Tag: Configuration

Question:  How should I have my Office Settings so the preparer does not print on the 8879 or on 1040 page 2?

Answer:  Select ERO Name Only from the Signature on Form 8879 drop down box and select Hide preparer Name on 1040 Print

Question:  What does marking Disable Third Party Designee Prefill do?

Answer:  It prevents the preparer information from populating the third party designee information in the e-file section.  The section will remain available in the event a third party other than a volunteer preparer needs to be designated.

Question:  If I select Hide Preparer Name on 1040 print will it also hide the preparer name on the state return?

Answer;  Currently no, but we are working on a solution that will incorporate the use of this option at the state level.  When this feature is completed and in production the state name will not be printed on the state return if this is selected.

Scenario:  An existing Pro Online site from 2017 now has a new Site Admin for 2018

Question:  How does the new site admin gain access to the site if they do not already have a login?

Solution:  Send an email to vita support ([email protected]) with the following information and subject line:

Subject Line :  New Site Admin

Body:  I am the new site admin for the following site and need the link sent that allows me to create my admin credentials

EFIN: {Enter six digit EFIN}

Site Name: {Enter Site Name}

Site Admin Name: {Enter your name as the new site administrator}

Site Admin Phone: {Enter your phone number)

Site Admin Email: {this is the email address the link will be sent to}

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 “Report Customization” menu within “Configuration” is an enhancement released today. This menu option (shown below) is available at the site level for users that have access to the configuration menu with the corresponding “Security Role” assigned to their security template.

Note: Site admins can now access their sites and add the below security role to existing security templates for applicable users – “Edit and Customize Reporting Display”

What is Report Customization?

Having access to this menu provides the ability to edit what reports are visible within the “Reports menu” and what order they are displayed in. This enhancement allows site admins to further configure their own site to be more effective/efficient based on the reports available to other users. You can now limit the displayed reports to only the ones utilized at your site.

What does it look like?

The initial view when first accessing this menu will only display the current reports visible within your “Reports menu“.

• Select the “X” located on the right side of each displayed report to remove that report from being accessible/visible within the reports menu.
• To add reports, simply start typing inside the “Report Type (Lookup)” field. Applicable results will filter automatically.
  • For example, type “reports”, “IRS”, “Management”, etc. and all reports will filter accordingly.
  • To add a report to the reports list, click on the report name that appears in the filtered results.

To view all available reports that can be added, click inside the “Report Type (Lookup)” field and then press the down arrow on your keyboard. This will display the full list of available reports allowing you to choose which reports to add to your list. After adding the wanted reports to your site, you can drag and drop each report to sort the order in which they are displayed. The “Drag and Drop” sorting method works just like Custom Questions when changing the order of answers.

A couple items to note with this update:

• The Configuration menu is now in alphabetical order based on name of sub-menus
• “Report Customization” is available only at the site level and not at the Group level

Scenario:  There are forms and/or worksheets that are printing in the print sets “assigned” to my site by TaxSlayer

• Master Print
• Master Print (2 8879s)
• Quality Review

Solution:  You will need to create a custom print set at the site.  Click to view Video

Blog Posted 01/29/2018

We have identified a change in the behavior of assigning templates to the sites under your MSA and Relational groups from your group login.

Scenario:

Previously assigned user templates have changed for users at the site level.

Reason:

Assigning the Security Template from the group level is automatically changing the Security Template assigned to the users at the site level.

Identify if this happened

MSA groups — Each site can run the Username Report to verify the users assigned to each user at the site level.  This around the 4th column over.

Relational group — You can run the Username Report at the group level to see if anyone has been impacted.

We believe the sites impacted were assigned templates between Friday and today (Wednesday)

This does not impact other items that can be assigned.

We are actively working on a solution.  Until we have tested and delivered the solution you can do the following in order to get your security templates assigned at the site level (and not to change the template to all of the preparers at the site that have established templates)

Step 1:  Login as your MSA or Relational Group

Step 2:  Navigate to Security Templates

Step 3:  Select assign next to the Security Template

Step 4:  Place a check next to the site (if you are wanting to select all of your sites, you can use the Check/Uncheck All option)

Step 5:  Expand the list of users for the site(s)

Step 6:  Remove the checks from the boxes next to the users (DO NOT use Check/Uncheck All for this).  The example below shows that I have unchecked some preparers and not others.  In reality, I would remove the check from all users.

Step 7:  Complete Step 6 and select Continue

The following are examples of the two users that I have arrows next to above.  The screenshots are of the users from opening the Preparer(s) Menu at Kims Sample VITA/TCE Site

Example 1: Kims Site Admin with Blue Arrow where the assigned template DID NOT change because the check box was removed:

Example2 : Kim Richmond with Green Arrow where the assigned template DID  change because the check box was NOT removed:

Blog posted 01/24/2018   4:44 pm Eastern

When you are editing an existing print set or creating a new print set you will need to search for Custom Consents and add a 1 for the count.  Below is an example:

blog Posted 01/18/2019

Assigned Tags will not show up under Configuration>>Tags at the site they are assigned to.  This is a change from last year.  Tags now behave in the same manner as assigned Security Templates.

The assigned tags will be displayed in the following locations:

(1) Client List when you select the Tag icon

(2) The submission page in the e-file section.

These two sections will show the tags assigned to the site and the tags created at the site.

Note:  The only tags visible under Configuration>>Tags are the ones created at the site level.