Proficiency Part 1

Application of your Tax Law knowledge to the preparation of example returns

These problems are designed to test your proficiency in preparing a complete return - including the New Jersey return.

This year we are only doing two problems because all new and returning preparers should also have done several Familiarization problems. You might consider requiring your preparers to do the Kent problem in addition to the two problems below.

You must use the TY2015 version of TaxSlayer Practice Lab, NOT the TY2016 version.

Problem	Intake Sheet	Scenario	Printed Return	Notes
Kent	See KentNJ page
Hale	12-07-2016 • v0.95 Upd	12-21-2016 • v0.97 Upd	12-03-2016 • v0.93 Upd
Lynch	12-10-2016 • v0.93 Upd	12-21-2016 • v0.95 Upd	12-10-2016 • v0.93 Upd

The NJ Checklist is available from the Preparer page (Form to record NJ items during interview & preparation)

Mentors: click here.

---

  Change Log:

• 12-21-2016 Upd
  • Hale - Scenario v0.97
  • Lynch - Scenario v0.95
• 12-11-2016 Upd
  • Scenario v0.94
• 12-10-2016 Upd
  • Lynch Intake Sheet v0.93, Scenario v0.93, Printed Return v0.93
• 12-09-2016 Upd
  • Lynch Scenario v0.92, Printed Return v0.92 (Thanks Mike)
• 12-09-2016 Upd
  • Lynch Intake Sheet v0.91, Scenario v0.91, Printed Return v0.91
• 12-07-2016 Upd
  • Hale - Scenario v0.96
  • Hale - Intake Sheet v0.95, Scenario v0.95
• 12-04-2016 Upd
  • Hale - Intake Sheet v0.94, Scenario v0.94
• 12-03-2016 Upd
  • Hale - Scenario v0.93, Printed Return v0.93
• 12-03-2016 Upd
  • Hale - Scenario v0.92, Printed Return v0.92
• 12-03-2016 Upd
  • Hale - Printed Return v0.91
• 12-02-2016 Upd
  • Hale - Scenario v0.91
• 12-01-2016 Upd
  • Hale - Intake Sheet v0.91