2001is-spring-boot-security-saml-jenkins-okta.vitablog.taxslayerpro.com Open in urlscan Pro
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Submitted URL: http://2001is-spring-boot-security-saml-jenkins-okta.vitablog.taxslayerpro.com/
Effective URL: https://2001is-spring-boot-security-saml-jenkins-okta.vitablog.taxslayerpro.com/
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Official TaxSlayer VITA/TCE Blog

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WELCOME TO THE VITA/TCE BLOG





VITA/TCE CUSTOMER SUPPORT: CLOSED FOR LABOR DAY

TaxSlayer offices will be closed on Monday, September 5th for Labor Day. Normal
off-season support hours will resume on Tuesday, September 6th at 8am


Read More...
02 Sep 22 Craig Smith


RELEASE NOTES: SEPTEMBER 1ST – FSA, REJECT CODE & TRANSMISSION

The site will be placed in maintenance on Thursday, September 1st, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
01 Sep 22 Craig Smith


RELEASE NOTES: AUGUST 30TH – HEALTH INSURANCE & IL

The site will be placed in maintenance on Tuesday, August 30th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
29 Aug 22 Craig Smith



MESSAGE FROM CT DEPARTMENT OF REVENUE

Software vendors received the below message from CT Department of Revenue. From
9/1 – 9/12 no acks will be received, however, e-files can still


Read More...
29 Aug 22 Craig Smith


RELEASE NOTES: AUGUST 11TH – CA (2020)

The site will be placed in maintenance on Thursday, August 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
10 Aug 22 Craig Smith


PRINTING UNAVAILABLE IN 2020 PROGRAM [RESOLVED]

8/15/22 (11:45am ET) – 2020 prints have been restored. Please reach out to
support if you experience any issues. 8/15/22 (8:00am ET) – We


Read More...
09 Aug 22 Craig Smith



VITA/TCE CUSTOMER SUPPORT – AUGUST 8TH

VITA/TCE customer support will close at 2:30pm ET on Monday, August 8th. Normal
off-season support hours will resume on Tuesday at 8:00am ET.


Read More...
07 Aug 22 Craig Smith


RELEASE NOTES: AUGUST 4TH – FORM FINDER & FSA

The site will be placed in maintenance on Thursday, August 4th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
03 Aug 22 Craig Smith


2021 PRO ONLINE: WHAT WE KNOW – UPDATED 8/24/2022

 TaxSlayer Pro Online – 2021 *Active Federal and State reported issues only
KNOWN FEDERAL ITEMS   Issue 7342: Users receiving an error whe


Read More...
01 Aug 22 Kim Manuel



RELEASE NOTES: JULY 21ST – E-FILE

The site will be placed in maintenance on Thursday, July 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
20 Jul 22 Craig Smith


VITA/TCE SUPPORT: CLOSED FOR JULY 4TH

TaxSlayer offices will be closed on Monday, July 4th for, well, the Fourth of
July. Normal off-season support hours will resume on Tuesday, July 5th.


Read More...
01 Jul 22 Craig Smith


VITA/TCE SUPPORT — CLOSED UNTIL 9:30 AM

The VITA/TCE support team will be unavailable until 9:30 am on Wednesday, June
8th for training


Read More...
08 Jun 22 Kim Manuel



MESSAGE FROM PENNSYLVANIA – DELAYED ACKS

Software vendors received the below messaging from Pennsylvania. “MeF was shut
down on the PA side on Thursday, May 26th due to an expired secur


Read More...
02 Jun 22 Craig Smith


VITA/TCE SUPPORT: CLOSED MEMORIAL DAY

TaxSlayer offices will be closed on Monday, May 30th for Memorial Day. Normal
off-season support hours will resume on Tuesday, May 31st.


Read More...
27 May 22 Craig Smith


RELEASE NOTES: MAY 26TH – E-FILE

The site will be placed in maintenance on Thursday, May 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
26 May 22 Craig Smith



RELEASE NOTES: MAY 10TH – CLIENT STATUS & QUESTIONS REPORTS

The site will be placed in maintenance on Tuesday, May 10th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
10 May 22 Craig Smith


ERROR MESSAGE: TEMPORARILY UNAVAILABLE [RESOLVED]

We have sporadic reports of sites receiving an error message that states: 
TEMPORARILY UNAVAILABLE with a refresh button. Error Details:  WEB SERVER


Read More...
06 May 22 Kim Manuel


REJECTS: IND-195 AND IND-196 [RESOLVED]

Update:  We delivered a solution for this.  You will need to resend any returns
that were rejected for one or both of the above codes.  This reject


Read More...
06 May 22 Kim Manuel



TAXSLAYER PRO ONLINE: MAY 6TH – PLANNED MAINTENANCE

On Friday, May 6th at 5:00am ET, planned off-season maintenance will take place
in the VITA environment. Expected downtime is less than 10 minutes.


Read More...
05 May 22 Craig Smith


RUNTIME ERROR: PRO ONLINE 2021 [RESOLVED]

Update:  This has been resolved.  You may experience a bit of slowness when you
open the first return. _____________________________________________


Read More...
05 May 22 Kim Manuel


RELEASE NOTES: MAY 5TH – F8915-F & IRA DEDUCTION

The site will be placed in maintenance on Thursday, May 5th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
04 May 22 Craig Smith



RELEASE NOTES: MAY 3RD – F8888 & MGMT REPORTS

The site will be placed in maintenance on Tuesday, May 3rd, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up t


Read More...
02 May 22 Craig Smith


FORM 8888: REQUIRING MORE THAN 1 BANK ACCOUNT [RESOLVED]

We are aware of an issue where Form 8888 in e-file, is requiring the entry of
more than 1 bank account. Until this issue is resolved, go into Configur


Read More...
28 Apr 22 Craig Smith


MESSAGE FROM SPEC: THANK YOU!

VITA/TCE partners and volunteers, I want to take this opportunity to send my
heartfelt thanks for another successful filing season. This filing season


Read More...
27 Apr 22 Craig Smith



RELEASE NOTES: APRIL 26TH – EITC & SCH A NOL

The site will be placed in maintenance on Tuesday, April 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
25 Apr 22 Craig Smith


TAXSLAYER CUSTOMER SUPPORT: OFF-SEASON HOURS

Now that tax season has come and gone, our support hours have shifted to
off-season hours. TaxSlayer VITA/TCE support is now available Monday –


Read More...
25 Apr 22 Craig Smith


RELEASE NOTES: APRIL 21ST – AL, MT & SCANNED DOCUMENT

The site will be placed in maintenance on Thursday, April 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
20 Apr 22 Craig Smith



RELEASE NOTES: APRIL 19TH – AZ, MN & VT

The site will be placed in maintenance on Tuesday, April 19th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
18 Apr 22 Craig Smith


CUSTOMER SUPPORT CLOSED ON EASTER SUNDAY

TaxSlayer offices will be closed on Sunday, April 17th for Easter. Customer
support will reopen on Monday, April 18th at 8am ET.


Read More...
15 Apr 22 Craig Smith


CA FTB: OUTSTANDING E-FILE ACKNOWLEDGEMENTS

Software vendors received the below message from CA FTB this morning.
“Greetings, The State of California, Franchise Tax Board’s e-file progra


Read More...
15 Apr 22 Craig Smith



HOW TO E-FILE A FEDERAL EXTENSION THROUGH TAXSLAYER PRO ONLINE

With the upcoming filing deadline of April 18th, we wanted to provide a quick
guide to adding then e-filing an Application for Extension in case any o


Read More...
13 Apr 22 Craig Smith


RELEASE NOTES: APRIL 13TH – CLIENT LIST & F8862

The site will be placed in maintenance on Wednesday, April 13th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
12 Apr 22 Craig Smith


DELAY IN ACKS FOR 2020 SUBMISSIONS [RESOLVED]

4/12/22 Any outstanding 2020 acks should be returning over the next 24 hours. We
are aware many sites are waiting on acknowledgements from 2020 Federa


Read More...
10 Apr 22 Craig Smith



RELEASE NOTES: APRIL 11TH – AR, DC, ID & MI

The site will be placed in maintenance on Monday, April 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
10 Apr 22 Craig Smith


RELEASE NOTES: APRIL 8TH – CLIENT LIST, DE & F8863

The site will be placed in maintenance on Friday, April 8th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
07 Apr 22 Craig Smith


RELEASE NOTES: APRIL 6TH – AL & MD

The site will be placed in maintenance on Wednesday, April 6th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
05 Apr 22 Craig Smith



RELEASE NOTES: APRIL 1ST – ITIN & MI

The site will be placed in maintenance on Friday, April 1st, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
31 Mar 22 Craig Smith


RELEASE NOTES: MARCH 30TH – CLIENT STATUS, MO & QUESTIONS

The site will be placed in maintenance on Wednesday, March 30th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
29 Mar 22 Craig Smith


RELEASE NOTES: MARCH 28TH – MN & NJ

The site will be placed in maintenance on Monday, March 28th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
27 Mar 22 Craig Smith



RELEASE NOTES: MARCH 25TH – IN & KS

The site will be placed in maintenance on Friday, March 25th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
24 Mar 22 Craig Smith


TAXSLAYER PRO ONLINE: USER INTERFACE MISSING ICONS/FORMATTING [RESOLVED]

We are aware of the user interface display issue and currently investigating.


Read More...
24 Mar 22 Craig Smith


TAXSLAYER PRO ONLINE: PHONE NUMBER ENTRY MISSING IN 2018 AND 2020 [RESOLVED]

We have a high priority issue opened (Issue 7035) with development to correct
the issue where the phone number entry in Basic Information for 2018 and


Read More...
24 Mar 22 Craig Smith



ALABAMA: 2021 FEDERAL INCOME TAX DEDUCTION & IMPACT OF ACT 2022-37

Full Press Release from the Office of Governor Kay Ivey – Click Here This is
referring to the Federal American Rescue Plan Act (ARPA) and the im


Read More...
23 Mar 22 Craig Smith


RELEASE NOTES: MARCH 23RD – E-FILE, MI, MO, PR & SCH A

The site will be placed in maintenance on Wednesday, March 23rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
22 Mar 22 Craig Smith


RELEASE NOTES: MARCH 21ST – CT & NY

The site will be placed in maintenance on Monday, March 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
20 Mar 22 Craig Smith



RELEASE NOTES: MARCH 18TH – 1040 VIEW, MI & NJ

The site will be placed in maintenance on Friday, March 18th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
17 Mar 22 Craig Smith


RELEASE NOTES: MARCH 16TH – AZ, MD, NM & OH

The site will be placed in maintenance on Wednesday, March 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
15 Mar 22 Craig Smith


CUSTOMER PORTAL: NEW MANAGEMENT REPORTS

We delivered a new Customer Portal Management report that will help you more
easily identify which of your taxpayers have been sent a customer portal


Read More...
15 Mar 22 Kim Manuel



RELEASE NOTES: MARCH 14TH – CA, KY, MN & SC

The site will be placed in maintenance on Monday, March 14th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
12 Mar 22 Craig Smith


TAXSLAYER PRO ONLINE: MISSOURI DIRECT DEBIT PAYMENTS [UPDATE]

3/12/22 Software vendors received the below update from MO regarding Direct
Debit payments. “I wanted to provide a quick update on the status of


Read More...
12 Mar 22 Craig Smith


RELEASE NOTES: MARCH 11TH – NM, OH SD-100 & OR

The site will be placed in maintenance on Friday, March 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
10 Mar 22 Craig Smith



RELEASE NOTES: MARCH 9TH – CO, MI, MN & NJ

The site will be placed in maintenance on Wednesday, March 9th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
08 Mar 22 Craig Smith


RELEASE NOTES: MARCH 7TH – DE, IA & NJ

The site will be placed in maintenance on Monday, March 7th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
06 Mar 22 Craig Smith


IRS REJECT F8962-070 [UPDATE]

3/4/2022 – If you have a rejected Federal return at your site specific to
missing Form 8962 or a binary statement not attached, you can now resu


Read More...
04 Mar 22 Kim Manuel



MESSAGE FROM NC: NCD400-2010 (2020 RETURNS)

Impacted 2020 NC returns can be resubmitted. Software vendors received the below
message from NC DOR regarding a reject potentially impacting 2020 NC


Read More...
04 Mar 22 Craig Smith


RELEASE NOTES: MARCH 4TH – CAP LOSS CARRYOVER, F8962 & NJ

The site will be placed in maintenance on Friday, March 4th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
03 Mar 22 Craig Smith


TAXSLAYER PRO ONLINE: RETURNS WITH CA [RESOLVED]

12:59pm ET – The fix for California is actively being deployed. During the next
hour or so, you may experience slowness while inside the program


Read More...
02 Mar 22 Craig Smith



RELEASE NOTES: MARCH 2ND – 1040-X, DE, W-2 & WV

The site will be placed in maintenance on Wednesday, March 2nd, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
01 Mar 22 Craig Smith


VITA ESSENTIALS: QSRA 2022-01

Inside This Issue: Quality Oversight Reviews Purpose: The Quality Site
Requirements (QSRs) were developed to ensure VITA/TCE sites have consistent gui


Read More...
01 Mar 22 Kim Manuel


UPDATE FOR NORTH CAROLINA TAX RETURNS [UPDATE]

Update from NC DOR – 3/1/2022 NCDOR is proud to announce that our MeF system for
IIT is now open for eFile. Although we are open, please note th


Read More...
01 Mar 22 Craig Smith



NEW YORK RETURNS & 1099-G BOX 6 [UPDATE]

3/1/22 – To accurately report the NY Excluded Workers Fund (EWF) payments
reported on 1099-G, Box 6, it is a two-step process. Visit the “


Read More...
01 Mar 22 Craig Smith


GEORGIA DOR VENDOR COMMUNICATION

The Georgia Department of Revenue issued the below communication to software
vendors. The update is already live in the software. Note: Impacted GA re


Read More...
28 Feb 22 Craig Smith


ERRORS ACCESSING TAXSLAYER PRO ONLINE [RESOLVED]

Status:  We experienced approximately 3 minutes where users were getting errors
accessing and/or saving while in TaxSlayer Pro Online.  This has bee


Read More...
28 Feb 22 Kim Manuel



PRO ONLINE 2021: CLIENT STATUS GENERATING AN ERROR MESSAGE [RESOLVED]

2:43p ET – This has been resolved. We are currently experiencing an unexpected
error when you navigate to Tools>>Client Status from the cl


Read More...
28 Feb 22 Kim Manuel


RELEASE NOTES: FEBRUARY 28TH – MT & VA

The site will be placed in maintenance on Monday, February 28th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
27 Feb 22 Craig Smith


PRO ONLINE 2021: SELECTION FOR STATE E-FILE (MISSING) [RESOLVED]

You can filter your returns created on today to determine which returns you need
to open and select the state e-file. Enter Today’s date for the


Read More...
25 Feb 22 Kim Manuel



CUSTOMER PORTAL: ERROR WHEN TAXPAYERS ARE LOGGING IN (RESOLVED)

Update:  This has been resolved.  If your taxpayer still sees an error, they
will most likely need to delete their cache Update:  We are going roll


Read More...
25 Feb 22 Kim Manuel


MONTANA REJECT CODES FORM2-E072, FORM2-E142 & FORM2-E008 [UPDATE]

2/28/22 – Impacted MT returns can be resubmitted. If your site has a MT return
with any of the listed reject codes in the blog title, the fix is


Read More...
25 Feb 22 Craig Smith


RELEASE NOTES: FEBRUARY 25TH – CA, IA (2020), NJ, NM, NY & UT

The site will be placed in maintenance on Friday, February 25th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
24 Feb 22 Craig Smith



NORTH CAROLINA MILITARY SUBTRACTION: BAILEY SETTLEMENT VS. RETIRED US ARMED
FORCES MEMBERS

This post is to help clarify how to report a subtraction from North Carolina
income for applicable military retirement benefits. There are two input f


Read More...
24 Feb 22 Craig Smith


TAXSLAYER PHONE SUPPORT CURRENTLY UNAVAILABLE [RESOLVED]

5:44pm ET – The issue has been resolved. 5:35pm ET – Our phone servicer provider
is currently experiencing an issue with receiving inbound


Read More...
23 Feb 22 Craig Smith


RELEASE NOTES: FEBRUARY 23RD – IA & UT

The site will be placed in maintenance on Wednesday, February 23rd, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
22 Feb 22 Craig Smith



FSA KIOSK USERS: 1040-NR FILING STATUS WIZARD

If you get questions from your taxpayers regarding the following message in the
Filing Status Wizard, please tell them to ignore and click continue. 


