Software News

Pro Online: What’s New with Client Status

Along with displaying the EFIN and the preparer that created the return, we have made some additional changes to the Client Status page for 2016, 2015, and 2014.

Client Information Section

Below is an example of the Client Information for a return with the filing status of MFJ

Dependent Information Section

Lists the dependents electronically filed with the return.

Federal and State Information Section.

If there are multiple states transmitted you will be prompted to select the state you want to display the information for.

  • The Agency code is more prominent
  • Added time stamps for transmission to agency times
  • Added time stamps for received ack time (this is the time we receive the ack from the agency)

Federal Transmission Section

Below is an example of a federal return that has been IRS Rejected, but not resubmitted.  Subsequent IRS submissions, along with their corresponding information will also be displayed in this section.

  • Added time stamp for Sent Date
  • Added time stamp for Ack Received Date (date we receive the ack)
  • Added Batch ID (Internal ID used the software)
  • Added Return Type
  • The reject detail will be automatically displayed.  You can collapse the information by selecting the blue collapse button

 

State Transmission Section

Below is an example of a state return that was originally accepted and filed a second time receiving a duplicate reject

  • Added time stamp for Sent Date
  • Added time stamp for Ack Received Date (date we receive the ack)
  • Added Batch ID (Internal ID used the software)
  • Added Return Type
  • The reject detail will be automatically displayed.  You can collapse the information by selecting the blue collapse button

MeF Transmission Section

Below is an example of the return being sent the first time with the federal and the state (sends both by default…you can tell this because they have the same batch number of 722094.  This example also shows where the state was sent a 2nd time as a state only return…you can tell this by the Federal status of stOnly, which means the federal return was not submitted with the state.

The client return history did not change, except that you can now see the SSN in the history logs.

Blog posted 06/27/2017

Pro Online: Sneak Peek at some new additions

(1) Addition of Current User logged in on the left navigation bar from the Welcome Page

(2) New option in Office Setup:  Default Tax Returns to Spanish.  Prevents the site from having to change to Spanish on a per return level

(3) Addition to Client Status to display EFIN and return preparer

(4) Phase I of a two part addition to accessing the Client Status.  Phase I is to allow additional access from the left navigation bar.  Phase II will to allow a preparer to check the status of a return from the left navigation bar while they are working on another return.  This prevents the preparer from having to close their existing return to answer a quick status question.

 

Blog Posted 06/23/2017

W-2 Boxes 4 & 6 not Auto-calculating

Currently when adding a W-2 to a return and entering wages in Box 1, Boxes 4 and 6 will not auto-fill. You will see the below entries for Boxes 4 and 6 after providing Box 1. A manual entry of Boxes 4 and 6 are currently required. We are aware of this issue and expect it to be resolved next week.

Product Update Alert – TaxSlayer Pro Online – 6/23/17 (Rescheduled)

6/23/17

The production deployment scheduled for today has been postponed to next week. We will provide a date/time once available.

6/22/17

A production deployment is scheduled for tomorrow, June 23rd at 6am EDT for approximately 15-30 mins. You may experience service interruption during this time.

Refund Monitor is now Available!

The refund monitor during return prep is now available again at the top of the return you are currently preparing for 2016.

Client Search for sites with > 499 returns

The client search will automatically change when your site hits 499 returns.  This is to allow for more efficiency when loading the client list and searching for taxpayers.  This method only draws a list of the latest 100 returns.

0204-client-search

Defaults to SSN.  You must enter the entire SSN and select Search,

You also must use the search feature in order to see the client Status or open the return

The other search options are:

  • First Name (Must be the entire first name, we recommend you search in all caps)
  • Last Name (Must be the entire last name, you MUST search in all caps)
  • Telephone Number (entire number)
  • Preparer First Name (Must be the entire first name, we recommend you search in all caps)
  • Preparer Last Name (Currently does not render results)

You must change the search criteria drop down if you are going to search for something other than SSN

Blog posted 06/20/2017

Desktop: Change in password message

The desktop software was updated and added more clarity around the requirement for password expiration.  We also added a password expiration message that will notify the user with each login that their password will expire beginning within 14 days of expiration.

Blog Posted 06/20/2017

 

Product Update Notification: Tuesday, June 20th 6 AM (Rescheduled)

Update 06/20/2017  7:01 AM  We are rescheduling the update for later in the week

~~~~  Original Blog Post ~~~~

We will be putting the site in maintenance mode for approximately 20 minutes on Tuesday, June 20th at 6:00 AM for a series of program updates to include:

  • Changes to Client Return History
  • Changes to Client Status search

Blog Posted 06/19/2017  10:35 AM EDT

Pro Online: Activate/Inactivate Users

Instructions for Deactivating Users/Preparers

Click the checkbox next to the User/Preparer that needs to be deactivated.

Q:  Can the site administrator still access the returns prepared by a user marked as inactive?

A:  Yes, as long as the site administrator has the ability to see all returns

prepare-menu-with-email-and-activation

If you need to change a Preparer/user from inactive to Active, change the status dropdown to Inactive and click the box next to the Preparer/User that needs to be activated

prepaer-inactive-menu

Users that have been deactivated will receive the following message when they attempt to login to the Pro Online application (applies to all years since they use the same URL)

blog-tso-inactive-user-message

Blog Posted 06/19/2017

Pro Online: Troubleshooting Tip

Scenario:  I am receiving a message “ERO Setup Incomplete Check EFIN, EIN, Address and Phone Number in Configuration” when trying to search for a taxpayer

Solution:  Make sure the address and telephone number are in both Office Setup and ERO Setup.  DO NOT enter an EIN in ERO setup, it is not required for VITA/TCE sites.

Blog Posted 06/16/2017