We will be placing the site in maintenance on Tuesday, October 2nd at 5:00am ET to release a series of updates.
Client Search
- Adding a Return Tag Filter labeled “No Tag” to allow sites to filter Client List for all returns with no return tag associated. Now, when filtering using the “Any Tag” filter, only returns with an associated Return Tag will display.
Management Reports
- Correct an issue with attempting to view the Extension Report was throwing an unexpected error (Issue #2117)
Rejected Clients Menu
- Inside the Reject Clients menu when viewing a reject code, the “Additional Information” value of the reject code, if applicable, has been added to the display. For example, if a return is rejected for a SSN mismatch, the “Additional Information” will show you the specific SSN that caused the reject. This will allow your sites to more efficiently manage all rejected returns from the Rejected Clients menu.
- Adding the Telephone Number, Notes Icon, and Return Tag icon to the Rejected Clients menu
- Adding the ability to sort columns inside the Rejected Clients menu
*Click here to download a PDF of our Cumulative Release Notes.