Author Archives: %s

Alabama E-file Notification

16 Oct 18
Craig Smith
No Comments

We received the below message from the Alabama Department of Revenue, MeF Coordinators office:

We are experiencing a backlog of returns being processed. We are aware of the issue and we are processing returns as rapidly as possible.

Alabama acknowledgements are being returned but at a slower pace. If your site has any outstanding Alabama state acknowledgements, we ask that you be patient as AL DOR works through their backlog of returns.

Release Notes: Tuesday, October 16th at 5:00am ET

15 Oct 18
Craig Smith
No Comments

We will be placing the site in maintenance on Tuesday, October 16th at 5:00am ET to release a few updates but primarily back-end maintenance.

ARIZONA

  • Correct an issue where AZ Form 202 was generating in error (Issue #2150)

REJECTED CLIENTS MENU

  • Correct an issue where the rejected clients menu was not removing a previous reject for the same taxpayer

 

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

Release Notes: Tuesday, October 2nd at 5:00am ET

01 Oct 18
Craig Smith
,
No Comments

We will be placing the site in maintenance on Tuesday, October 2nd at 5:00am ET to release a series of updates.

Client Search

  • Adding a Return Tag Filter labeled “No Tag” to allow sites to filter Client List for all returns with no return tag associated. Now, when filtering using the “Any Tag” filter, only returns with an associated Return Tag will display.

Management Reports

  • Correct an issue with attempting to view the Extension Report was throwing an unexpected error (Issue #2117)

Rejected Clients Menu

  • Inside the Reject Clients menu when viewing a reject code, the “Additional Information” value of the reject code, if applicable, has been added to the display. For example, if a return is rejected for a SSN mismatch, the “Additional Information” will show you the specific SSN that caused the reject. This will allow your sites to more efficiently manage all rejected returns from the Rejected Clients menu.
  • Adding the Telephone Number, Notes Icon, and Return Tag icon to the Rejected Clients menu
  • Adding the ability to sort columns inside the Rejected Clients menu

 

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

Issue Creating New 2014 Returns (RESOLVED)

27 Sep 18
Craig Smith
,
No Comments

10/3/18 – 3:15pm ET

Issue #2149 has been resolved and new 2014 returns can now be prepared once again. We apologize for the inconvenience this may have caused at your sites.

9/27/18 – 10:40pm ET

We have opened Issue #2149 where users are receiving the “An unexpected error has occurred” message when clicking “Start Return” after entering a Taxpayer SSN. This is only impacting the creation of new 2014 returns. Existing 2014 returns can still be accessed from Client Search. We will update this post once this issue has been resolved.

Release Notes: Thursday, September 27th at 5:00am ET

26 Sep 18
Craig Smith

No Comments

We will be placing the site in maintenance on Thursday, September 27th at 5:00am ET to release a series of updates.

E-FILE (2015 and 2016 Only)

  • Correct an where having a W-7 on a 2015 and 2016 return was throwing an error when attempting to access the e-file menu (Issue #2123)

LOUISIANA (2015 Only)

  • Correct an issue in the 2015 LA state return related to the retirement income subtraction (related to Code 06E) (Issue #2131)

STATE RETURNS

  • State real-time calculations have been added to the state programs. When entering data within a state sub-menu, when clicking “Save”, the State Refund Generator will now update. Users will now see immediate calc impacts instead of needing to exit the state return as a whole.

TAXPAYER NOTES ON CLIENT SEARCH

  • Correct an issue where saving taxpayer notes from the Client Search was not savings (Issue #2114)

 

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

 

Suggestion Box Responses: Through September 18, 2018

20 Sep 18
Craig Smith
, , ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Check out Attachment 3 to see the rest of the new and/or update items.

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Release Notes: Tuesday, September 18th at 5:00am ET

17 Sep 18
Craig Smith
No Comments

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.

Release Notes: Thursday, September 6th at 5:00am ET

05 Sep 18
Craig Smith
No Comments

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.