Read More...
21 Feb 22 Kim Manuel


2021 1040X EFILE: LIVE

You can now electronically file your 1040X returns. (1) Complete the 2021
Amended Return (2) Navigate to the efile section and you will see the follow


Read More...
21 Feb 22 Kim Manuel


RELEASE NOTES: FEBRUARY 21ST – DE & 1099-G

The site will be placed in maintenance on Monday, February 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
20 Feb 22 Kim Manuel



RELEASE NOTES: FEBRUARY 18TH – CO, CT, IA, MI & NJ

The site will be placed in maintenance on Friday, February 18th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
17 Feb 22 Craig Smith


PRO ONLINE 2021: CAN I E-FILE MY 1040X? (UPDATE)

Update:  We are in final internal testing of the 1040X flow. You may see
glimpses of the new flow, but the front end is not connected to the e-file p


Read More...
17 Feb 22 Kim Manuel


NJ PROPERTY TAX CREDIT/DEDUCTION [RESOLVED]

2/18/22 – This has been corrected with this mornings deployment. After
yesterday’s deployment (roughly 6am ET), an update was introduced t


Read More...
17 Feb 22 Craig Smith



PRO ONLINE 2021: PRINTING ISSUES [RESOLVED]

We are getting reports of slowness in printing or sporadic time outs when
printing inside or outside of a return.  We are currently investigating


Read More...
16 Feb 22 Kim Manuel


RELEASE NOTES: FEBRUARY 16TH – F8915-F, IA, NY & VA

The site will be placed in maintenance on Wednesday, February 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
15 Feb 22 Craig Smith


TS PRO ONLINE: “SELF-PREPARED RETURN” CHECKBOX – NOT APPLICABLE TO VITA/TCE

The below highlighted checkbox in E-file under “Optional Questions” should not
be marked for VITA/TCE returns, even if you are preparing y


Read More...
15 Feb 22 Craig Smith



VTA 2022-03: RECONCILING ADVANCE CHILD TAX CREDIT AND ECONOMIC IMPACT PAYMENTS

Purpose: This VTA is to inform partners that taxpayers should bring Letter 6419,
2021 Total Advance Child Tax Credit (AdvCTC) Payments, and Letter 647


Read More...
15 Feb 22 Kim Manuel


PRO ONLINE 2021: SPORADIC ERRORS PRINTING [RESOLVED]

We are getting reports of slowness in printing or sporadic time outs when
printing inside or outside of a return.  We are currently investigating


Read More...
14 Feb 22 Kim Manuel


TS PRO ONLINE: REVIEWING RETURN PAGE VALIDATION [RESOLVED]

Issue 6721 has been opened to review a page validation occurring when attempting
to click “Save & Exit” on the Submission page of e-fi


Read More...
14 Feb 22 Craig Smith



NORTH CAROLINA UPDATE – PAPER FILED RETURNS

TaxSlayer Pro Online recently updated the barcode that displays on the PDF of
the D-400 (NC main form). If your site will be paper filing a North Caro


Read More...
14 Feb 22 Craig Smith


PRO ONLINE 2021: CLIENT SEARCH LIST: NUMBER OF TAX RETURNS DISPLAY ISSUE

Currently the number of tax returns listed at your site for 2021 is displaying
the number for 2020 (Issue 6582)  


Read More...
12 Feb 22 Kim Manuel


RELEASE NOTES: FEBRUARY 12TH – ADVANCE CTC & F244

The site will be placed in maintenance on Saturday, February 12th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
11 Feb 22 Craig Smith



PRO ONLINE 2021: E-FILING REJECTED RETURNS

Scenario:  I have corrected my rejected return and I can no longer click Save &
Exit or Transmit from the Submission page Reason:  If you are ma


Read More...
11 Feb 22 Kim Manuel


TS PRO ONLINE: SCHEDULE C – CAR AND TRUCK EXPENSES [RESOLVED]

We are aware of the unexpected error message received when accessing the Car and
Truck Expenses menu within the Schedule C (Issue 6691). The fix is sc


Read More...
11 Feb 22 Craig Smith


RELEASE NOTES: FEBRUARY 11TH – FSA, LA & NY

The site will be placed in maintenance on Friday, February 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
10 Feb 22 Craig Smith



TY2021: EITC UPDATE RELATED TO “SPECIFIED STUDENTS”

New for TY2021, the IRS adjusted the age requirement for a taxpayer with no
qualifying child when determining EITC eligibility as it relates to studen


Read More...
10 Feb 22 Craig Smith


TAXSLAYER PRO ONLINE: FORM 8915-F

There are two different entry points for Form 8915-F within the 2021 TaxSlayer
Pro Online software. Depending on what you are trying to report will de


Read More...
10 Feb 22 Craig Smith


MESSAGE FROM OHIO: 2021 PAPER RETURN PROCESSING TIMES

Software vendors received the below messaging from the Ohio Department of
Taxation. “The Ohio Department of Taxation would like to communicate t


Read More...
09 Feb 22 Craig Smith



RELEASE NOTES: FEBRUARY 9TH – CT, EITC, F8915-F, IA, NJ & WV

The site will be placed in maintenance on Wednesday, February 9th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
08 Feb 22 Craig Smith


EFILE: THE FOLLOWING ITEMS HAVE BEEN PUSHED TO PRODUCTION (2/8/2022 2:00 PM EST)

The following corrections to the e-file section have been pushed to production
Questions are now displaying in alphabetical order.  The questions wil


Read More...
08 Feb 22 Kim Manuel


FEDERAL RETURNS: REJECT CODE F8379-021

From the IRS: “Business Rule F8379-021 is erroneously rejecting returns due to
an incorrect element name in the business rule. Please refrain fr


Read More...
08 Feb 22 Craig Smith



NORTH CAROLINA RETURNS: REJECT CODE X0000-005 – INVALID SCHEMA

If your site filed a NC return and it is rejected with Reject Code X0000-005, we
will resubmit impacted returns by the end of this week. No action is


Read More...
07 Feb 22 Craig Smith


RELEASE NOTES: FEBRUARY 7TH: 1040-PR UPDATE FOR HOH AND QW FILERS

The site will be placed in maintenance on Monday, February 7th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
06 Feb 22 Craig Smith


CONFIGURATION: ASSIGNED QUESTIONS

Scenario:  When I look at the assigned questions under Configuration>>Question
Templates I see duplicate questions. Reason:  At some point the


Read More...
04 Feb 22 Kim Manuel



UNABLE TO ADVANCE PAST 1ST PAGE OF E-FILE AFTER FEDERAL RETURN ACCEPTED
[RESOLVED]

2/8/2022 – This is now resolved. We are aware of an issue where users are
getting a validation message indicating a required selection is needed


Read More...
04 Feb 22 Craig Smith


PRO ONLINE E-FILE SECTION: RELEASE INFORMATION FEBRUARY 4, 2022

Required Return Tags The users will now see the message associated with returns
tags not being selected if they are required in office setup   &n


Read More...
04 Feb 22 Kim Manuel


TY2021: EXPANSION OF EITC TO INCLUDE AGE 18 IN CERTAIN CONDITIONS

New for TY2021, the IRS expanded EITC to age 18 for taxpayers that meet certain
qualifications as outlined on page 17 of Publication 596.  “If


Read More...
04 Feb 22 Kim Manuel



RELEASE NOTES: FEBRUARY 4TH – CT, EITC & MA

The site will be placed in maintenance on Friday, February 4th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
03 Feb 22 Craig Smith


TAXSLAYER VITA/TCE SUPPORT: CHAT UNAVAILABLE [RESOLVED]

2/3/2022 – 4:09pm ET: Chat is now back available. 2/3/2022 – 4:00pm ET: We are
currently looking into why the “Chat” option is


Read More...
03 Feb 22 Craig Smith


PRO ONLINE 2020 AND 2019: IRS REJECT 202

This reject occurs when we do not have the site listed with an order for TY2020
so we cannot insert the appropriate Vendor Control Number into the e-f


Read More...
03 Feb 22 Kim Manuel



SUBMISSION PAGE: ABILITY TO COLLAPSE THE RIGHT PANEL

Just a reminder that we have added the ability to collapse the right panel while
you are working in the efile section if the screen is visible to the


Read More...
03 Feb 22 Kim Manuel


PRO ONLINE 2021: SUBMISSION PAGE “UNDEFINED” ERROR WHEN SAVING OR TRANSMITTING
RETURN [RESOLVED]

Scenario:  I have completed the e-file section and I receive the red error
banner with no explanation when trying to Save & Exit or Transmit the


Read More...
03 Feb 22 Kim Manuel


CONTACTING VITA/TCE SUPPORT: TIP FOR GETTING A QUICKER RESOLUTION

EVERY email you submit to VITA/TCE support should include at least one of the
following EFIN -or- SIDN Last 4 of the TP SSN (if reason for contact is


Read More...
03 Feb 22 Kim Manuel



RELEASE NOTES: FEBRUARY 3RD – IA, MN, NE, NM, OH & WV

The site will be placed in maintenance on Thursday, February 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
02 Feb 22 Craig Smith


REMINDER: STATE PDF’S WITH “DO NOT MAIL” WATERMARK

We just wanted to share a quick reminder about state PDF’s when they display the
“Do Not Mail” watermark (shown below) and what that


Read More...
02 Feb 22 Craig Smith


CUSTOMER PORTAL: WHERE DO SIGNATURES APPEAR ON STATE RETURNS?

Customer Portal signatures will only be displayed on the state equivalent e-file
forms 8879/8453 if the state supports a digital signature. Note:  Th


Read More...
02 Feb 22 Kim Manuel



PRO ONLINE 2021: SIGNATURE AREAS ON THE SUBMISSION PAGE

We are getting several inquiries on the purpose of the signature areas on the
Submission Page; What is the purpose of the Taxpayer Signature block? It


Read More...
02 Feb 22 Kim Manuel


SEND STATE ONLY — QUICK REMINDER

Send State Only has been activated.  Remember, you must select an e-file option
for the Federal Return Type. Note:  By popular demand, we removed th


Read More...
02 Feb 22 Kim Manuel


USERNAME PROCEDURES: AS VOLUNTEERS BEGIN USING YOUR PRODUCTION SITE

If you are a volunteer for a site and your username is marked as “Inactive” when
you attempt to login, you MUST contact your site administ


Read More...
02 Feb 22 Kim Manuel



PRO ONLINE 2021 SECURITY TEMPLATE: DO NOT FORCE RETURN REVIEW

The redesign of the e-file section has caused some confusion over when to use
the security template option of “Do not Force Return Review”


Read More...
01 Feb 22 Kim Manuel


CUSTOMER PORTAL: SENDING LINK VIA TEXT ONLY

Scenario:  I sent my taxpayer a customer portal link via text only (did not
enter an email address) Problem:  The taxpayer cannot register their por


Read More...
31 Jan 22 Kim Manuel


CUSTOMER PORTAL: EDIT AND CLEARING SIGNATURES

We currently have an issue reported where if the following happens, the
signatures are no longer being displayed on the return The taxpayer changes th


Read More...
31 Jan 22 Kim Manuel



RELEASE NOTES: JANUARY 31ST – E-FILE, ME, SC & VT

The site will be placed in maintenance on Monday, January 31st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
30 Jan 22 Craig Smith


PRO ONLINE 2020 AND 2019 PRIOR YEAR EFILES [RESOLVED]

This has been resolved as of 2/1/2022. Scenario:  I have transmitted efiles for
2020 and 2019 and they are still in Transmitted Status Resolution: 


Read More...
29 Jan 22 Kim Manuel


CUSTOMER PORTAL: MAKING A DOCUMENT AVAILABLE TO THE PORTAL

Scenario:  I upload a PDF to scanned documents and I do not have the option for
“Add to Customer Portal” Solution:  The taxpayer needs t


Read More...
29 Jan 22 Kim Manuel



CUSTOMER PORTAL: FAILED TO SEND DOCUMENT MESSAGE

Scenario:  You selected Send Document from the Submission page and received the
Failed to Send Document Message box Solution:  The taxpayer has not


Read More...
29 Jan 22 Kim Manuel


PRO ONLINE 2021: TIPS FOR PRINTING FROM THE SUBMISSION PAGE

Scenario:  I do not see a PDF after the completion of the green progress bar
Solution:  The PDF will open in a new tab.  Look for the browser messa


Read More...
29 Jan 22 Kim Manuel


STATUS OF E-FILE AVAILABILITY

Current year 1040, 1040NR, 1040PR = On Current year 1040X = ETA week of 2/6
Current year State Only  = 1/31 2020 1040, 1040NR, 1040PR, 1040X and Stat


Read More...
29 Jan 22 Kim Manuel



MESSAGE FROM ARIZONA: PAUSE IN ACKS

Software vendors received the below messaging from Arizona. No acks will be
returned until Monday morning after 8am MST. “Arizona’s MeF Pr


Read More...
28 Jan 22 Craig Smith


RELEASE NOTES: JANUARY 28TH – E-FILE, MA, NC & PA

The site will be placed in maintenance on Friday, January 28th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
27 Jan 22 Craig Smith


CUSTOMER PORTAL: DISPLAY ISSUE WITH SIGNATURE [RESOLVED]

You will see the signatures displayed on the Submission page once they have been
signed.     You can then print the return from any print op


Read More...
27 Jan 22 Kim Manuel



TAXSLAYER PRO ONLINE 2021: PRIOR YEAR E-FILE NOW LIVE

E-filing prior year returns is now live. The IRS allows the current + 2 prior
years for electronic file. For this filing season, this means 2021, 2020


Read More...
26 Jan 22 Craig Smith


RELEASE NOTES: JANUARY 26TH – CT, MO, NC & PA

The site will be placed in maintenance on Wednesday, January 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
25 Jan 22 Craig Smith


TIPS FOR CONTACTING VITA/TCE SUPPORT — HELP US, HELP YOU

If you are contacting us about something specific to your site via email or
chat, please include the following EFIN (it is OK to send this to us) SIDN


Read More...
25 Jan 22 Kim Manuel



RELEASE NOTES: JANUARY 25TH AFTERNOON UPDATE – E-FILE & CUSTOMER PORTAL
(BACKEND)

A deployment is scheduled for 3:45pm ET to release the below updates. This will
not impact access to the program. CUSTOMER PORTAL Backend update to co


Read More...
25 Jan 22 Craig Smith


IRS REJECT TRENDING TODAY: F1040-065-04

F1040-065-04: At least one of the following must have a non-zero value on Form
1040: ‘TotalIncomeAmt’ or ‘AdjustedGrossIncomeAmt&#82


Read More...
25 Jan 22 Kim Manuel


PRO ONLINE 2021: DRIVERS LICENSE OPTIONAL [RESOLVED]

Scenario:  The drivers license is supposed to be optional for my state, but the
efile section is requiring it IF i select the drivers license page vi


Read More...
24 Jan 22 Kim Manuel



IRS REJECTS: WHAT IS TRENDING

IND-181-01: The Primary Taxpayer did not enter a valid Identity Protection
Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippi


Read More...
24 Jan 22 Kim Manuel


PRO ONLINE 2021: RETURNS MARKED PAPER DISPLAYS THE TRANSMIT RETURN OPTION

Scenario:  The return has been marked as paper, but the transmit return option
is enabled Note:  Selecting it does not transmit the return, it displ


Read More...
24 Jan 22 Kim Manuel


PRO ONLINE 2021: FEES DISPLAY IN E-FILE SECTION

If your site is utilizing the Fees feature to track fees saved to the taxpayer,
you will notice this information in a couple of new places this year.


