3/8/2019 – This issue has been resolved.

3/6/2019 – 11:15am ET – Client Status is now available again. Note: The underlying issue is related to the “Client Return Audit History” section of Client Status and is currently turned off until the next scheduled deployment.

We have opened Issue 3088 for development to resolve an issue accessing “Client Status” from the Tools drop-down menu in Client List. Currently, clicking on “Client Status” renders an “Unexpected Error” message. If you get this page, click the “Main Menu” option on the left-hand navigation bar to return to your main site menu.

We will be performing required maintenance on the site between 11:00 PM and 12:00 midnight on Thursday, March 7th.

What to expect:

We expect a minimum amount of outage (less than 30 minutes) during this process.  We will be updating the blog with information as the maintenance is being conducted.

Below are the bullet points from our opening presentation at the beginning of the All Partner call today.

• We received print approval from MA and the “Do Not Mail” strips were removed from PDF’s
• Web Reports should be current by Monday, March 4^th
• Sites using FSA links for taxpayer self-prep need to make sure to refresh the URL between taxpayers to make sure their clients are creating their initial accounts using the correct URL
• We are working to update the items from the Suggestion Box so we can start adding new items in March
• We will have a short maintenance window on Thursday, March 7^th at 11:00pm EST

Update 2/28:  We still have approximately 128,000 returns to play back through the reporting system.  This is going to take another 2-3 days.

Due to having to take Web Reports on and off line over the past week, it is significantly behind in being updated with the most current data.  We are going to replay the data between midnight and 8 am until it is caught up.  This is going to take a few days.  We will update this post when all return data has been replayed.

Question:  How should I have my Office Settings so the preparer does not print on the 8879 or on 1040 page 2?

Answer:  Select ERO Name Only from the Signature on Form 8879 drop down box and select Hide preparer Name on 1040 Print

Question:  What does marking Disable Third Party Designee Prefill do?

Answer:  It prevents the preparer information from populating the third party designee information in the e-file section.  The section will remain available in the event a third party other than a volunteer preparer needs to be designated.

Question:  If I select Hide Preparer Name on 1040 print will it also hide the preparer name on the state return?

Answer;  Currently no, but we are working on a solution that will incorporate the use of this option at the state level.  When this feature is completed and in production the state name will not be printed on the state return if this is selected.

11:47am ET – We are continuing to monitor as site performance is currently operating at optimal levels. If anything changes, we will return and update this post.

11:29am ET – We have received a couple reports of slowness on the site/web reports. At this time, we are actively monitoring with our engineering teams. If you experience consistent slowness, we recommend closing all instances of your browser (not just the tab) and start back with a fresh session connection.

February 19th – Management Reports are now turned back on and be actively used at your site(s).

We wanted to provide an update on Management Reports. They remain turned off as we continue our investigations related to the issues experienced on Tuesday, February 12th. However, today, you will notice that you can now access the Management Reports menu, select a report, choose a date range and EFIN and click to run the report. When clicking to run the report, you will see the below screen. This is expected behavior at this time since Management Reports are turned off.

Issure ID 2480 is now resolved. For impacted returns, open each return and go to the Filing Status screen within the Federal Basic Information menu. Make sure “Married Filing Separate” is marked then clicked Continue and follow the prompts. You will be presented with the question to indicate if the TP and SP lived together at any point during the year.

Issue ID 2480: MFS Question Removed to indicate if SP lived with TP at any point during the year

• Can impact IRA Deduction and SSB calculations