Quality Alerts

W-2 Boxes 4 & 6 not Auto-calculating

Currently when adding a W-2 to a return and entering wages in Box 1, Boxes 4 and 6 will not auto-fill. You will see the below entries for Boxes 4 and 6 after providing Box 1. A manual entry of Boxes 4 and 6 are currently required. We are aware of this issue and expect it to be resolved next week.

Refund Monitor is now Available!

The refund monitor during return prep is now available again at the top of the return you are currently preparing for 2016.

TaxSlayer Pro Online: 2016 Returns receiving Server Error (RESOLVED)

6/21/17 – 8:11am EDT

The issue with accessing 2016 returns has now been resolved.

6/21/17 – 8:03am EDT

The site has been placed into Maintenance Mode while we continue to investigate. You will see the maintenance window when attempting to access a 2016 return at your site. 2016 should be available within minutes. Will update once 2016 is available.

6/21/17 – 7:55am EDT

Currently, when accessing a return within the 2016 program, you may receive a Server Error. We are currently looking into this and will provide updates as additional information becomes available. Prior years are not impacted.

TaxSlayer Pro Online: Unable to Access Site (Resolved)

6/15/17 – 4:50pm EDT

Generating a PDF has been resolved so you should now be able to generate a PDF for all years (2013-2016) from Summary/Print and Client List.

6/15/17 – 3:20pm EDT

All access to the site should be restored. This includes the Practice Lab and the Springboard. You still may not be able to generate a PDF while we refresh the calc servers.

6/15/17 – 3:02pm EDT

At this time, you should be able to log back into the site. We are still looking over a few items during the next several minutes to ensure everything is functioning as it should and remains as such. You may not be able to generate PDF’s at this time.

6/15/17 – 2:46pm EDT

We are receiving calls of users being kicked out of the program and unable to log back in. Our engineers are looking into the matter. Updates will be provided as they become available.

TaxSlayer Pro Online – Delivered Updates/Fixes – May 11th

The below items were either enhancements or fixes pushed live today.

  • Form 1099-R – An enhancement has been implemented to improve user experience when needing to indicate the PSO exclusion but not needing the Simplified General Rule Worksheet to determine taxable retirement income received. Previously, you had to manually enter the taxable amount after already taking out the applicable PSO exclusion and then navigate to a separate menu (Nontaxable distributions) to mark the PSO indicator on the PDF. The screenshots below now highlight the much easier method to indicate the PSO exclusion.
  • LT Care Premiums – If an SSN was changed for the TP/Spouse in Basic Information after LTC had been reported in the Itemized menu, the updated SSN would not automatically within the LTC entries. This has been corrected.
  • We enabled the “Enter” key on the keyboard to move the program forward when on the “Continue” button. This allows for easier navigation if you prefer to not use a mouse or finger pad to “point and click”.
  • Rhode Island – Column C was not populating on the amended return PDF for 2015. This has been corrected.
  • Arizona – Option to indicate a taxpayer was incarcerated added to the credits menu to disallow certain credits from being calculated (Excise Tax Credit).
  • Minnesota – Updated referenced line numbers within the state amended menu(s).
  • West Virginia – Schedule F (Statement of Claimant to Refund) has been added to the Miscellanoues Forms menu.
  • Direct Debit – When setting up Direct Debit in E-file, the phone number listed in Basic Information auto-populates within the Debit Phone Number field to eliminate re-entry.
  • Security Templates – The security roles of “Deleting Scanned Documents” and “Deleting Return Notes” have been added as options when creating security templates at your site(s).
  • Notes – When adding Preparer Notes to a return, they are now time-stamped by date, time, and individual. You will see the below information when opening the preparer note after initially saving.

Sporadic Reports of PDF’s not Rendering — All Resolved

5/4/2017 — 2:05 PM EDT

The 2015 PDFs are now rendering the form background.

5/4/2017 – 7:10 AM EDT

We are working to resolve the form background not generating in the PDF for 2015.  This does not impact any other year.

5/3/2017 – 3:37pm EDT

At this time, generating a PDF for 2016 should no longer be an issue for sites that were previously having some issues. We are continuing to investigate sporadic reports of prior year PDF’s not rendering.

5/3/2017 – 1:53pm EDT

We are continuing to investigate the sporadic reports of PDF’s not rendering. Further updates will be provided as they become available.

5/3/2017 – 8:29am EDT

We are receiving reports of users having trouble generating a PDF at their sites for multiple years. This is not a widespread issue and our development team is currently investigating. If you are having issues with generating PDF’s, you may see the below screenshot appear that indicates the PDF did not load. We have been successful in clicking “Reload” to generate the PDF if it does not open at first. It may take a few clicks to load.

