Category: Software News

Changes to TaxSlayer Assigned Security Templates — Effective November, 2019

10 Oct 19
Kim Manuel
No Comments

Based on feedback from the field and concerns that too many volunteers have the ability to “Mark a return complete”, we will be removing the ability to mark a return complete for the following two security templates

  • PREPARER CURRENT YEAR
  • PREPARER ALL YEARS

These two security templates will still allow the volunteer to mark a return ready to review.

Note:  Remember, a return cannot be marked to review after it has been marked complete.

 

Custom Questions and Associated answers in returns — Reminder Notice

10 Oct 19
Kim Manuel
No Comments

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

We will post additional information throughout the next few months as reminders and if we get additional questions.

Custom Questions and Associated Answers for existing returns – Advanced Notice

26 Sep 19
Kim Manuel
No Comments

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

 

We will post additional information throughout the next few months as reminders and if we get additional questions.

TaxSlayer Pro Email Titled: Your remaining balance is due!

25 Sep 19
Kim Manuel
No Comments

TaxSlayer sent a balance due email out to a group of email addresses in error this morning, followed by an apology email letting the recipient know it was sent in error.  If you received this email, your email address was entered in our Commercial CRM system when a demo was requested during year one of the contract award.  We apologize for the confusion.

Suggestion Box: Information for 2019

13 Sep 19
Kim Manuel
No Comments

Click here to download PDFs


Click here to submit a suggestion


There are three attachments to review:

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2018 or TS 2019)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!).  None are marked for this particular post since it is the first one I have made for 2019.

Check out Attachment 3 to see the rest of the new and/or update items.


If you do not see your suggestion on the list, please note that we are still reviewing suggestions that were submitted after August of 2019.

Click here to download PDFs

TaxSlayer Software Enhancements

16 Aug 19
Craig Smith
No Comments

As sites begin to prepare training for the upcoming filing season, we wanted to put together a cumulative document depicting program enhancements introduced since May of 2019. We hope this will help in your training material preparations. All enhancements have already been included in each Release Notes blog post (and cumulative Release Notes PDF), but we wanted to also have a dedicated document specific to enhancements.

Beginning with the next deployment, a cumulative enhancement document will be available for all to view in each Release Notes blog post moving forward. The below link is already included in our Release Notes posts, but now includes the 2019 TaxSlayer Enhancement document. Go ahead and check it out!

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

Pro Online: Not Rendering PDF’s (RESOLVED)

24 Jun 19
Craig Smith
No Comments

6/24/2019 – 9:16am ET

Printing for all years has been resolved.

6/24/2019 – 9:09am ET

The issue has been found and actively being corrected at this time.

6/24/2019 – 8:23am ET

We are currently investigating reports of PDF’s not generating. This is currently impacting all years.

Coming Soon: New Security Protocols

12 Jun 19
Kim Manuel
No Comments

We will be implementing reCAPTCHA after the user has two invalid login attempts.  After two unsuccessful login attempts, the user will be required to select the “I’m not a robot” box (see below)