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Release Notes: May 9th – Client List, F8843, Health Insurance & PR Return

08 May 24
Craig Smith
No Comments

The below items have been rolled back to correct an issue that was introduced during the deployment. The below items are not live in production at this time.


A deployment is scheduled for the morning of Thursday, May 9th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

  • Add column sorting on the “100 Most Recent” client list view (Enhancement)

FORM 8843

  • 1040-NR Reject Code: F8843-001 PDF attachment not included in XML (Issue 2390)

HEALTH INSURANCE

  • Add Column Totals to Bottom of each 1095-A Column (Enhancement)

PUERTO RICO RETURN

  • Remove Form 1040-PR from picklist for Bonafide resident of PR question (2023 Update)

TaxSlayer VITA/TCE Support Wednesday, May 8th

07 May 24
Craig Smith
No Comments

TaxSlayer VITA/TCE Support will be unavailable Wednesday, May 8th from 8:00am to 11:00am for training. Normal off-season support hours will resume promptly at 11:00am.

Release Notes: May 7th – E-file, IA & MA

06 May 24
Craig Smith
No Comments

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

E-FILE

  • Submission Page (Save and Return) and (Save and Exit) options are not working (Issue 2415)

IOWA

  • IA 2440 – Iowa Disability Income Deduction > Attach PDF Signed Physician Statement page loads blank (Issue 2421)

MASSACHUSETTS (NONRESIDENT)

  • Add Federal Relation to Nonresident Income Apportionment Worksheet to display W-2 income (Enhancement)

Release Notes: May 2nd – OH

01 May 24
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, May 2nd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

OHIO

  • Add Prompt for IT-BUS when Fed Schedules C, D, E and/or F Present (Enhancement)

Prior Year Comparison Utility Just Got Better!

30 Apr 24
Craig Smith
No Comments

With this mornings deployment, the Prior Year Comparison utility on the Summary/Print page has been enhanced to better serve you and the taxpayers you serve! Check out the highlights and screenshots below.

  • PYC now expanded to include the current year compared to the prior two years allowing for a three-year comparison
  • Expanded line items have been added to the PYC utility to give more itemized insight when comparing year over year
  • Preparers can now manually plug in prior year values to compare to the current year return when prior year data is not available
  • An option to print the PYC is now available

 

Release Notes: April 30th – Direct Debit, F8889 & PYC

29 Apr 24
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, April 30th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

DIRECT DEBIT

  • Add Direct Debit details to for Amended Returns on the Client Listing Form Summary page (Enhancement)

HEALTH SAVINGS ACCOUNT (F8889)

  • Display W-2, Box 12, Code W values within the F8889 page (Enhancement)

PRIOR YEAR COMPARISON

  • Expand PYC to include the previous 2 years (Enhancement)

Release Notes: April 23rd – F8863, MA & Preparer Menu

22 Apr 24
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, April 23rd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

EDUCATION CREDIT

  • Education Credit page with taxable grants entered when going to “We recommend the AOTC” page the REFUND SUMMARY is not including this additional income in Federal AGI display (Issue 2327)

MASSACHUSETTS

  • Federal entry for “Other Gambling Income Not Reported on W2-G” pulls to Sch X, Line 4 – should pull to Line 3 (Issue 2391)

PREPARER MENU

  • Add an archive column and button on the Preparer(s) Menu when viewing inactive preparers (Enhancement)

Connecticut: Delay in Acknowledgements

16 Apr 24
Craig Smith
No Comments

We received the below confirmation from Connecticut regarding CT returns still waiting on acknowledgments. There is nothing to do on your end. As CT issues acknowledgements, they will update in your site(s) automatically. Any CT returns transmitted prior to 4/15/24 at 11:59 in your local time zone are considered timely filed.

“We have some issues with some acknowledgments not being sent out.  We are looking into the issue and are hoping to have them all sent out in the next few days.”