RESOLVED: 3/11/19 – Issue 3062 has been closed out. The fix is now live.
UPDATE: 3/8/19 – The fix is currently working its way through internal testing. Assuming it passes all levels of testing, the fix should be deployed on Monday, March 11th
We have opened a high priority issue with development to look into and resolve the issue related to sporadic reports of users indicating printing issues when inside of a tax return. Below are the details of what we’ve determined as the root cause and why it is so sporadic. We expect to have this corrected soon, hopefully before the weekend.
Any user assigned the below default security templates will NOT be able to generate a PDF from inside of a tax return (Summary/Print, State PDF, and View Forms). They CAN generate a PDF from outside of a return (Client List and Submission page of e-file).
The issue is specifically tied to templates that DO NOT allow transmission of returns to the IRS – specifically the “Send Return to IRS” security role. In the simplest terms, if a Security Template has e-file rights, they can generate a PDF from anywhere inside a return and outside of a return. If a Security Template does not have e-file rights, they CANNOT generate a PDF when inside of a tax return (Summary/Print, State PDF View, and View Forms) but CAN generate a PDF when outside of a return (Client List and Submission page of E-file).
- Preparer Current Year
- Preparer All Years
- Setup Manager
- Interviewer
- Reviewer
Note: This will also impact any custom security template with and without e-file rights.