The site will be placed in maintenance on Tuesday, September 18th at 5:00am ET to release internal CRM updates.

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

We will be placing returns in maintenance on Thursday, September 6th at 5:00am ET to release the following updates plus back-end updates.

CARRYFORWARD

• Adding the “Simplified Method Worksheet” as a carryforward item
• Adding FEC (Foreign Earned Compensation” as a carryforward item
• Adding “Applied Refund from the Previous Year” as a carryforward item

FEDERAL

• 1099-R – Correcting an issue when entering a duplicate 1099-R for a taxpayer would pop a user to the middle of the entry screen when saving. This would cause confusion requiring the user to scroll up to see the duplicate 1099-R warning. This would only occur at a certain screen resolution size

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

The site will be placed in maintenance on Tuesday, August 28th at 5:00am ET to release the below items. Some items are being released specifically for the 2018 program in the pre-production levels.

ARKANSAS

• Adding clarifying text to the “Border City Exemption” for additional guidance as to which taxpayers would qualify for the exemption (released for 2018)
  • This will be available within the Subtractions from Income > Miscellaneous Subtractions menu

CARRYFORWARD

• 8863 – Adding Education Credit information as a carryforward item
• Preparer Notes – Showing preparer notes as an optional carryforward item
• 1099-R – Adding State and State ID as a carryforward item in addition to what already carries forward for 1099-R’s
• 1099-MISC – Adding 1099-MISC as a carryforward item
• FEC (Foreign Earned Compensation) added as a carryforward item

HAWAII

• Adding the ability to attach PDF documents for state e-file in the following menus (released for 2018)
  • Adjustments to Income Subject to State Tax
  • Individual Housing Account Payments and Interest menu
  • Itemized Deductions menu
  • Refundable Credits menu

MASSACHUSETTS

• Part Year Returns – Adding the ability exclude gambling winnings from another state while not a MA resident (Issue #2102)
  • Adjustment line is found in Income Subject to Tax > Other Gambling Winnings

NEW YORK

• Adding the ability to attach PDF documents for state e-file specific to non-efilable forms (released for 2018)
  • Miscellaneous Forms > Attach PDF

NORTH CAROLINA

• Adding the ability to attach PDF documents for state e-file in the below menu (released for 2018)
  • Payment menu (S-corp and Partnership Inputs)

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

A scheduled deployment is set for Thursday, August 23rd at 5:00am ET to release mostly back-end/internal updates in addition to the following item.

CONSENTS

• Updating text in the PDF generated consents specific to rules set forth by 7216 Regulations.

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

We will be releasing the below items on Thursday, August 16th at 5:00am ET.

REPORTS

• Site Production Detail Report (SPDR) – Correct an issue where the apartment number was not always showing in the address line (Issue #2049)

STATE RETURNS

• Expand the default SSN entry field within the state programs so users can see the full 9-digit entries (Issue #1777)

The site will be placed in maintenance on Tuesday, August 14th at 5:00am ET to release the below item in addition to mostly back-end updates.

CARRYFORWARD

• IP PIN Warning: A carryforward item being implemented will be a warning when creating the E-file in the current year that a current year IP PIN has not been entered but one existed on the prior year return.
  • Let’s say a 6-digit IP PIN was entered for the taxpayer in 2017. When preparing the 2018 return for the same TP, if the preparer tries to create the e-file but the IP PIN for 2018 was not entered, a warning will pop to let the preparer know to an IP PIN existed in the previous and to double-check to see if an IP PIN needs to be entered for the current year
    • This warning will pop in the above scenario for spouses and dependents

The site will be placed in maintenance on Thursday, August 9th at 5:00am ET to release the below updates along with back-end updates.

CLIENT STATUS

• Adding the ability to generate a PDF of an e-filed tax return. This will allow preparers and quality reviewers to view a PDF of a transmitted return in the event an adjustment was made to a return after submission. There is a print icon to the right next to the Federal and State Transmission. Clicking the printer icon will generate the e-filed PDF in a new window. If a new window does not open, check to make sure your pop-up blocker is disabled.

E-FILE

• Consents will no longer require a PIN and DATE if the consent is marked DENIED

We will be placing the site in maintenance on Tuesday, August 7th at 5:00am ET to release the below enhancement and back-end work.

FEDERAL

• Federal AGI Display: An enhancement being released is the AGI Display available during return preparation. This will allow users to always know the Adjusted Gross Income when inside of a taxpayers return, including state return preparation. This will eliminate the need to always visit the “Summary/Print” page to view the AGI.

Note: If your AGI Display looks like the below image, clear your cache in your Internet browser and refresh the page.