Category: Release Notes

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

Release Notes: June 20th – M1PR, RI & SSB Worksheet

19 Jun 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, June 19th 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.

M1PR

  • Updated calculation of Lines 18 and 22 that was causing Reject Code 0118 (Issue 224)

RHODE ISLAND

  • Standard Deduction calculating for a RI return attached to a Federal 1040-NR (Issue 222)

SOCIAL SECURITY BENEFITS

  • Update the “Social Security Benefits Worksheet – Lines 6a and 6b”, specifically Line 3 (Issue 218)

Release Notes: June 15th – Custom Questions, KY & M1PR

12 Jun 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, June 15th 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.

CUSTOM QUESTIONS

  • For Non-MFJ returns, do not require an answer to spouse specific questions when questions marked as “Required if MFJ” (Enhancement)

KENTUCKY

  • Remove “Paper Return with Direct Deposit” return type in e-file (Issue 194)

M1PR

  • Legislative updates to the M1PR (Update)

Release Notes: May 25th – Customer Portal & Management Reports

25 May 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, May 25th 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.

CUSTOMER PORTAL

  • Update the customer portal invite look within the Basic Information page (Enhancement)

 

MANAGEMENT REPORT

  • Introducing a new management report (User Access Report) that shows date/time each user at the site logged in to the application (Enhancement)

Release Notes: May 11th – 1040-X & Reports

10 May 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, May 11th 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

1040-X (2021)

  • Enable direct deposit for 2021 amended returns (Enhancement)

REPORT

  • New report that logs Dependent/Qualifying Individual information (Enhancement)
  • Display state only submissions as “State Only” on the Federal Returns Not Transmitted report (Enhancement)

Release Notes: May 9th – 1040 View, Configuration & Reports

09 May 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, May 9th 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.

1040 VIEW

  • Displays spouse age as “-1” when filing status is single (Issue 173)

CONFIGURATION

  • Add option in Office Setup to display only Taxpayer info on Cover Sheet (Enhancement)

REPORTS

  • Pro Web Detailed Return Report – Add column for Federal and State accepted states (Enhancement)
  • Site Production State Detail Report not including state only e-files (Issue 10010)