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Release Notes: Thursday, September 13, 2018

13 Sep 18
Kim Manuel
No Comments

The following items have been released to Production:

Client List:

Added the ability to exclude accepted returns from the client list for sites that have less than 500 returns (this will be coded for sites over 500 returns prior to tax season).

Select the checkbox 

The below example shows a list with 252 returns filtered down to 9 returns when this option is selected.

Reports

Added the Preparer Name to the Fees Charged Report to assist the Military sites and other sites that track fees saved to the taxpayer.

 

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

Release Notes: Tuesday, September 10, 2018 5:00 am EST

10 Sep 18
Kim Manuel
,
No Comments

We will be placing returns in maintenance on Tuesday, September 10, 2018 at 5:00 am EST to perform a series of updates.  The update is scheduled to include the following:

Federal

  • Summary/Print — Added Taxpayer, Spouse and Dependents Age to Summary/Print

Carry Forward

  • Include unallowed loss on Schedule E

States

  • Rhode Island (RI) — Resolved an issue with the saving and printing of 1310 (Issue ID 2109)

Setting the stage for TS 2018

  • New York (NY) — Adding the ability to allow for PDF attachments
  • Pennsylvania (PA) —  If a deduction exists on the Federal return for the Early Withdrawal Penalty of CD or Savings, have a prompt when creating the PA return telling the user they have XXX amount on the Federal and to enter the amount, if any, on the PA return.

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

IRS Quick Alert: Extended MeF Maintenance Window

07 Sep 18
Kim Manuel
, , ,
No Comments

The MeF maintenance build window is being extended on Sunday, September 09, 2018. Both ATS and Production systems will be unavailable from 12:00 a.m. until 7:00 p.m. Eastern.  The build will deploy critical system updates.

Impact:  We will not be sending returns or receiving acknowledgements during this time.

 

Colorado e-file notification

06 Sep 18
Kim Manuel
No Comments

We received the following information from Colorado

Colorado is still having technical issues with retrieving and acknowledging returns submitted via MeF.  We apologize for the continued delay for returns filed since August 29th.

Kentucky E-file notification – (RESOLVED – 9/27/18)

06 Sep 18
Kim Manuel
,
No Comments

UPDATE (9/27/18): Statement from Kentucky “Kentucky MeF is once again operational.  We are currently retrieving submissions and processing them.  Acknowledgements will follow.  We appreciate the patience you have shown and know that we will work to clear the backlog as soon as possible.   We have not downloaded since 9/2, so it may take some time to clear.”

  • If your site has any outstanding KY acknowledgements, they should begin appearing over the next few days.

UPDATE (9/24/18): Kentucky is expecting to begin processing acknowledgements early this week. They are currently in the process of updating their Production Certificate.

We received the following notification from Kentucky

Please be advise that we are nonoperational for individual acknowledgements.  They are working to resolve this issue.

 

 

Suggestion Box Response: Through August 31, 2018

04 Sep 18
Kim Manuel
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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.

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

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

Volunteer Time: SPEC 4.0 Watch us grow: Rural West Virginia

31 Aug 18
Kim Manuel

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As SPEC continues its efforts to help more taxpayers in rural communities, the RM & partner success stories are building too. The goal is to share as many of these stories as possible, with the premise that they may possibly help others expand their reach in rural areas.
Here’s a rural success story from Tax Consultant Cassel Pulliam. 

Describe your geographic area and current partnership base.

I serve the state of West Virginia, which is one of the most rural and lowest per capita income states. The Eastern Panhandle of the state has two distinct cultures. One side of the mountains has been developed into suburban Washington, DC, and the other side remains sparsely populated with a mixed economy of agriculture, light industry (e.g. poultry processing and hardwood manufacturing), and tourism. The sparsely populated rural counties have been without VITA/TCE service for several years.

How did your success story begin?

In the fall of 2017, AmeriCorps placed one member in each of our seven multi-county regional coalitions. Cheryl Teller, a volunteer who had many years of experience as a volunteer for both VITA and AARP, was placed in the Eastern Panhandle. Fortunately, Cheryl was on a mission to grow VITA in the Eastern Panhandle.

What steps did you take next?

Often, you either do the work or provide support to those who do the work. Sometimes you find yourself just trying to keep up. In this case, it was the latter. I met with Cheryl in the early fall to discuss the challenges we faced and determine where I could be the most help. My POD is in Charleston, which is a five-hour drive from much of the Eastern Panhandle. In Martinsburg, WV, you are closer to five state capitals than you are to Charleston. That makes for a different dynamic.

How long did it take you to work this opportunity?

Cheryl spent the next four months crossing the mountains, meeting with community leaders and potential volunteers. She recruited several partners, both traditional and FSA. Eastern West Virginia Community Action Agency, in rural Moorefield, WV, prepared returns at their office and occasionally at two VFWs and a public library. This coming filing season, they will be moving their office to a public library with more room. Cheryl also worked with her two sons and their friends to open, what I believe to be, the first high school VITA site in West Virginia.

In your opinion, what were the key actions that made this turn out successfully?

The key for this success story was the awesome collaboration between IRS and the partner. Working with Cheryl, an experienced, motivated volunteer, I was able to educate, strategize, suggest and support her efforts.  But the commitment and energy that Cheryl brought to the table made all the difference.  For her, VITA/TCE is truly more than a program or even a cause; it’s a calling.

What advice would you give to fellow TCs/RMs to gain additional successes?

Sometimes a good thing falls in front of you. When it does, you must recognize and nurture it. Develop a shared vision; provide support in every way possible; and step aside until needed.

Any other information you’d like to add:

Cheryl, her husband and family are returning to Alaska. Our new challenge is to maintain and build on the foundation she laid in the Eastern Panhandle.

Suggestion Box Responses: Update through August 15th

16 Aug 18
Kim Manuel
, ,
No Comments

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)

Below are some of the items that we have committed to completing since the last update on August 2nd.

  • 252490: Enable the Prior Year Comparison feature
  • 284087: Add the 1099R distribution codes and reasons as an appendix to the electronic Pro Online User guide
  • 282505:  (Louisiana) Separate out the schedules in the print set to allow them to be added and printed individually
  • 229182:  (Montana) Provide a pension Exclusion prompt if a pension is reported on the Federal Return

 

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

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

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