY2020)

Note: Do not start working on these until you have received on orientation to training.

The contents of this page are currently in development - Things will change frequently.
[Note you may need to manually refresh (F5 / Ctrl-R) to get the latest version.]
Testers/Reviewers are encouraged to check out the materials here and report comments to Al@TaxPrep4Free.org.

Introduction:
# Action What Notes
1 Movie Upd FAM-31 IRS Form 1040 Overview IRS 1040 pdf (TY2019)
2 Lesson Upd
FAM-32 NJ-1040 Overview NJ-1040 pdf (TY2019)
3 Lesson Upd FAM-30 Intake Sheet Intake Sheet pdf (TY2019)
4 Lesson Upd FAM-33 NJ Checklist NJ Checklist pdf (TY2019)
Tax Slayer Online (TSO) Practice Lab:
# Action What Notes
5 Lesson Movie Upd MV-01 Familiarization Resources Lesson Movie Upd - MV-01b Chromebook Shutdown Procedure
6 Lesson Movie Upd MV-02a Sign into Practice Lab Resources(Supplemental):
  • Using the Practice lab Upd (An older manual from TaxSlayer which contains info on retrieving lost User Name and resetting lost Password)
  • Lesson Movie Upd - contains info on retrieving lost User Name and resetting lost Password
7 Lesson Movie Upd MV-03 Practice Lab Overview Tabs:
8 Lesson Movie Upd MV-04 Introduce Brown Scenario Resources (to print): Resources (Reference):
9 Lesson Upd FAM-00 Brown TSO Step by step preparation of the Brown return
Student Problems:
# Action What Notes
9a   FAM-01 Dickerson Resources (to print): Resources (Reference):
9a   FAM-02 Conway Resources (to print): Resources (Reference):
9a   FAM-03 Gallo Resources (to print): Resources (Reference):
9a   FAM-04 McCook Resources (to print): Resources (Reference):
9a   FAM-05 Rosemont Resources (to print): Resources (Reference):
What's Next:
10 Lesson Upd FAM-34 What's Next  

Change Log: