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.

The site will be placed in maintenance on Tuesday, September 18th at 5:00am ET to release internal CRM updates.

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

The following items have been released to Production:

Client List:

Added the ability to exclude accepted returns from the client list for sites that have less than 500 returns (this will be coded for sites over 500 returns prior to tax season).

Select the checkbox 

The below example shows a list with 252 returns filtered down to 9 returns when this option is selected.

Reports

Added the Preparer Name to the Fees Charged Report to assist the Military sites and other sites that track fees saved to the taxpayer.

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

We will be placing returns in maintenance on Tuesday, September 10, 2018 at 5:00 am EST to perform a series of updates.  The update is scheduled to include the following:

Federal

• Summary/Print — Added Taxpayer, Spouse and Dependents Age to Summary/Print

Carry Forward

• Include unallowed loss on Schedule E

States

• Rhode Island (RI) — Resolved an issue with the saving and printing of 1310 (Issue ID 2109)

Setting the stage for TS 2018

• New York (NY) — Adding the ability to allow for PDF attachments
• Pennsylvania (PA) —  If a deduction exists on the Federal return for the Early Withdrawal Penalty of CD or Savings, have a prompt when creating the PA return telling the user they have XXX amount on the Federal and to enter the amount, if any, on the PA return.

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

We will be placing returns in maintenance on Thursday, September 6th at 5:00am ET to release the following updates plus back-end updates.

CARRYFORWARD

• Adding the “Simplified Method Worksheet” as a carryforward item
• Adding FEC (Foreign Earned Compensation” as a carryforward item
• Adding “Applied Refund from the Previous Year” as a carryforward item

FEDERAL

• 1099-R – Correcting an issue when entering a duplicate 1099-R for a taxpayer would pop a user to the middle of the entry screen when saving. This would cause confusion requiring the user to scroll up to see the duplicate 1099-R warning. This would only occur at a certain screen resolution size

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

The site will be placed in maintenance on Tuesday, August 28th at 5:00am ET to release the below items. Some items are being released specifically for the 2018 program in the pre-production levels.

ARKANSAS

• Adding clarifying text to the “Border City Exemption” for additional guidance as to which taxpayers would qualify for the exemption (released for 2018)
  • This will be available within the Subtractions from Income > Miscellaneous Subtractions menu

CARRYFORWARD

• 8863 – Adding Education Credit information as a carryforward item
• Preparer Notes – Showing preparer notes as an optional carryforward item
• 1099-R – Adding State and State ID as a carryforward item in addition to what already carries forward for 1099-R’s
• 1099-MISC – Adding 1099-MISC as a carryforward item
• FEC (Foreign Earned Compensation) added as a carryforward item

HAWAII

• Adding the ability to attach PDF documents for state e-file in the following menus (released for 2018)
  • Adjustments to Income Subject to State Tax
  • Individual Housing Account Payments and Interest menu
  • Itemized Deductions menu
  • Refundable Credits menu

MASSACHUSETTS

• Part Year Returns – Adding the ability exclude gambling winnings from another state while not a MA resident (Issue #2102)
  • Adjustment line is found in Income Subject to Tax > Other Gambling Winnings

NEW YORK

• Adding the ability to attach PDF documents for state e-file specific to non-efilable forms (released for 2018)
  • Miscellaneous Forms > Attach PDF

NORTH CAROLINA

• Adding the ability to attach PDF documents for state e-file in the below menu (released for 2018)
  • Payment menu (S-corp and Partnership Inputs)

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

A scheduled deployment is set for Thursday, August 23rd at 5:00am ET to release mostly back-end/internal updates in addition to the following item.

CONSENTS

• Updating text in the PDF generated consents specific to rules set forth by 7216 Regulations.

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