If your office never exceeds 499 returns, you can skip this rant. Otherwise, . . .
"The client search will automatically change when your site hits 499 returns. This is to allow for more efficiency when loading the client list and searching for taxpayers." So, the list loads quickly BUT at the loss of usefulness. With < 500 returns, you can sort on most any column and you can search on a part of a name (useful if you are uncertain of the exact spelling), telephone number, or SSN. When you have 500 or more returns, the list shows "the latest 100 returns." The ability to sort on a column is gone. Need to find a specific return? The Search function requires the complete SSN, complete (first or last) name, or complete telephone number. Don't know the spelling of the taxpayer's last name (or is it misspelled?) -- too bad! Much of the utility of the OCL is lost when the number of returns exceeds 500 (last year it was 1000). There appears to be no way for the user (or administrator) to change the cutoff number.
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TaxSlayer now provides the current (and past) version numbers, dates updated, and the release notes for each version. In TaxSlayer (Practice Lab or production), click on Release Notes in the left menu. To view the federal information, click on Federal, then Individual, and then Individual Core. To view the Vermont information, click on State and then on Vermont.
The NTTC Workbook for Tax Year 2017 is available on the OneSupport Help Center (OSHC) [you do have an account on the AARP Volunteer Portal, right?]. It can be found at
OSHC > Tax Training > Tools > NTTC Workbook - TY17 You must go to the OSHC to download it; it is not posted here (see note below). Follow the "Using the NTTC Workbook" instructions or you may not get the correct answers. Do the problems in the Practice Lab 2016 (PL16) until PL17 becomes available (about mid November--states available mid December, maybe). Answers will be available from the instructors. Note: This workbook is for AARP Foundation Tax-Aide use only and may not be posted on websites or otherwise disseminated to non Tax-Aide volunteers. |
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