Category: Release Notes

Release Notes: November 12th – Dependent Page & RI

12 Nov 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, November 12th to release the below update(s). Access to the program may be limited during a deployment.

DEPENDENT PAGE

  • Check boxes for full-time student, disabled and made over $4,700 are not saving on continue (Issue 2603)

RHODE ISLAND

  • Schedule M, Line 1t is not calculating when Line 1v for military pensions has a value (Issue 2599)

 

Release Notes: November 5th – 2024 Practice Lab

04 Nov 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, November 5th to release the below update(s). Access to the program may be limited during a deployment.

PRACTICE LAB

  • Practice Lab will rollover to 2024 (Update)

Release Notes: September 12th – F8863

11 Sep 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, September 12th to release the below update(s). Access to the program may be limited during a deployment.

F8863

  • Expand EIN Database to 8863 institution entries (Enhancement)

Release Notes: September 10th – Client List & Preparer Setup

09 Sep 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, September 10th to release the below update(s). Access to the program may be limited during a deployment

CLIENT LIST

  • Dynamic client list not showing all returns in office when greater than 1,000 (Issue 2548)

PREPARER SETUP

  • Preparer(s) Menu is missing the “Archive” column when status is “Inactive” (Issue 2541)

Release Note: August 29th – Form 1099-NEC & Reports

28 Aug 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, August 29th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-NEC

  • Add EIN Database function to Form 1099-NEC (Enhancement)

REPORTS

  • Within Management Reports is a new report called Federal Electronic Forms Report which shows which Federal forms are present in returns. Available to run at the site level and group level (Enhancement)

Release Notes: August 13th – Sch. D, Custom Questions & KS

12 Aug 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, August 13th to release the below update(s). Access to the program may be limited during a deployment.

CAPITAL GAIN & LOSS MENU

  • Add back the adjustment letter codes (Enhancement)

CUSTOM QUESTIONS

  • Hide the question and answer bank in e-file for spouse when “Required if MFJ” selected and return is NOT MFJ (Enhancement)

KANSAS

  • K-40SVR “I authorize the Director of Taxation…” not being marked on the print (Issue 2528)

Release Notes: August 6th – F3903 & Print Sets

05 Aug 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, August 6th to release the below update(s). Access to the program may be limited during a deployment.

FORM 3903

  • Line 2 entry for “How many miles did you drive your vehicle(s) for your moving trip?” is calculating at $0.17 a mile – should calc $0.22 a mile (Issue 2498)

PRINT SETS (PENNSYLVANIA)

  • Add PA RK-1 and NRK-1 for PA 20S/65 and PA 41 forms as print set selections (Issue 2484)

Release Notes: July 25th – F2441

24 Jul 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, July 25th to release the below update(s). Access to the program may be limited during a deployment.

FORM 2441

  • “Add Qualifying Individual” button not working (Issue 2509)