Tag: Suggestion Box

Suggestion Box Responses: Through September 18, 2018

20 Sep 18
Craig Smith
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Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

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

Check out Attachment 3 to see the rest of the new and/or update items.

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.

Suggestion Box Response: Through August 31, 2018

04 Sep 18
Kim Manuel
, , ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

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

Check out Attachment 3 to see the rest of the new and/or update items.

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.

Suggestion Box Responses: Update through August 15th

16 Aug 18
Kim Manuel
, ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses
    • Column indicating when the item is expected to be delivered (TS 2017 or TS 2018)
    • Column indicating if the item was added or updated since the last document (as always…prone to human error!!)

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 since the last update on August 2nd.

  • 252490: Enable the Prior Year Comparison feature
  • 284087: Add the 1099R distribution codes and reasons as an appendix to the electronic Pro Online User guide
  • 282505:  (Louisiana) Separate out the schedules in the print set to allow them to be added and printed individually
  • 229182:  (Montana) Provide a pension Exclusion prompt if a pension is reported on the Federal Return

 

Check out Attachment 3 to see the rest of the new and/or update items.

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.

Suggestion Box Responses: Responses through July 1st

02 Jul 18
Kim Manuel
, ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
    • Sorted by State
  • Attachment #3:  TaxSlayer Suggestion Status
    • Broken into categories
    • Duplicates have been removed and only list the TaxSlayer Responses

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 a warning in Personal Information if an IRS IPPIN was used in the prior year so the preparer can ask the taxpayer for their new IPPIN
  • Include Education Credit as a carry forward option
  • Add Notes to the Carry Forward screen as an optional item
  • Carry  forward information from Simplified General Rule Worksheet
  • Include applied refund from previous year in Carry Forward

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.

Suggestion Box Responses – Updated through June 22nd

26 Jun 18
Craig Smith
, ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
  • Attachment #3:  TaxSlayer Suggestion Status

Attachment 3 has the duplicates removed and only has the TaxSlayer Responses.

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)

  • Change the wording from Cancel to Back in the state programs to be consistent with the Federal program
  • Several new “committed” items in the state spreadsheet

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.

Suggestion Box Responses: Added a 3rd PDF to reflect committed items

18 Jun 18
Kim Manuel
, ,
No Comments

Click here to view PDF

Click here to submit a suggestion

There are three attachments

  • Attachment #1:  Dedicated to application and federal suggestions
  • Attachment #2: Dedicated to State suggestions
  • Attachment #3:  TaxSlayer Suggestion Status

Attachment 3 has the duplicates removed and only has the TaxSlayer Responses.

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)

  • Change the wording from Cancel to Back in the state programs to be consistent with the Federal program
  • Several new “committed” items in the state spreadsheet

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.

Suggestion Box Responses: Updated through June 8th.

12 Jun 18
Kim Manuel
, ,
No Comments

Click here to view PDF

Click here to submit a suggestion

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)

  • Change the wording from Cancel to Back in the state programs to be consistent with the Federal program
  • Several new “committed” items in the state spreadsheet

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.

Suggestion Box: Responses through May 29th

30 May 18
Kim Manuel
,
No Comments

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)

  • Ability to sort the Transmission columns
  • SSN under Review Returns will be masked if the user cannot view full SSN

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.