The site will be placed in maintenance on Monday, January 6th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

REPORTING

• Adding a “Failed Review” report under Custom Configuration Items in the Reports menu (Enhancement)
  • Shows returns that have failed Quality Review and the reason(s) why

SCHEDULE D/FORM 8949

• Adding adjustment codes Y and Z (2019 Update)

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

The site will be placed in maintenance on Friday, January 3rd to release backend updates and the below software update.

1040 VIEW

• Correct alignment issue and update 1040 View to 2019 (Issue 4005)

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

The site will be placed in maintenance on Thursday, January 2nd to release the below software updates and various form updates.

SCHEDULE C

• Correct the missing checkbox issue within the “Questions about the Operations of your Business” page (Issue 3983)

MULTI-FACTOR AUTHENTICATION (MFA)

• Update font color for MFA Error Message, when applicable (Enhancement)

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

The site will be placed in maintenance on Monday, December 30th to release the below software updates.

MARYLAND (2018)

• Correct an e-file issue where Subtraction Codes A and AB or AA and AB are reading as duplicate codes (Issue 3972)

MN M1PR (2016-2018)

• Correct a display issue where TP’s that are under age 65 are showing as over 65 on M1PR (Issue 3938)

NEW JERSEY (2018)

• Correct a mapping issue where “Amount as Originally Reported” entries are carrying to the “Amended” column in error on Line 61 of NJ 1040-X (Issue 3953)

SCHEDULE C BUSINESS CODES

• Added a Smart Search bar within the Business Codes page. Users can type by Business Code or Name to filter results (Enhancement)

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

The site will be placed in maintenance on Thursday, December 26th to release the below software update specific to group reports.

GROUP REPORTS

• Made the below reports available from a group level login (Relational Group Login) (Enhancement)
  • IRS Acknowledgement
  • Old IRS Acknowledgement
  • State Acknowledgement
  • Old State Acknowledgement

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

The site will be placed in maintenance on Tuesday, December 17th to release the below reporting update, but primarily back-end updates.

MANAGEMENT REPORTS

• Adding columns for “State Status” and “Preparer” to Pro Web Detailed Return Report (Enhancement)

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

The site will be placed in maintenance on Thursday, December 12th to release the below software update.

CLIENT SEARCH

• Adding a checkbox to hide returns with the status of “Paper” (Enhancement)

E-FILE

• Adding RTN/ACCT Verification for Direct Deposit and Direct Debit entries when tabbing away from input field AND when clicking “Next” (Enhancement)

FORM 3909 – MOVING EXPENSES

• Update the standard mileage rate for 2019 (Issue 3935)

MAIN MENU(s) – OUTSIDE OF TAX RETURN

• All menus outside of a tax return (i.e. Configuration, Client Search, etc.) now have clickable rows to match functionality existing inside a tax return (Enhancement)

REVIEW RETURNS MENU

• Added access to the “Tools” menu within the Review Returns menu (Enhancement)

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

The site will be placed in maintenance on Tuesday, December 10th to release the below software update, but mostly back-end updates.

GUIDE ME/ENTER MYSELF UPDATE

• If preparer setup does NOT have “Required to Use Guide” marked, default entry to “Enter Myself” for that user (Enhancement)
  • In 2019, when selecting “Federal Section” or “Deductions”, user is directed to the main income or deduction menus

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