Category: Release Notes

Release Notes: August 4th – Form Finder & FSA

03 Aug 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, August 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.

FORM FINDER

  • Add 1099-S to the Form Finder navigation (Update)

FSA

  • New accounts were not being verified has qualifying FSA returns (Issue 7286)

Release Notes: July 21st – E-file

20 Jul 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, July 21st, 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

  • Correct the timeout issue users experienced when exiting e-file to return to site main menu
  • Accepted Federal returns locking as Paper Return Type which is preventing state-only e-files (Issue 7287)

Release Notes: May 26th – E-file

26 May 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, May 26th, 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 “Save & Return” button back to the Submission page of e-file (2021 Update)
  • Remove the “Collect Fees” message that pops on Submission page of e-file (Issue 7208)

Release Notes: May 10th – Client Status & Questions Reports

10 May 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, May 10th, 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.

CLIENT STATUS

  • Display issue on Client Status for Dependent D.OB. (Issue 7191)

QUESTIONS REPORTS

  • Running the questions reports triggering an error (Issue 7084)

Release Notes: May 5th – F8915-F & IRA Deduction

04 May 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, May 5th, 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 8915-F

  • Pull prior year sometimes pulling two (2) F8915-F’s for same TP (Issue 6926)

IRA DEDUCTION

  • Scholarship income not being included on IRA Deduction Worksheet (Issue 5248)

Release Notes: May 3rd – F8888 & MGMT Reports

02 May 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, May 3rd, 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 8888

  • Requiring in error that all 3 bank account entries be populated (Issue 7207)

MANAGEMENT REPORTS

  • Pro Web Returns – Detailed Returns Report not including returns that are “In Progress” or “Complete” (Issue 7054)

 

Release Notes: April 26th – EITC & Sch A NOL

25 Apr 22
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, April 26th, 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.

EITC

  • TP born 1/1/2003 with no qualifying child receiving EITC in error (Issue 7186)

SCHEDULE A – NOL

  • Schedule A – NOL, Line 6 not including charitable contribution when taking Standard Deduction (Issue 7179)

 

Release Notes: April 21st – AL, MT & Scanned Document

20 Apr 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, April 21st, 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.

ALABAMA

  • Schedule DS & HOF not displaying spouse name or SSN on PDF (Issue 7184)

MONTANA

  • Add Filing Status 2c when Federal is MFJ or MFS (2021 Update)

SCANNED DOCUMENTS

  • Increase single file upload size to 10MB. Total upload size remains 25MB (2021 Update)