Category: Release Notes

Release Notes: December 13th – F1099-DIV & F2441

12 Dec 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, December 13th, 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.

1099-DIV

  • Update box references within 1099-DIV menu (Issue 7456)

FORM 2441

  • Part II, Line 2c checked when not applicable (Issue 7482)

Release Notes: December 8th – F8911 & Mileage

07 Dec 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, December 8th, 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.

FORM 8911 (2021)

  • Adding the Alternative Fuel Vehicle credit to the 2021 application (will be added to 2022 at a later date) (Enhancement)

MILEAGE for Schedule C

  • Update all mileage input fields to support 1st and 2nd half of year entries (2022 Update)

Release Notes: December 6th – Customer Portal & Form Finder

05 Dec 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, December 6th, 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

  • Preparer View: Notification via the message feature to indicate when a TP has uploaded documents (Enhancement)

FORM FINDER

  • 1099-R search yields duplicate results (Issue 7476)

Practice Lab 2022: Available

08 Nov 22
Kim Manuel
No Comments

Practice Lab 2022 is now available for use. Please keep in mind that the Practice Lab will be updated twice a week as we receive finalized forms and instructions from the IRS.

You now have access to PL 2022 and PL 2021.

When you log in to your Production Sites, you will see the following TaxSlayer 2022, 2021, 2020, 2019, 2018 and 2017. You do not have the ability to create new returns in 2022, but you can still prepare returns in all of the available prior years. You will be able to electronically file 2021, 2020 and 2019 until the IRS shuts down their MeF system in preparation for the upcoming season in late November.

New for 2022 Configuration: You can now designate a tax year for your custom questions. All existing questions default to all years. If you do not need them for 2022, you can simply edit them and change them to Tax Year 2021. If you only want new questions to be displayed in 2022, you can designated them as Tax Year 2022 when you are setting them up.

States will not be available in the Practice Lab until closer to the filing season in either late December or early January. You can use PL 2021 to have your volunteers train or practice with state returns.

Release Notes: November 8th – Custom Questions & Practice Lab

07 Nov 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 8th, 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

  • Added ability to assign custom questions to specific program years (Update)

PRACTICE LAB

  • Release of 2022 Practice Lab (Update)

Release Notes: November 1st – Consents & Customer Portal

31 Oct 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 1st, 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.

CONSENTS

  • Duplicate consents are generating in the PDF for certain returns (Issue 6547)

CUSTOMER PORTAL

  • Update chat display in TaxSlayer Pro Online to identify TP’s by Last Name/Last 4 of SSN instead of e-mail (Enhancement)

Release Notes: October 25th – Dependent Menu

24 Oct 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, October 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.

DEPENDENT

  • Adding “Save & Enter Another” button within dependent entry page (Enhancement)
  • Update the dependent grid to display the D.O.B. and relationship to the Taxpayer (Enhancement)

Release Notes: September 20th – Basic Information & Customer Portal

19 Sep 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, September 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.

BASIC INFORMATION

  • Add TP e-mail address field in Basic Information (Enhancement)

CUSTOMER PORTAL

  • Notification added in chat window for preparer to know when TP signs documents (Enhancement)