Software News

TaxSlayer Pro Online – Delivered Updates/Fixes – May 11th

The below items were either enhancements or fixes pushed live today.

  • Form 1099-R – An enhancement has been implemented to improve user experience when needing to indicate the PSO exclusion but not needing the Simplified General Rule Worksheet to determine taxable retirement income received. Previously, you had to manually enter the taxable amount after already taking out the applicable PSO exclusion and then navigate to a separate menu (Nontaxable distributions) to mark the PSO indicator on the PDF. The screenshots below now highlight the much easier method to indicate the PSO exclusion.
  • LT Care Premiums – If an SSN was changed for the TP/Spouse in Basic Information after LTC had been reported in the Itemized menu, the updated SSN would not automatically within the LTC entries. This has been corrected.
  • We enabled the “Enter” key on the keyboard to move the program forward when on the “Continue” button. This allows for easier navigation if you prefer to not use a mouse or finger pad to “point and click”.
  • Rhode Island – Column C was not populating on the amended return PDF for 2015. This has been corrected.
  • Arizona – Option to indicate a taxpayer was incarcerated added to the credits menu to disallow certain credits from being calculated (Excise Tax Credit).
  • Minnesota – Updated referenced line numbers within the state amended menu(s).
  • West Virginia – Schedule F (Statement of Claimant to Refund) has been added to the Miscellanoues Forms menu.
  • Direct Debit – When setting up Direct Debit in E-file, the phone number listed in Basic Information auto-populates within the Debit Phone Number field to eliminate re-entry.
  • Security Templates – The security roles of “Deleting Scanned Documents” and “Deleting Return Notes” have been added as options when creating security templates at your site(s).
  • Notes – When adding Preparer Notes to a return, they are now time-stamped by date, time, and individual. You will see the below information when opening the preparer note after initially saving.

Pro Online: Rejected Clients List

Introducing the Rejected Clients List feature.  This feature is now available in your Production sites.

The feature renders a list of your rejected returns, along with the reject code for each applicable tax year.

  • Select the Rejected Clients button

  • View the list of rejected returns.  The example below is for the default 2016

  • Selecting the reject code gives you the reject definition.  It does NOT give  you the specific entry that is rejected at this point.  For example, it would not give you the specific dependents SSN.  However, printing your IRS Acknowledgements to HTML will give you the rejected Data Value

  • Click Select to open and correct the rejected return.

Prior Year 2015 Rejects

Change the drop down list to 2015 to see a list of the rejected returns for TY 2015

Prior Year 2014 Rejects

Change the drop down list to 2014 to see a list of the rejected returns for TY 2014

Blog Posted 05/11/2017       2:06 PM EST

Delay in Federal/State Acknowledgements — Updated Information

5/9/2017 — 5:26 PM EDT Updated Information

We have submitted all 2016 returns that were still in the “Transmitted” status and have resolved the issue for future submissions.  We are in the process of transmitting the 2015 and 2014 returns that are still in the “Transmitted” status.  No action is required to resend these.

~~  Original Blog Post ~~~

5/9/2017 – 10:18am EDT

We have received reports from sites that have returns still in the “Transmitted” status dated back to as early as May 4th and 5th. This is for years 2014, 2015, and 2016. We are currently looking into these reports to see where any issue may lie. At this time, please do not resubmit any returns that are still in “Transmitted” status. More updates will be provided as they become available.

Maintenance Alert, May 9th at 7am EDT (RESCHEDULED for May 11th at 7am EDT)

5/9/2017 – 8:00am EDT

Previously planned maintenance to take place at 7am this morning has been rescheduled to occur on Thursday, May 11th from 7am-8am EDT.

5/8/2017 – 10:12am EDT

The site will be placed in maintenance mode on Tuesday, May 9th from 7:00 AM to 8:00 AM (Eastern Time).

Maintenance Alert Reminder: Weekly Maintenance

Just a reminder that our weekly maintenance window is Sunday mornings from 1:00 AM – 7:00 AM EDT


Blog Posted 05/06/2017              4:18 PM EST

Pro Online: Returns in “Transmitted” Status (RESOLVED)

5/8/2017 – 10:00am EDT

For sites that have had “Transmitted” returns since 5/6/2017, please check your impacted returns at your earliest convenience. Our development team resolved the underlying issue and your acks should be appearing at your site over the course of today. For any returns (including prior year transmissions) that are still in the transmitted status as of 5/9/2017, please follow submission protocols at your site to resubmit impacted returns.

5/6/2017 – 4:17pm EDT

We have returns that have been in the “Transmitted” status for more than 2 hours.  Our development team is working to resolve this.  No further action is required by you at this time.


Blog Posted 05/06/2017        4:17 Pm EDT

Sporadic Reports of PDF’s not Rendering — All Resolved

5/4/2017 — 2:05 PM EDT

The 2015 PDFs are now rendering the form background.

5/4/2017 – 7:10 AM EDT

We are working to resolve the form background not generating in the PDF for 2015.  This does not impact any other year.

5/3/2017 – 3:37pm EDT

At this time, generating a PDF for 2016 should no longer be an issue for sites that were previously having some issues. We are continuing to investigate sporadic reports of prior year PDF’s not rendering.

5/3/2017 – 1:53pm EDT

We are continuing to investigate the sporadic reports of PDF’s not rendering. Further updates will be provided as they become available.

5/3/2017 – 8:29am EDT

We are receiving reports of users having trouble generating a PDF at their sites for multiple years. This is not a widespread issue and our development team is currently investigating. If you are having issues with generating PDF’s, you may see the below screenshot appear that indicates the PDF did not load. We have been successful in clicking “Reload” to generate the PDF if it does not open at first. It may take a few clicks to load.

News Alert: Internet Issues across the US — Updated Information

Update 1:13 PM EST — At this time, reports are that most issues have been resolved and internet services are returning to normal.  Our IT staff is continuing to monitor and will provide additional updates if needed.

We have been made aware through multiple external sources that there is a major internet issue occurring in several major areas of the US, including Atlanta, GA.  We are not operating out of our Atlanta Data Center so it does not appear that we are impacted at this time and our services remain accessible.  However, please be aware that there may be some slower than normal connectivity depending on where you are located.

You may also experience connectivity issues with your upstream provider depending on where you are located and how seriously they are being impacted.

Below is a map of the currently impacted areas

We will continue to monitor the status and will provide updates as we have them

Blog posted 05/02/2017    11:49 AM

Product Update Alert — Tuesday, May 2nd

We will be putting the site in maintenance mode for approximately 20 minutes to apply an update on Tuesday, May 2nd at 7:00 AM EST.

We will be applying an update to the Return Questions report.

Blog posted 05/01/2017    10:32 AM EST

Maintenance Alert — Monday, May 1st

The site will be placed in maintenance mode on this afternoon (Monday, May 1st) from 7:00 PM to 8:00 PM (Eastern Time).

Blog posted 05/01/2017  10:26 AM EST