Category: Software News

Pro Online: Recommended End of Season Reports

11 Apr 24
Kim Manuel
No Comments
  • Federal Returns not Transmitted
    • Gives you a list of federal returns that have never been transmitted, along with the status (i.e. in progress, complete, etc.).  This will allow you to review any returns marked Complete that may need to be transmitted
  • Rejected Returns
    • Outstanding rejects that have not been changed to Paper
  • Federal Returns Transmitted with no States
    • Helps to identify any state returns that were not sent with the Federal or as State Only
  • State Returns not Transmitted
    • Gives you a list of returns that have a state attached that has not been transmitted.
  • Pro Web Returns – Detailed Return Report (Web Management Report)
    • Gives you detailed information on both the Federal and any state attached to the return
  • Returns Awaiting Acknowledgement (Web Management Report)
    • Returns that have not received an IRS acknowledgement

Extension e-file: Spinning [RESOLVED]

09 Apr 24
Kim Manuel
No Comments

Update 04/09/2024  8:47am:  This has been resolved.  You can now continue through the extension process.

Scenario:  You select to File an extension and the page just spins

Workaround:  Click “Your Office” on the left navigation panel to exit the page

Solution:  We have entered a high priority ticket to resolve this.

Rejected Extensions: Next steps [Corrections Made]

04 Apr 24
Kim Manuel
No Comments

Update 4/5/2024:  You can now correct and electronically re-submit any rejected extensions


 

Scenario: My extension was rejected and there is no option to re-submit it after correcting the reject errors.

Impact: [Minimal] A small percentage of extensions are rejected by the IRS.  They typically do a cursory check for name control and if an extension is already on file.

Solution: We have a work item in for a programmatic fix.

Alternative solution until this can be resolved:

  1.  Paper file the extension
    • You can send the taxpayer a customer portal invite and make the return available for them to print, sign and mail once they have registered their account.

 

Errors printing returns [RESOLVED]

03 Apr 24
Kim Manuel
No Comments

Update:  11:30 am.  The PDFs are rendering from all areas of the application.  If you are still getting an error printing, log out, close your browser, open a new instance of the browser (not just a new tab) and log back in.  This will clear any error that is still in your cache.


 

We have opened a high priority ticket to resolve the errors we are seeing while printing a return.

Pro Online: Intermittent Cloudflare Error [resolved]

01 Apr 24
Kim Manuel
No Comments

We are seeing some very intermittent Cloudflare errors navigating through Pro Online.  We have opened a help desk ticket to investigate.  During the meantime, we are finding that if close the browser and open a completely new instance of the browser (in cognito for chrome), the error does not seem to be present.

 

Prior Year E-file (2022 & 2021) Update: You can now send your prior year returns (Updated 3/22)

22 Mar 24
Kim Manuel
No Comments

Update 3/22:  You can now send your 2021 returns

Update:  You can now send your prior year 2022 returns. Please continue hold impacted 2021 returns.

Please hold all PRIOR year (2022 and 2021) returns that have a 1099-R.  There has been a schema change that we need to incorporate into the application.  This IMPACTS 2022 and 2021 returns.  We recommend you using a return tag to easily identify these returns.

Connectivity: Internet outages may impact connectivity (03/21/2024 4:42pm Eastern) Update 3/22

21 Mar 24
Kim Manuel
No Comments

Update:  The internet outage issues appear to be resolved.


 

We are closely monitoring reports of several major internet outages or issues throughout the US at this time.  Major providers such as Xfinity, AT&T, and others have several areas of impact.

If you internet provider is impacted you may see slowness, random kick-offs, or odd errors with numbers.

What returns can be electronically filed?

12 Mar 24
Kim Manuel
No Comments

Just a quick reminder, as we move into the final month of e-file on what types of returns can be electronically filed through TaxSlayer.

Federal 1040 (including 1040-SR, 1040-NR & 1040-SS) and State returns

  • Current Year (TaxSlayer 2023)
  • Prior Year (TaxSlayer 2022 and 2021)

Federal Amended Returns (1040X)

  • Current Year (TaxSlayer 2023)
  • Prior Year (TaxSlayer 2022 and 2021)

State Amended Returns

  • All years of state amended returns must be paper filed