Tag: Prior Years

You will notice a few changes to the print sets that we have assigned.

Master Print has been renamed to 2018 TAXPAYER COPY PRINT and will print the 1040 and schedules stacked with the “do not mail” strip

Master Print (2 8879s) has been renamed to PY TAXPAYER COPY PRINT and will be used to print the taxpayer’s copy for all prior years so it will include the 2-page 1040 and only prints one 8879

Quality Review can currently be used for all years. When in prior years, it will include the 2-page 1040.  In 2018, it will include the 1040 and schedules stacked with the “do not mail” strip and will also include the new 1040 a second time.

We will also be creating and assigning a 4th print set this year 2018 PAPER FILE that will print the new 1040 and schedules as required by the IRS for the purpose of mailing a paper return to the IRS

We made a change to what the preparer can do with a return while it is in the status of “Transmitted”.  We removed the ability to open a return and make changes to it while it is in the status of “Transmitted”

The average turn around time for federal acknowledgements is 7 to 15 minutes.

How do I correct federal returns with validation errors because they stay in the transmitted status

Navigate to Rejected Clients on the Welcome Screen and select Validation errors.  A list of returns with outstanding federal validation errors will be listed.  Click Select to open the return

What if the return does not show up under validation errors?

We have not received an acknowledgement from the IRS.  You can still view the Client Status to see where the return is in the transmission process

What if the return is a true State Only return and there was no federal filing requirement?

We will be making a modification to the status to indicate that it is a “State Only” return (where there was no federal return filed) to allow you to open it to make corrections to state rejects.

What about my 2015 returns that have a true validation error?

We will be adding an option to allow you entry into these returns from Rejected Clients.