Category: Release Notes

Release Notes: July 23rd – F1040-X & Scanned Documents

22 Jul 24
Craig Smith
No Comments

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)

Release Notes: July 11th – 1040 View, Client List & Custom Questions

10 Jul 24
Craig Smith
No Comments

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)

 

Release Notes: June 25th – F8863, MFJ vs MFS & 1040-ES Calculator

24 Jun 24
Craig Smith
No Comments

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)

 

Release Notes: June 20th – ME & W-2G

20 Jun 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, June 20th to release the below update(s). Access to the program may be limited during a deployment.

MAINE

  • Add input for Supplemental Security Income (SSI) to carry to Line 2b of Schedule PTFC/STFC (Enhancement)

W-2G

  • Change “W2-G” text to “W-2G” for “Other Gambling Income not reported on W2-G” (Issue 2468)

Release Notes: June 18th – Sch. A

17 Jun 24
Craig Smith
No Comments

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

SCHEDULE A

  • Schedule A > Other Medical Expenses –  clicking icon to itemize amounts does not open (Issue 2469)

Release Notes: June 13th – Custom Consent

13 Jun 24
Craig Smith
No Comments

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

CUSTOM CONSENTS

  • Increase definition character limit to 500 characters (Enhancement)

Release Notes: June 4th – AL, MFJ/MFS Comparison & Student Loan

03 Jun 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, June 4th to release the below update(s). Access to the program may be limited during a deployment.

ALABAMA

  • Update AL Federal Income Tax Deduction Worksheet to 2023 form (Issue 2456)

MFJ vs MFS COMPARISON

  • Add MFJ vs MFS Comparison tool under Misc. Forms section (Enhancement)

STUDENT LOAN INTEREST DEDUCTION

  • Student loan interest deduction not calculating when TP marked as CAN BE claimed as dependent but IS NOT claimed (Issue 2043)

Release Notes: May 30th – Validation Errors Button

29 May 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, May 30th to release the below update(s). Access to the program may be limited during a deployment.

VALIDATIONS

  • Add a “Validation Errors” button next to “Rejected Clients” on main menu (Enhancement)