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

The site will be placed in maintenance on Thursday, December 5th to release the below software update. Majority of items scheduled in this deploy are back-end items, however, one user facing item will be the new Health Insurance flow for 2019.

HEALTH INSURANCE

• Update the Health Insurance flow for 2019
  • Remove calculation of Shared Responsibility Payment
  • Removing non-applicable pages
    • Coverage exemptions
    • Calculation of Affordability Exemption and related items
    • Months of coverage for each Household member
  • Keeping pages specific to needed 1095-A information, if applicable

New 2019 Flow

• Scenario 1
  • 1st Question – “Did you purchase Health Insurance via Healthcare.gov or a State Marketplace?”
    • If No, Health Insurance menu is complete.
• Scenario 2
  • 1st Question – “Did you purchase Health Insurance via Healthcare.gov or a State Marketplace?”
    • If Yes, continue to “Household Members” page > Provide 1095-A(s) details > Review “Household Income” page (displays if dependent or additional household members are present and have a filing requirement) > Health Insurance menu is complete.

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

The Alimony Paid (Adjustment) and Alimony Received (Income) menus have been updated to account for the 2019 updates to Schedule 1 to capture the “Date of original divorce or separation agreement” shown below. However, if entries existed in either menu prior to yesterday’s update, impacted returns may render an error when attempting to access the return from Client List. This is because the program is trying to perform a calculation when not all required entries are available (i.e. missing the date of divorce or separation agreement). We have opened Issue 3940 to correct this issue for impacted returns.

Alimony Received

Alimony Paid