We’re excited to announce an enhancement released into the 2023 and forward TaxSlayer Pro Online application for Federal returns. Details below…
Problem To Solve: [Example Scenario] Preparer completes return as Direct Debit with $400 owed. Quality Reviewer makes an update resulting in a change in amount owed of only $200. Quality Reviewer skips the Bank Account page in e-file without updating the direct debit payment amount. Return is filed and $400 is paid to the IRS instead of $200.
- Existing Functionality: In the above scenario, whether the amount owed increases or decreases, IF the user visits the Bank Account page in e-file, a validation error appears indicating the direct debit payment and amount owed does not match. User does not see this validation when skipping the Bank Account page often resulting in a higher amount being paid to the IRS than what is actually owed.
- ENHANCED Functionality: In the same above scenario, whether the amount owed increases or decreases, when a user clicks “Save & Exit” or “Transmit Return” on the Submission page, the below dialog box will appear if the direct debit amount has not been updated. Clicking “YES” will redirect the user to the Bank Account page to make an update. Clicking “NO” will continue the desired action (Save & Exit or Transmit Return).
