New Tax Law Comparison Summary - The program includes a summary of the new tax provisions effecting 2026 tax returns, comparing 2026 to both 2025 and 2024. The Tax Law Comparison will be located on the left navigation menu.
FormGenius - FormGenius is a smart AI-Powered document processing tool that classifies your uploaded taxpayer tax documents and imports the data directly into the tax return. FormGenius is fully integrated into the TaxSlayer ProWeb software and is available to all offices that have a current TaxSlayer ProWeb license.
Personal Information - New checkbox to indicate at the time of filing that the taxpayer is a U.S. citizen, U.S. national or qualified alien. New checkbox to opt out of refundable credits, this has been added for the new Schedule 3-A.
Dependents Menu - New section to allow medical records to be attached to the return.
Deductions Menu - Additional Deductions (Schedule 1-A) has been enhanced to pull more information. The new charitable contribution deduction for non-itemizers has been added and will flow to line 12f of the 1040. Entries are made via the Itemized deductions menu.
Schedule 3-A - Completed Schedule 3-A is required if claiming the earned income credit (EIC), additional child tax credit (ACTC), refundable American opportunity credit, or refundable adoption credit. The new checkbox in the Personal Information menu to opt out of refundable credits must be checked.
W-2 - Added an option to Clear the state section.
Form 1099-K - Full form is now available and flows to the selected schedule.
Form 5695 - Both major energy credits expired early for expenditures or property placed in service after December 31, 2025. This form has been updated and is now primarily used to track unused residential clean energy credits from 2025 or earlier years, or to track an unused portion to carry over to 2027.
Other Credits Carryforwards Menu
- Form 6478 - This credit no longer applies to new biofuel production. The form has been updated for Credit Carryforwards/Carrybacks.
- Form 8884 - Form 8884, New York Liberty Zone Business Employee Credit, is no longer active or applicable for current tax filings.
- Trans-Alaska Pipeline Liability Fund Credit - Removed.
Deferral of Tax - An entry for Form 1062 first installment due, has been added. The form 1062 must be completed outside the program.
Additional Information: