Below are some questions and answers asked on the call that may be beneficial for all sites:
When will the new extenders be implemented in the software?
The IRS is working to release updated forms, updated instructions, and updated e-file schemas to all software vendors. Once these are released, we will start the implementation process.
What does it mean that the extenders are retro-active?
Once the updated information is in the software, to add back items such as the Tuition and Fees deduction and PMI as part of itemized deductions, if this would have benefited the taxpayer, their original TY2017 return can be amended. This is most likely something that you will receive guidance on once the extender instructions have been finalized and implemented into the application.
Why doesn’t the date of birth entries allow for people with a February 29th (leap year) birthday?
We recommend that you select the Year first, then February 29th will be available if a leap year is selected from the Year drop-down.
I don’t have the option to deactivate a return on Client List
The ability to deactivate a return is governed by the security template assigned to the user. If the user has the appropriate security template, the option to deactivate returns will be available under tools for returns with the following status
- In Progress
- Review Failed
You cannot delete returns in any other status.
How can I change a “Complete” return to “In Progress”?
Must have a security template that supports the ability to change “Complete” to “In Progress”. If you have this type of security template, changing the status is done on the Submission Page of e-file.
Why does the Site Production Summary Report contain information for rejected returns?
It no longer does, this change was made and deployed. It now only reflects totals based on accepted returns.
Will you be changing the other reports to reflect only accepted returns?
We can look at them, but since the other reports have details per taxpayer, the sites can manipulate the data to only show the information they need. We tried to make them very flexible.