Category: Release Notes

Release Notes: November 7th – Practice Lab Release

06 Nov 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, November 7th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

PRACTICE LAB

  • 2023 Practice Lab will be released

Release Notes: September 14th – Sch. C [Did Not Deploy]

13 Sep 23
Craig Smith
No Comments

9/14/23 – The below deployment did not occur this morning.

A product deployment for TaxSlayer Pro Online will occur Thursday, September 14th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

SCHEDULE C

  • Update business codes and descriptions (Issue 249)

Release Notes: September 12th – E-file (AGI Display)

11 Sep 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, September 12th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

E-FILE

  • Add “AGI Display” to the return summary display on the right hand side of the e-file screens (Enhancement)

Release Notes: August 17th – Reports

16 Aug 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, August 17th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

REPORTS

  • Add “Total Income” to Site Production Detail Report – Electronic (Enhancement)
  • Allow group level logins to access the Report Customization configuration option (Enhancement)
  • Old State Ack report not showing M1/M1PR acks when Federal is marked as paper (Issue 211)

Release Notes: Dependent & Health Insurance

07 Aug 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, August 7th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

DEPENDENT/QUALIFYING PERSON PAGE

  • Update text of “Was this individual a U.S. Citizen….” to include resident of Canada and Mexico text (Issue 190)

HEALTH INSURANCE

  • Add an e-file warning to check for 1095-A if present on the prior year and not added to current year (2022 Enhancement)

Release Notes: Schedule LEP

20 Jul 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, July 20th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

SCHEDULE LEP

  • Schedule LEP is now an option to add to a custom print set (Enhancement)

Release Notes: June 29th – KY & OR

28 Jun 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, June 29th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

KENTUCKY

  • Update “amended” to “amend” in amended menu (Issue 231)

OREGON

  • Add “Oregon State Transit Tax” selection to W-2, Box 14 drop down menu with value carrying to Schedule A (Enhancement)

Release Notes: June 27th – Review Report

27 Jun 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, June 27th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

REVIEW REPORT (Enhancement)

Purpose:  track all returns that are using the built-in review process with the following information:

  • EFIN
  • Last Name
  • Last 4
  • Ready for review (date and time last marked as Ready for review)
  • Preparer
  • Current review status
  • Approved (Date and time last marked as approved)
  • Failed (Date and time last marked as failed)
  • Reviewer (username of person that marked as approved or failed)
  • Reason (displays the reason entered when marked as failed)

If the return is IRS rejected and it goes through the review process again, it will have multiple rows, otherwise, it just displays one row with the latest information