Read More...
24 Jan 22 Kim Manuel



RELEASE NOTES: JANUARY 24TH – MN & NY

The site will be placed in maintenance on Monday, January 24th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
23 Jan 22 Craig Smith


PRO ONLINE 2021: TURNING ON E-FILE JANUARY 24TH (CURRENT YEAR E-FILE IS ON)

Update:  We have turned on current  year e-file.  We will not be turning on
“Send state only” or prior years until later this week. 


Read More...
23 Jan 22 Kim Manuel


RELEASE NOTES: JANUARY 21ST – DE, F2441, FORM FINDER, IA, VT & WI

The site will be placed in maintenance on Friday, January 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
20 Jan 22 Craig Smith



CUSTOMER PORTAL: HOW DO I SEND A TAX DOCUMENT TO A TAXPAYER?

Scenario: You navigate to the submission page and the “Send documents” option is
not enabled It should not be if the taxpayer has not comp


Read More...
20 Jan 22 Kim Manuel


PRO ONLINE 2021: PRINTING FROM THE SUBMISSION PAGE

Scenario:  I selected a print set and selected Print, but nothing happens other
than the green bar telling me it is preparing the print Solution:  W


Read More...
20 Jan 22 Kim Manuel


CONTROLLED LAUNCH ANNOUNCEMENT [UPDATE]

Update:  The IRS has asked us to hold off sending returns.  We are holding all
returns that have been sent until they give us the green light to sen


Read More...
20 Jan 22 Kim Manuel



PRO ONLINE 2021: $18 FEE ON SUMMARY

Scenario:  There is an $18 fee being displayed on the right panel in e-file This
is just a display issue, it DOES NOT impact the return.  This is a


Read More...
19 Jan 22 Kim Manuel


SCANNED DOCUMENTS: FILE NAME RESTRICTIONS

Preparer’s uploading documents to scanned documents inside the application Must
be a PDF Cannot use a period (.) in the file name kim.my.file.pd


Read More...
19 Jan 22 Kim Manuel


PRO ONLINE 2021: IDENTIFYING RETURNS THAT NEED TO BE OPENED PRIOR TO SUBMITTING
E-FILES

VITA/TCE sites that prepared tax returns prior to January 24, 2022 will need to
open the returns prior to transmitting to TaxSlayer.  This will ensur


Read More...
19 Jan 22 Kim Manuel



CUSTOMER PORTAL: WHAT’S NEW

We delivered the following enhancements to Customer Portal Removed the preparer
email address from the Customer Portal link email Preparers that have


Read More...
19 Jan 22 Kim Manuel


CUSTOMER PORTAL: WHICH EMAIL DO I USE FOR MFJ RETURNS?

Question:  What email address should I use to setup the customer portal for a
MFJ return? Answer:  It doesn’t matter which one you choose.  C


Read More...
18 Jan 22 Kim Manuel


RELEASE NOTES: JANUARY 19TH – AZ, CA, F2106, F7202, NC, ND, & SCH A

The site will be placed in maintenance on Wednesday, January 19th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
18 Jan 22 Craig Smith



CUSTOMER PORTAL: TAXPAYERS THAT CANNOT CREATE A PORTAL [RESOLVED]

Update:  You can now send correctly formatted portal links from any access point
from within the return.  Reminder:  You can resend the link if the


Read More...
18 Jan 22 Kim Manuel


TAXSLAYER 2021: START NEW RETURN {LIVE}

We are scheduled to turn on Start New Return at the site level on Tuesday,
January 18th. Keep in mind, that these are considered live returns and will


Read More...
17 Jan 22 Kim Manuel


RELEASE NOTES: JANUARY 14TH – FORMS COMPLETED & W-2G

The site will be placed in maintenance on Friday, January 14th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
13 Jan 22 Craig Smith



FORM 8915-F NOW AVAILABLE – PHASE I

1/14/22 – The Phase I rollout consists of adding F8915-F menu to the program and
implementation of carryforward from a prior year 8915-E (not vi


Read More...
13 Jan 22 Craig Smith


GROUPS: IMPORTANT INFORMATION REGARDING MSA AND RELATIONAL GROUPS

This post is for non AARP Tax-Aide sites that have requested either a MSA  or
Relational Group during the ordering process. Multi-Site Group (MSA) =


Read More...
13 Jan 22 Kim Manuel


RELEASE NOTES: JANUARY 13TH – CA, F8915-F, OH, & OR

The site will be placed in maintenance on Wednesday, January 13th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
12 Jan 22 Craig Smith



TENNESSEE HALL INCOME TAX REPEALED

Statement from the TN Department of Revenue regarding their Hall Income Tax.
“Hall Income tax was repealed for tax periods that begin on January


Read More...
11 Jan 22 Craig Smith


IRS NEWS ESSENTIALS: 2022 TAX FILING SEASON BEGINS JAN. 24; IRS OUTLINES REFUND
TIMING AND WHAT TO EXPECT IN ADVANCE OF APRIL 18 TAX DEADLINE

WASHINGTON − The Internal Revenue Service announced that the nation’s tax season
will start on Monday, Jan. 24, 2022, when the tax agency will


Read More...
10 Jan 22 Kim Manuel


TUESDAY, JANUARY 18TH: START NEW RETURN

We will be enabling Start New Return on Tuesday, January 18th.  This will allow
sites that are opening to begin the process of preparing returns.  K


Read More...
10 Jan 22 Kim Manuel



RELEASE NOTES: JANUARY 10TH – F1116

The site will be placed in maintenance on Monday, January 10th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
07 Jan 22 Craig Smith


RELEASE NOTES: AR & SCH A-NOL

The site will be placed in maintenance on Friday, January 7th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
06 Jan 22 Craig Smith


PRACTICE LAB: 2021 PRACTICE EXERCISES LIVE

Update 1/6/2022: The Puerto Rico practice exercises are now updated and
available under Section 6 of the Practice Lab. Update 12/29/2021: Practice Exe


Read More...
05 Jan 22 Craig Smith



RELEASE NOTES: JANUARY 5TH – LTC PREMIUMS & W-7

The site will be placed in maintenance on Wednesday, January 5th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
04 Jan 22 Craig Smith


PRACTICE LAB – 2021 STATE RETURNS INITIAL RELEASE

1/3/2022 – Roughly twenty one (21) State Returns are now live! Please note the
information posted below when reviewing the initial state applica


Read More...
03 Jan 22 Craig Smith


PRACTICE LAB 2021: 1040 VIEW PHASE I ROLLOUT

Phase I of the 1040 View on Summary/Print has been updated to 2021. Development
is aware various display issues remain and are actively working them.


Read More...
30 Dec 21 Craig Smith



VITA/TCE CUSTOMER SUPPORT HOURS – NYE

TaxSlayer VITA/TCE customer support will be unavailable beginning Thursday,
December 30th at 3:00pm ET. Tax season support hours will begin on Monday,


Read More...
29 Dec 21 Craig Smith


RELEASE NOTES: DECEMBER 29TH – ACTC

The site will be placed in maintenance on Wednesday, December 29th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
29 Dec 21 Craig Smith


VITA/TCE CUSTOMER SUPPORT CLOSED FOR CHRISTMAS

TaxSlayer offices will be closed on Friday, December 24th and Monday, December
27th. Normal support hours will resume on Tuesday, December 28th. We ho


Read More...
23 Dec 21 Craig Smith



2021 ENHANCEMENT WEBINAR – THREE PART SERIES

We have split the 2021 (2022 Filing Season) Enhancement webinar into three
parts. Using the links below, you can now choose to view specific sections


Read More...
16 Dec 21 Craig Smith


PRACTICE LAB 2021: INITIAL LAUNCH OF NEW E-FILE SECTION ON WEDNESDAY, DECEMBER
15 [LIVE]

12/16/21: The new e-file is now available in the 2021 Practice Lab We are super
excited to announce our initial launch of the new e-file section on We


Read More...
14 Dec 21 Kim Manuel


ONDEMAND WEBINAR: TAXSLAYER ENHANCEMENTS

The 2021 OnDemand TaxSlayer Enhancement webinar for the 2022 Filing Season is
now available. A direct link is available below and is also accessible u


Read More...
10 Dec 21 Craig Smith



TAXSLAYER VITA/TCE SUPPORT HOURS – FRIDAY, DECEMBER 3RD

TaxSlayer VITA/TCE support will close at 3:00pm on Friday, December 3rd. Normal
support hours will resume on Monday, December 6th at 8:00am ET.


Read More...
02 Dec 21 Craig Smith


RELEASE NOTES: NOVEMBER 30TH – F7202 & RRC

The site will be placed in maintenance on Tuesday, November 30th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
30 Nov 21 Craig Smith


PRO ONLINE 2021: NEW SITE ADMINISTRATOR

Scenario: An existing TaxSlayer Pro Online site from 2020 now has a new Site
Admin for 2021 Question: How does the new site admin gain access to the s


Read More...
29 Nov 21 Kim Manuel



TAXSLAYER SUPPORT: THANKSGIVING HOLIDAY

TaxSlayer offices will be closed beginning Wednesday, November 24th at 12:00pm
ET and will not reopen until Monday, November 29th. Normal support hour


Read More...
23 Nov 21 Craig Smith


RELEASE NOTES: NOVEMBER 23RD – 1040-X & CARRYFORWARD

The site will be placed in maintenance on Tuesday, November 23rd, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
22 Nov 21 Craig Smith


MESSAGE FROM IRS: RETURN ACKS FROM 11/17/21[UPDATE]

UPDATE 11/24/21 All impacted transmissions from 11/17 have been resent and
accepted. The IRS MeF (Modernized Electronic Filing) team issued the below


Read More...
22 Nov 21 Craig Smith



ONDEMAND WEBINAR: RETURN PREPARATION PART II

The 2021 OnDemand Return Preparation Part II webinar for the 2022 Filing Season
is now available. A direct link is available below and is also accessi


Read More...
18 Nov 21 Craig Smith


VITA/TCE CUSTOMER SUPPORT – NOVEMBER 18TH

VITA/TCE Support will be closed on Thursday, November 18th from 10:30am – 5:00pm
ET. Normal off-season hours will resume on November 19th.


Read More...
17 Nov 21 Craig Smith


RELEASE NOTES: NOVEMBER 16TH – F7202 & RRC (EIP 3)

The site will be placed in maintenance on Tuesday, November 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
15 Nov 21 Craig Smith



IRS QUICK ALERT: 1040 MEF PRODUCTION SHUTDOWN SCHEDULE [REMINDER]

Shutdown begins on Saturday, November 20, 2021, at 11:59 p.m. Eastern time, to
prepare the system for the upcoming Tax Year 2021 Filing Season. Import


Read More...
15 Nov 21 Kim Manuel


ONDEMAND WEBINAR: RETURN PREPARATION PART I

The 2021 OnDemand Return Preparation Part I webinar for the 2022 Filing Season
is now available. A direct link is available below and is also accessib


Read More...
09 Nov 21 Craig Smith


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 19)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
08 Nov 21 Kim Manuel



PRACTICE LAB 2021 – [LIVE]

Update:  8:37 am:  Practice Lab 2021 is now live.  Please keep in mind that we
will be updating the PL with 2021 tax calculations as final forms an


Read More...
08 Nov 21 Kim Manuel


ONDEMAND WEBINARS: DESKTOP/CONTINGENCY & SITE ADMINISTRATION AVAILABLE

The 2021 Desktop/Contingency and Site Administration OnDemand webinars for the
2022 Filing Season are now available. Direct links are available below


Read More...
05 Nov 21 Craig Smith


VITA/TCE CUSTOMER SUPPORT – NOVEMBER 4TH

VITA/TCE Support will be closed on Thursday, November 4th from 8:00am – 9:30am
ET.


Read More...
03 Nov 21 Craig Smith



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 18)

We are excited to begin introducing changes to the e-file section of the
application. These changes are designed to increase efficiency and to produce


Read More...
02 Nov 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 17)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
02 Nov 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 16)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
01 Nov 21 Kim Manuel



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 15)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
01 Nov 21 Kim Manuel


HAPPY HALLOWEEN

Happy Halloween!!!  November is right around the corner and we are super excited
for the beginning of a new tax season. What’s around the corne


Read More...
31 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 14)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
28 Oct 21 Kim Manuel



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 13)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
28 Oct 21 Kim Manuel


FSA URLS FOR 2020 SOFTWARE

The URLs expired after October 21st.  The links will no longer offer free tax
prep to the taxpayers nor offer access to prior year return(s). In the


Read More...
28 Oct 21 Kim Manuel


VITA/TCE CUSTOMER SUPPORT – 10/28/21

VITA/TCE Support will be closed on Thursday, October 28th from 12:00p-5:00pm ET.
Normal off-season hours will resume on October 29th.


