Tag Archives: Updates

Pro Online: Sneak Peek at some new additions

(1) Addition of Current User logged in on the left navigation bar from the Welcome Page

(2) New option in Office Setup:  Default Tax Returns to Spanish.  Prevents the site from having to change to Spanish on a per return level

(3) Addition to Client Status to display EFIN and return preparer

(4) Phase I of a two part addition to accessing the Client Status.  Phase I is to allow additional access from the left navigation bar.  Phase II will to allow a preparer to check the status of a return from the left navigation bar while they are working on another return.  This prevents the preparer from having to close their existing return to answer a quick status question.

 

Blog Posted 06/23/2017

Client Search for sites with > 499 returns

The client search will automatically change when your site hits 499 returns.  This is to allow for more efficiency when loading the client list and searching for taxpayers.  This method only draws a list of the latest 100 returns.

0204-client-search

Defaults to SSN.  You must enter the entire SSN and select Search,

You also must use the search feature in order to see the client Status or open the return

The other search options are:

  • First Name (Must be the entire first name, we recommend you search in all caps)
  • Last Name (Must be the entire last name, you MUST search in all caps)
  • Telephone Number (entire number)
  • Preparer First Name (Must be the entire first name, we recommend you search in all caps)
  • Preparer Last Name (Currently does not render results)

You must change the search criteria drop down if you are going to search for something other than SSN

Blog posted 06/20/2017

Product Update Notification: Tuesday, June 20th 6 AM (Rescheduled)

Update 06/20/2017  7:01 AM  We are rescheduling the update for later in the week

~~~~  Original Blog Post ~~~~

We will be putting the site in maintenance mode for approximately 20 minutes on Tuesday, June 20th at 6:00 AM for a series of program updates to include:

  • Changes to Client Return History
  • Changes to Client Status search

Blog Posted 06/19/2017  10:35 AM EDT

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

Pro Online: Product Maintenance Alert

We will be putting the returns in maintenance mode on Monday, March 13th at 5:00 AM to apply updates for the following:

  • Allow 1040NR to enter Health Care Information for 8962
  • Add Guam to the state drop down list for W-2, 1099s

blog Posted 03/12/2017     11:17 PM EST

Pro Online: Product Update Notification

The returns will be put in maintenance mode on Monday, March 6th at 5:00 AM for approximately 30 minutes to applies a series of updates to include:

  • Update to 1040PR
  • Update to 1040NR to allow for dependent information to be entered
  • Changing the Edit button to Add when adding additional 1099–MISC to an existing schedule C
  • Add locality code popups for MI Common Form to the W-2 and 1099R

Blog Posted 03/05/2017     3:07 PM EST

Pro Online: Product Update Notification – Deployment complete

Updated Info 7:25 AM EST:  The deployment is complete and the site is out of maintenance mode.

Updated information  7:15: We are putting the site in maintenance mode for 15 minutes to make the deployment to allow these state returns to be resent.

Updated information 6:23 AM:  We have not made the deploy yet due to an issue with the deployment tool.

We will be putting the site in maintenance mode on Friday, March 3rd at 6:00 AM for approximately 20 minutes to apply updates that include the following:

  • Correction to the Savings Bond Section of Form 8888
    • You can now purchase additional bonds without purchasing a Taxpayer Bond
  • Rejected Returns Report
    • Adding a Return Tag column to the report
  • Returns not Transmitted Report
    • No longer show two rows for returns with filing status of MFJ
  • Fixed the error on the Submission Page when sending State Returns only and the state return type is State Electronic Balance Due

 

Blog Posted 03/02/2017   4:43 PM EST

Pro Online/Practice Lab: Product Update Alert

We will be putting the returns in maintenance mode on March 2nd at 5:00 AM for approximately 30 minutes to apply an update.  The update will include changes to the 1040NR.

 

Blog Posted March 1, 2017   9:56 PM

Pro Online/Practice Lab: Product Maintenance Alert

We will be putting the returns in maintenance mode on Tuesday, February 21st at 5:00 AM EST for approximately 30 minutes to deliver an update to include the following:

  • Changes to the 20% HSA exemption calculation
  • Changes to make the maintenance page for returns more intuitive when an update is being pushed
  • Adjusting the cap on Social Security withholdings

 

We will also be putting the site maintenance page up at 6:00 for approximately 15 minutes for an update that includes:

  • e-file reject fixes (Deploy deferred until Wednesday)
  • validation errors that are keeping 2015 returns in transmitted status (Deploy deferred until Wednesday)

Blog Posted 02/20/2017    7:24 PM EST

Weekly Maintenance Alert

Reminder that we will be conducting our Weekly Maintenance on Sunday, February 19th from 1:00 AM to 7:00 AM Eastern.