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Release Notes: November 16th – EITC Due Diligence

15 Nov 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, November 16th 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.

EITC DUE DILIGENCE

  • Do not show the Due Diligence questions prior to e-file for VITA/TCE in 2022 and 2023

VITA/TCE Support: Closed November 16th

15 Nov 23
Craig Smith
No Comments

TaxSlayer offices, including support will be closed on Thursday, November 16th for a company Thanksgiving event. Normal off season support hours will resume on Friday, November 17th.

Release Notes: November 14th – Alimony Paid, FW-2 & Other Adjustments

13 Nov 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, November 14th 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.

ALIMONY PAID

  • Alimony Paid menu is missing from the Adjustments menu (Issue 335)

FORM W-2

  • Cancel and Continue buttons not visible at top of W-2 page

OTHER ADJUSTMENTS

  • The Other Adjustments menu is missing from the Adjustments menu (Issue 335)

2021 and 2022 Fee Summary Error in E-file [RESOLVED]

07 Nov 23
Craig Smith
No Comments

When inside the e-file menu for 2021 and 2022, when continuing from the Return Details page to the Fee Summary page, if you receive the below “Continue Session” messaging follow the instructions below for a workaround while our development team corrects this issue.

If you see the above messaging to continue your session, exit the return and from the main site menu go to Configuration > Roles and Permission > Edit (the appropriate Role). Scroll down and make sure the Custom Fees and Discounts is turned on (below). You must now log out of the program and log back in for the new permission to take effect. You can now go back into the return to continue through e-file.

 

2023 Update: Security Templates Renamed to Roles and Permissions

07 Nov 23
Craig Smith
No Comments

With the release of the 2023 TaxSlayer Pro Web application, an update has been made where “Security Templates” within the Configuration menu has been renamed “Roles and Permissions” so that the title is more inline with the action. While the page itself received a UI (User Interface) facelift, the basic functionality has remained unchanged. This update will be covered more in depth during the live Enhancement webinar scheduled for December as well as within the ondemand webinar for Site Administration set to be available mid-November. For now, we have made available the Roles and Permissions user guide here.

Release Notes: November 7th – Practice Lab Release

06 Nov 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, November 7th 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.

PRACTICE LAB

  • 2023 Practice Lab will be released

Practice Lab 2023: Scheduled Release Tuesday, November 7th

06 Nov 23
Craig Smith
No Comments

Practice Lab 2023 is scheduled to be released/available on Tuesday, November 7th. Please keep in mind that the Practice Lab will be updated twice a week as we receive finalized forms and instructions from the IRS. With that, we ask volunteers to not report calculation issues to support.

With the Practice Lab 2023 release, you will have access to PL 2023 and PL 2022.

When you log in to your Production Sites, you will see the following TaxSlayer 2023, 2022, 2021, 2020, 2019 and 2018. You do not have the ability to create new returns in 2023, but you can still prepare returns in all of the available prior years. You will be able to electronically file 2022, 2021 and 2020 until the IRS shuts down their MeF system on November 18th at 11:59pm ET.

States will not be available in Practice Lab 2023 until closer to the filing season in either late December or early January. You can use PL 2022 to have your volunteers train or practice with state returns.

Message from IA: Acknowledgement Delay

06 Nov 23
Craig Smith
No Comments

Iowa’s production system is currently unavailable until November 13th for system updates. This means that acknowledgments for e-filed IA returns will not be delivered until November 13th at the earliest. Sites can still e-file IA returns during this period.