The site will be placed in maintenance on Tuesday, November 17th, 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.

OFFICE SETUP

• Correct an issue where the phone number was not being saved in the office setup menu

OTHER FEDERAL WITHHOLDINGS 

• Other Federal Withholding entries were not being included in total payments in 2020 program

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

One of the CARES Act updates impacts allowable charitable cash contributions for Standard Deduction filers. The deduction of charitable contributions is generally reserved for taxpayers that itemize their deductions. With the CARES Act, Standard Deduction filers can now deduct up to $300 in cash contributions. The allowed above-the-line deduction will carry to Line 10b of the 2020 Form 1040. Additional information can be found here.

This 2020 calculation is already implemented within the 2020 Practice Lab. To see the calculation carrying to Line 10b of Form 1040, you must generate the PDF from the Client List or Summary/Print menu. The 1040 View still reflects 2019 and will be updated to reflect the 2020 1040 prior to the beginning of the filing season.

Note: Non-cash contributions, when applicable, are carrying to Line 10b of Form 1040. This discrepancy has been reported to our development team.

The site will be placed in maintenance on Tuesday, November 10th, 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

• The 2020 Practice Lab is scheduled to be launched during the November 10th deployment. See additional details here.

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Thursday, November 5th, 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.

CARRYFORWARD

• Update for 2020 to not present as a carryforward item State and Local Refund information when the prior year state(s) had a $0 refund or less and did not itemize on the Federal (Enhancement)

CLIENT STATUS

• Update for 2020 to add a “Cancel” button to the top of the Client Status page accessed from Tools drop-down on Client List (Enhancement)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, November 3rd, 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.

INSTALLMENT AGREEMENT REQUEST – FORM 9465

• Provide the ability to mark the checkbox next to Line 13c (Enhancement)

MARYLAND

• Correct an issue in the Amended MD menu where the original local tax was not carrying to Column A of Form 502X (Issue 5093)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

*10/22/20 – The below update did not deploy this morning.

The site will be placed in maintenance on Thursday, October 22nd, 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.

AMENDED RETURN E-FILE

• Correct an issue that to allow e-filing of Amended Federal returns when original return was Direct Debit and amended is now due a refund (Issue 5083)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Software vendors received the below message from GA Department of Revenue. GA returns can still be e-filed.

“We are experiencing a delay in acknowledgements being sent.  Thank you in advance for your patience as we work to resolve this issue.”

10/19 – OH has indicated they have resolved their processing issues. All outstanding OH acks should be coming in as expected at this time.

Software vendors received the below message from Ohio this morning.

Note: OH returns can still be electronically filed.

“Ohio is currently experiencing some technical issues that has delayed the processing of submissions and delivery of acknowledgments.  The issues may have started as early as October 9^th and we are currently working to resolve the issue.  We will let you know once this issue has been resolved.“