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Release Notes: December 6th – Customer Portal & Form Finder

05 Dec 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, December 6th, 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.

CUSTOMER PORTAL

  • Preparer View: Notification via the message feature to indicate when a TP has uploaded documents (Enhancement)

FORM FINDER

  • 1099-R search yields duplicate results (Issue 7476)

VITA/TCE Support – Closed November 17th

16 Nov 22
Craig Smith
No Comments

TaxSlayer offices (including support) will close November 17th for a company Thanksgiving event. Normal off-season hours will resume November 18th.

VITA/TCE Support – November 16th Update

15 Nov 22
Craig Smith
No Comments

TaxSlayer VITA/TCE support will be unavailable on Wednesday, November 16th from 12:45pm – 2:15pm ET.

Release Notes: November 8th – Custom Questions & Practice Lab

07 Nov 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 8th, 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.

CUSTOM QUESTIONS

  • Added ability to assign custom questions to specific program years (Update)

PRACTICE LAB

  • Release of 2022 Practice Lab (Update)

FSA URL’s for 2021 Software Now Expired

01 Nov 22
Craig Smith
No Comments

The 2021 Kiosk URL’s expired after October 31st. The links will no longer offer free tax prep to the taxpayers nor offer access to prior year return(s). In the FSA world, 2021 FSA software is now considered prior year. As we begin receiving new orders for TY2022, new URL’s will be generated based on the order received from the IRS and emailed to the volunteer site contact in January of 2023.

 

VITA/TCE Support: November 2nd – 8am-10am

01 Nov 22
Craig Smith
No Comments

VITA/TCE support will be closed on Wednesday, November 2nd from 8:00am to 10:00am ET.

Release Notes: November 1st – Consents & Customer Portal

31 Oct 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 1st, 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.

CONSENTS

  • Duplicate consents are generating in the PDF for certain returns (Issue 6547)

CUSTOMER PORTAL

  • Update chat display in TaxSlayer Pro Online to identify TP’s by Last Name/Last 4 of SSN instead of e-mail (Enhancement)

Release Notes: October 25th – Dependent Menu

24 Oct 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, October 25th, 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.

DEPENDENT

  • Adding “Save & Enter Another” button within dependent entry page (Enhancement)
  • Update the dependent grid to display the D.O.B. and relationship to the Taxpayer (Enhancement)