General TaxSlayer Reminders

  • Use UPPER CASE for all returns (no mixed case)
  • No punctuation should be entered, unless it's a hyphen in the taxpayer's name
  • For each document you enter into TaxSlayer, the taxpayer address must match what is listed on the document. The address will auto-populate, so make sure it matches what is on the document. 
    Remember this phrase.....
  • Be sure to differentiate between a drivers license and a state ID card
  • On the last page of the return, under Return Status Tag(s), make sure to click "Ready for Quality Review" and select the correct site location, for example "CareerLink NW".
  • Use the taxpayer’s zip code for their PIN for consent forms at the end of the return:

Uber, Lyft, DoorDash, etc. Reminders        

  • A 1099NEC and “tax summary” (showing miles driven) is needed for taxpayers who work for rideshare and food delivery services
  • Food delivery services like, DoorDash, Ubereats, GrubHub etc, use Business Code: 492110 (Couriers and Express Delivery Services)
  • Rideshare services like Uber and Lyft use Business Code: 485310 (Taxi and Ridesharing Services)

PA State Return Reminders      

  • Special Tax Forgiveness
    All PA residents should be elected for the Schedule SP (Tax Forgiveness Credit). This can be found in the PA State Return -> Credits -> Schedule SP. Answer the first two questions (typically “No”), and that’s it!
    This credit allows eligible Pennsylvanians to reduce some or all of their state tax owed. TaxSlayer will automatically calculate eligibility and will not award it to those who do not qualify, so it is a good rule of thumb to apply it to every PA client, just in case!
  • Schedule UE
    If the taxpayer has indicated that they paid Union Dues or have unreimbursed expenses related to their job (uniforms, supplies, etc.), a Schedule UE must be created. This can be found in PA State Return -> Adjustments to Income -> Schedule UE -> Schedule UE Entry (at bottom of page).