Read More...
27 Oct 21 Craig Smith



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 12)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
26 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 11)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
26 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 10)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
25 Oct 21 Kim Manuel



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 9)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
25 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 8)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
22 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 7)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
22 Oct 21 Kim Manuel



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 6)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
21 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 5)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
21 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 4)

We are excited to begin introducing changes to the e-file section of the
application. These changes are designed to increase efficiency and to produce


Read More...
20 Oct 21 Kim Manuel



SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 3)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
20 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 2)

We are excited to begin introducing changes to the e-file section of the
application.  These changes are designed to increase efficiency and to produ


Read More...
19 Oct 21 Kim Manuel


SNEAK PEEK 2021: CHANGES TO THE E-FILE SECTION (PART 1)

We are excited to begin introducing changes to the e-file section of the
application for the upcoming filing season.  These changes are designed to i


Read More...
19 Oct 21 Kim Manuel



CUSTOMER PORTAL: TAXPAYER ACCESS TO TAX DOCUMENTS

Q: How long can a Taxpayer access their tax documents in their Customer Portal
account? A: Current year return access is available through November of


Read More...
07 Oct 21 Kim Manuel


MESSAGE FROM NY DEPARTMENT OF TAXATION: REJECT CODE R0170 [UPDATE]

10/8/21 NY returns can now be e-filed. Any previously rejected NY returns for
R0170 can be resubmitted as well. 10/5/21 Due to an issue with NY return


Read More...
05 Oct 21 Craig Smith


CUSTOMER PORTAL TRAINING GUIDE & VIDEO NOW AVAILABLE

The mini-guide and video for the Customer Portal is now Available on the blog.
These are not available in the Practice Lab at this time. Click Here fo


Read More...
29 Sep 21 Craig Smith



CUSTOMER PORTAL: WHAT TYPE OF FILES CAN THE TAXPAYER UPLOAD TO THEIR SECURED
PORTAL

The taxpayer is allowed to upload the following file types to their secured
customer portal pdf png jpg tif doc docx xls xlsx The size limitation is a


Read More...
23 Sep 21 Kim Manuel


RELEASE NOTES: SEPTEMBER 16TH – MI (DETROIT)

The site will be placed in maintenance on Thursday, September 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
15 Sep 21 Craig Smith


RELEASE NOTES: SEPTEMBER 9TH – ITIN & OTHER FED WITHHOLDING

The site will be placed in maintenance on Thursday, September 9th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
08 Sep 21 Craig Smith



SUPPORT PHONES AND CHAT: TECHNICAL DIFFICULTIES [RESOLVED]

We are currently experiencing technical challenges with our phone system.  This
impacts our ability to take inbound calls and chats.  You can contin


Read More...
07 Sep 21 Kim Manuel


MESSAGE FROM ILLINOIS: MEF UPDATE AND THE IMPACT ON ACKS

Software vendors received the below message from the Illinois Department of
Revenue. “The Illinois Department of Revenue will be implementing a


Read More...
02 Sep 21 Craig Smith


SNEAK PEAK 2021: TAXPAYER AND SPOUSE E-MAIL ADDRESS INPUT FIELDS

Drum roll please…….it is finally coming to a Pro Online application near you.
You will be able to enter the Taxpayer/Spouse e-mail address


Read More...
27 Aug 21 Kim Manuel



MESSAGE FROM ARIZONA DOR: UNEMPLOYMENT BENEFITS

Below is a recent announcement from the Arizona Department of Revenue. Click
Here for the complete statement (also posted below). “Federal legis


Read More...
26 Aug 21 Craig Smith


SUGGESTION BOX: UPDATE ON 2021 SUGGESTIONS

Click here to view and download the PDF. The link will launch a BrainShark video
with instructions on how to view the PDF’s. Click here to subm


Read More...
23 Aug 21 Kim Manuel


CUSTOMER PORTAL: METHODS TO SEND THE LINK TO THE TAXPAYER

The volunteer will have two options for sending the link to the taxpayer Send
the link to the taxpayer via email (The goal is to pull this from the re


Read More...
16 Aug 21 Kim Manuel



CUSTOMER PORTAL: HOW DO I SEND THE TAXPAYER A LINK?

There will be three access points available to all users that have been granted
access to use the customer portal feature after completing the Basic I


Read More...
12 Aug 21 Kim Manuel


SUGGESTION BOX: SEND US YOUR SUMMERTIME SUGGESTIONS

Click here to submit a suggestion We are working through the suggestions you
submitted to us during the season. We encourage you to continue to send u


Read More...
11 Aug 21 Kim Manuel


CUSTOMER PORTAL: FREQUENTLY ASKED QUESTIONS (PART 4)

Can another preparer complete the chat or only the preparer who started the
chat? Another preparer cannot complete the chat but if the have an active


Read More...
08 Aug 21 Kim Manuel



CUSTOMER PORTAL – FREQUENTLY ASKED QUESTIONS (PART 3)

Will the tax preparer get notified if a client uploads a document to the
customer portal? No, but if you have sent the link , the site can establish p


Read More...
06 Aug 21 Kim Manuel


CUSTOMER PORTAL: QUESTION AND ANSWERS (PART 2)

Will training be available for us to train our volunteers? Yes.  we will be
creating a mini guide and a training video that is specific to how to use


Read More...
05 Aug 21 Kim Manuel


CUSTOMER PORTAL: FAQ’S FROM IRS WEBCAST – (PART 1)

Q:  What happens if the preparer is in a return and a chat comes in? A:  When
the preparer closes the return, they will see the chat notification th


Read More...
04 Aug 21 Kim Manuel



CUSTOMER PORTAL: THE REAL NAME

For consistency purposes, Craig and I have conformed and will use the proper
feature name:  Customer Portal This is how it is referenced in the appli


Read More...
03 Aug 21 Kim Manuel


CUSTOMER PORTAL: WHICH SECURITY TEMPLATES ARE REQUIRED?

The security templates assigned by TaxSlayer will have the customer portal
options enabled.  If you are a site that creates custom security templates


Read More...
03 Aug 21 Kim Manuel


TAXSLAYER CUSTOMER SUPPORT – MONDAY, AUGUST 2ND

On Monday, August 2nd, customer support will be unavailable from 8:30a-9:45p ET
so all employees can attend a company meeting.


Read More...
02 Aug 21 Craig Smith



CUSTOMER PORTAL: TAXPAYER UPLOAD FILES

The taxpayer that has an established client portal will be able to upload the
following types of files (max of 5 meg per file) and a total of 25 meg o


Read More...
29 Jul 21 Kim Manuel


CUSTOMER PORTAL: AVAILABLE TO ALL PRO ONLINE SITES FOR TAXSLAYER 2021

Customer Portal is a new to VITA/TCE feature that will be available for all Pro
Online sites beginning with TaxSlayer 2021.  This is a feature that h


Read More...
28 Jul 21 Kim Manuel


SCANNED DOCUMENTS: AVAILABLE TO ALL PRO ONLINE SITES FOR TAXSLAYER 2021

We are super excited to announce that all TaxSlayer Pro Online sites will have
access to the Scanned Document feature. Access will be controlled at th


Read More...
27 Jul 21 Kim Manuel



SITE CANNOT BE REACHED [RESOLVED]

The site is currently experiencing connection issues:  Our IT team is currently
working to resolve the issue. This site can’t be reached vita.taxsl


Read More...
19 Jul 21 Kim Manuel


TAXSLAYER PRO ONLINE: PRINTS AND CALCS NOT WORKING [RESOLVED]

7/13/21 – 8:32am ET All issues have been resolved at this time. If you notice
any issues, please contact VITA/TCE Support. 7/13/21 – 8:22a


Read More...
13 Jul 21 Craig Smith


UNEXPECTED ERRORS (UPDATE 8:44 AM)

Update 8:44 am:  If you receive the error that the calculations are not
available when opening a return in TaxSlayer 2020, close the return and open


Read More...
06 Jul 21 Kim Manuel



TAXSLAYER CUSTOMER SUPPORT: CLOSED MONDAY JULY 5TH

In observance of the Fourth of July, TaxSlayer offices will be closed on Monday,
July 5th. Normal off-season hours will resume on Tuesday, July 6th at


Read More...
02 Jul 21 Craig Smith


RELEASE NOTES: JULY 1ST – MD

The site will be placed in maintenance on Thursday, July 1st, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
30 Jun 21 Craig Smith


MESSAGE FROM NEBRASKA: AMERICAN RESCUE PLAN ACT (ARPA)

The Nebraska Department of Revenue released a statement today regarding the
treatment of returns impacted by the American Rescue Plan Act (ARPA), spec


Read More...
30 Jun 21 Craig Smith



RELEASE NOTES: JUNE 29TH – UT

The site will be placed in maintenance on Tuesday, June 29th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
28 Jun 21 Craig Smith


TAXSLAYER PRO ONLINE: SPORADIC ERRORS IN 18, 19, AND 20 APPLICATIONS [RESOLVED]

6/28/21 – 10:01am ET The issues reported below have been resolved. Please reach
out to support if you continue to see any oddities. 6/28/21 &#82


Read More...
28 Jun 21 Craig Smith


TAXSLAYER PRO ONLINE: 2018 PDF’S NOT GENERATING [RESOLVED]

We are currently investigating why 2018 PDF’s are not generating at this time.


Read More...
24 Jun 21 Craig Smith



2020 STATES: PROGRAM HAS RECEIVED AN UNEXPECTED ERROR [RESOLVED]

6/22/21 – 2:12pm ET We are no longer seeing or hearing reports of issues
accessing the state programs. 6/22/21 – 8:03am ET We are continui


Read More...
21 Jun 21 Kim Manuel


RELEASE NOTES: JUNE 17TH – MN & OH

The site will be placed in maintenance on Thursday, June 17th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
16 Jun 21 Craig Smith


MD REJECT CODES FORM 502-01730-012 AND FORM 502-01730-020 [RESOLVED]

Update: 6/10/21 Maryland is now able to accept returns impacted by Reject Codes
Form 502-01730-020 and Form 502-01730-012. Impacted returns can now be


Read More...
10 Jun 21 Craig Smith



RELEASE NOTES: JUNE 10TH – F8888, MD & REVIEW RETURNS

The site will be placed in maintenance on Thursday, June 10th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
09 Jun 21 Craig Smith


RELEASE NOTES: JUNE 8TH – MS & ZIP CODE DB

The site will be placed in maintenance on Tuesday, June 8th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
07 Jun 21 Craig Smith


IRS: WHERE TO FILE PAPER TAX RETURNS WITH OR WITHOUT PAYMENT

For the most up to date mailing addresses published by the IRS, be sure to visit
IRS.gov or Click Here. The IRS recently updated mailing addresses for


Read More...
03 Jun 21 Craig Smith



RELEASE NOTES: JUNE 3RD – SCH C & W-7

The site will be placed in maintenance on Thursday, June 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
02 Jun 21 Craig Smith


SOUTH CAROLINA: UNEMPLOYMENT COMPENSATION

Issued on May 26th, South Carolina has adopted the Federal suspension of tax on
a portion of unemployment compensation for tax year 2020. The latest u


Read More...
01 Jun 21 Craig Smith


VITA/TCE SUPPORT: CLOSED MEMORIAL DAY

VITA/TCE Support will be closed on Monday, May 31st for Memorial Day. Normal
off-season hours will resume on Tuesday, June 1st at 8:00am ET.


Read More...
28 May 21 Craig Smith



TAXSLAYER PRO ONLINE: 2018 PROGRAM YEAR

Update: 10:36am ET Speeds have significantly improved, however, errors are still
occurring very intermittently mostly when accessing a return from Cli


Read More...
26 May 21 Craig Smith


RELEASE NOTES: MAY 26TH – CLIENT STATUS, E-FILE & WI

The site will be placed in maintenance on Wednesday, May 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
25 May 21 Craig Smith


RELEASE NOTES: MAY 21ST – 1099-OID, IRC 1341 & STANDARD DEDUCTION

The site will be placed in maintenance on Friday, May 21st, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up t


Read More...
21 May 21 Craig Smith



RELEASE NOTES: MAY 19TH – F4868, DC, MD AND ZIP CODE DB

The site will be placed in maintenance on Wednesday, May 19th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
18 May 21 Craig Smith


END OF SEASON: DID ALL OF MY STATE RETURNS GET FILED?

How can I determine which state returns were electronically filed and which
state returns were marked as Paper? We recommend running the Pro Web Retu


Read More...
18 May 21 Kim Manuel


END OF SEASON: WHAT SHOULD I DO WITH MY RETURNS AND USERS?

My site is closing for the season, what should I do with my returns? There is no
action required for returns.  DO NOT deactivate the returns because


Read More...
18 May 21 Kim Manuel



FILING SEASON MESSAGE FROM FRANK NOLDEN

Every year, I’m impressed by the accomplishments of IRS-SPEC employees and
VITA/TCE partners. But your work this filing season truly leaves me in aw


Read More...
17 May 21 Kim Manuel


1040X: WHICH REPORT GIVES ME E-FILE INFORMATION

Navigate to Reports>> Management Reports>> Pro Web Returns – Detailed Return
Report There are three 1040 X columns to identify retur


Read More...
17 May 21 Kim Manuel


IR-2021-111: IRS BEGINS CORRECTING TAX RETURNS FOR UNEMPLOYMENT COMPENSATION
INCOME EXCLUSION; PERIODIC PAYMENTS TO BE MADE MAY THROUGH SUMMER

WASHINGTON – The Internal Revenue Service will begin issuing refunds this week
to eligible taxpayers who paid taxes on 2020 unemployment compensatio


Read More...
14 May 21 Kim Manuel



MESSAGE FROM CA: POWER OUTAGE ON MAY 5TH IMPACTED PROCESSING RETURNS

Software vendors received the below message from CA regarding a delay in acks
from returns filed on or around May 5th, 2021. CA acknowledgements shoul


Read More...
06 May 21 Craig Smith


MESSAGE FROM MA: ACKNOWLEDGEMENTS FROM 5/3/21

Software vendors received the below message from MA. “Please be advised that on
Monday, May 3, we had a systemic issue which did not allow us to


Read More...
06 May 21 Craig Smith


MESSAGE FROM AL: RELIEF FOR TAXPAYERS AFFECTED BY SEVERE WEATHER IN MARCH

ALDOR Announces Relief for Taxpayers Affected by Severe Weather in March AL
Department of Revenue released the above statement for Taxpayers impacted


Read More...
05 May 21 Craig Smith



TAXSLAYER PRO ONLINE: ERROR PAGE WHEN ACCESSING E-FILE [RESOLVED]

9:50am ET We have resolved the issue in all years resulting in the error message
when going to e-file. 9:15am ET We are still actively investigating b


Read More...
05 May 21 Craig Smith


RELEASE NOTES: MAY 5TH – AZ, CA, NJ & VA

The site will be placed in maintenance on Wednesday, May 5th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
04 May 21 Craig Smith


RELEASE NOTES: MAY 3RD – NJ & NY

The site will be placed in maintenance on Monday, May 3rd, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up to


Read More...
02 May 21 Craig Smith



RELEASE NOTES: APRIL 30TH – CT & NM

The site will be placed in maintenance on Friday, April 30th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
29 Apr 21 Craig Smith


RELEASE NOTES: APRIL 28TH – MD, MN & ZIP CODE DB

The site will be placed in maintenance on Wednesday, April 28th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
27 Apr 21 Craig Smith


IRS INSTRUCTIONS FOR 2020 REJECT CODE F1040-071-05

Pro Online: The IRS has issued guidance on resolving Reject Code: F1040-071-05.
In order for the return to be accepted, the IRS recommends preparers


Read More...
23 Apr 21 Kim Manuel



TAXSLAYER PRO ONLINE REPORTS: FRESH NEW LOOK!

