Scenario:  I sent my taxpayer a customer portal link via text only (did not enter an email address)

Problem:  The taxpayer cannot register their portal because we are currently requiring an email address in the registration process

We are working to resolve this.

Alternative:  Click Customer Portal and enter phone number and email address and resend them the link.  It will go to the email account.

Alternative 2:  You can enter their email address in the efile section, Save & Exit the return and they can enter that into the portal registration

We currently have an issue reported where if the following happens, the signatures are no longer being displayed on the return

1. The taxpayer changes their signature via their registered customer portal and it no longer prints on any forms
2. Preparer clears or edits the taxpayer signature from the submission page and it no longer prints on any forms

(Issue 6556)

We are actively working to resolve this.  We recommend you encourage the taxpayer to only sign once (my signature looks like I signed a squiggly line with the wrong hand, but it is still a signature).  We also strongly recommend you don’t clear it from within the application until this is resolved.

This has been resolved as of 2/1/2022.

Scenario:  I have transmitted efiles for 2020 and 2019 and they are still in Transmitted Status

Resolution:  Issue 6527:  This has been reported our development team and will provide a resolution when resolved.

Scenario:  I upload a PDF to scanned documents and I do not have the option for “Add to Customer Portal”

Solution:  The taxpayer needs to register their customer portal.  They must have an established portal in order to have the ability to add a PDF that they can access via “Files from my Preparer”

Scenario:  You selected Send Document from the Submission page and received the Failed to Send Document Message box

Solution:  The taxpayer has not established/registered their customer portal.  We do not allow the document to be sent if the customer does not have a registered portal.

Scenario:  I do not see a PDF after the completion of the green progress bar

Solution:  The PDF will open in a new tab.  Look for the browser message that this pop-up is disallowed and allow for this type of pop-up

Current year 1040, 1040NR, 1040PR = On

Current year 1040X = ETA week of 2/6

Current year State Only  = 1/31

2020 1040, 1040NR, 1040PR, 1040X and State only = On

2019 1040, 1040NR, 1040PR, 1040X and State only = On

You will see the signatures displayed on the Submission page once they have been signed.

You can then print the return from any print option to see the signatures on the 8879, 1040, accepted consents and any applicable state docs (not all state docs have signatures)

You can then select “Send Document” (currently you have to generate a PDF first) to make the signed documents available tot he taxpayer.

Scenario:  We are not seeing the signature being applied to all forms, only the accepted consents.

We are actively working to resolve this so you can visibly see the signature on the appropriate forms.