Category: Software News

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)

MFA Verification Codes

03 Jun 19
Kim Manuel
,
No Comments

MFA Verification codes are currently not being sent via email.  We are working to resolve this.  They are being sent via text.

*If you have a Gmail account, check your SPAM/JUNK folder for the MFA e-mails. We are still working to resolve why they are being filtered into SPAM/JUNK for Gmail accounts.

TaxSlayer: Phone Support Update – 4/19/2019

19 Apr 19
Craig Smith
No Comments

We just wanted to mention that we are currently experiencing inclement weather in our area. You may experience delays or dropped calls when contacting support via phone due to the weather. E-mail and Chat support should not be impacted.

Message from TaxSlayer: Customer Support Hours

19 Apr 19
Craig Smith
No Comments

TaxSlayer VITA/TCE Support will be closed on Easter Sunday, 4/21/2019. Beginning Monday, April 22nd, off-season customer support hours will begin as follows:

  • Sunday: CLOSED
  • Monday-Friday: 8am-5pm ET
  • Saturday: CLOSED

TaxSlayer Pro Online: 2018 Amended Return User Guide

03 Apr 19
Craig Smith
No Comments

This is always a good time of the tax season where the need of an amended return tends to come into play. Taxpayers received a late form they weren’t expecting or had forgotten about (W-2, 1099, etc.) and they now need to prepare and file an amended return. For this reason, we wanted to share the 2018 Amended Return User Guide as a refresher for volunteers. Please click here to download the user guide on how to prepare an amended tax return using TaxSlayer Pro Online.

VITA/TCE Volunteer Tax Alert (VTA): Qualified Business Income Deduction prior (QBID)

02 Apr 19
Kim Manuel
No Comments

Purpose:  To provide an update regarding the Qualified Business Income Deduction (QBID) on returns prepared prior to the TaxSlayer update on February 6th, 2019.

Click here to download PDF

Which report should I use to identify potential returns?

We recommend you use the Site Production Detail Report – Electronic and/or Site Production Detail Report – Paper

  • Navigate to Management Reports
  • Select the Report
  • Narrow the number of returns by filtering your dates from a begin in January when your site started preparing returns and an end date of February 7th
  • Choose either Run Report or Run Report to Export (You are eventually going to want to export this)
  • You will need Excel to open the exported CSV file
  • You can now sort on the Schedule C and/or Schedule CEZ

Below is how you can sort them at the same time:

 

 

 

 

 

This will result in the returns with a Schedule C and/or CEZ at the top of the list

 

 

 

 

 

 

 

 

  • Now that you have a smaller subset of returns, you can verify the start date and the refund/balance due from the report.

Will the return automatically recalculate when I open it?

Yes, the return will automatically recalculate if necessary

TaxSlayer Pro Online: 2017 Returns Receiving “Unexpected Error” (RESOLVED)

01 Apr 19
Craig Smith
No Comments

10:06am ET – All deployments have been released and access to 2017 returns for those that had issues should be resolved at this time.


10:00am ET – Deployments for 2017 are still going out, however, you will gradually see the issue resolved as the deployments continue.


9:36am ET – Deployments for 2017 are currently going out at this time.


9:00am ET – Our engineers are actively investigating the root cause at this time.


8:45am ET – We have received reports of users receiving “Program Has Received Unexpected Error” message when attempting to open a 2017 return from the Client List. We are actively looking into this issue.