The Reports menu within TaxSlayer Pro Online received a new look. Check it out!
Just in time for report season.


Read More...
23 Apr 21 Craig Smith


RELEASE NOTES: APRIL 23RD – ID, MN & NC

The site will be placed in maintenance on Friday, April 23rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
22 Apr 21 Craig Smith


SUBJECT: DELAY IN PROCESSING FORM(S) 1040,1040-X, AND 1040-ES PAYMENTS SUBMITTED
VIA MODERNIZED E-FILE

Attention:  Return Transmitters and Authorized IRS e-file Providers/EROs We
identified a delay in processing Form 1040 balance due, Form 1040-X amen


Read More...
22 Apr 21 Kim Manuel



RELEASE NOTES: APRIL 21ST – F8862 & OH

The site will be placed in maintenance on Wednesday, April 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
20 Apr 21 Craig Smith


MESSAGE FROM OHIO: DELAY IN ACKS FROM 4/14/21

Message from Ohio sent to all software providers. “We had a population of 200
submissions from April 14, 2021 that were processed but unfortunat


Read More...
20 Apr 21 Craig Smith


IRS DIRECT DEBITS

The IRS has been in contact with industry regarding reports of not withdrawing
balance due via direct debit.  This is happening industry wide and the


Read More...
20 Apr 21 Kim Manuel



RELEASE NOTES: APRIL 20TH – MI & NJ

The site will be placed in maintenance on Tuesday, April 20th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
19 Apr 21 Craig Smith


RELEASE NOTES: APRIL 16TH – CT, E-FILE, MA, MS & OK

The site will be placed in maintenance on Friday, April 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
15 Apr 21 Craig Smith


VITA/TCE SUPPORT HOURS

Beginning Friday, April 16th, TaxSlayer VITA/TCE support will have the following
hours of operation: Monday – Friday: 8am – 5pm ET Saturda


Read More...
15 Apr 21 Kim Manuel



RELEASE NOTES: APRIL 14TH – CLIENT STATUS & UCE WORKSHEET

The site will be placed in maintenance on Wednesday, April 14th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
13 Apr 21 Craig Smith


GEORGIA: AMERICAN RESCUE PLAN DECISION ON UNEMPLOYMENT

Georgia did not adopt the American Rescue Plan and all unemployment is taxable
to GA.   Changes have been made in the software to reflect this decis


Read More...
12 Apr 21 Kim Manuel


RELEASE NOTES: APRIL 12TH – DC, GA & NY

The site will be placed in maintenance on Monday, April 12th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
11 Apr 21 Craig Smith



IRS SUSPENDS REQUIREMENT TO REPAY EXCESS ADVANCE PAYMENTS OF THE 2020 PREMIUM
TAX CREDIT; THOSE CLAIMING NET PREMIUM TAX CREDIT MUST FILE FORM 8962

IR-2021-84, April 9, 2021 WASHINGTON — The American Rescue Plan Act of 2021
suspends the requirement that taxpayers increase their tax liability by


Read More...
09 Apr 21 Kim Manuel


AMERICAN RESCUE PLAN: REPAYMENT OF ADVANCED PREMIUM TAX CREDIT

The TaxSlayer software has been updated to not calculate any repayment of
Advanced Premium Tax Credit in accordance with the American Rescue Plan. Thi


Read More...
09 Apr 21 Craig Smith


UTAH: AMERICAN RESCUE ACT INFORMATION FROM UTAH STATE TAX COMMISSION

What to do if you received unemployment compensation in Utah during 2020 Under
the American Rescue Plan enacted on March 11, 2021, unemployment compen


Read More...
08 Apr 21 Kim Manuel



RELEASE NOTES: APRIL 9TH – DE, IN & MO

The site will be placed in maintenance on Friday, April 4th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
08 Apr 21 Craig Smith


CHAT SUPPORT IS CURRENTLY NOT AVAILABLE [RESOLVED]

We are currently experiencing issues with chat support not being available.  We
have notified the appropriate team to reach out to our chat provider.


Read More...
07 Apr 21 Kim Manuel


RELEASE NOTES: APRIL 7TH – CT, DC, MN, PA, REPORTS & WV

The site will be placed in maintenance on Wednesday, April 7th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
06 Apr 21 Craig Smith



IRS NEWS ESSENTIALS: IRS LETTERS EXPLAIN WHY SOME 2020 RECOVERY REBATE CREDITS
ARE DIFFERENT THAN EXPECTED

IRS letters explain why some 2020 Recovery Rebate Credits are different than
expected WASHINGTON − As people across the country file their 2020 tax


Read More...
05 Apr 21 Kim Manuel


AMERICAN RESCUE ACT: UNEMPLOYMENT COMPENSATION EXCLUSION (UCE)

The American Rescue Plan Act of 2021 excludes from income the first $10,200 in
unemployment compensation received in 2020 per taxpayer on their 20


Read More...
05 Apr 21 Kim Manuel


RELEASE NOTES: APRIL 5TH – CLIENT STATUS & RETURN TAGS

The site will be placed in maintenance on Monday, April 5th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
04 Apr 21 Craig Smith



2020 RETURNS WITH UNEMPLOYMENT AND TAXABLE SSA (UPDATE 6:10 PM ON 4/2)

Update 4/2/2021  6:00 PM EST:  We have deployed a correction to the required
change for Unemployment exclusion.  You can now open returns with UCE


Read More...
02 Apr 21 Kim Manuel


VITA/TCE SUPPORT: CLOSED EASTER SUNDAY

On Sunday, April 4th, TaxSlayer VITA/TCE Support will be closed for Easter
Sunday. Normal tax season hours will resume on Monday, April 5th.


Read More...
02 Apr 21 Craig Smith


RELEASE NOTES: APRIL 2ND – CA, CLIENT LIST, MI, MN & MT

The site will be placed in maintenance on Friday, April 2nd, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
01 Apr 21 Craig Smith



2020 CALCULATIONS — SPINNING (UPDATE 3:15 PM) RESOLVED

Update 3:15 PM:  The intermittent slowness has been resolved.  You may need to
close your browser and open a new browser (not just the browser tab)


Read More...
01 Apr 21 Kim Manuel


IRS TO RECALCULATE TAXES ON UNEMPLOYMENT BENEFITS: REFUNDS TO START IN MAY

IR-2021-71, March 31, 2021 WASHINGTON — To help taxpayers, the Internal Revenue
Service announced today that it will take steps to automatically ref


Read More...
31 Mar 21 Kim Manuel


IRS REJECT FPYMT-072-01 (BUSINESS RULE DISABLED)

Update 3/31/2021:  The IRS has disabled the business rule that generates this
reject.  You can now resubmit any returns rejected for this business r


Read More...
31 Mar 21 Kim Manuel



RELEASE NOTES: MARCH 31ST – CA, F8915-E, MN, NE, OH & OR

The site will be placed in maintenance on Wednesday, March 31st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
30 Mar 21 Craig Smith


RELEASE NOTES: MARCH 29TH – 1040-NR, IA, OH & WV

The site will be placed in maintenance on Monday, March 29th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
28 Mar 21 Craig Smith


IRS REJECT CODE F8917-012

The IRS has disabled this business rule.  If you have any returns rejected for
this reason, you can transmit them.    


Read More...
26 Mar 21 Kim Manuel



OREGON RETURNS BREAKING CALC (PY AND NONRES ONLY) [RESOLVED]

3/31/21 – This has been resolved. We have opened Issue 5883 to address an issue
where Part-Year and Nonresident OR returns are breaking the calc


Read More...
26 Mar 21 Craig Smith


VOLUNTEER TIME: ALL PARTNER CALL NOTES – 3/25/21

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. Q&A notes are at the b


Read More...
26 Mar 21 Craig Smith


PROGRAM ERROR ON STATE PORTION [RESOLVED]

8:25am ET: The issue has been resolved and access to state returns has been
restored. 8:01am ET: We have received reports of users getting errors when


Read More...
26 Mar 21 Kim Manuel



RELEASE NOTES: MARCH 26TH – 1040 VIEW, E-FILE, MN & VA

The site will be placed in maintenance on Friday, March 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
25 Mar 21 Craig Smith


FSA URL SITES: REQUIREMENTS AND TIPS FOR SUPPORT

Recommended method:  Email because 90% of the time we need to conduct research
that is taxpayer specific.  However, we do provide support to the sit


Read More...
25 Mar 21 Kim Manuel


AMERICAN RESCUE ACT STATE INFORMATION

The information on the following link is updated as we get information from the
state regarding how they will handle the unemployment provision of the


Read More...
24 Mar 21 Kim Manuel



RELEASE NOTES: MARCH 24TH – AR, REPORTS & VT

The site will be placed in maintenance on Wednesday, March 24th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
23 Mar 21 Craig Smith


IRS REJECT F1040-071-05

Your taxpayer will receive this reject in the scenario where UCE wipes out the
income, but they had federal withholding on the 1099-G. We recommend yo


Read More...
23 Mar 21 Kim Manuel


AMERICAN RESCUE ACT: UNEMPLOYMENT EXCLUSION INSTRUCTIONS POSTED (UPDATE 3/26)

Update:  We have updated the tax calculations to reflect the information below. 
As the IRS issues further guidance regarding UCE, we will make the


Read More...
23 Mar 21 Kim Manuel



AMERICAN RESCUE ACT: PREVIOUSLY FILED RETURNS WITH UCE (UNEMPLOYMENT) – IRS
GUIDANCE

The IRS has officially posted the following information regarding returns
previously filed and accepted with Unemployment. If you have already filed y


Read More...
23 Mar 21 Kim Manuel


AMERICAN RESCUE ACT — IDENTIFYING POTENTIAL RETURNS (UPDATE 3/23)

Update 3/23:  The 1099G column is NOW populating YES for returns that have not
been electronically filed.  You may need this information for the st


Read More...
23 Mar 21 Kim Manuel


RELEASE NOTES: MARCH 23RD – CA, CO, MD & MN

The site will be placed in maintenance on Tuesday, March 23rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
22 Mar 21 Craig Smith



RELEASE NOTES: MARCH 19TH – DC, F8853, NY, UCE & VT

The site will be placed in maintenance on Friday, March 19th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
18 Mar 21 Craig Smith


IRS NEWS ESSENTIALS: TAX DAY FOR INDIVIDUALS EXTENDED TO MAY 17: TREASURY, IRS
EXTEND FILING AND PAYMENT DEADLINE

Tax Day for individuals extended to May 17: Treasury, IRS extend filing and
payment deadline WASHINGTON — The Treasury Department and Internal Reven


Read More...
17 Mar 21 Kim Manuel


1040X — REJECT CODES WE ARE SEEING IN THE FIELD

NOTE:  The IRS has issued a statement asking preparers to HOLD OFF on filing
1040X returns due to the American Rescue Act Reject Code: F1040X-001 |


Read More...
17 Mar 21 Kim Manuel



SCANNED DOCUMENTS: AUTO-DELETION SUSPENDED

As the Internal Revenue Service works to provide guidance for the American
Rescue Act, the 14 day auto deletion for the scanned document program has b


Read More...
17 Mar 21 Kim Manuel


RELEASE NOTES: MARCH 17TH – AZ, CA, IN & REPORTING

The site will be placed in maintenance on Wednesday, March 17th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
16 Mar 21 Craig Smith


AMERICAN RESCUE ACT — WHAT WE KNOW (UPDATE 3/16)

Update 3/16/2021:  We are receiving many emails on how to handle these changes
in the software.  Please understand that even though the IRS made a


Read More...
16 Mar 21 Kim Manuel



RELEASE NOTES: 1040-NR, MO, PA & VT

The site will be placed in maintenance on Monday, March 15th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
14 Mar 21 Craig Smith


IRS STATEMENT – AMERICAN RESCUE PLAN ACT OF 2021

March 12, 2021 The IRS is reviewing implementation plans for the newly enacted
American Rescue Plan Act of 2021. Additional information about a new ro


Read More...
12 Mar 21 Kim Manuel


IRS NEWS ESSENTIALS: IR-2021-54 IRS BEGINS DELIVERING THIRD ROUND OF ECONOMIC
IMPACT PAYMENTS TO AMERICANS

IRS begins delivering third round of Economic Impact Payments to Americans
WASHINGTON – The Internal Revenue Service announced today that the third


Read More...
12 Mar 21 Kim Manuel



TEMPORARY SUSPENSION OF LIMITS ON CHARITABLE CONTRITBUTIONS

IRS Release Temporary Suspension of Limits on Charitable Contributions In most
cases, the amount of charitable cash contributions taxpayers can deduct


Read More...
12 Mar 21 Craig Smith


RELEASE NOTES: MARCH 12TH – F8453 & PHONE NUMBER IN PDF

The site will be placed in maintenance on Friday, March 12th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
11 Mar 21 Craig Smith


VOLUNTEER TIME: ALL PARTNER CALL NOTES – 3/11/21

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. Q&A notes are at the b


Read More...
11 Mar 21 Craig Smith



MESSAGE FROM VT: ISSUE IN SENDING ACKS

We received the below message from VT when asked if they were experiencing any
issues in sending acks. As additional information is provided, we will


Read More...
11 Mar 21 Craig Smith


MESSAGE FROM CO: ISSUE SENDING ACKS (UPDATE)

3/19/2021 Update from Colorado. “Our developers are testing the solution for the
MeF acknowledgments that were not generated and sent for a few


Read More...
11 Mar 21 Craig Smith


1040NR — E-FILE ERROR (RESOLVED)

3/15/2021:  This has been resolved   3/12/2021 The fix for this is scheduled to
deploy the morning of Monday, March 15th. 1040-NR returns should


Read More...
11 Mar 21 Kim Manuel



IRS NEWS ESSENTIALS: CL-2021-09: “A CLOSER LOOK” AT TAX VOLUNTEERS SUPPORT
TAXPAYERS IN NEED

Today, the IRS published the latest executive column, “A Closer Look,” which
features Frank Nolden, Stakeholder Partnership, Education and Communi


Read More...
11 Mar 21 Kim Manuel


RELEASE NOTES: MARCH 11TH – CA, HI, SSB & WV

The site will be placed in maintenance on Thursday, March 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
10 Mar 21 Craig Smith


RELEASE NOTES: MARCH 10TH – AR, CA, MN & W-2

The site will be placed in maintenance on Wednesday, March 10th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
09 Mar 21 Craig Smith



RELEASE NOTES: MARCH 9TH – MD, VT & WV

The site will be placed in maintenance on Tuesday, March 9th, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
08 Mar 21 Craig Smith


MO REJECT CODE: MO1040-0022 [RESOLVED]

3/8/21 MO has resolved the issued on their end. For any MO returns rejected with
Reject Code MO1040-0022, they can be resubmitted at this time. We hav


Read More...
08 Mar 21 Craig Smith


RELEASE NOTES: MARCH 8TH – F8915-E, IA, LA & REPORTS

The site will be placed in maintenance on Monday, March 8th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
07 Mar 21 Craig Smith



