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):
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7 | Lesson Movie Upd | MV-03 Practice Lab Overview |
Tabs:
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8 | Lesson Movie Upd | MV-04 Introduce Brown Scenario |
Resources (to print):
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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):
|
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9a | FAM-02 Conway |
Resources (to print):
|
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9a | FAM-03 Gallo |
Resources (to print):
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9a | FAM-04 McCook |
Resources (to print):
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9a | FAM-05 Rosemont |
Resources (to print):
|
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What's Next: | |||
10 | Lesson Upd | FAM-34 What's Next |
Change Log:
- 12-03-2020
- FAM-04 McCook Scenario v0.92
- 11-20-2020
- FAM-00 Brown Scenario v0.94
- 10-24-2020
- FAM-00 Brown Scenario v0.93
- 10-16-2020
- FAM-05 Rosemont all initial
- FAM-04 McCook all initial
- FAM-03 Gallo all initial
- FAM-02 Conway all initial
- FAM-01 Dickerson Intake Sheet Marked v0.92
- FAM-01 Dickerson Scenario v0.92
- 10-12-2020
- MV-01 Brown Lesson updated v0.92
- MV-04 Brown Lesson updated v0.93
- FAM-00 Brown Lesson updated v0.94
- FAM-00 Brown Intake updated v0.93
- 10-07-2020
- FAM-32, FAM-33 - clean up audio
- 10-03-2020
- Add Dickerson
- 10-02-2020
- FAM Lessons cleanup
- Brown cleanup
- 09-04-2020
- Initial