Below are bullet points from our opening presentation of the All Partner Call before opening up for Q&A from the field.
- We are running ahead of last year in terms of e-file volume
- Support calls, emails and chats are significantly down
- Forms that have a “Do not mail” watermark
- As we receive print approval from the state we remove the mark
- The states are looking for very particular things, especially if they take advantage of bar codes
- One update is the remaining CA forms with watermark are expected to be removed tomorrow (2/14/2020)
- Watch the blog for messages from the states regarding electronic filing
- i.e. New York is currently delayed in sending acknowledgements
- Extenders:
- We have implemented the Kiddie Tax in desktop
- Working to get it implemented in online
Q1: When will the extenders be added to the 2018 program?
- Our priority for implementation is with the current year software (all but F8615 added). We do not have an ETA for 2018 implementation
Q2: In our print sets, how do we display Direct Debit information for our taxpayers benefit?
- Make sure you have “Client Form Listing Summary” added to applicable print set(s) being used. This is also available in the Quality Review print set.
Q3: Is there an update on the Refundable Portion of AOTC issue?
- The fix is already live and applicable blog posts have been updated as well.
Q4: Is there an update on when State Status from Client List will show the status of state returns?
- The fix has been made and is currently being tested through our pre-production environments. We expect the fix to be live early next week.
Q5: Is TaxSlayer Pro Online compatible with iPads?
- Yes.
Q6: Is the FSA available for free prior year return preparation?
- No, only for the current year.
Q7: How do we add Form 8888 to our site so we can split refunds?
- In “Office Setup” within “Configuration”, make sure “Offer 8888” is checked.
Q8: FSA Software – How to toggle to Spanish?
- We have opened Issue 4444 to address why the Spanish translation is not available.
Q9: FSA Software – Who do we (the volunteers) contact for support related questions?
- VITA/TCE Support
Q10: FSA Software – How do we get reports on our URL’s?
- Reporting information must be asked of through your IRS SPEC Relationship Manager.