The site will be placed in maintenance on Wednesday, June 12th to release the below software updates.

CLIENT SEARCH

• Corrected the issue where an error was received when searching Client List by Last 4, Name – First or Last, or Preparer – First or Last. This was specific to sites not using Smart Search (Issue 3625)

E-FILE

• Correct an issue on the e-file page for Direct Debit, where the Taxpayer Phone Number could not be updated after initially pulling from Basic Information (Issue 3296)

PREPARER SETUP

• Added ability to “archive” a preparer. This is an additional category adding to “active” and “inactive”. Read this blog post for additional details here (Enhancement)

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

The site will be placed in maintenance on Thursday, June 6th to release the below software updates.

CONNECTICUT

• Correct an issue in the CT Amended Program where entries for Line 11 (Credit for taxes paid to……) was also carrying to Line 23, Column A (Issue 3642)

HAWAII

• Correct an issue for specific HI return where the PDF would not generate (Issue 3641)

ILLINOIS

• Adding a prompt, when creating an Illinois return, to subtract Federally reported taxable retirement income. This is designed to show when the IL return is created when the Federal return has taxable retirement income reported (Enhancement)

MISSOURI

• Correct a display issue where MO-PTC, Line 2 was blank but entered values were still included in Line 6 calculation for household income (Issue 3648)

NEBRASKA

• Correct an issue where “Other State Withholdings” sourced to NE were not carrying to Line 29c (Issue 3639)
  • Per NE rules, state withholdings listed on Line 29c (essentially the “Other State Withholdings” entry) requires the NE return be paper filed

NEW YORK

• Correct a display issue in the header of Form IT-203-ATT where the SP first name was showing as the TP middle name (Issue 3655)

NORTH CAROLINA

• Provide the ability in the NC Amended Program to indicate if an address change has occurred (Issue 3637)

OREGON

• Adding a display inside the Special Oregon Medical Subtraction menu showing Federal amounts from Schedule A, Line 1 (Medical and Dental Expenses) (Enhancement)

TABBING UPDATE

• Correct an issue where tabbing over checkboxes, no visual indicator was presented to acknowledge what checkbox currently has the focus. Example: Users would not know which checkbox was highlighted when tabbing through the Personal Information screen

TENNESSEE 

• Adding “NONE” as a drop-down selection for “City of taxpayers legal residency” (Enhancement)
• Add additional text to “City of taxpayers legal residency” to advise users to select “NONE” if city is not incorporated (Enhancement)

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

The site will be placed in maintenance on Tuesday, May 28th to release the below software updates.

E-FILE – FORM 8888

• Adjust tabbing sequence for offices that offer Form 8888. Currently, when entering the first RTN entry, tabbing navigates to the first ACCT entry instead of to the second RTN entry for confirmation (Enhancement)

MICHIGAN

• Correct the transmission error related to MI returns claiming retirement exclusions. See related Blog Post

REAL-TIME CALCULATION (REFUND GENERATOR)

• Correct the issue where the Refund Generate is blank when accessing a state program or various menus inside the Federal Section (Issue 3647)

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

The site will be placed in maintenance on Thursday, May 23rd to release the below software updates.

DELAWARE

• Correct an issue in the Nonresident Delaware program where entries made in the Federal column for Line 22 were not carrying to the PDF (Issue 3617)

EIN DATABASE

• Allow a current year EIN to populate information (employer info, payer info, etc.) if it was used in the prior year site without having to utilize carryforward (Enhancement)

FORM 1310 – REFUND DUE TO DECEASED TAXPAYER

• Add a prompt when attempting to create an e-file for returns that need Form 1310 but have not yet added the form. This will help reduce a possible Federal reject code (Issue 2809)

KANSAS

• Alphabetize the School District List within the Donations > Local School District Contribution Fund drop-down (Enhancement)

OHIO

• Correct a display issue where the preparer name and phone number were showing on OH Form 37 RITA when Office Setup is marked to hide preparer information (Issue 2865)

PENNSYLVANIA

• Add an input field inside the PA-1000 menu, allowing users to add to Social Security Benefits pulled from Federal. This will allow users to add SSI or SSP payments since these items are not generally account for on a Federal return (Enhancement)

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

The site will be placed in maintenance on Wednesday, May 8th to release the below software updates.

