We will be placing the site in maintenance on Tuesday, October 30th at 5:00am ET to release a series of updates.
CLIENT SEARCH
- When Client List switches to the “100 Most Recent Returns” search view, the default search value will be Last 4 of SSN instead of Full SSN.
- At the Site Level, allow the Site Administrator to determine when Client List switches to “100 Most Recent Returns” view (previously the default was 499 returns)
- The new default is 999 before the Client List view switches but can be configured within Office Setup
- Add checkboxes for “Do Not Show Accepted Returns” and “Do Not Show Deactivated Returns” to the “100 Most Recent Returns” view
WEB REPORTS
- Add “State Tax Liability” field to Site Production State Summary Report within Management Reports
*Click here to download a PDF of our Cumulative Release Notes.