VITA/TCE support will be closing today, December 23rd at 5:00pm ET for Christmas holiday. Regular support hours will resume on Thursday, December 26th at 8:00am ET. Merry Christmas and Happy Holiday to you and yours!

The site will be placed in maintenance on Thursday, December 19th to release the below software updates.

CONFIGURATION

• Duplicate the “action” buttons to the top of specific configuration menus – Security Templates, Print Sets, Preparer Setup, and Return Tags (Enhancement)

E-FILE

• Correct an issue where clicking “Save” on e-file throws an error when a validation should be presented instead (Issue #3977)

INCOME MENU REDESIGN

• Made the focus of the Income menu grids, the Name/Form Number of income documents instead of the “Description”(Enhancement)
  • i.e. for “Wages and Salaries”, the main attention grabber is “Form W-2” with the description underneath

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, December 17th to release the below reporting update, but primarily back-end updates.

MANAGEMENT REPORTS

• Adding columns for “State Status” and “Preparer” to Pro Web Detailed Return Report (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The TaxSlayer Pro Online site (including Practice Lab) will be placed in scheduled maintenance on Monday, December 16th from 8:00p – 10:00p ET. During this window, users will not be able to access the site.

The site will be placed in maintenance on Thursday, December 12th to release the below software update.

CLIENT SEARCH

• Adding a checkbox to hide returns with the status of “Paper” (Enhancement)

E-FILE

• Adding RTN/ACCT Verification for Direct Deposit and Direct Debit entries when tabbing away from input field AND when clicking “Next” (Enhancement)

FORM 3909 – MOVING EXPENSES

• Update the standard mileage rate for 2019 (Issue 3935)

MAIN MENU(s) – OUTSIDE OF TAX RETURN

• All menus outside of a tax return (i.e. Configuration, Client Search, etc.) now have clickable rows to match functionality existing inside a tax return (Enhancement)

REVIEW RETURNS MENU

• Added access to the “Tools” menu within the Review Returns menu (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

When inside TaxSlayer Pro Online on the Welcome Page, we wanted to point out the “VITA/TCE Publications and User Guides” area to highlight the information available to VITA/TCE sites. This makes for quick access to important documents while inside the application.

• Publication 4012: Volunteer Resource Guide
• Publication 17: Federal Income Tax Guide
• Publication 4299: Privacy, Confidentiality, and Civil Rights
• Publication 1084: Volunteer Site Coordinator Handbook
• TaxSlayer Pro Online User Guide
• TaxSlayer Pro Online 1040-NR User Guide
• TaxSlayer Pro Online Amended Return User Guide
• TaxSlayer FSA Presentation (provides insight into the TaxSlayer FSA software)
• IRS Reject Resource Guide (highlights the top Federal Reject Codes VITA/TCE sites receive and how to best resolve them)

The site will be placed in maintenance on Tuesday, December 10th to release the below software update, but mostly back-end updates.

GUIDE ME/ENTER MYSELF UPDATE

• If preparer setup does NOT have “Required to Use Guide” marked, default entry to “Enter Myself” for that user (Enhancement)
  • In 2019, when selecting “Federal Section” or “Deductions”, user is directed to the main income or deduction menus

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Pre-season Customer Support hours for VITA/TCE sites began this past weekend. Support hours are now as follows for the remainder of the 2019 calendar year.

• Monday-Friday: 8am-8pm ET
• Saturday-Sunday: 8am-8pm ET