NEWS FROM MO DEPARTMENT OF REVENUE

A fix to Business Rule MO1040-0022 will go into production Saturday evening. 
Please let me know if there any continued issues after that time. We ar


Read More...
06 Mar 21 Kim Manuel


RELEASE NOTES: MARCH 5TH – LA, OK, SCH NEC, SCH SE & VT

The site will be placed in maintenance on Friday, March 5th, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
04 Mar 21 Craig Smith


QSRA 2021-02 QUALITY OVERSIGHT REVIEWS

Message for Volunteers and Partners Due to travel restrictions in 2021, SPEC
developed alternative plans to perform virtual Quality Oversight Reviews


Read More...
04 Mar 21 Kim Manuel



VTA-2021-08 IDENTITY THEFT INVOLVING UNEMPLOYMENT CLAIMS

VITA/TCE Volunteer Tax Alert VTA-2021-08, Identity Theft Involving Unemployment
Benefits Purpose: To alert VITA/TCE volunteers about the appropriate a


Read More...
04 Mar 21 Kim Manuel


RELEASE NOTES: MARCH 4TH – CA, HI & MN

The site will be placed in maintenance on Thursday, March 4th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
03 Mar 21 Craig Smith


ISSUE NUMBER: COVID TAX TIP 2021-24

People should be on the lookout for identity theft involving unemployment
benefits The IRS urges taxpayers whose identities may have been used by thie


Read More...
03 Mar 21 Kim Manuel



RELEASE NOTES: MARCH 3RD – MD & OH

The site will be placed in maintenance on Wednesday, March 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
02 Mar 21 Craig Smith


MESSAGE FROM NEW MEXICO ABOUT ACKNOWLEDGEMENTS (UPDATE)

3/2/21 “We expect to have the backlogged submissions fully cleared by COB
Wednesday.” The below was received from New Mexico regarding del


Read More...
02 Mar 21 Craig Smith


RELEASE NOTES: MARCH 2ND – FORM 7202 & MA

The site will be placed in maintenance on Tuesday, March 2nd, beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
01 Mar 21 Craig Smith



RELEASE NOTES: MARCH 1ST – 1040-X, CA, CT, HI, MI & VT

The site will be placed in maintenance on Monday, March 1st, beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
28 Feb 21 Craig Smith


NEW MARYLAND FORM – 502LU

4/15/21 Maryland, as of 4/15/21, has implemented the new schema to support Form
502LU and other applicable changes. Taxpayers with Form 502LU on their


Read More...
26 Feb 21 Craig Smith


OREGON RETURNS BREAKING THE CALC [RESOLVED]

3/1/21 – This issue has been resolved. Issue 5595 was opened to address an issue
within Oregon returns. Some returns that have an Oregon return


Read More...
26 Feb 21 Craig Smith



MESSAGE FROM MO: REJECT CODE MO1040-0022

Software vendors received the below message from Missouri today. If your site(s)
has any MO returns with the mentioned Reject Code, please hold these


Read More...
26 Feb 21 Craig Smith


FSA KIOSK URL SITES — MFA VIA TEXT MESSAGING [RESOLVED]

3:10 pm ET:  MFA via text messaging has been restored   10:50am ET As our
engineers continue to work with the service provider, MFA via Text has


Read More...
26 Feb 21 Kim Manuel


MFA SERVICE PROVIDER ISSUES VIA TEXT [RESOLVED]

3:10 pm ET:  MFA via text messaging has been restored ————————- Our engineers
have been made aware of


Read More...
26 Feb 21 Craig Smith



MESSAGE FROM CONNECTICUT: REJECTED RETURNS [RESOLVED]

2/26/2021 Connecticut has resolved their issue with the IRS. CT e-files can
resume at this time. If you have any CT returns rejected with Reject Code:


Read More...
26 Feb 21 Craig Smith


RELEASE NOTES: FEBRUARY 26TH – 1099-NEC & CA

The site will be placed in maintenance on Friday, February 26th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
25 Feb 21 Craig Smith


VOLUNTEER TIME: ALL PARTNER CALL NOTES FROM 2/25/2021

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. Q&A notes are at the b


Read More...
25 Feb 21 Craig Smith



FORM 7202: HOW TO ELECT TO USE 2019 NET SE EARNINGS

Question: In the current iteration of the Form 7202 page inside TaxSlayer, how
do I elect to use the 2019 net earnings from self-employment? Answer: T


Read More...
25 Feb 21 Craig Smith


RELEASE NOTES: FEBRUARY 25TH – FSA, IN & VA

The site will be placed in maintenance on Thursday, February 25th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
24 Feb 21 Craig Smith


VTA ALERT 2021-07: CLAIMING RECOVERY REBATE CREDITS

Purpose: The purpose of Volunteer Tax Alerts (VTAs) is to update, correct or
clarify tax law topics. VTA messages are valuable educational tools that


Read More...
24 Feb 21 Craig Smith



RELEASE NOTES: FEBRUARY 24TH – RECOVERY REBATE CREDIT

The site will be placed in maintenance on Wednesday, February 24th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
23 Feb 21 Craig Smith


VTA 2021-05 ECONOMIC IMPACT PAYMENTS FOR RESIDENTS OF U.S. TERRITORIES

VITA/TCE Volunteer Tax Alert VTA 2021-05, Economic Impact Payments for Residents
of U.S. Territories Purpose: To alert VITA/TCE volunteers about Econo


Read More...
23 Feb 21 Kim Manuel


VTA 2021-02 CERTIFICATION TESTING AND USING PRACTICE LAB – UPDATE

VITA/TCE Volunteer Tax Alert VTA 2021-02 Certification Testing and Using
Practice Lab – UPDATE Purpose Volunteers should use caution when comple


Read More...
23 Feb 21 Kim Manuel



VITA 2021-06 VALIDATING PRIOR YEAR ADJUSTED GROSS INCOME FOR 2020 ELECTRONIC TAX
RETURN

VITA/TCE Volunteer Tax Alert VTA 2021-06, Validating Prior Year Adjusted Gross
Income for 2020 Electronic Tax Return Purpose: To provide information t


Read More...
23 Feb 21 Kim Manuel


VTA 2021-04 PUBLICATION 4012 UPDATE

VITA/TCE Volunteer Tax Alert VTA 2021-04 Publication 4012 Update Purpose:
Publication 4012, VITA/TCE Volunteer Resource Guide (Rev. 1-2021), is now av


Read More...
23 Feb 21 Kim Manuel


VTA 2021-03 PRODUCT UPDATES AND NEW LEGISLATION

VITA/TCE Volunteer Tax Alert VTA 2021-03 Product Updates and New Legislation
Purpose: Publication 4491-X, VITA/TCE Training Supplement, is now availab


Read More...
23 Feb 21 Kim Manuel



VTA 2021-01 CERTIFICATION TESTING AND USING PRACTICE LAB – UPDATE

VTA 2021-01 Certification Testing and Using Practice Lab Purpose Volunteers
should use caution when completing their certification tests using the Pra


Read More...
23 Feb 21 Kim Manuel


FSA KIOSK URL SITES — HOW DO I SUPPORT MY TAXPAYERS




Read More...
22 Feb 21 Kim Manuel


TAXSLAYER PRO ONLINE: AMENDED RETURN E-FILES REJECTING [RESOLVED]

March 2, 2021 Amended returns for 2019 and 2020 can now be e-filed at this time.
February 19, 2021 We have received reports of amended return e-files


Read More...
19 Feb 21 Craig Smith



IL E-FILE REJECTS (2020 AND 2019) [RESOLVED]

Update 2/19/21: IL has updated their system and can now process rejected IL
returns. You may resubmit your rejected IL returns at this time. Update 2/


Read More...
19 Feb 21 Kim Manuel


STATE ONLY E-FILE: TURNED ON

We have turned on the ability to file State Only returns. How do I identify
returns I may need to send as “state only” Rejected state retu


Read More...
19 Feb 21 Kim Manuel


RELEASE NOTES: FEBRUARY 19TH – CA, IA, IN, REPORT, E-FILE, F5695, MN, & MT

The site will be placed in maintenance on Friday, February 19th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
19 Feb 21 Craig Smith



WHERE CAN I FIND MY 2019 EARNED INCOME

Where can I find the taxpayer’s 2019 Earned Income? Preferred Method Look at a
copy of the taxpayers 2019 tax return. Look for Form 8812. Earned


Read More...
18 Feb 21 Kim Manuel


CALIFORNIA REJECT CODES 960, 767 AND 766

February 18th, 2021 For any California returns with Reject Codes 960, 767, and
766, please hold off on resubmitting these returns to California. There


Read More...
18 Feb 21 Craig Smith


FILING STATUS = MFS AND THE TAXPAYER DOESN’T KNOW THE SPOUSE SSN

Scenario: I have a client that is separated so she is filing Married Filling
Separate. They system is asking for her Spouse’s information. Is there


Read More...
17 Feb 21 Kim Manuel



8867 – I LOADED IT BUT I DON’T WANT IT TO PRINT

Scenario:  The preparer loaded Form 8867 to ensure the taxpayer qualified for
EITC, but they do not want it to print with the return Solution:  Use


Read More...
17 Feb 21 Kim Manuel


REJECT CODE R0000-905-01: WHAT STEPS SHOULD THE SITE TAKE?

Reject Code R0000-905-01 Message Electronic Filing Identification Number (EFIN)
in the Return Header must be listed in the e-File database and in ac


Read More...
17 Feb 21 Kim Manuel


2020 — SETTING UP AD HOC SITES

Ad Hoc Site Scenario: Site has a “main” site and also has one or more “ad hoc”
site . The main site has an EFIN and SIDN (Snnnnnnn01) Ad Hoc s


Read More...
17 Feb 21 Kim Manuel



STATE RETURNS: DO NOT MAIL BANNERS

Many states require print approvals, as well as approval for electronic filing. 
Due to the significant changes in tax law changes due to the COVID19


Read More...
17 Feb 21 Kim Manuel


HOW DO I RETRIEVE MY IP PIN?

As you are working with your taxpayers either via your virtual model or those
using the FSA Kiosk URLs, you should be reminding your taxpayers/clients


Read More...
17 Feb 21 Kim Manuel


RELEASE NOTES: FEBRUARY 17TH – DE, F8915-E, ID, IA, ME, MO & WV

The site will be placed in maintenance on Wednesday, February 17th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
16 Feb 21 Craig Smith



UNEXPECTED PROGRAM ERROR: 1099-R [RESOLVED]

Update 2/16/21: The fix is scheduled to be deployed tomorrow morning during our
deploy window (2/17/21). The program is generating an Unexpected Reque


Read More...
16 Feb 21 Kim Manuel


MESSAGE FROM ARIZONA ABOUT ACKNOWLEDGEMENTS

Software vendors received the below message from the Arizona Department of
Revenue. “Arizona MeF is experiencing intermittent and slow performan


Read More...
16 Feb 21 Craig Smith


MESSAGE FROM UTAH ABOUT ACKNOWLEDGEMENTS FROM 2/12/21 [UPDATE]

Update 2/17/21 from Utah. “This issue has been resolved and all submissions have
been acknowledged.” Software vendors received the below m


Read More...
16 Feb 21 Craig Smith



VITA/TCE KIOSK URL SITES — REMINDER

This is a reminder to make sure you communicate your site telephone number
and/or email address to the taxpayers you are emailing the FSA link to.  T


Read More...
16 Feb 21 Kim Manuel


MESSAGE FROM ALABAMA ABOUT ACKNOWLEDGEMENTS [UPDATE]

February 18, 2021 Update from Alabama Department of Revenue: “We are about to
begin processing returns – acks will be sent out once the return


Read More...
16 Feb 21 Craig Smith


$24 ON INVOICE PAGE — DISPLAY ISSUE

If your site is seeing $24 on the invoice page, this is just a display issue. 
It has not impact on the return.


Read More...
16 Feb 21 Kim Manuel



2020 MN AND 2020AL E-FILE HAS BEEN TURNED ON

You can now send your MN and AL returns with your federal returns.  We still
have “State Only” turned off so you will need to wait to sen


Read More...
16 Feb 21 Kim Manuel


DEACTIVATING RETURNS: HOW DO I?

There are three key items you need to know in order to be able to deactivate a
return: (1) The security template assigned to your username must allow


Read More...
15 Feb 21 Kim Manuel


RELEASE NOTES: FEBRUARY 16TH – CA, IA, MN, NJ, & VA

The site will be placed in maintenance on Tuesday, February 16th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
15 Feb 21 Craig Smith



SCANNED DOCUMENTS – CLOSE WINDOW BUTTON

We have found that the Close Window button in the Scanned Document tab works
differently based on the scenario: Opened the SD page – new browser


Read More...
15 Feb 21 Kim Manuel


IRS REJECT: IND-941-01 (WHAT DOES THE TAXPAYER NEED TO DO?)

Reject Code IND-941-01 Message The Spouse SSN in the return has been locked
because Social Security Administration records indicate the number belon


Read More...
15 Feb 21 Kim Manuel


2020 STATE ONLY E-FILE: TEMPORARILY TURNED OFF [RESOLVED]

We have temporarily turned off state only efile to troubleshoot a problem with
the associated federal return. Scenario:  You select to send the retur


Read More...
15 Feb 21 Kim Manuel



SCANNED DOCUMENTS — FAQ

Can we have documents scanned right into the TaxSlayer application or do we have
to scan them to a computer first before we can upload them into TaxSl


Read More...
15 Feb 21 Kim Manuel


E-FILE: 2020 STATE ONLY AND PRIOR YEAR E-FILE

We have turned on the following e-file services: 2020 State Only (exception is
MN and AL, the fix for this should be released on 2/16) 2019 1040 and s


Read More...
15 Feb 21 Kim Manuel


FSA KIOSK USERS: USAGE OF TINY URL AND OTHER URL SHORTENERS

Update 2/15/2021:  We are hearing that other URL shortening programs may also be
“hit and miss” with their redirect services.  We (TaxSl


Read More...
15 Feb 21 Kim Manuel



RELEASE NOTES: FEBRUARY 15TH – DC & PRINT UPDATE

The site will be placed in maintenance on Monday, February 15th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
14 Feb 21 Craig Smith


E-FILE REMINDER: STATE ONLY AND PRIOR YEAR (TURNED ON, EXCEPT 2020 MN AND
2020AL)

Just a reminder that State Only E-filing and Prior Year Return E-filing (2018
and 2019) will NOT be turned on until Monday, February 15th around mid-d


Read More...
12 Feb 21 Craig Smith


PRO ONLINE NEW FEATURE: CARRYFORWARD FROM 2018 TO 2020

This feature was created due to the impact that COVID 19 had on the sites last
year.  The carryforward feature will now look for the traditional prio


Read More...
12 Feb 21 Kim Manuel



RELEASE NOTES: FEBRUARY 12TH – CA, F8915-E, MS, NY, VA & WV

The site will be placed in maintenance on Friday, February 12th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
11 Feb 21 Craig Smith


VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 2/11/21

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. E-file opening Day 2/12 We


Read More...
11 Feb 21 Craig Smith


WHEN SHOULD I OPEN MY RETURNS SO I CAN E-FILE THEM ON FEBRUARY 12TH?

