Tag: Pro Online

There are two spreadsheets

• Spreadsheet #1:  Dedicated to application and federal suggestions
• Spreadsheet #2: Dedicated to State suggestions

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Display AGI
• Add the following Federal Forms
  • Form 8919
  • Form 2120
  • Form 4835
  • Preparer Explanation Forms
• Ability to print the state from the State Summary page (already live)
• Ability to return to the 1040 view if you link from the 1040 view (already live)

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Schedule to be released tomorrow, May 3rd!

When accessing the W-2G menu, right below the Gambling Winnings field, there will also a new Gambling Losses field. This allows users to go ahead and enter the losses applicable to the reported winnings within the W-2G. These losses will automatically carry to Line 28 of the Schedule A and will no longer require the preparer to remember to report gambling losses later during return preparation.

Note: Any gambling winnings not reported on a W-2G, applicable losses will still be entered within the Itemized Deduction menu and will add to the total gambling losses carried from W-2G entries.

Scheduled to be released live on 5/3/2018!

We wanted to provide an early look at a new enhancement coming soon – State PDF View! After completing a state return from the State Section, you will soon see a printer icon (shown below) on the state return grid. Clicking the printer icon next to a state return will open a new window to display the PDF of only that state.

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

We will be placing the site in maintenance on Tuesday, May 1st at 5:00am ET to release a series of updates.

• OH – Added “OH Form SD-100ES” as a selectable form to add to print sets
• MFA via Text – Corrected a sporadic issue when an error would display when choosing text delivery method
• Reports – Corrected an issue where certain sites could not export to Excel the Question Statistics report after it loaded

There are two spreadsheets

• Spreadsheet #1:  Dedicated to application and federal suggestions
• Spreadsheet #2: Dedicated to State suggestions

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

What’s Trending:

• Enable prior year comparison
• Easier way to add multiple interest and dividend entries

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Suggestion from Volunteer

If you have a reject for EIN or SS Number highlighted the incorrect number in red. We have many clients that have multiple children, W-2s. and/or 1099-R.

TaxSlayer Recommendation

There are several ways in the software to make this determination.

(1) click the word Reject under the status column to display the rejected value

(2) Selecting Client Status from the tools drop down on the Client List will display the reject value and

(3) the IRS acknowledgement will display the reject value.  This is typically the last 4 digits of the rejected SSN or the EIN if it is a 1099R or W2 getting rejected.

Suggestion from Volunteer

Would like ability to arrange Reports Categories in the order that I use them. I use “Transmissions”, then make a PDF in “Returns Transmitted”. Later I check “IRS Acknowledgements” and make a PDF copy. Scrolling through the list to get to Returns Transmitted is annoying. Putting it after IRS acknowledgements would be helpful. Or, giving us the ability to customize the list would be nice.

TaxSlayer Recommendation

Proposal:  Allow the site administrator to manage the reports that are available for use under the Reports tab and in what order they are displayed.

Tracking ID 269580

Status:  Committed

Implementation Plans

This feature will be available at the site level only.

We will be adding an option to Security Templates that allow the site administrator to enable the ability to edit the report listing.

The user that has the option enabled will be able to limit the reports that are displayed under Reports on the Welcome page.  They can also order the reports to better fit the workflow of their sites.

This is scheduled to be delivered the week of April 30th.