Purpose:  To provide an update regarding the Qualified Business Income Deduction (QBID) on returns prepared prior to the TaxSlayer update on February 6th, 2019.

Click here to download PDF

Which report should I use to identify potential returns?

We recommend you use the Site Production Detail Report – Electronic and/or Site Production Detail Report – Paper

• Navigate to Management Reports
• Select the Report
• Narrow the number of returns by filtering your dates from a begin in January when your site started preparing returns and an end date of February 7th
• Choose either Run Report or Run Report to Export (You are eventually going to want to export this)
• You will need Excel to open the exported CSV file
• You can now sort on the Schedule C and/or Schedule CEZ

Below is how you can sort them at the same time:

This will result in the returns with a Schedule C and/or CEZ at the top of the list

• Now that you have a smaller subset of returns, you can verify the start date and the refund/balance due from the report.

Will the return automatically recalculate when I open it?

Yes, the return will automatically recalculate if necessary

Purpose:  To provide an update regarding the American Opportunity Tax Credit (AOTC) for bona fide residents of Puerto Rico

Click here to download VTA

How can I determine which state returns were electronically filed and which state returns were marked as Paper?

We recommend running the Pro Web Returns – Detailed Return Report located under Management Reports

• Defaults to Tax Year 2018
• Enter a Start Date and End Date
• Select the checkmark next to the EFIN

You can either select Run Report or Run report for Export.  Either way, you may want to export the data so you can sort it

What information does this report give me?

• Group Name (Will be blank)
• EFIN
• Last 4
• First Name
• Last Name
• Status (status of the federal return)
• Federal Return Type (e-file, paper, direct deposit, direct debit, etc)
• Federal Refund (negative if balance due)
• State (state abbreviations…If the return had more than 1 state, the return will have multiple rows)
• State return type
  • You are looking for Paper or PR with ??
• State Refund
• Stated date (date return was started)

Can I filter the columns?

Yes, each column allows you to sort in Ascending or Descending order.  You can also filter by selecting a certain criteria such as Paper or PR

The filter below on the state return type column will display a list of all returns where the state was marked as paper

You can now export this filtered list so it is easier for you to work with

The IRS Core team has posted the following TY 2018 Due Dates

Click here to download Due Dates

We will be putting the returns in maintenance on Friday, March 22nd to release the below software updates.

CONNECTICUT

• Add the ability to adjust out CT Military wages from being taxed when withholdings were withheld in error and return is being filed for a refund (Issue 3223)

RRB-1099-R

• Correct a display issue in the AGI Display when adding the Simplified Method Worksheet, the taxable amount is not reflected until exiting the RRB-1099-R entry menu (Issue 2467)

*Click here to download a PDF of our Cumulative Release Notes.

Click here to launch the 2019 VITA Awareness Day toolkit.

This year also celebrate’s the 50th anniversary of the VITA.

10:49 am EST:  All returns for all years should be rendering PDFs as expected

10:17 am EST:  The PDF is generating for new returns, both inside and outside of the return.  There is still period of time where already created returns will not render a PDF for both 2018 and 2017

9:37 am EST:  We are currently working to resolve this.  We have identified the issue.

The PDF is not generating from the client list, submission page or Print/Summary in the following years:

• 2018
• 2017

We are currently working to resolve this.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses
  • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Check out Attachment 3 to see the rest of the new and/or update items.

We are still reading through a few of last years request and will be starting on the exciting new suggestions you have already submitted.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.