Category: Release Notes

Release Notes: Tuesday, September 17th at 5:00am ET

16 Sep 19
Kim Manuel
No Comments

The site will be put into maintenance mode on Tuesday, September 17th at 5:00 am Eastern to release a series of updates.  These are back end updates that will not be visible to the end user.

Release Notes: Thursday, September 5th at 5:00am ET

04 Sep 19
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, September 5th to release the below software updates.

MONTANA

  • Correct an issue where the Qualified Endowment Credit page opened blank (Issue 3815)

NEW MEXICO

  • Update text within the blue header of the “Medical Care Expenses for age 65 and Older” page (Issue 3818)

 

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

Customer Support Phones – Technical Challenges (RESOLVED)

04 Sep 19
Kim Manuel
No Comments

9:19am ET – Phone support is now available. We apologize for any inconvenience.

The customer support phone lines are currently experiencing a technical outage.  Please reach out to us via customer support email

[email protected]

If you are currently hearing hold music, please disconnect as you will not be passed through to a support team member.

 

 

 

Release Notes: Tuesday, September 3rd at 5:00am ET (Back-end Updates Only)

30 Aug 19
Kim Manuel
No Comments

The site will be placed in maintenance on Tuesday, September 3rd to release a series of updates on the back-end.

 

 

 

 

Release Notes: Tuesday, August 27th at 5:00am ET (Primarily Back-end)

26 Aug 19
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, August 27th to release the below software update, but mainly back-end updates will be pushed out during this deployment.

HEALTH INSURANCE

  • Corrected a redirect issue with the Affordability Worksheet. After rendering results of either qualifying or not, if a user clicked “Back”, it would re-calculate instead of redirecting the user back to the Affordability Worksheet screen (Issue 2225)

SCHEDULE C

  • Correct an issue where attempting to access an already created Schedule C is triggering an “Unexpected Request” message for some users (Issue 3791)

 

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

Release Notes: Thursday, August 22nd at 5:00am ET

21 Aug 19
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, August 22nd to release the below software updates.

MARRIED FILING SEPARATE – INCORRECT DEPENDENT E-FILE BLOCK

  • Correct an issue where a MFS return listed a dependent, but received an e-file block in error when the Spouse was listed as being claimed as a dependent on another return (Issue 3672)

M1PR REJECT CODE 995

  • Correct an issue with the calculated M1PR refund causing M1PR Reject Code 995. Impacted returns can be resubmitted on 8/22 (Issue 3794)

 

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

Release Notes: Tuesday, August 20th at 5:00am ET

19 Aug 19
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, August 20th to release the below software updates.

SCHEDULE C GRID

  • Added a column for Expenses/Net Income to the grid view for a quick view of overall profit/loss (Enhancement)

MARYLAND – 2017

  • Correct an issue where a 2017 MD amended return is displaying a non-applicable itemized deduction amount (Issue 3764)

RHODE ISLAND – 2017

  • Correct an issue on Form RI1310 is not pulling Date of Death and Signature Date from Federal return when selected (Issue 3787)

 

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

Release Notes: Thursday, August 1st at 5:00am ET

31 Jul 19
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, August 1st to release the below software updates.

CLIENT LIST PAGE NAVIGATION

  • The page navigation found on the top of Client List will be added to the bottom of Client List. This will allow users to easily navigate to other Client List pages from either the top or bottom of the page (Enhancement)

E-FILE: DIRECT DEBIT

  • Just like the “Pull Refund” feature when a taxpayer is receiving a refund utilizing Direct Deposit, we are adding a “Pull Balance Due” feature for Direct Debit returns when the taxpayer wishes to pay the balance owed in full (Enhancement)

PENNSYLVANIA

  • Correct a display issue where PA W-2S is pulling an incorrect code for 1099-R, Box 7 Codes 7 and 7D. Code I is being pulled instead of Code K (Issue 3769)

REJECTED CLIENTS MENU

  • We are adding a column in this page to include the Preparer’s Name to make it easier to manage reject corrections by easily identifying which preparer(s) belonged to which return without having to run various reports (Enhancement)

 

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