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Delay in Transmitted Returns (Update 11:56am) — RESOLVED

19 Apr 24
Kim Manuel
No Comments

Update (11:56am)  We have identified the issue and restarted all necessary services.  You will slowly see the returns change from “Received” to “ready” to “Sent”.  Once they are sent to the IRS, you will see the acks come back in their normal timely fashion.


 

We are experiencing a delay in returns being sent to the IRS.  These will appear with the status of “Transmitted” on your Client List and will display as “received” on the client status.  We have opened a high priority ticket with our development team to resolve this.

Pro Online: Recommended End of Season Reports

11 Apr 24
Kim Manuel
No Comments
  • Federal Returns not Transmitted
    • Gives you a list of federal returns that have never been transmitted, along with the status (i.e. in progress, complete, etc.).  This will allow you to review any returns marked Complete that may need to be transmitted
  • Rejected Returns
    • Outstanding rejects that have not been changed to Paper
  • Federal Returns Transmitted with no States
    • Helps to identify any state returns that were not sent with the Federal or as State Only
  • State Returns not Transmitted
    • Gives you a list of returns that have a state attached that has not been transmitted.
  • Pro Web Returns – Detailed Return Report (Web Management Report)
    • Gives you detailed information on both the Federal and any state attached to the return
  • Returns Awaiting Acknowledgement (Web Management Report)
    • Returns that have not received an IRS acknowledgement

TaxSlayer Pro Online Closeout Procedures

09 Apr 24
Kim Manuel
No Comments

TaxSlayer Pro® Online

For post filing season security, all users other than administrator, should be made inactive. This will ensure no returns are being prepared off-season when the site is closed or prior to the site opening the next filing season.

TaxSlayer Online Closeout Procedures:
1. Do not deactivate any returns if carryforward tax return data is wanted for the next filing season
2. The TaxSlayer server will secure all data and make return carryforward data available for filing season 2025
3. From the Preparer Setup in the Configuration Menu, the site administrator or any user with a role that has Add/Edit Preparers permissions has the ability to quickly activate or inactivate a preparer
4. Select the volunteer preparers you wish to inactivate while the site is closed
5. The “Flip Active Status” will inactivate all users except the user that is logged in at once

NOTE: Sites are strongly encouraged to make all preparers except the site administrator (the contact name on the software order) inactive before the site closes.
For additional guidance, follow the procedures outlined on the VITA/TCE Blog or in the Pro Online User Guide for making preparers Active/Inactive.

Extension e-file: Spinning [RESOLVED]

09 Apr 24
Kim Manuel
No Comments

Update 04/09/2024  8:47am:  This has been resolved.  You can now continue through the extension process.

Scenario:  You select to File an extension and the page just spins

Workaround:  Click “Your Office” on the left navigation panel to exit the page

Solution:  We have entered a high priority ticket to resolve this.

Rejected Extensions: Next steps [Corrections Made]

04 Apr 24
Kim Manuel
No Comments

Update 4/5/2024:  You can now correct and electronically re-submit any rejected extensions


 

Scenario: My extension was rejected and there is no option to re-submit it after correcting the reject errors.

Impact: [Minimal] A small percentage of extensions are rejected by the IRS.  They typically do a cursory check for name control and if an extension is already on file.

Solution: We have a work item in for a programmatic fix.

Alternative solution until this can be resolved:

  1.  Paper file the extension
    • You can send the taxpayer a customer portal invite and make the return available for them to print, sign and mail once they have registered their account.

 

Errors printing returns [RESOLVED]

03 Apr 24
Kim Manuel
No Comments

Update:  11:30 am.  The PDFs are rendering from all areas of the application.  If you are still getting an error printing, log out, close your browser, open a new instance of the browser (not just a new tab) and log back in.  This will clear any error that is still in your cache.


 

We have opened a high priority ticket to resolve the errors we are seeing while printing a return.

Pro Online: Intermittent Cloudflare Error [resolved]

01 Apr 24
Kim Manuel
No Comments

We are seeing some very intermittent Cloudflare errors navigating through Pro Online.  We have opened a help desk ticket to investigate.  During the meantime, we are finding that if close the browser and open a completely new instance of the browser (in cognito for chrome), the error does not seem to be present.

 

2023 TaxSlayer Pro Online: What we Know – Updated 4/3/2024

01 Apr 24
Kim Manuel
No Comments

Only TaxSlayer verified Federal and State issues with a potentially broad impact listed

FEDERAL ITEMS

  • Issue 2303: State Prompts appearing more than once when editing a state return
  • Issue 1811: Add left-nav paperclip when “1099-B Transactions with no Adjustments” has a value
  • Issue 390: EIN Database not working for 1099-R in 2022
  • Issue 254: Remove exception code 22 from F5329 menu
  • Issue 96: E-file block for gambling winning losses more than winnings not showing when applicable

STATE ITEMS

Alabama

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

District of Columbia

Georgia

Hawaii

Idaho

Illinois

  • Issue 2319: Schedule CR not generating for a resident return when applicable

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

  • Issue 2174: Add Worksheet 2 as a print set form selection

Minnesota

Mississippi

Missouri

  • Issue 2317: MO-A, Part 3, Section C, Line 8 not carrying to MO-A, Part 3, Section A, Line 8 when income above certain threshold

Montana

Nebraska

New Hampshire

New Jersey

  • Issue 2318: NJ-BUS-1, Part 4 displaying incorrect code for royalties

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

Tennessee

Utah

Vermont

Virginia

Washington WFTC

West Virginia

Wisconsin

  • Issue 2310: Federal Income not populating on Line 31 of Form 1NPR