Software News

Federal Reject IND-202

3/27 – 3:12pm EDT:

We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value. This is NOT widespread and only seems to be occurring on a small percentage of returns.

We recommend resubmitting these returns as we have seen in almost every scenario, the return was then accepted.  There are two ways to resend these returns:

(1) Select and resend them all at one time by going to:

  • Transmissions
  • Selecting Add Returns
  • Select the returns that were rejected for 202
  • Send to the IRS

Note:  You do not have to open the return prior to sending it again.

(2) You can open the returns and send them from inside the return, if you want to verify anything prior to sending them.

Client List: Filtering by Return Tags Yielding No Results

3/24/17 – 8:30am – We have received reports that filtering your Client List by Return Tags at the sites is not yielding any results. This has been reported and is being actively worked. We will provide updates as they become available.

Time to Change your Password?

The application will start reminding you that it is time to change  your password 10 days from password expiration every time you login.

It will continue to countdown each day until you reset your password

Select Reset Password Now

Enter and verify your new password

Select Submit.  The program will prompt you that your password has been changed.

You can login with your new password

Blog Posted 03/24/2017                         7:25 AM


Pro Online: Product Update Alert

We will be putting the returns in maintenance mode at 5:00 to deliver an update to the 1040X

We will be putting the site in maintenance mode on Friday, March 24th at 6:00 AM for 15 minutes to deploy the fix for the sporadic print errors and custom print sets not printing as expected.

As a reminder, we strongly recommend you use the print option under Summary/Print until we deploy the solution.

Blog Posted 03/23/2017                 3:48

March 23: Software Updates

A few items were pushed out this morning.

  • Michigan: When creating a Part-Year CF-1040, the option to claim “Credit for Tax Paid to Another City” has been added within the Payments and Credits menu of the CF-1040 menu.
  • Vermont: For the HI-144, an option to adjust “Other Income” to carry to Line M has been added specific to the Taxpayer and Spouse on the return.
  • California: A fix was pushed out to correct a calculation issue for EITC for Form 540-NR (line 85). Users still need to go into the CA return > Credits > CA Earned Income Credit menu and complete the necessary questions for Form 3514.

ACA – Instructions for identifying which Scenario your returns falls into

Scenario 1: If the return was filed between 3/9/2017 7 AM and 3/10/2017 5 AM the return is on the list because SRP was not calculated in the return and if you had a 1095A in the return, the 8962 was not calculated in the return.

Scenario 2:  If the return was filed after 3/10/2017 5 AM, the return calculated correctly and printed correctly for the taxpayer, however, SRP and/or excess APTC was excluded when the e-file was created.  This sent the wrong refund/balance due to the IRS.

Review blog post on identifying the returns and running the Problem Returns Report

Review the return by doing the following:

(1) Locate the return in your returns list

(2) Select Tools

(3) Select Client List

(4) Look at the date when the return was electronically filed

Note:  The above return falls into Scenario 2 because it was filed on 3/11

In this particular scenario, $977 was sent to the IRS in the e-file because it went through the e-file server that was not calculating ACA

In this particular scenario the difference is the $80 Excess APTC that was not included in the e-file


Blog posted 03/23/2017              6:34 AM

ACA – Instructions for identifying Potential Returns impacted by no ACA

(1) Login as a user that can run reports

(2) Click Select on Reports

(3) Click Select on Management Reports

(4) Click Problem Returns Report

(5) Click EFIN selection

(6) You must select the EFIN (even though there is only one EFIN listed)

(7) Click Run Report

Note:  If there are NO potential returns the report will be blank

If there are potential returns prepared at your site, it will include the following information

  • EFIN
  • Last 4 of SSN
  • First Name
  • Refund at the time the return was filed
  • Balance Due at the time the return was filed

Note:  If your site has prepared under 999 returns, you can search by last 4.

Note:  If your site has prepared over 999 returns, you will have to first by first name and compare the last 4 to your list

Blog posted 03/23/2017              6:25 AM EST

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Thursday, March 23rd at 5:00 AM for approximately 30 minutes for a series of calculation updates.

We will be putting the site in maintenance mode at 6:00 AM for approximately 15 minutes to deliver an update which includes report changes.

  • Questions Report
    • Added EFIN
    • The report now exports via Excel with information aligned in the correct columns
    • Exporting to CSV exports with information aligned in the correct columns (commas in answers may impact export results due to delimiters used by CSV)
  • Management Report >> Awaiting Acknowledgement Report
    • Now displays last name
  • Management Report >> Site Production Detail Report
    • Full Year Coverage column now reflects YES when the return has full year coverage
    • Added Zip code as column B
  • Rejected Returns Report
    • No longer showing duplicates with MFJ filing status


Blog posted 03/22/2017     5:52 Pm

Form 2441: Child and Dependent Care Update

3/22/2017 – 2:51pm

An update was pushed out today to Form 2441 entry menu. When a taxpayer has 2 qualifying persons for this credit but only 1 qualifying person has child and dependent care expenses, the IRS still allows you to use the $6,000 limit that applies to 2 or more qualifying persons.

In order to apply this rule if your return meets the requirement, go into the Credits menu > Child and Dependent Care. In Step 2, click “Edit” for the qualifying person with no expenses and check the box outlined below. The software will then know to apply to the $6,000 limitation when you have 2 or more qualifying persons listed but only 1 has expenses.

1040NR – Subtraction from Wage Line Entry — Phase II

We delivered Phase II to complete the addition of the Subtraction from Wage Line Entry.

Enter your W-2 (Example below has 9,000 in Box )

Enter you Treaty Information for Schedule OI

Enter any exemption amount that should be reduced from the Wage Line:

The application will now do that math for you and reflect the information on the Summary/Print page and the PDF

Returns that need to subtract the treaty amount from the wage line must be paper filed this year.  We will display an e-file error preventing the return from being filed electronically to prevent an IRS reject.

Blog Posted 03/22/2017   8:28 AM