Pro Online: Product Update Alert – 4/26/2017

We will be putting the site in maintenance mode on April 26th at 6:30am EDT for approximately 15-30 minutes to push out a series of updates.

4/26/1:12pm EDT

Items pushed out in today’s update include the following:

  • Form W-2 – When making four (4) entries for Box 14, the 4th entry was not carrying to the PDF generated W-2. This has been corrected.
  • Form W-2 – If in Box 14, you listed an amount as “Retirement (Not in Box 12) – Carry to 8880” it was being included in the calc but the preparer wouldn’t know unless viewing the PDF. Now, the amount from the W-2, Box 14 entry carries into F8880 inside of the program for better on-screen visibility for the users.
  • Zip Code 99623 has been added to the zip code database to auto-fill “Wasilla, Alaska”.
  • F1042-S – Exemption Code “00 – No Exemption” was added in drop down for “Chapter 3 Code” menu.
  • State Production Detail Report – Added columns for E-mail, Address, City, and State.
  • State Summary Report – Fixed issues to now display correct state refund amount on report.
  • Site Detail Report – Added columns for Taxpayer’s D.O.B. and Spouse information in report.
  • Site Production Report – Fixes pushed out to reflect last names correctly.
  • Form 1310 – When selecting “Neither” in Part II and saving the entry then re-entering the form, the “Neither” selection was changing to “B. A court WILL provide….”. This has been corrected to keep the initial selection.
  • Form 8843 – When using the 1040NR program, there was no option to delete Form 8843 if a user mistakenly completed Part II instead of Part III (as an example). Now, a delete option has been added within each sub-menu of Form 8843.
  • IP PIN – Searching for the IP PIN entry has been added to the drop down menu when using Quick File. To locate this option in Quick File, start typing “Identity” and you will see the selection of “Identity Identification PIN” appear in the drop down to add to your Quick File list.
  • Form 8839 – The Child’s name, Identifying Number, and Year of Birth were previously required entries within the Adoption Credit page. Since that information may not all be available to the taxpayer at the time the return is filed, the only required entry is the Year of Birth.

Pro Online: Product Update Alert – April 20th

4/20/2017 – 9:38am EDT

Phase I was delivered this morning for VA Reject 760-030 and Phase II is scheduled to be deployed tomorrow morning before sites will be able to resubmit impacted VA state returns. We will provide an update once phase II has been tested once released to production.

4/19/2017 – 2:13pm EDT

We will be putting the site in maintenance mode on Thursday, April 20th at 6:30am EDT to perform a series of updates. Updates will be pushed out for reports at the site level as well as the fix for VA Reject Code 760-030. More details to follow Thursday morning.

Direct Debit – Future Date Unavailable

When transmitting returns with an amount owed to the IRS and/or state, and selecting Direct Debit, you will see the below message displayed. You will be unable to request a future date for the amount owed to be debited from the bank account provided. Direct Debit returns will be transmitted with the current date listed to process the payment.

If the taxpayer does not wish to initiate their Federal payment when their return is filed, please choose “Mail Payment” to submit the return electronically but will allow the taxpayer to mail in their payment with a voucher or make a payment online via IRS.gov. If filing a state return and the taxpayer does not wish to initiate their payment when their return is filed, please select “Electronic State Balance Due” when choosing the State Return Type. The taxpayer can then mail in their payment to the state or make an online payment from their state’s DOR website if that option is available.

Summary/Print, PDF, and Return Access Issues (RESOLVED)

4/13/2017 – 5:38pm EDT

We are seeing consistent prints at this time and receiving the same reports from the field.  We will continue to monitor through the evening.  Please email support with EFIN and last 4 if you experience additional issues so we can see if the issue is return specific.

4/13/2017 – 4:43pm EDT

The issue with generating a PDF from inside or outside of a return is still present and actively being worked still at this time. We no longer need EFIN’s and last 4 of SSN’s. Thank you for the feedback we have received currently.

4/13/2017 – 4:14pm EDT

A fix was just pushed out to address the issues accessing a return, and/or Summary/Print loading slowly or not at all. At this time, we ask that you access returns previously experiencing the issue to see if they still exist. If they do, please provide the EFIN and last 4 of the Taxpayer’s SSN to our support e-mail. You may still experience slowness or time-outs when opening a PDF from Summary/Print.

4/13/2017 – 3:45pm EDT

We are actively looking into reports of users experiencing issues at their sites where they are unable to open a return from Client List, PDF’s will not render, and/or Summary/Print is slow when loading or is not loading. We will provide updates as they become available.