A deployment is scheduled for the morning of Wednesday, May 28th to release the below update(s). Access to the program may be limited during a deployment.

MANAGEMENT REPORTS

• Added “Return Questions Report” & “Return Questions With Consent Indicator Report” to Management Reports (Enhancement)

PREPARER SETUP

• Add a column to display the role assigned to the user (Enhancement)

A deployment is scheduled for the morning of Wednesday, May 21st to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

• Display Michigan locality codes when selecting MI in the state area (Issue 3357)

FORM 8862

• Claim EIC after Disallowance “number of days child lived…” does not save renders “children[0].dateOfDeath cannot be null” page validation (Issue 3384)

SCHEDULE OI (1040-NR)

• General Information page rendering “City refundAddress.city cannot be null” when attempting to save (Issue 3377)

5/20/25 – 5:00pm ET:

This is has been resolved.

5/20/25 – 3:30pm ET:

Our third party chat provider is currently experiencing an issue that has made chat temporarily unavailable. Please use e-mail or phone support at this time.

A deployment is scheduled for the morning of Monday, May 12th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2

• When Form W2, Box 12 has Code II, allow Box 1 to be 0 (Program Update)

OFFICE SETUP

• Add confirmation warning when saving the Office Setup page after marking a site as inactive (Program Update)

A deployment is scheduled for the morning of Wednesday, May 7th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

• Substitute 1099-R with no Payer’s ID entered is not calculating amount entered in box 2a so Form 4852 not generating in the print (Issue 3364)

SCHEDULE E – ROYALTIES

• Schedule E requiring address in error when address is not required for royalty income (Issue 3366)

TaxSlayer VITA/TCE support will be unavailable Wednesday, May 7th from 8am – 10am.

A deployment is scheduled for the morning of Wednesday, April 30th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

• Make SSN visibly blue when it is available for selection to open the return (Enhancement)

REPORTS

• Old IRS Acks Report intermittently not loading (Issue 3092)

A deployment is scheduled for the morning of Wednesday, April 23rd to release the below update(s). Access to the program may be limited during a deployment.

BASIC INFORMATION

• Daytime (& Secondary)Telephone Number missing the leading parenthesis in the entry fields (Issue 3348)

HEALTH INSURANCE (Rescheduled)

• ACA question “Is your household income below 100%…” should default as unanswered instead of “No” (Issue 3336)

MARYLAND

• Reject Code: R000-00000-040 – Impacted returns can be resubmitted (Issue 3346)