Tag Archives: Prior Years

Pro Online: Rejected Clients List

Introducing the Rejected Clients List feature.  This feature is now available in your Production sites.

The feature renders a list of your rejected returns, along with the reject code for each applicable tax year.

  • Select the Rejected Clients button

  • View the list of rejected returns.  The example below is for the default 2016

  • Selecting the reject code gives you the reject definition.  It does NOT give  you the specific entry that is rejected at this point.  For example, it would not give you the specific dependents SSN.  However, printing your IRS Acknowledgements to HTML will give you the rejected Data Value

  • Click Select to open and correct the rejected return.

Prior Year 2015 Rejects

Change the drop down list to 2015 to see a list of the rejected returns for TY 2015

Prior Year 2014 Rejects

Change the drop down list to 2014 to see a list of the rejected returns for TY 2014

Blog Posted 05/11/2017       2:06 PM EST

Pro Online 2014 — Resolved

Updated Information:  You can now open existing returns and create new returns in Pro Online 2014

The returns for Pro Online 2014 are currently in isolation mode which is displaying a login page.  This is impacting existing 2014 returns and creating new 2014 returns.

Our development team is looking into this.

Blog Posted 03/20/2017        11:29 AM EST


Pro Online 2013 — Taxpayer name not displaying

Scenario:  The taxpayer name is not displaying for returns prepared using Pro Online 2013

Resolution.  We are currently researching this.  You can find the the taxpayer by SSN

Blog Posted 02/04/2017   1:00 PM Eastern