Category: Release Notes

Release Notes: December 18th – F3800 & Sch. A

18 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, December 18th to release the below update(s). Access to the program may be limited during a deployment.

FORM 3800

  • When accessing Credits menu, Form 3800 pop up is appearing in error (Issue 2638)

SCHEDULE A

  • Taxes You Paid > Sales Tax OVERRIDE button loads blank (Issue 2630)

Release Notes: December 10th – F1099-R

09 Dec 24
Craig Smith
No Comments

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

FORM 1099-R

  • 1099-R’s with Code 1 or J in Box 7, when continuing, the “RETURN TO FORM 1099-R” button at the top and bottom of the page is not working (Issue 2617)

Release Notes: December 3rd – PA

03 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, December 3rd to release the below update(s). Access to the program may be limited during a deployment.

PENNSYLVANIA

  • Nonresident PA return is pulling Federal “Other Income Not Reported Elsewhere” with dropdown selection of “Other Income” to PA-40, Line 1a when it shouldn’t (Issue 2619)

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)