Tag Archives: Pro Online

VA Reject 760-030 (RESOLVED)

4/24/2017 – 1:49am EDT

The issue behind VA Reject Code 760-030 has been resolved. At this time, you can resubmit your impacted VA state returns. To resubmit, go into each impacted return and submit from the Submission page of E-file. Be sure to mark the return as “State-Only” if their Federal return was previously accepted.

4/21/2017 – 8:12am EDT

We are still working on the solution that will allow you to resubmit returns rejected for VA 760-030.

Illinois Acks

We received the following information from Illinois:

They are working a backlog of returns waiting to go through their ACK program.  Returns and payments that have been submitted on time will be considered timely.  We will handle any rejected returns with payments as exception items.

 

Blog posted 04/18/2017  11:23 am EST

1040NR Validation error: AppLawfulPermanentResidentInd

If your 1040NR return is still in the status of “Transmitted” make sure you run your Validations Errors and Old Validation Errors Report.

For this particular validation error, there are a couple of things for you to look at:

  • Navigate to the Schedule OI and make sure a country has been entered for the Citizenship country and the foreign tax residence country
  • Navigate to the Schedule OI and make sure the VISA type has been completed

 

Blog Posted 04/17/2017   9:31 AM ESt

 

Tax season Closeout: Validation Errors Report

As you prepare to close out for the season, we recommend that you run your Validation Errors and Old Validation Errors report to make sure there are no outstanding federal or state returns that failed secondary validation.  You can also run the Electronic Filing Summary Report located under Management Reports.  This will identify any returns that are still in the transmitted status for both federal and state(s)

0124 validation errors report

This will be a listing of returns that did not pass the secondary validation at the Processing Center.

0124 validation screen

You have the option of  printing to HTML or PDF and exporting to a CSV or Excel File,  Most of the error messages will have a helpful tip as how to make the correction.

 

 

 

Blog posted 04/14/2017  9:30 AM EST

Pro Online: Closeout Procedures

For post filing season security, all users other than Admin, should be made inactive.  This will ensure no returns are being prepared off-season when the site is closed.

NOTE: As in the past, if you delete or deactivate returns on your site; you will not have carryforward data for those deleted or deactivated taxpayer returns next filing season.

TaxSlayer Online Closeout Procedures:

  1. Do not delete or inactivate any returns if carryforward tax return data is desired for the next filing season
  2. The TaxSlayer server will secure all data and make return carryforward data is year available for filing season 2018
  3. From the Preparer(s) Menu in Configuration, the site administrator or any user with a security template that has Add/Edit Preparers permissions has the ability to quickly activate or deactivate a preparer
  4. Select the volunteers you wish to deactivate while the site is close
  5. Ensure the ADMIN user is still active, prior to logging off

NOTE: Using “Flip Active Status” will deactivate all users including the ADMIN

 For additional guidance, follow the procedures outlined on the VITA/TCE Blog for making preparers Active/Inactive using TaxSlayer Pro Online.

IRS Computer Depot Laptops:

Follow the procedures in Publication 4473, IRS Computer Loan Program – Welcome Package, for additional guidance on “Deletion of Software on IRS Computers”.  Whether using the TaxSlayer Online or Desktop product on IRS loaned computers, it is imperative to use the “disk wipe” procedure outlined Publication 4473, prior to returning the laptop to the Computer Depot.  In addition the TaxSlayer software and taxpayer data on non-IRS loaned computers, provided by sites or personal, should be wiped of taxpayer data after the site closes.

Client List: Filtering by Return Tag – Resolved

Update 3/31:  This has been resolved.   You can now filter by return tag

3/24/17 – 8:30am – We have received reports that filtering your Client List by Return Tags at the sites is not yielding any results. This has been reported and is being actively worked. We will provide updates as they become available.

 

Blog Posted 03/31/2017      7:43 AM EST

Time to Change your Password?

The application will start reminding you that it is time to change  your password 10 days from password expiration every time you login.

It will continue to countdown each day until you reset your password

Select Reset Password Now

Enter and verify your new password

Select Submit.  The program will prompt you that your password has been changed.

You can login with your new password

Blog Posted 03/24/2017                         7:25 AM

 

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode at 5:00 to deliver an update to the 1040X

We will be putting the site in maintenance mode on Friday, March 24th at 6:00 AM for 15 minutes to deploy the fix for the sporadic print errors and custom print sets not printing as expected.

As a reminder, we strongly recommend you use the print option under Summary/Print until we deploy the solution.

Blog Posted 03/23/2017                 3:48

ACA – Instructions for identifying which Scenario your returns falls into

Scenario 1: If the return was filed between 3/9/2017 7 AM and 3/10/2017 5 AM the return is on the list because SRP was not calculated in the return and if you had a 1095A in the return, the 8962 was not calculated in the return.

Scenario 2:  If the return was filed after 3/10/2017 5 AM, the return calculated correctly and printed correctly for the taxpayer, however, SRP and/or excess APTC was excluded when the e-file was created.  This sent the wrong refund/balance due to the IRS.

Review blog post on identifying the returns and running the Problem Returns Report

Review the return by doing the following:

(1) Locate the return in your returns list

(2) Select Tools

(3) Select Client List

(4) Look at the date when the return was electronically filed

Note:  The above return falls into Scenario 2 because it was filed on 3/11

In this particular scenario, $977 was sent to the IRS in the e-file because it went through the e-file server that was not calculating ACA

In this particular scenario the difference is the $80 Excess APTC that was not included in the e-file

 

Blog posted 03/23/2017              6:34 AM

ACA – Instructions for identifying Potential Returns impacted by no ACA

(1) Login as a user that can run reports

(2) Click Select on Reports

(3) Click Select on Management Reports

(4) Click Problem Returns Report

(5) Click EFIN selection

(6) You must select the EFIN (even though there is only one EFIN listed)

(7) Click Run Report

Note:  If there are NO potential returns the report will be blank

If there are potential returns prepared at your site, it will include the following information

  • EFIN
  • Last 4 of SSN
  • First Name
  • Refund at the time the return was filed
  • Balance Due at the time the return was filed

Note:  If your site has prepared under 999 returns, you can search by last 4.

Note:  If your site has prepared over 999 returns, you will have to first by first name and compare the last 4 to your list

Blog posted 03/23/2017              6:25 AM EST