The site will be placed in maintenance on Tuesday, July 16th to release backend updates to the software.

The site will be placed in maintenance on Tuesday, July 9th to release the below software updates.

KANSAS

• Correct a display issue on the K-40H PDF where the DOB for a taxpayer under age 55 was not showing (Issue 3682)

MASSACHUSETTS

• Update a 1040 Line text reference inside the Schedule HC – Basic Questions page (Issue 3731)

REPORTS

• Adding a YES/NO indicator column to the Username Report to identify if a preparer can view only returns prepared by them or not (Enhancement)
  • This will allow site administrators to quickly determine if preparers were set up correct in this sense without having to edit each individual preparer to check

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

6/25/2019 – 11:24am ET – The issue has been resolved and access to the site and practice environments have been restored. We apologize for the inconvenience this has caused for your sites.

6/25/2019 – 11:00am ET – No additional updates at this time. Backend investigations still ongoing.

6/25/2019 – 10:36am ET – No additional updates at this time. Backend investigations still ongoing.

6/25/2019 – 10:15am ET – No additional updates at this time. Backend investigations still ongoing while servers are recycling.

6/25/2019 – 9:48am ET – No additional updates at this time. Backend investigations still ongoing while servers are recycling.

6/25/2019 – 9:29am ET – We are still recycling servers at this time.

6/25/2019 – 9:08am ET – Servers are being recycled at this time. 

6/25/2019 – 8:51am ET – The issue is actively being worked at this time.

6/25/2019 – 8:33am ET – Investigations are still ongoing. No additional updates at this time.

6/25/2019 – 8:16am ET – We are still investigating the issue from this mornings deploy.

6/25/2019 – 8:00am ET – There was an issue during this mornings deploy. You may receive runtime errors when attempting to access your site. We are actively investigating.

The site will be placed in maintenance on Tuesday, June 25th to release the below software updates.

CARRYFORWARD

• Correct an issue where SP designated items are being included as a carryforward item when the SP was listed as deceased in the previous year and TP is filing as Single in the current year (Issue 3370)

MASSACHUSETTS

• Correct an issue inside the PY/Nonres MA program (Schedule R/NR) where the value entered as Income Subject to Tax > Wages is not carrying to the PDF – Line 5, Column A (Issue 3686)

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

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

E-FILE

• Correct an erroneous e-file message being prompted when a W-2 is marked as a Substitute W-2 (Issue 3689)

MANAGEMENT REPORTS

• Correct an issue in the Site Production Summary Report where the total Federal refund column was doubling Federal refunds due to inserting an additional row when a return was MFJ (Issue 3592)

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

The site will be placed in maintenance on Tuesday, June 18th to release the below software updates.

ARIZONA

• AZ returns rejected with Reject Code 708 for incorrect AGI calculation can be resubmitted at this time (Issue 3677)

CONNECTICUT

• Correct a display issue on the Part-Year CT return for Schedule CT-1040AW, Line 5, Column B. Values were not displaying but were included in overall calc (Issue 3556)

DEPENDENT/QUALIFYING PERSON

• Correct the issue where a 404 error was displayed when saving from within the Dependent/Qualifying Person page (Issue 3679)

PRINT SETS

• Adding the ability for group level logins to set default print sets down to the site level (Enhancement)

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

The site will be placed in maintenance on Thursday, June 13th to release the below software updates.

FORM 1099-R

• Checkbox has been added, that if marked, the taxable amount will not carry to Form 8880, Line 4 as a current year distribution. This would be used for retirement distributions that should not be included when determining the Retirement Contributions Credit (Enhancement)
  • A couple examples of current year retirement distributions to exclude from the Retirement Savings Contribution Credit would be Military Retirement Distributions, Distributions with Code 4 in Box 7 (death benefit), or a loan taken out of your qualified employer plan as a distributions. Additional retirement distribution types to exclude are found on Form 8880, Line 4 instructions – Click Here.

LOUISIANA

• Correct an issue within the Retirement Benefits subtraction menu where Spouse retirement dates were not being saved correctly (Issue 3214)

SCHEDULE D – CAPITAL GAIN and LOSS

• Correct an issue where originally saving a capital gain/loss item as a worthless sale would not be updated to reflect an actual sales date if edited (Issue 3644)

ZIP CODE DATABASE

• Adding zip codes 25403, 25404, and 25405 for Martinsburg, WV (Issue 3660)

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

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.