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

SUMMARY/PRINT

• Correct the issue where some users were unable to generate a PDF from the Summary/Print page (Issue 5110)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, November 17th, 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.

OFFICE SETUP

• Correct an issue where the phone number was not being saved in the office setup menu

OTHER FEDERAL WITHHOLDINGS 

• Other Federal Withholding entries were not being included in total payments in 2020 program

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

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

PRACTICE LAB

• The 2020 Practice Lab is scheduled to be launched during the November 10th deployment. See additional details here.

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

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

CARRYFORWARD

• Update for 2020 to not present as a carryforward item State and Local Refund information when the prior year state(s) had a $0 refund or less and did not itemize on the Federal (Enhancement)

CLIENT STATUS

• Update for 2020 to add a “Cancel” button to the top of the Client Status page accessed from Tools drop-down on Client List (Enhancement)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

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

INSTALLMENT AGREEMENT REQUEST – FORM 9465

• Provide the ability to mark the checkbox next to Line 13c (Enhancement)

MARYLAND

• Correct an issue in the Amended MD menu where the original local tax was not carrying to Column A of Form 502X (Issue 5093)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

*10/22/20 – The below update did not deploy this morning.

The site will be placed in maintenance on Thursday, October 22nd, 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.

AMENDED RETURN E-FILE

• Correct an issue that to allow e-filing of Amended Federal returns when original return was Direct Debit and amended is now due a refund (Issue 5083)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

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

MASSACHUSETTS

• Correct an issue where Line 1 of the Schedule X Worksheet was displaying taxable IRA distributions instead of gross distribution (Issue 5059)

SPRINGBOARD

• Correct an issue where the “Email Support” tool was not sending included attachments. Ability to include attachments removed (Issue 5042)

1040X

• Programmatically remove extra spaces in the 1040X explanation to prevent validation errors

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

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

AMENDED RETURN

• Correct the issue where amended return e-files were not transmitting (Issue 5066)
  • Previously transmitted amended returns can be resent at this time

FORM 5405 WARNING

• 2019 to 2020 Program Years: Display a message in Carryforward Page and at e-file if a FTHB repayment existed on the prior year, but not added to current year (Enhancement)

E-FILE PAGE

• 2019 to 2020 Program Years: Carryforward Driver’s License (or State ID) information if existed in the prior year (Enhancement)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.