Category: Release Notes

Release Notes: February 11th – DC & PYC

10 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, February 11th to release the below update(s). Access to the program may be limited during a deployment.

DISTRICT OF COLUMBIA

  • Sch. I, Line 7 – pull amount entered as Taxable State Interest on Fed 1099-INT (Issue 3665)

PRIOR YEAR COMPARISON

  • Prior Year Comparison – Add 1040 Line 13a and 13b amounts to Deductions total (2025 Update)
  • Prior Year Comparison – Total Income columns showing zero in some returns (Issue 3697)

 

Release Notes: February 9th – CA & EIN DB

08 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, February 9th to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA

  • Sch. CA (540) – add entry for Part I, Sect. A, Line 5, Column B (Issue 3668)

EIN DATABASE

  • EIN database not working for EINs on 1099MISC/NEC and 1098T (Issue 3623)

Release Notes: February 6th – Fed PDF, MI & PA

05 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, February 6th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LISTING FORMS SUMMARY

  • On the PDF, add QBID and Sch 1-A Deductions for “DEDUCTIONS” on the Client List Forms Summary page (Update)

MICHIGAN

  • CF-1040 – Add back questions for Deaf and Disabled in Basic Information menu (Update)

PENNSYLVANIA

  • Correct an issue where the PA Local Return is not generating when included in a print set (Issue 3625)

Release Notes: February 4th – Schedule 1-A

03 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, February 4th to release the below update(s). Access to the program may be limited during a deployment.

PRINT SETS

  • Add the ability to include Schedule 1-A in custom print sets (Update)

Release Notes: January 30th – MI, NY & OR

29 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 30th to release the below update(s). Access to the program may be limited during a deployment.

MICHIGAN

  • MI-1040CR-7 only allowing three dependent entries (Issue 3645)
  • MI 1040CR-7 Homeowner/Renter Status for “Renter with Utilities Billed Separately” and “Renter with Utilities in Rental Cost” is marking the opposite selection on the print (Issue 3642)

NEW YORK

  • NY IT-214 Real Property Tax Credit missing additional household income menu (Issue 3643)

OREGON

  • Menus for Forms MC-40 and MET-40 renders “We’re Sorry” message when attempting to access (Issue 3577)

Release Notes: January 28th – MA & VT

27 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 28th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

  • Sch. D, Line 11 not calculating loss amount (Issue 3628)
  • Sch. B, Part 3, Line 32 not calculating (Issue 3630)

VERMONT

  • IN-112, Part II, Line 9 calculating a negative amount when it should be positive (Issue 3635)

Release Notes: January 23rd – CA, FW-2 & MS

22 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 23rd to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA

  • Sch. CA Sect. B, Line 2b for Alimony received not pulling the date of divorce (Issue 3618)

FORM W-2

  • MWP checkbox to include in earned income is not working when selecting codes in Box 12 (Issue 3605)

MISSISSIPPI

  • Married Filing Combined income sourced as “joint” in Fed is not split 50/50 b/w TP and SP (Issue 3600)

Release Notes: January 21st – F4547, F8995, MI, Configuration & Sch. A

20 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 21st to release the below update(s). Access to the program may be limited during a deployment.

FORM 4547

  • Add Form 4547 menu under Misc. Forms section (Update)

FORM 8995

  • Form 8995, Line 11 needs to subtract Schedule 1-A, Part II, Line 13 amount (Update)

MICHIGAN

  • MI 1040CR-7, Line 15 and 16 including dependent marked not a dependent on Federal return (Issue 3572)

OFFICE SETUP

  • Cover Page printing ERO Info when only Office Info is selected in Office Setup (Issue 3606)

SCHEDULE A

  • Schedule A Long-Term Care Premiums – annual update of limits based on age (Update)