Category: Release Notes

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)

 

Release Notes: April 19th – AZ, MN & VT

18 Apr 22
Craig Smith
No Comments

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

ARIZONA

  • Trying to claim a dependent over age 65 not claimed on Federal is not saving entries (Issue 7164)

MINNESOTA

  • Working Family Credit not calculating in some instances when applicable (Issue 7165)
  • MN CRP Property ID incorrectly causing an e-file block (Issue 7168)

VERMONT

  • Child Care Credit is not calculating (Issue 7162)

 

Release Notes: April 13th – Client List & F8862

12 Apr 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, April 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.

CLIENT LIST

  • Return count on 2021 Client List reflecting the return count from 2020 Client List at some sites (Issue 6582)

FORM 8862

  • Specific returns until to access F8862 menu when applicable (Issue 7117)

 

Release Notes: April 11th – AR, DC, ID & MI

10 Apr 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, 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.

ARKANSAS

  • Add option to subtract retirement income from being taxed when F8915-F present on Federal (2021 Update)

DC

  • EITC calculating for nonresident alien when it should not be (Issue 7123)

IDAHO

  • Permanent Building Fund using incorrect filing status threshold when MFJ and both TP’s over 65 (Issue 7124)

MICHIGAN

  • CF-1040 only supporting 4 entries to exclude 1099-R’s (Issue 7129)