IRS rule R0000-019 stipulates that the number of documents included in a tax return must align with the document count specified within the return's data. Parallel regulations, such as California's rule R0000-065, exist at the state level. This indicates a discrepancy between the number of documents registered by TaxSlayer Pro and the count recognized by the IRS or state authority.
Definition of a "Document"
For the purposes of electronic filing, "documents" encompass forms, schedules, and any accompanying supporting documentation. It is crucial to note that the document count is determined by the underlying data structure rather than the visual appearance of printed forms. For instance, a multi-page Form 1120-S may be considered a single document.
Document Counting Methodology in TaxSlayer Pro
TaxSlayer Pro incorporates an internal counter that tracks documents during return preparation. This counter specifically tallies each "standalone" and "completed" form, schedule, or supporting document.
Standalone: Within TaxSlayer Pro, a standalone form is defined as one that can be independently deleted via a dedicated menu option.
Completed: A completed document is one containing relevant information and is not left blank.
Document Creation Methods
Documents are typically generated within TaxSlayer Pro through two primary methods:
Accessing a Form/Schedule Menu: Navigating to certain menus may automatically initiate the creation of the corresponding form. Exercise caution to avoid unintentional document creation. Any inadvertently created blank standalone forms should be deleted to prevent rejection.
Utilizing the "New" Button: This method is commonly employed when inputting W-2s, 1099s, or other sources of income. If the "New" button is selected within a menu and the entry is left incomplete, the return will be rejected.
Diagnostics and Resolution Procedures
Follow these steps to identify and correct the document count mismatch:
Record Completed Forms: Before initiating troubleshooting, create a record of the forms listed in the "Forms Completed" section. This will serve as a reference point for identifying any erroneously generated forms.
Generate a PDF Printout: Producing a PDF copy of the return can visually highlight any blank forms or incomplete statements.
Document Count Excess
This indicates that TaxSlayer Pro registers a higher number of documents than exist. The most frequent causes are:
Extraneous Form: A form not integrated into the MeF XML structure may have been inadvertently added to the document counter. Compare the "Forms Completed" list with the expected forms. If a blank, unnecessary form with a "remove" option is identified, proceed to delete it.
Counter Discrepancy: The internal counter may be inaccurate. Reset the counter as follows:
Open the problematic return.
Remove the return from the electronic filing queue.
Re-designate the return for electronic filing.
Exit the return and retransmit.
For state return rejections, apply the same procedure exclusively to the state return.
Document Count Deficiency
This typically signifies the presence of a blank or incomplete document within the return. Take the following actions:
Review "Forms Completed": Examine the list for any forms that are not intended to be included. Did you access a form's menu inadvertently, resulting in its creation without subsequent completion? Remove any such forms.
Inspect the PDF Output:
Identify supporting statements with missing data, such as blank descriptions or zero-dollar amounts. Complete or delete these items.
Search for completely blank forms. Populate them with the necessary information or remove them.