Tag Archives: Training

Return Locking: How does it Work? (Updated Information)

Update 02/09 — We have added a new lock release mechanism.  Selecting Save and Exit return from the Submission page in E-file will automatically release the lock:

 


 

Return Locking was activated this morning:

The following message will be displayed when a return is locked by another user:

0131 RETURN LOCKING

How does return locking work?

(1) The message will be displayed when a return is open by one user and another user tries to open it.

(2) The lock is released when the user closes the return AND opens another return

(3) The lock is released when the user closes the return AND logs out

(4) Once the lock is released by the actions described in (2) and (3) the return is immediately available to another user

What happens if the user closes the return and then just closes the browser rather than logging out?

Users should always use the Log Out button.  If they simply close the browser, the return will be locked until the user actually times out (30 minutes)

Note:  The user MUST close the return and either open another return or log out to release the lock.

Blog Posted 01/31/2017  7:59 PM EST

Pro Online: Efile Message on Submission Page requiring a signature

Scenario:  You receive the following message on the submission page in e-file

0125 signaure required

Solution: Navigate to Configuration>>Office Setup

Remove the check from Require Taxpayer Signature prior to e-file

0125 office setup

Click Continue

Blog Posted 01/25/2017   4:02 PM EST

Pro Online: Save and Exit Returns Options

The following examples are ways you can Save and Exit a return

Save and Exit in the left navigation men while working in a return section

0121 SAVE AND EXIT

Your Office from the menu drop down while in Summary/Print

0121 SAVE AND EXIT SUMMARY PRINT

Save and Exit Return from the Submission page in the e-file section

0121 SAVE AND EXIT EFILE SUBMISSION

 

Blog Posted 01/21/2017  12:53 PM EST

Pro Online/Practice Lab 2016: State & Local Refund Worksheet

The ability to add the prior year state income tax withholding and the prior year general sales tax deduction is now available

Note:  We will be adding verbiage updates to allow for better on screen guidance for the preparers.

0118 SALES AND LOCAL

Blog Posted 01/18/2017  3;32 PM EST

Pro Online/Practice Lab 2016: Occupation Field in Basic Information

We made a change to make the Taxpayer/Spouse occupation fields on the Basic Information a required entry.  This will prevent you having to go back and add it for the numerous states that require it to pass e-file validation.

0115 occupation required

Blog Posted 01/14/2017  11:33 AM EST

 

Pro Online: Assigned Custom Credits –Resolved 1/17

We have received several reports of Assigned Custom Credits displaying at your site under Configuration>>Custom Credits.

Note:  If you have a Multi Site or Relational Group Admin Login, please do not assign Custom Credits until further notice.  If you have already assigned custom credits, we would like for you to login and remove the check mark from the assigned locations until we can get this resolved from a programmatic standpoint.

Below is an example of what a site may see.  This list may change over the next few days as we work to resolve the issue:

0113 custom credit

 

Blog Posted 01/13/2017  3:53 PM EST

Pro Online/Practice Lab 2016: Interest and Dividends Misalignment (IE)

Impact:  Users access the sites using Internet Explorer

Scenario:  The Interest and Dividends entry pages are misaligned causing a portion of the words to be cut off.

This does not impact the tax calculations based on the information entered.

Interest Entry Page via Internet Explorer (The box numbers are still visible that correspond to the 1099-INT)

01013 Interest Screen

Dividend Entry Page via Internet Explorer (The box numbers are still visible that correspond to the 1099-DIV)

0113 Dividend screen

 

Blog Posted 01/13/2017 1:51 PM EST

Pro Online/Practice Lab: Verbiage Changes on Entry Forms

The following verbiage changes were made to Entry Form to give more guidance and clarity during return prep:

  • Form 8853:  Now reflects Box 1 instead of Box 2

0113 1

  • IRA Deduction:  Verbiage added to assist in reporting excess contributions on Form 5329

0113 2

  • Other Income: Updated descriptions of what types of income can be reported

0113 3

  • Form 1116: On screen guidance of when to complete the full form

0113 4

  • Form 2555:  On screen guidance to report Foreign Earned Income since F2555 excludes income

0113 5

  • SSA-1099:  Added RRB-1099-R Tier 1 to the menu header

0113 6

  • Schedule E Expense: Guidance on land value

0113 7

  • 1099 Description Schedule B: Guidance for where to enter Form 1099-OID

0113 9

  • State Refund Worksheet

0113 10

  • Schedule D Capital Gains Menu: Added Capital Loss Carryover verbiage

0113 11

Blog Posted 01/13/2017  7:35 AM EST

Pro Online/Practice Lab 2016: Form 8965 Exemptions

The exemption list has now been updated to include Code H:  Member of tax household born, adopted or died

0112 8965 exemptions

Blog Posted 01/12/2017  6:55 PM EST

Practice Lab/Pro Online 2016: Public Safety Office Checkbox

Please note that there is a new Retired Public Safety Office checkbox on the Simplified General Rule Worksheet.  Adding the ability to make the selection is part 1 of a 2 part enhancement.  Part 2 of the enhancement will be to carry the PSO exclusion to the 1040.

0112 SIMPLIFIED RULE WORKSHEET

 

Note:  Once both pieces are in place, we will update the blog and remove all references to the existing PSO steps.

 

Blog Posted 01/12/2017  6:34 PM EST