VITA RESOURCES FOR VOLUNTEERS
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  • Home
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • Types of Income
  • __Retirement Income
  • __Social Security Income
  • __Missing SSA-1099
  • __CAPITAL GAINS
  • __Self Employment
  • __Entering Income
  • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
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    • MASKED TRANSCRIPTS
    • Pull Transcripts
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    • Typed of Employees-Workers
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  • Casualty
  • SWFL Training
  • Recruitment
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  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
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Practice Lab
open for TY2024!!

OUR PRACTICE VERSION OF oNLINE SOFTWARE

Please keep in mind that the Practice Lab will be updated twice a week as we receive finalized forms and instructions from the IRS. 
Practice Lab is available 24/7-365 so you can go in and get used to the software, enter scenarios for fun or to enter scenarios for the certification tests. There are a few ways to access the practice lab.
  • The software will generally be updated  to the new tax year (tax tables, credits, forms, etc) mid November.  Please note--it will not be 100% updated until closer to mid-January as the IRS and congress keep making changes and have to approve certain forms--which never seem to be done timely.  BUT-- use the software as much as you can-- get used to it, just know there may be some calculations that might be off--they generally advise us when there are issues like this.
  • Remember, the more you play with the software, the better! You will be more familiar with it and the more confident.
  • You cannot mess anything up in the Practice Lab--it IS NOT LIVE!! You cannot accidentally e-file a return. SO PLAY PLAY PLAY--CHANGE VALUES AND SEE HOW REFUNDS AND CREDITS CHANGE!
  • The password for everyone to access is TRAINPROWEB  (write this down)
For a PDF on Acceessing Practice Lab click the image, or click this link for Slideshow/Powerpoint 
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 Use Taxslayer's VITA Springboard ​ click link--> vita.taxslayerpro.com 
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To gain access you need this password: TRAINPROWEB  Then, create an account
You will enter your own username and password. Password must be 15+ characters long made up of Upper and Lowercase letters, numbers and one of these symbols: !@#?*&

Write it down!!! 
Here is a perfect place to write it down if you can print this-- 
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Once you have accessed Practice Lab you will see this screen.
FYI--There are 6 sections with training resources if you want to review them--
  • Section 1,2,3, and 5 are more for program managers and coordinators--you can disregard these.
  • Section 4 & 6 are areas for tax preparers and reviewers --Section 4 shows how to do certain things within the software, Section 6 has practice scenarios and recorded webinars. (those get updated end of November-December)
Click on GO TO Practice Area to use the software.
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Tips & Tricks for Taxslayer
  • Use the navigation tree on the left to move around quickly
  • Use the Search feature, it is really useful! Not sure where to enter a 1099-R? Type 1099R in the search engine twala! it appears! Try typing PIN, 1098t, etc. it's a very useful tool
  • Click on the blue numbers on the summary screen to and it will take you back to the screen where you entered the data for quick review/editing and then, when you hit continue, it "should" take you back to the Summary page!
  • After you enter information that generates a Schedule, you will see little printer icons appear on the menu. Click on the printer icon to see what the generated schedule looks like. (Schedule C, Schedule D, Schedule A-itemized deductions, etc.) Great for quick reviews and for catching errors--seeing if your Schedule C is at a loss, etc. 
  • Warning: Most of the time the summary screen does not display accurately as forms change and programming isn't completed--so it is best to generate a PDF of the return to see an accurate view of your return. 

A nice feature in Taxslayer, when you have entered something that generates a Schedule, like a Schedule C for self-employment, or Schedule D for capital Gains, Itemizing for Schedule A, or Interest/Dividends for Schedule B, -- you can quickly view the Schedule from the Income menu without having to go all the way to the summary screen.

Just click the printer icons 
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Click Here to Go Back to Training Checklist
Home
About
Contact Me
You can contact me at [email protected] 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
​All images from our UWLHG Canva account unless promoting the resource linked to​
  • Home
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • Types of Income
  • __Retirement Income
  • __Social Security Income
  • __Missing SSA-1099
  • __CAPITAL GAINS
  • __Self Employment
  • __Entering Income
  • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
    • MASKED TRANSCRIPTS
    • Pull Transcripts
  • Interpreters
  • ID.ME
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • United Way of Lee, Hendry & Glades
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
  • Help with Tax Issues
  • New Page
  • Age
  • Blog
  • playing new home
  • Uncollectible Status
  • Late Filers