The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

Q: What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

• A: The reports will run, but the data for the answers entered into the tax return will not be on the report

Q: What happens if a volunteer answers a question on a prior year return (either existing prior year or new prior year) after 12/30/2019. Will reporting populate the newly answered questions?

• A: Yes, the newly recorded answers will be available on the report.

Q: Will the list of answers still be available for the prior year questions?

• A: Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

Q: I made my questions required, will my preparers be forced to answer them again for prior year returns?

• A: No, we will by-pass the “is required” feature for questions associated with prior year returns.

We will post additional information throughout the next few months as reminders and if we get additional questions.

The site will be placed in maintenance on Tuesday, October 22nd at 5 am Eastern to release a series of updates.

The 1040SR will be available for sites to add to their custom print sets for sites that want to print the 1040SR for their clients.  We will not be adding it to any of the TaxSlayer assigned print sets.

• If the 1040SR qualifies and you have a number of copies setup in the print set, it will print with the return

What qualifies the return to print the 1040SR (based on current IRS draft form/instructions)?

• If the taxpayer or spouse was born before January 2, 1955

Why would I want to print the 1040SR?

• It prints with a larger font

Is the use of the 1040SR required? (updated 10/16)

• No, it is an optional use, printable form

What goes up in the electronic file: 1040 or 1040SR? (updated 10/16)

• All electronic files still go up as a 1040.  Unlike the previous 1040A and 1040EZ forms, the sole purpose of the 1040SR is now to print in a larger font if the return qualifies to print in this format

Based on feedback from the field and concerns that too many volunteers have the ability to “Mark a return complete”, we will be removing the ability to mark a return complete for the following two security templates

• PREPARER CURRENT YEAR
• PREPARER ALL YEARS

These two security templates will still allow the volunteer to mark a return ready to review.

Note:  Remember, a return cannot be marked to review after it has been marked complete.

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

We will post additional information throughout the next few months as reminders and if we get additional questions.

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

We will post additional information throughout the next few months as reminders and if we get additional questions.

TaxSlayer sent a balance due email out to a group of email addresses in error this morning, followed by an apology email letting the recipient know it was sent in error.  If you received this email, your email address was entered in our Commercial CRM system when a demo was requested during year one of the contract award.  We apologize for the confusion.

The following was released to production:

2017 PA

Issue ID 3834:  Resolve the issue where PA Resident return menus were blank and not displaying additional information

Web Reports

Issue ID 3624:  Resolved an issue where spouse information was not populating the Site Production Detail Report – Paper