Category: Release Notes

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)

Release Notes: May 4th – MN & Reports

03 May 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, May 4th 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.

MINNESOTA

  • Schedule M1NR, Lines 9a and 9b not populating from Schedule M1M (Issue 183)

REPORTS

  • Site Production Detail Report (Electronic and Paper) – Add columns for F8880, F2441, F1116, F2555 and Total Dependents (Enhancement)

Release Notes: May 2nd – Account Hub, NE, NY & Preparer Setup

01 May 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, May 2nd 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.

ACCOUNT HUB

  • Clicking to access Account Hub from Springboard displays 500 error (Issue 171)

NEBRASKA

  • Add input to subtract military pension from Nonresident NE application (Issue 119)

NEW YORK

  • Validation error for direct debit amounts not showing in the PDF (Issue 175)

PREPARER SETUP

  • Add “Show Password” icon to password field (Enhancement)

Release Notes: April 27th – SC

26 Apr 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, April 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.

SOUTH CAROLINA

  • Update income threshold mentioned within SC Form I-335 menu (Issue 161)

Release Notes: April 25th – SC, VT & VA

24 Apr 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, April 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.

SOUTH CAROLINA

  • Retirement deduction is limited to $3,000 for individuals age 65 or older when it should be $10,000 (Issue 149)

VERMONT

  • Tax liability is calculating when taxable income is less than $100 (Issue 134)

VIRGINIA

  • Filing status 3 is not displaying Spouse SSN on page 1 of PDF (Issue 124)

Release Notes: April 11th – MI, NY & VA

10 Apr 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, April 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.

MICHIGAN

  • MI state returns cannot be edited or added to a return (Issue 94)

NEW YORK

  • IT-203, Line 27, Federal Column not carrying entry for income from US government obligations (Issue 91)

VIRGINIA

  • MFS return not giving the subtraction for disability income reported as wages (Issue 79)