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.

We will be placing returns in maintenance on Thursday, April 12th at 5:00am ET, to release some updates.

• MA – Added E-file Block when reporting a Schedule C with employee wages as an expense but no EIN entered within Federal Schedule C – requirement of MA to have an EIN when deducting wages (Issue #1919)
• CA – Impacted CA returns with Reject Code R0000-065 can be resubmitted at this time (Issue #1905)
• NY – Corrected a PDF display issue where Schedule E Royalty income was also showing on IT-201, Line 12 (Issue #1909)

4/12/2018 – RESOLVED: Impacted CA returns can be resubmitted at this time.

We have opened Issue #1905 to review a California Rejection Code being received. At this time, we ask not to resubmit any CA state return with the below reject code until this post has been marked as RESOLVED.

Reject Code: R0000-065 | Category: | Severity: Reject and StopThe total number of documents contained within the return [CA-ReturnData] must match the document count attribute [documentCnt] contained within the specific return [CA-ReturnData] element, as computed by FTB.