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.

We will be releasing the below items on Thursday, August 16th at 5:00am ET.

REPORTS

• Site Production Detail Report (SPDR) – Correct an issue where the apartment number was not always showing in the address line (Issue #2049)

STATE RETURNS

• Expand the default SSN entry field within the state programs so users can see the full 9-digit entries (Issue #1777)

The site will be placed in maintenance on Tuesday, August 14th at 5:00am ET to release the below item in addition to mostly back-end updates.

CARRYFORWARD

• IP PIN Warning: A carryforward item being implemented will be a warning when creating the E-file in the current year that a current year IP PIN has not been entered but one existed on the prior year return.
  • Let’s say a 6-digit IP PIN was entered for the taxpayer in 2017. When preparing the 2018 return for the same TP, if the preparer tries to create the e-file but the IP PIN for 2018 was not entered, a warning will pop to let the preparer know to an IP PIN existed in the previous and to double-check to see if an IP PIN needs to be entered for the current year
    • This warning will pop in the above scenario for spouses and dependents