We will be placing the site in maintenance on Wednesday, November 14th to release a few updates but mostly back-end items.

1040 VIEW

• Update the 2018 1040 View to address formatting and the new schedules

KNOWLEDGEBASE

• Launch the new VITA/TCE Knowledgebase and update corresponding Knowledgebase links on The Springboard

RETURN TAGS

• Within Configuration>Tags, Site Administrators can now reorder Return Tags to determine the order they will display to the preparer on the Submission page of e-file. This is the same behavior as reordering answers to custom questions.

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

Along with allowing the site administrator to determine which reports show, we have now broken them into categories.

Transmission Reports

The Transmission reports are broken into Federal and State

The Federal section is where  you will find your IRS Acknowledgement, Old IRS Acknowledgement Reports, Rejected Returns reports, etc.  The State section where you will  your State Acknowledgement, Old State Acknowledgement Reports, and other state reports.

Financial Reports

This is where the Fees charged reports will be located for the sites tracking Fees saved to the taxpayer.

Custom Configuration Items

List the reports such as Custom Credit Report, Return Questions, etc.

Other Data Reports

This is where the Management Report that launches Web Reports is located.

We will be placing the site in maintenance on Thursday, November 8th to release a series of updates listed below.

MISSOURI

• Correct an issue with the Private Pension calculation when taxpayer also has public and military pensions reported (Issue #2168)

PRACTICE LAB

• The initial launch of Practice Lab 2018 is now live. Note: State Returns for 2018 are not live at this time.
  • (RESOLVED) Existing 2018 returns are currently not rendering a calculation.  Our development team is aware.  You can continue creating new returns, but once you close them, it will be a little while before you can open them successfully.
  • QBI is not included in the initial launch
  • Additional CTC/Form 8812 is not included in the initial launch
  • The information on the 1040 view is still a work in progress so it is not lining up yet.  You should generate the PDF from the Summary/Print page to see the values lines up on the new 1040 and new schedules.
• Added a validation message when resetting Practice Lab passwords if the password requirements are not. Previously, there was not a visible indicator a reset password did not meet the complexity requirements.
• Under Section 6, the recorded webinar session titles have been updated for this seasons webinars. Note: Recorded sessions will be posted by end of each webinar series.

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

We will be placing the site in maintenance on Tuesday, November 6th at 5:00am ET to release back-end updates.

Returns will be placed in maintenance on Thursday, November 1st at 5:00am ET to release series of internal and back-end updates.

We will be placing the site in maintenance on Tuesday, October 30th at 5:00am ET to release a series of updates.

CLIENT SEARCH

• When Client List switches to the “100 Most Recent Returns” search view, the default search value will be Last 4 of SSN instead of Full SSN.
• At the Site Level, allow the Site Administrator to determine when Client List switches to “100 Most Recent Returns” view (previously the default was 499 returns)
  • The new default is 999 before the Client List view switches but can be configured within Office Setup
• Add checkboxes for “Do Not Show Accepted Returns” and “Do Not Show Deactivated Returns” to the “100 Most Recent Returns” view

WEB REPORTS

• Add “State Tax Liability” field to Site Production State Summary Report within Management Reports

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

We will be placing the site in maintenance on Thursday, October 18th at 5:00 to release some updates.

MICHIGAN

• Detroit city return access menu (currently in Miscellaneous Forms) will be moved to the main Michigan menu for easier access

MISSISSIPPI

• Correct an issue where Unemployment Compensation was carrying to the wrong column when Married Filing Joint and Interest Penalty not included when Married Filing Combined (Issue #2160)

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

We will be placing the site in maintenance on Tuesday, October 16th at 5:00am ET to release a few updates but primarily back-end maintenance.

ARIZONA

• Correct an issue where AZ Form 202 was generating in error (Issue #2150)

REJECTED CLIENTS MENU

• Correct an issue where the rejected clients menu was not removing a previous reject for the same taxpayer

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