You will be required to Open all returns created before the 12th tomorrow
(February 12th) in order to electronically file them.  Remember, once we tu


Read More...
11 Feb 21 Kim Manuel



2020 REJECTS: WHAT IS TRENDING?

Other than the normal name/SSN mismatch rejects, we are seeing the following
rejects trending from our paid preparer-based control launch. R0000-905-0


Read More...
10 Feb 21 Kim Manuel


CONTROLLED LAUNCH: READY, SET…SEND US YOUR 2020 E-FILES (TURNED OFF – THANK YOU)

4:22pm:  We have turned the ability to submit e-files back off.  We had a great
response to our request for you all to submit your e-files. We have


Read More...
10 Feb 21 Kim Manuel


CONTROLLED LAUNCH: HOLD TIGHT!!!

9:01 am EST We are looking at a couple of items and will update this post when
we are ready for you to submit e-files.  


Read More...
10 Feb 21 Kim Manuel



SCANNED DOCUMENT: SECURITY TEMPLATES (RESOLVED)

Issue #5408 – Once you have edited or created a template that has the Scanned
Document feature selected, editing the template will remove the ch


Read More...
10 Feb 21 Kim Manuel


RELEASE NOTES: FEBRUARY 10TH – 1040 VIEW, F8915-E, MN, PA, RRC & WI

The site will be placed in maintenance on Wednesday, February 10th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
09 Feb 21 Craig Smith


RECOVERY REBATE CREDIT AND $0 AGI RETURNS

Question: Are we able to electronically file a $0 AGI (Adjusted Gross Income)
return through TaxSlayer if the return is receiving the Recovery Rebate


Read More...
09 Feb 21 Craig Smith



RELEASE NOTES: FEBRUARY 8TH – CA & MN

The site will be placed in maintenance on Monday, February 8th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
07 Feb 21 Craig Smith


1099-NEC FOR TY 2020, BUT THEY HAD A 1099-MISC IN TY2019

How can I remove the 1099-MISC from a return because the income is now reported
on a 1099-NEC? (1) If you are presented with the carry forward screen,


Read More...
05 Feb 21 Kim Manuel


FORM 8915-E – PHASE I

Form 8915-E for Qualified 2020 Disaster Retirement Plan Distributions and
Repayments, is now available within the 2020 Pro Online application. For Pha


Read More...
05 Feb 21 Craig Smith



RELEASE NOTES: FEBRUARY 5TH – F8915-E, MI, MN, PA, & WI

The site will be placed in maintenance on Friday, February 5th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
04 Feb 21 Craig Smith


RELEASE NOTES: FEBRUARY 3RD – CA, CONFIG, DEPENDENT, MS, NJ, NY & PA

The site will be placed in maintenance on Wednesday, February 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
02 Feb 21 Craig Smith


PRIOR YEAR APPLICATIONS (2019, 2018, 2017 AND 2016) [RESOLVED]

Update 02/05/2021:  You can now access the e-file section of all prior years. 
Note:  We will not be turning on the ability to electronically file


Read More...
02 Feb 21 Kim Manuel



VOLUNTEER TAX ALERT: PRODUCT UPDATES AND NEW LEGISLATION

Issue Number:  VTA-2021-03 Inside This Issue:  Product Updates and New
Legislation Purpose: The purpose of Volunteer Tax Alerts (VTAs) is to update


Read More...
02 Feb 21 Craig Smith


RELEASE NOTES: JANUARY 29TH – AR, CA, DC, F7202, & NJ

The site will be placed in maintenance on Friday, January 29th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
28 Jan 21 Craig Smith


VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 1/28/2021

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. Important Dates IRS E-file


Read More...
28 Jan 21 Craig Smith



NEW SITE EMAILS (REMINDER)

New Sites will receive the following two emails. (1) Setting up your site
administration credentials              


Read More...
27 Jan 21 Kim Manuel


FSA KIOSK URL INFORMATION

How does a taxpayer enter 2019 Earned Income for EITC and CTC calculation
purposes? The taxpayer will navigate to Basic Information > Personal Info


Read More...
27 Jan 21 Kim Manuel


RELEASE NOTES: JANUARY 27TH – BASIC INFO, CA, CT, IA, M1PR, MT, PA, AND WI

The site will be placed in maintenance on Wednesday, January 27th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
26 Jan 21 Craig Smith



RELEASE NOTES: JANUARY 22ND – MI, MS, & REVIEW RETURNS

The site will be placed in maintenance on Friday, January 22nd, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
21 Jan 21 Craig Smith


RELEASE NOTES: JANUARY 21ST – FSA & RRC

The site will be placed in maintenance on Thursday, January 21st, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
21 Jan 21 Craig Smith


FSA KIOSK URLS: 1040NR AND 1040PR (NOW AVAILABLE)

1/21/21 – Preparation of 1040NR and 1040PR returns using the FSA Kiosk URLs is
now available. We are in the process of enabling 1040NR and 1040P


Read More...
20 Jan 21 Kim Manuel



ALL PARTNER CALLS: SCHEDULE

All partners are invited to join a series of conference calls during the
upcoming filing season. TaxSlayer will be participating in these partners onl


Read More...
20 Jan 21 Kim Manuel


RELEASE NOTES: JANUARY 20TH – IPPIN, MD, MN, & SC

The site will be placed in maintenance on Wednesday, January 20th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
19 Jan 21 Craig Smith


FSA KIOSK URLS HAVE BEEN DISTRIBUTED

We have distributed the URLs for the FSA Fusion, Stand-Alone and Remote
locations we have received via the IRS orders. How do I verify the SIDN associ


Read More...
18 Jan 21 Kim Manuel



PRO ONLINE: PRIOR YEAR RETURNS NOT RENDERING A CALCULATION [RESOLVED]

9:00am ET: Prior year calculation issues have been resolved. We are currently
working to resolve an issue for all prior year returns that are not rend


Read More...
18 Jan 21 Kim Manuel


PRO ONLINE 2020: PRINTS [RESOLVED]

9:00am ET: Print issue has been resolved. Printing is not currently working in
TY2020.  We are completing the roll out of turning on Start New Return


Read More...
18 Jan 21 Kim Manuel


1040NR STATUS OF ELECTRONICALLY FILING

The IRS will not begin taking in test returns from software vendors until March
(current schedule).  During the interim, the taxpayers will need to m


Read More...
18 Jan 21 Kim Manuel



FSA KIOSK URLS

We will begin distributing the approved TY 2020 FSA URLs starting today, Monday,
January 18th. What the sites CAN do: Email the site-specific FSA link


Read More...
18 Jan 21 Kim Manuel


IRS NEWSWIRE: 2021 TAX FILING SEASON BEGINS FEB. 12; IRS OUTLINES STEPS TO SPEED
REFUNDS DURING PANDEMIC

WASHINGTON ? The Internal Revenue Service announced that the nation’s tax season
will start on Friday, Feb. 12, 2021, when the tax agency will b


Read More...
15 Jan 21 Kim Manuel


RELEASE NOTES: JANUARY 15TH – CT, MD, MI, NY, & WI

The site will be placed in maintenance on Friday, January 15th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
14 Jan 21 Craig Smith



RELEASE NOTES: JANUARY 14TH – CA & SCH A

The site will be placed in maintenance on Thursday, January 14th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
14 Jan 21 Craig Smith


RELEASE NOTES: JANUARY 13TH – AZ, CT, MA, OR, SC, & WI

The site will be placed in maintenance on Wednesday, January 13th, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
12 Jan 21 Craig Smith


SPECIAL LOOKBACK FOR EARNED INCOME TAX CREDIT AND CHILD TAX CREDIT

The special lookback rule, included in the most recent Coronavirus Relief
Package, allows lower income individuals to use their earned income from 201


Read More...
12 Jan 21 Craig Smith



STATUS OF ORDERS AND IMPORTANT DATES

When will Start New Return be available at the site level? We will be turning on
the Start New Return feature on Monday, January 18th. Will all calcul


Read More...
12 Jan 21 Kim Manuel


RELEASE NOTES: JANUARY 11TH – BACKEND UPDATES ONLY

The site will be placed in maintenance on Monday, January 11th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
10 Jan 21 Craig Smith


TAXSLAYER VITA/TCE SUPPORT HOURS REMINDER

This is just a reminder that tax season support hours (below) do not begin until
“Start New Return” is turned on in 2020. January 18th is


Read More...
08 Jan 21 Craig Smith



RELEASE NOTES: JANUARY 8TH – SPRINGBOARD

The site will be placed in maintenance on Friday, January 8th, beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
07 Jan 21 Craig Smith


IRS NEWS ESSENTIALS: TREASURY ISSUES MILLIONS OF SECOND ECONOMIC IMPACT PAYMENTS
BY DEBIT CARD

WASHINGTON – Starting this week, the Treasury Department and the Internal
Revenue Service are sending approximately 8 million second Economic Impact


Read More...
07 Jan 21 Kim Manuel


PRACTICE LAB: 2020 PRACTICE EXERCISES (UPDATE)

Update 1/7/2021: When completing the practice exercises in the Practice Lab
and/or any certification exams, if the scenario does not provide details r


Read More...
07 Jan 21 Craig Smith



RELEASE NOTES: JANUARY 7TH – USER GUIDE UPDATE

The site will be placed in maintenance on Thursday, January 7th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
06 Jan 21 Craig Smith


QSRA 2021-01: TAXPAYER AND VOLUNTEER EXPIRED PHOTO IDENTIFICATION

Purpose Guidance for volunteers and approving officials regarding taxpayer and
volunteer expired photo identification. Identified Issues Some state go


Read More...
06 Jan 21 Kim Manuel


RELEASE NOTES: JANUARY 6TH – RECOVERY REBATE CREDIT

The site will be placed in maintenance on Wednesday, January 6th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
06 Jan 21 Craig Smith



IRS NEWS ESSENTIALS: ISSUE NUMBER: IR-2021-01

Economic Impact Payments on their way, visit IRS.gov instead of calling
WASHINGTON – The Internal Revenue Service today urged people to visit IRS.go


Read More...
05 Jan 21 Kim Manuel


PRACTICE LAB: 2020 STATE RETURNS – LIVE

1/5/2021 – 2020 State Returns are now live! Please note the information posted
below when reviewing the initial state application release. Note:


Read More...
05 Jan 21 Craig Smith


MESSAGE FROM SPEC: FRAUDULENT EMAIL SENT TO SOME SPEC PARTNERS

From SPEC Public Affairs: Background: We recently became aware that some SPEC
partners received emails claiming to be from Frank Nolden. The emails re


Read More...
05 Jan 21 Kim Manuel



RELEASE NOTES: JANUARY 5TH – FORM 1099-NEC & FORM 7202

The site will be placed in maintenance on Tuesday, January 5th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
04 Jan 21 Craig Smith


TAXSLAYER VITA/TCE SUPPORT: SUPPORT HOURS FOR NEW YEARS

TaxSlayer VITA/TCE Support will be closed beginning Thursday, December 31st at
12:00pm ET. Regular off-season support hours resume Monday, January 4th


Read More...
31 Dec 20 Craig Smith


RELEASE NOTES: DECEMBER 31ST – RRC & SE DEFERRAL

The site will be placed in maintenance on Thursday, December 31st, beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
30 Dec 20 Craig Smith



NEW FORMS NOW IN 2020 PRACTICE LAB

The below new forms are now available in the application. Note: Form 8915-E is
not yet available. Deferral of Self-Employment – This is now avai


Read More...
30 Dec 20 Craig Smith


RELEASE NOTES: DECEMBER 30TH – SCHEDULE SE

The site will be placed in maintenance on Wednesday, December 30th, beginning at
5:00am ET to release the below update(s). Note that deployments may t


Read More...
29 Dec 20 Craig Smith


RELEASE NOTES: DECEMBER 29TH – 1040 VIEW

The site will be placed in maintenance on Tuesday, December 29th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
28 Dec 20 Craig Smith



RELEASE NOTES: DECEMBER 28TH – 1099-MISC, 1099-NEC, 1099-R, FORMS COMPLETED, RRC
& SCH LEP

The site will be placed in maintenance on Monday, December 28th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
27 Dec 20 Craig Smith


TAXSLAYER VITA/TCE SUPPORT: CHRISTMAS HOURS

TaxSlayer VITA/TCE Support will be closed on Thursday, December 24th and Friday,
December 25th. Normal off-season support hours will resume on Monday,


Read More...
23 Dec 20 Craig Smith


RELEASE NOTES: DECEMBER 22ND – BACKEND UPDATES ONLY

The site will be placed in maintenance on Tuesday, December 22nd, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
21 Dec 20 Craig Smith



TY2020 ORDERS: WHAT TO EXPECT

When will TaxSlayer start processing TY2020 orders? We have received and
processed the first order from the IRS.  We will receive orders on a weekly


Read More...
16 Dec 20 Kim Manuel


DESKTOP 2020: ERROR ENTERING EFIN VALIDATION CODE (RESOLVED WITH INSTRUCTIONS)

Update 7:19 am:  If you have already downloaded the TY2020 installation MSI, you
will need to uninstall it and download the MSI again. If you have a


Read More...
15 Dec 20 Kim Manuel


TAXSLAYER ONLINE 2018: 404 SERVER ERROR (RESOLVED)

Update 9:45 am:  The error has been resolved.   We are currently receiving a 404
– Server Error when trying to create a new return or open


Read More...
14 Dec 20 Kim Manuel



VITA/TCE SUPPORT HOURS FOR WEDNESDAY, DECEMBER 9TH

TaxSlayer VITA/TCE support will close today at 1:45p ET for a company wide
meeting. Normal off-season hours will resume on Thursday, December 10th at


Read More...
09 Dec 20 Craig Smith


VITA/TCE VOLUNTEER TAX ALERT: CERTIFICATION TESTING

VITA/TCA Volunteer Tax Alert VTA 2021-01 Certification Testing and Using
Practice Lab Purpose Volunteers should use caution when completing their cert


Read More...
07 Dec 20 Craig Smith


PRO ONLINE 2020: NEW SITE ADMINISTRATORS

Scenario:  An existing Pro Online site from 2019 now has a new Site Admin for
2020 Question:  How does the new site admin gain access to the site if


Read More...
04 Dec 20 Kim Manuel



TAXSLAYER PRO ONLINE: PRINT OPERATION TIMING OUT [RESOLVED]

8:47am ET The print issue has been resolved. 8:23am ET Currently, generating a
PDF inside and outside of a return is timing out. Our development team


Read More...
03 Dec 20 Craig Smith


RELEASE NOTES: DECEMBER 3RD – SUMMARY/PRINT PAGE

The site will be placed in maintenance on Thursday, December 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
02 Dec 20 Craig Smith


PL 2020: ISSUES CALCULATING RETURNS (RESOLVED)

Update 4:49 PM:  Calculations are working as expected.  You can print from the
client list of e-file. We are currently experiencing an issue when th


