Schedule to be released tomorrow, May 3rd!

When accessing the W-2G menu, right below the Gambling Winnings field, there will also a new Gambling Losses field. This allows users to go ahead and enter the losses applicable to the reported winnings within the W-2G. These losses will automatically carry to Line 28 of the Schedule A and will no longer require the preparer to remember to report gambling losses later during return preparation.

Note: Any gambling winnings not reported on a W-2G, applicable losses will still be entered within the Itemized Deduction menu and will add to the total gambling losses carried from W-2G entries.

The site will be placed in maintenance on Thursday, May 3rd at 5:00am ET to release some updates.

• State PDF View – Details can be found on this blog post here
• 1040 View Entry Method Update – This update, when utilizing the “1040 View” for return preparation, will return the user back to the 1040 View instead of the regular menu such as Income, Adjustments, Itemized Deductions, etc. This update eliminates the current requirement of the user to return to “Summary/Print” to then click on the next line entry needed.
  • When clicking Line 7 for Wages and Salaries, the user will be directed to the W-2 entry screen as current functionality dictates. After adding the W-2(s), when clicking “Continue” on the W-2 grid screen, instead of being taken to the main Income menu, you will be returned to Summary/Print (1040 View) to click on the next line item for the return being prepared.
• W-2G – Addition of a “Gambling Losses” field under the gambling winnings field where the loss entry will automatically carry to the Schedule A.
  • Click here for additional details
• IL – Remove the “$” sign within the allocation entry field for dependents to reduce confusion as to the value being requested (Issue #1975)
• ME – Remove a hard-coded “X” on the PDF on Schedule 1, Line D (Issue #1981)
• CT – Correct a calculation issue on MFS CT returns when it is indicated the Spouse lived with the Taxpayer at any point during the year and Social Security Benefits have been reported (Issue #1895)
• LA – Correct a validation error occurring as a result of the “Partnership” name not carrying to the PDF (Issue #1964)
• MN – Correct a PDF display issue for the M1REF line 1a is blank when a value is expected (Issue #1995)

Scheduled to be released live on 5/3/2018!

We wanted to provide an early look at a new enhancement coming soon – State PDF View! After completing a state return from the State Section, you will soon see a printer icon (shown below) on the state return grid. Clicking the printer icon next to a state return will open a new window to display the PDF of only that state.

The “Report Customization” menu within “Configuration” is an enhancement released today. This menu option (shown below) is available at the site level for users that have access to the configuration menu with the corresponding “Security Role” assigned to their security template.

Note: Site admins can now access their sites and add the below security role to existing security templates for applicable users – “Edit and Customize Reporting Display”

What is Report Customization?

Having access to this menu provides the ability to edit what reports are visible within the “Reports menu” and what order they are displayed in. This enhancement allows site admins to further configure their own site to be more effective/efficient based on the reports available to other users. You can now limit the displayed reports to only the ones utilized at your site.

What does it look like?

The initial view when first accessing this menu will only display the current reports visible within your “Reports menu“.

• Select the “X” located on the right side of each displayed report to remove that report from being accessible/visible within the reports menu.
• To add reports, simply start typing inside the “Report Type (Lookup)” field. Applicable results will filter automatically.
  • For example, type “reports”, “IRS”, “Management”, etc. and all reports will filter accordingly.
  • To add a report to the reports list, click on the report name that appears in the filtered results.

To view all available reports that can be added, click inside the “Report Type (Lookup)” field and then press the down arrow on your keyboard. This will display the full list of available reports allowing you to choose which reports to add to your list. After adding the wanted reports to your site, you can drag and drop each report to sort the order in which they are displayed. The “Drag and Drop” sorting method works just like Custom Questions when changing the order of answers.

A couple items to note with this update:

• The Configuration menu is now in alphabetical order based on name of sub-menus
• “Report Customization” is available only at the site level and not at the Group level

We will be placing the site in maintenance on Tuesday, May 1st at 5:00am ET to release a series of updates.

• OH – Added “OH Form SD-100ES” as a selectable form to add to print sets
• MFA via Text – Corrected a sporadic issue when an error would display when choosing text delivery method
• Reports – Corrected an issue where certain sites could not export to Excel the Question Statistics report after it loaded

We will be placing the site in maintenance on Wednesday, April 25th at 5:00am ET to release updates.

• 2016 MI: Corrected an issue where MI Homestead Credit entries for Renters #3 – #5 were not fully carrying to the PDF (Issue #1773)
• 2016 AZ: Reject Code 702 – Any 2016 AZ return with Reject 702 can be resubmitted (Issue #1897)
• 1099-INT: Added the text “Form 1099” before the “OID Adjustment” field within the 1099-INT. It now reads as “Form 1099-OID Adjustment”

We will be placing the site in maintenance on Wednesday, April 19th at 5:00am ET to release a series of updates.

• Correct an issue where the PDF attachment within the Capital Gain menu was limited individual uploads to 4.1MB instead of allowing up to 5MB (Issue #1472)
• Removing the page validation for Bank Name within the Mortgage Interest Reported on 1098 entry screen
• Zip Code Update
  • 33472 – Boynton Beach, FL
• AZ – Correct AZ Reject Code 702 specific to 2016 returns (Issue #1897)
  • Impacted 2016 AZ returns can resubmit after update is live
• CO – Add the option to elect Nonresident Military 305-day Rule on Form 104-PN (Issue #1934)
• IL – “Save” button was missing on IL EIC menu (Issue #1938)
• IN – Correct an E-file Block related to completing the CC-40 when all information was present (Issue #1923)
• NJ – Fix an entry where entries of NJ refund to apply towards 2018 estimated taxes not working (Issue #1779)
• PA – Correct an issue where the drop-down selection within PA Local – Payments and Credits menu was not holding (Issue #1917)

The Georgia Department of Revenue sent the below messaging to software vendors this morning.

“The Georgia Department of Revenue is experiencing problems sending the acknowledgements for April 5^th and 6^th returns.  We apologize for the inconvenience this is causing you.  We are working diligently to resolve this issue and will advise you when acknowledgements are sent.”

For any sites with outstanding GA transmitted on April 5th and 6th, please do not resubmit impacted GA returns.