The site will be placed in maintenance on Thursday, August 1st to release the below software updates.
CLIENT LIST PAGE NAVIGATION
- The page navigation found on the top of Client List will be added to the bottom of Client List. This will allow users to easily navigate to other Client List pages from either the top or bottom of the page (Enhancement)
E-FILE: DIRECT DEBIT
- Just like the “Pull Refund” feature when a taxpayer is receiving a refund utilizing Direct Deposit, we are adding a “Pull Balance Due” feature for Direct Debit returns when the taxpayer wishes to pay the balance owed in full (Enhancement)
PENNSYLVANIA
- Correct a display issue where PA W-2S is pulling an incorrect code for 1099-R, Box 7 Codes 7 and 7D. Code I is being pulled instead of Code K (Issue 3769)
REJECTED CLIENTS MENU
- We are adding a column in this page to include the Preparer’s Name to make it easier to manage reject corrections by easily identifying which preparer(s) belonged to which return without having to run various reports (Enhancement)
*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.