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)

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)

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)

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)

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)

A deployment is scheduled for the morning of Tuesday, July 23rd to release the below update(s). Access to the program may be limited during a deployment.

F1040-X

• “Amount paid with request for extension of time to file” not pulling to line 16 on the print (Issue 2477)

SCANNED DOCUMENTS

• Add a Date ad Time column to the Scanned Documents page (Enhancement)

A deployment is scheduled for the morning of Thursday, July 11th to release the below update(s). Access to the program may be limited during a deployment.

1040 VIEW

• Page 2, Line 22 is not subtracting line 21 from line 18 (Issue 2486)

CLIENT LIST

• Allow a user to also access a tax return by clicking on the SSN (Enhancement)

CUSTOM QUESTIONS

• Hide the program generated numbers on the custom questions menu in e-file (Enhancement)

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

FORM 8863

• Education Credit menu not offering AOTC or LLC when user re-enters the credit menu (Issue 2485)

MFJ vs MFS

• Update the MFJ vs MFS Comparison to a grid so it can be edited/deleted from a return (Enhancement)
• Make the Radio Buttons darker

ESTIMATED PAYMENT CALCULATOR

• When a deduction amount is entered greater than the 2024 standard deduction, 2024 standard deduction is still being used to calculate taxable income (Issue 2476)