1040 VIEW (SUMMARY/PRINT)

• Correct the issue where the dependent age was not being displayed (Issue 3597)
• Correct a display issue where Schedule 4, Line 62a was checked instead of Line 62b (Issue 3368)

ARIZONA

• Correct an issue where Form 221 calculation for underpayment penalty was not being included with the return when completed (Issue 3615)

MASSACHUSETTS

• Correct an issue where the Schedule CB calculation was included in the return when entry indicated taxpayer did not qualify but the menu was completed (Issue 3607)
  • The qualifying YES/NO question was removed and Schedule CB will calculate based on entries on the screen

REPORTS

• The Return Questions with Consent Indicator Report is removed from Management Reports but still available in the regular report menu (generally under Custom Configuration Items) (Issue 3492)

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

The site will be placed in maintenance on Thursday, May 2nd to release the below software updates.

CALIFORNIA

• Removing “Can you be claimed as a dependent….” from CA Additional Personal Information menu. This data is pulled from Federal Basic Information
• Adding “Note: If born or died during year, enter 365” for CA HoH filers next to input field for “Number of days your qualifying person lived with you during the tax year”

ILLINOIS

• Adding an input field in the IL program to indicate the amount paid with the state extension to carry to Line 26 (Issue 3602)

MICHIGAN

• Correct an issue inside the MI Amended Return program where the drop-down answer for “Did the dependent live with you…” was not staying saved (Issue 3598)

MISSOURI

• Updating “Veteran” drop-down selection in MO-PTS menu to read “Disabled Veteran from Military Service”

ZIP CODE DATABASE

• Adding Zip Code 93036 for Oxnard, CA (Issue 3519)

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

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

CONNECTICUT

• Correct an issue where Schedule CT-SI, Part 2 Adjustments not including Column D in calculations on Schedule CT-1040AW (Issue 3576)
• Correct an issue where Schedule CT-1040AW, Column C was not showing income when a negative value (Issue 3575)

MASSACHUSETTS

• Added a state prompt when Federal return shows taxable pension income for users to visit the Exempt Pensions and Annuities menu. Prompt will show when first creating the MA return when pension/annuity income is reported on the Federal return

NEBRASKA

• On the NE Short-View (after Federal Basic Information), the High School District and County drop-down questions were switched to match the flow in NE Basic Information (Issue 3582)

NEW YORK

• Added an input field in the IT-249 menu Long-Term Care Insurance Credit menu to account for credits already applied against the tax. Entries carry to Line 21 under Schedule H for IT-249 (Issue 3014)

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

The site will be placed in maintenance on Tuesday, April 23rd to release the below software updates.

ALABAMA

• Correct an issue with the Federal Income Tax Deduction Worksheet not allocating between TP and SP when MFS and filing for Spouse (Issue 2894)
  • An adjustment field was added to adjust the Federal Tax Liability that carries to Line 12 of AL-40.

CHILD AND DEPENDENT CARE 

• Correct an issue where a Single or HoH return would get an error when adding a qualifying person to Step 3 (Issue 3516)

DEPENDENT MENU

• Added a checkbox to indicate if the Dependent/Qualifying Person made over $4,150 during the year

FORM 6251

• Correct a calculation issue on Line 5 when earned income is present – not being added to default exemption amount (Issue 3417)

MARYLAND

• Correct an issue where entries made in the HTC menu for Spouse/Owner field for income sources were not all carrying to PDF (Issue 3536)

WEST VIRGINIA

• Correct an issue where the Taxpayer’s e-mail address is required for E-file when WV is marked as Paper Return.

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