The below items are expected to be released on Thursday, November 28th…

1099-INT, DIV, and OID 

• On the INT/DIV/OID entry menus where state withholding entries are available, we are adding Payer Address, City, State, Zip Code, and Foreign Address checkbox functionality. Some state returns will require this additional information not needed/required on the Federal return.

TAX-EXEMPT INTEREST

• Removed an E-file Block when creating the e-file for returns containing a Form 1099-INT where only tax-exempt interest is reported (Issue 2199)

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

We will be placing the site in maintenance on Wednesday, November 14th to release a few updates but mostly back-end items.

1040 VIEW

• Update the 2018 1040 View to address formatting and the new schedules

KNOWLEDGEBASE

• Launch the new VITA/TCE Knowledgebase and update corresponding Knowledgebase links on The Springboard

RETURN TAGS

• Within Configuration>Tags, Site Administrators can now reorder Return Tags to determine the order they will display to the preparer on the Submission page of e-file. This is the same behavior as reordering answers to custom questions.

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

With the initial launch of the 2018 TaxSlayer Pro Online software, reporting Tax-Exempt Interest and Dividend Income now requires less clicks! On the screen below in Income>Interest and Dividend Income menu, the highlighted menus for the main 1099-INT and 1099-DIV entries now house the tax-exempt income entries. The radio button to select “Tax Exempt Interest and Dividend Income…” will be removed in future updates prior to the filing season.

Note: The entry for “Specified Private Activity Bond” has also been added to the 1099-INT/DIV entry pages and will automatically carry to Form 6251 (Alternative Minimum Tax) when applicable.

We will be placing the site in maintenance on Thursday, November 8th to release a series of updates listed below.

MISSOURI

• Correct an issue with the Private Pension calculation when taxpayer also has public and military pensions reported (Issue #2168)

PRACTICE LAB

• The initial launch of Practice Lab 2018 is now live. Note: State Returns for 2018 are not live at this time.
  • (RESOLVED) Existing 2018 returns are currently not rendering a calculation.  Our development team is aware.  You can continue creating new returns, but once you close them, it will be a little while before you can open them successfully.
  • QBI is not included in the initial launch
  • Additional CTC/Form 8812 is not included in the initial launch
  • The information on the 1040 view is still a work in progress so it is not lining up yet.  You should generate the PDF from the Summary/Print page to see the values lines up on the new 1040 and new schedules.
• Added a validation message when resetting Practice Lab passwords if the password requirements are not. Previously, there was not a visible indicator a reset password did not meet the complexity requirements.
• Under Section 6, the recorded webinar session titles have been updated for this seasons webinars. Note: Recorded sessions will be posted by end of each webinar series.

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

We will be placing the site in maintenance on Tuesday, November 6th at 5:00am ET to release back-end updates.

Returns will be placed in maintenance on Thursday, November 1st at 5:00am ET to release series of internal and back-end updates.

We will be placing the site in maintenance on Tuesday, October 30th at 5:00am ET to release a series of updates.

CLIENT SEARCH

• When Client List switches to the “100 Most Recent Returns” search view, the default search value will be Last 4 of SSN instead of Full SSN.
• At the Site Level, allow the Site Administrator to determine when Client List switches to “100 Most Recent Returns” view (previously the default was 499 returns)
  • The new default is 999 before the Client List view switches but can be configured within Office Setup
• Add checkboxes for “Do Not Show Accepted Returns” and “Do Not Show Deactivated Returns” to the “100 Most Recent Returns” view

WEB REPORTS

• Add “State Tax Liability” field to Site Production State Summary Report within Management Reports

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

We will be placing the site in maintenance on Thursday, October 18th at 5:00 to release some updates.

MICHIGAN

• Detroit city return access menu (currently in Miscellaneous Forms) will be moved to the main Michigan menu for easier access

MISSISSIPPI

• Correct an issue where Unemployment Compensation was carrying to the wrong column when Married Filing Joint and Interest Penalty not included when Married Filing Combined (Issue #2160)

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