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.

We will be placing the site in maintenance on Tuesday, October 2nd at 5:00am ET to release a series of updates.

Client Search

• Adding a Return Tag Filter labeled “No Tag” to allow sites to filter Client List for all returns with no return tag associated. Now, when filtering using the “Any Tag” filter, only returns with an associated Return Tag will display.

Management Reports

• Correct an issue with attempting to view the Extension Report was throwing an unexpected error (Issue #2117)

Rejected Clients Menu

• Inside the Reject Clients menu when viewing a reject code, the “Additional Information” value of the reject code, if applicable, has been added to the display. For example, if a return is rejected for a SSN mismatch, the “Additional Information” will show you the specific SSN that caused the reject. This will allow your sites to more efficiently manage all rejected returns from the Rejected Clients menu.
• Adding the Telephone Number, Notes Icon, and Return Tag icon to the Rejected Clients menu
• Adding the ability to sort columns inside the Rejected Clients menu

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

We will be placing the site in maintenance on Thursday, September 27th at 5:00am ET to release a series of updates.

E-FILE (2015 and 2016 Only)

• Correct an where having a W-7 on a 2015 and 2016 return was throwing an error when attempting to access the e-file menu (Issue #2123)

LOUISIANA (2015 Only)

• Correct an issue in the 2015 LA state return related to the retirement income subtraction (related to Code 06E) (Issue #2131)

STATE RETURNS

• State real-time calculations have been added to the state programs. When entering data within a state sub-menu, when clicking “Save”, the State Refund Generator will now update. Users will now see immediate calc impacts instead of needing to exit the state return as a whole.

TAXPAYER NOTES ON CLIENT SEARCH

• Correct an issue where saving taxpayer notes from the Client Search was not savings (Issue #2114)

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