Along with allowing the site administrator to determine which reports show, we have now broken them into categories.

Transmission Reports

The Transmission reports are broken into Federal and State

The Federal section is where  you will find your IRS Acknowledgement, Old IRS Acknowledgement Reports, Rejected Returns reports, etc.  The State section where you will  your State Acknowledgement, Old State Acknowledgement Reports, and other state reports.

Financial Reports

This is where the Fees charged reports will be located for the sites tracking Fees saved to the taxpayer.

Custom Configuration Items

List the reports such as Custom Credit Report, Return Questions, etc.

Other Data Reports

This is where the Management Report that launches Web Reports is located.

The Security Technical Implementation Guide (STIGs) requires the following change to our idle timeout period policies:

The application must automatically terminate the non-privileged user session and log off non-privileged users after a 15 minute idle time period has elapsed.”  In order to comply with this requirement we must decrease the idle timeout period from 20 minutes to 15 minutes

When will this be implemented?

This change is scheduled to be implemented by the end of November, 2018.

Blog posted 11/05/2018 9:21 AM EST

We would like to extend an invitation for you to participate in our stress test events.   Our goal is to have 12,000 -15,000 concurrent users during this period, so we can closely simulate our peak hours during the season.

Stress Test 1

When:  Thursday, November 15, 2018

Time:  12:15 PM – 1:30 PM Eastern

Where:  TaxSlayer Practice Lab 2018 from anywhere with an internet connection

Stress Test 2

When:  Saturday, December 8, 2018

Time:  11:00 am – 12: 15 PM Eastern

Where:  TaxSlayer Practice Lab 2018 from anywhere with an internet connection

Please take a moment to RSVP via our Survey Monkey Stress Test Survey

https://www.research.net/r/TaxSlayer2018StressTest

Thank you in advance for your participation.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• 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 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

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

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• 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 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

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

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• 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 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

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

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

The site will be placed in maintenance on Tuesday, August 28th at 5:00am ET to release the below items. Some items are being released specifically for the 2018 program in the pre-production levels.

ARKANSAS

• Adding clarifying text to the “Border City Exemption” for additional guidance as to which taxpayers would qualify for the exemption (released for 2018)
  • This will be available within the Subtractions from Income > Miscellaneous Subtractions menu

CARRYFORWARD

• 8863 – Adding Education Credit information as a carryforward item
• Preparer Notes – Showing preparer notes as an optional carryforward item
• 1099-R – Adding State and State ID as a carryforward item in addition to what already carries forward for 1099-R’s
• 1099-MISC – Adding 1099-MISC as a carryforward item
• FEC (Foreign Earned Compensation) added as a carryforward item

HAWAII

• Adding the ability to attach PDF documents for state e-file in the following menus (released for 2018)
  • Adjustments to Income Subject to State Tax
  • Individual Housing Account Payments and Interest menu
  • Itemized Deductions menu
  • Refundable Credits menu

MASSACHUSETTS

• Part Year Returns – Adding the ability exclude gambling winnings from another state while not a MA resident (Issue #2102)
  • Adjustment line is found in Income Subject to Tax > Other Gambling Winnings

NEW YORK

• Adding the ability to attach PDF documents for state e-file specific to non-efilable forms (released for 2018)
  • Miscellaneous Forms > Attach PDF

NORTH CAROLINA

• Adding the ability to attach PDF documents for state e-file in the below menu (released for 2018)
  • Payment menu (S-corp and Partnership Inputs)

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

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• 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 2017 or TS 2018)
  • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing since the last update on August 2nd.

• 252490: Enable the Prior Year Comparison feature
• 284087: Add the 1099R distribution codes and reasons as an appendix to the electronic Pro Online User guide
• 282505:  (Louisiana) Separate out the schedules in the print set to allow them to be added and printed individually
• 229182:  (Montana) Provide a pension Exclusion prompt if a pension is reported on the Federal Return

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

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.