Read More...
24 Nov 20 Kim Manuel



VITA/TCE THANKSGIVING SUPPORT HOURS

TaxSlayer VITA/TCE Support will close on Wednesday, November 25th at 12:00pm ET
and will reopen for normal off-season hours on Monday, November 30th a


Read More...
24 Nov 20 Craig Smith


VITA/TCE SUPPORT: THURSDAY, NOVEMBER 19TH

TaxSlayer VITA/TCE support will be closed on Thursday, November 19th beginning
at 10:30am ET for the remainder of the day (5:00pm ET) for a company Th


Read More...
18 Nov 20 Craig Smith


RELEASE NOTES: NOVEMBER 17TH – OTHER FED WITHHOLDINGS & OFFICE SETUP

The site will be placed in maintenance on Tuesday, November 17th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
16 Nov 20 Craig Smith



PRACTICE LAB 2020: ABOVE THE LINE CHARITABLE DEDUCTION

One of the CARES Act updates impacts allowable charitable cash contributions for
Standard Deduction filers. The deduction of charitable contributions


Read More...
13 Nov 20 Craig Smith


PRACTICE LAB 2020 — A COUPLE OF QUIRKS (2020 CALCS ARE NOW AVAILABLE)

Update 4:00 pm We are still hearing challenges of the PDF not generating from
Summary/Print…we are reviewing.  You can generate a PDF from the


Read More...
10 Nov 20 Kim Manuel


PRACTICE LAB 2020 — LIVE

We are currently working on the 2020 calculations.  Once this is complete you
will be able to prepare 2020 and 2019 returns in the Practice Lab. Remi


Read More...
10 Nov 20 Kim Manuel



RELEASE NOTES: NOVEMBER 10TH – 2020 PRACTICE LAB

The site will be placed in maintenance on Tuesday, November 10th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
09 Nov 20 Craig Smith


TAXSLAYER 2020 — PREMATURE SHOWING (RESOLVED)




Read More...
05 Nov 20 Kim Manuel


RELEASE NOTES: NOVEMBER 5TH – CARRYFORWARD & CLIENT STATUS

The site will be placed in maintenance on Thursday, November 5th, beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
04 Nov 20 Craig Smith



TAXSLAYER VITA/TCE SUPPORT ANNOUNCEMENT

We will be closing support at noon (Eastern time) on Wednesday, November 4th. 
We will be opening for our normal offseason support hours on Thursday,


Read More...
04 Nov 20 Kim Manuel


RELEASE NOTES: NOVEMBER 3RD – F9465 & MD

The site will be placed in maintenance on Tuesday, November 3rd, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
02 Nov 20 Craig Smith


IRS QUICK ALERT: 1040 MODERNIZED E-FILE (MEF) PRODUCTION SHUTDOWN AND CUTOVER

Shutdown begins on Saturday, November 21, 2020, at 11:59 p.m. Eastern time, in
order to prepare the system for the upcoming Tax Year 2020 Filing Seaso


Read More...
02 Nov 20 Kim Manuel



MESSAGE FROM NEW YORK DEPARTMENT OF TAXATION AND FINANCE

If your clients are receiving unemployment benefits, consider sending a message
to them now so they will avoid a tax bill later.  The following is an


Read More...
23 Oct 20 Kim Manuel


RELEASE NOTES: OCTOBER 22ND – 1040-X E-FILE (RESCHEDULED)

*10/22/20 – The below update did not deploy this morning. The site will be
placed in maintenance on Thursday, October 22nd, beginning at 5:00am


Read More...
21 Oct 20 Craig Smith


MESSAGE FROM GEORGIA: DELAY IN ACKNOWLEDGEMENTS

Software vendors received the below message from GA Department of Revenue. GA
returns can still be e-filed. “We are experiencing a delay in ackn


Read More...
20 Oct 20 Craig Smith



MESSAGE FROM OHIO: DELAYED ACKNOWLEDGEMENTS [UPDATE]

10/19 – OH has indicated they have resolved their processing issues. All
outstanding OH acks should be coming in as expected at this time. Softw


Read More...
14 Oct 20 Craig Smith


RELEASE NOTES: OCTOBER 8TH – MA, SPRINGBOARD, 1040X

The site will be placed in maintenance on Thursday, October 8th, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
07 Oct 20 Craig Smith


1040X – EFILE VALIDATION ERROR (PROGRAM CHANGE)

Update:  We delivered a change to the application that strips the extra spaces
in the e-file package to prevent the validation error   Validati


Read More...
02 Oct 20 Kim Manuel



RELEASE NOTES: OCTOBER 1ST – 1040-X, F5405, & E-FILE

The site will be placed in maintenance on Thursday, October 1st, beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
30 Sep 20 Craig Smith


1040X — HOLD 1040X TRANSMISSIONS [RESOLVED]

Update 10/01/2020:  You can now send your 1040X returns.  If you attempted to
send a 1040X return prior to today, please resend it.   Note:   If


Read More...
25 Sep 20 Kim Manuel


1040X: ACTIVATED FOR ELECTRONIC FILING

The 1040X has been activated for electronic filing for TaxSlayer 2019. Steps for
electronically filing the 1040X: Add the 1040X to the return and comp


Read More...
24 Sep 20 Kim Manuel



MESSAGE FROM IL: TEMPORARY DELAY IN ACKS

Software vendors received the below messaging from the Illinois Department of
Revenue. “Due to a server upgrade scheduled to take place this wee


Read More...
24 Sep 20 Craig Smith


MESSAGE FROM NH: DELAY IN ACKS AND ACH PAYMENTS

Software vendors received the below messaging from New Hampshire Department of
Revenue. “Good morning, During the annual meeting with the NACTP


Read More...
24 Sep 20 Craig Smith


RELEASE NOTES: SEPTEMBER 24TH – NC; 1040X

The site will be placed in maintenance on Thursday, September 24th beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
23 Sep 20 Craig Smith



CHANGES TO THE E-FILE SECTION — IMPORTANT ANNOUNCEMENT

I wanted to provide you with an important update on the new Pro Online e-file
process. While we have been working diligently to finish the process of


Read More...
22 Sep 20 Kim Manuel


VITA/TCE CUSTOMER SUPPORT – WEDNESDAY, SEPTEMBER 23RD

TaxSlayer VITA/TCE support will be closed on Wednesday, September 23rd from
8:00am – 9:30am ET for a division meeting. Normal off-season support


Read More...
22 Sep 20 Craig Smith


RELEASE NOTES: SEPTEMBER 17TH – AL & F8606

The site will be placed in maintenance on Thursday, September 17th beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
16 Sep 20 Craig Smith



CUSTOMER SUPPORT PHONES [RESOLVED]

Update 12:09 PM:  The phone system as  been restored to normal operations   We
are currently experiencing challenges with our inbound phone ca


Read More...
16 Sep 20 Kim Manuel


RELEASE NOTES: SEPTEMBER 15TH – E-FILE

The site will be placed in maintenance on Tuesday, September 15th beginning at
5:00am ET to release the below update(s). Note that deployments may tak


Read More...
14 Sep 20 Craig Smith


RELEASE NOTES: SEPTEMBER 10TH – ZIP CODE UPDATE

The site will be placed in maintenance on Thursday, September 10th beginning at
5:00am ET to release the below update(s). Note that deployments may ta


Read More...
09 Sep 20 Kim Manuel



VITA/TCE CUSTOMER SUPPORT: LABOR DAY

TaxSlayer offices will be closed on Monday, September 7th for Labor Day. Normal
off-season support hours will resume on Tuesday, September 8th.


Read More...
04 Sep 20 Craig Smith


VITA/TCE SUPPORT – PHONE SUPPORT EXPERIENCING ISSUES (RESOLVED)

12:02pm ET We are currently experiencing dial-in issues with our phone system
and are currently investigating. E-mail and chat support are still avail


Read More...
27 Aug 20 Craig Smith


RELEASE NOTES: AUGUST 27TH – E-FILE & MO

The site will be placed in maintenance on Thursday, August 27th beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
26 Aug 20 Craig Smith



RELEASE NOTES: AUGUST 25TH – 1095-A

The site will be placed in maintenance on Tuesday, August 25th beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
24 Aug 20 Craig Smith


VITA/TCE CUSTOMER SUPPORT – MONDAY, AUGUST 24TH

VITA/TCE phone support will be closed on Monday, August 24th from 8am-9:30am ET
for a company meeting. E-mail support will remain available.


Read More...
21 Aug 20 Craig Smith


2020 SUGGESTION BOX: UPDATED AUGUST 18, 2020

Click here to view and download the PDF. The link will launch a BrainShark video
with instructions on how to view the PDF’s. Click here to subm


Read More...
19 Aug 20 Kim Manuel



IRS ANNOUNCES THE ABILITY TO ELECTRONICALLY FILE 1040X

We will be rolling out electronic filing for the 1040X over the next several
weeks.  We anticipate enabling the ability in Pro Online by the end of S


Read More...
18 Aug 20 Kim Manuel


RELEASE NOTES: AUGUST 18TH – FD, OR, REPORTS

The site will be placed in maintenance on Tuesday, August 18th beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
17 Aug 20 Craig Smith


RELEASE NOTES: AUGUST 13TH – MO

The site will be placed in maintenance on Thursday, August 13th beginning at
5:00am ET to release the below update(s). Note that deployments may take


Read More...
12 Aug 20 Craig Smith



RELEASE NOTES: AUGUST 11TH – BACKEND UPDATES ONLY

The site will be placed in maintenance on Tuesday, August 11th beginning at
5:00am ET to release backend updates. Note that deployments may take up to


Read More...
10 Aug 20 Craig Smith


RELEASE NOTES: AUGUST 6TH – SSA-1099

The site will be placed in maintenance on Thursday, August 6th beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
05 Aug 20 Craig Smith


2017 TAXSLAYER PRO ONLINE IN MAINTENANCE (RESOLVED)

12:25pm ET: This issue has been resolved and 2017 returns are now accessible.
12:07pm ET: We have opened Issue 5016 for development to investigate why


Read More...
04 Aug 20 Craig Smith



RELEASE NOTES: AUGUST 4TH – CA, CT, FORM 982, & IN

The site will be placed in maintenance on Tuesday, August 4th beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
03 Aug 20 Craig Smith


MISSOURI STATE RETURNS (RESOLVED)

Update August 4, 2020: With this mornings deploy, the issue with MO sporadically
loading blank should be resolved. Update July 31, 2020:  We are cont


Read More...
31 Jul 20 Craig Smith


RELEASE NOTES: JULY 23RD – BACKEND UPDATES ONLY

The site will be placed in maintenance on Thursday, July 23rd beginning at
5:00am ET to release backend updates. Note that deployments may take up to


Read More...
22 Jul 20 Craig Smith



MESSAGE FROM UTAH: MEF MAINTENANCE

We received the below messaging from Utah. During this period, no
acknowledgements will be issued. “Greetings from Utah, Utah’s production


Read More...
22 Jul 20 Craig Smith


RELEASE NOTES: JULY 22ND – AZ, DC, FD, MO

The site will be placed in maintenance on Wednesday, July 22nd beginning at
5:00am ET to release the below update(s). Note that deployments may take u


Read More...
21 Jul 20 Craig Smith


MESSAGE FROM FRANK NOLDEN

VITA/TCE partners and volunteers, Congratulations on completing another filing
season. This filing season was longer than we expected and was filled w


Read More...
21 Jul 20 Kim Manuel



MESSAGE FROM MICHIGAN: DELAY IN ACKS

We received word from the Michigan Department of Treasury they are experiencing
issues in sending acknowledgements. Do not worry if your site has any


Read More...
20 Jul 20 Craig Smith


END OF SEASON: CLOSEOUT PROCEDURES

The IRS has issued the following close out procedures


Read More...
20 Jul 20 Kim Manuel


ERROR EXPORTING REPORTS (RESOLVED)

Scenario 1 Select Management Reports>>Select a Report and Run it to export. 
Click Export and receive a server error For a single site, an alte


Read More...
17 Jul 20 Kim Manuel



RELEASE NOTES: JULY 16TH – MN, NE, REPORTS, VA, AND W-2

The site will be placed in maintenance on Thursday, July 16th beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
15 Jul 20 Craig Smith


VITA/TCE SUPPORT HOURS FOR END OF SEASON

To finish out the filing season, VITA/TCE Customer Support will be available
from 8am-8pm ET on Monday the 13th, Tuesday, the 14th, and Wednesday the


Read More...
13 Jul 20 Craig Smith


RELEASE NOTES: JULY 7TH – FEDERAL, KS, MA, NY

The site will be placed in maintenance on Tuesday, July 7th beginning at 5:00am
ET to release the below update(s). Note that deployments may take up t


Read More...
06 Jul 20 Kim Manuel



TAXSLAYER VITA/TCE SUPPORT CLOSED FOR 4TH OF JULY HOLIDAY

We hope everyone has a safe and enjoyable Fourth of July Weekend! TaxSlayer
VITA/TCE Support will be closed on Friday, July 3rd and will resume normal


Read More...
01 Jul 20 Craig Smith


IRS QUICK ALERT: FORM(S) 1040/1040SR DUPLICATE FILING CONDITIONS

Attention: Software Developers, Return Transmitters and Authorized IRS e-file
Providers/EROs We have received inquiries about Business Rule (BR) R0000


Read More...
25 Jun 20 Kim Manuel


IRS QUICK ALERT – UNSCHEDULED MODERNIZED E-FILE (MEF) MAINTENANCE WINDOW
(RESOLVED)

MeF Production and Testing Systems are unavailable due to unscheduled
maintenance.  A QuckAlerts bulletin will be issued when the systems are availa


Read More...
25 Jun 20 Kim Manuel



RELEASE NOTES: JUNE 25TH – AZ, CA, KS, PA, SCH C

The site will be placed in maintenance on Thursday, June 25th beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
24 Jun 20 Craig Smith


IRS REJECT CODES: R0000-194 AND R0000-932-02

As the IRS moves towards accepting 1040X returns electronically, we are
beginning to see a new combination of reject codes being implemented. R0000-19


Read More...
23 Jun 20 Kim Manuel


RELEASE NOTES: JUNE 18TH – ACA

The site will be placed in maintenance on Thursday, June 18th beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
17 Jun 20 Craig Smith



RELEASE NOTES: JUNE 16TH – AR, KY, MD

The site will be placed in maintenance on Tuesday, June 16th beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
15 Jun 20 Craig Smith


1040X: 2019 USER GUIDE

This is always a good time of the tax season where the need of an amended return
tends to come into play. Taxpayers received a late form they weren&#8


Read More...
15 Jun 20 Kim Manuel


RELEASE NOTES: JUNE 11TH – CT, MD, NY, NC, WV

The site will be placed in maintenance on Thursday, June 11th beginning at
5:00am ET to release the below update(s). Note that deployments may take up


Read More...
10 Jun 20 Craig Smith



COMING SOON: UPDATED LOOK FOR MFA VERIFICATION PAGE

Same functionality, but with a fresh new look:


Read More...
05 Jun 20 Kim Manuel


RELEASE NOTES: THURSDAY, JUNE 4TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, June 4th beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
03 Jun 20 Craig Smith


IRS TAX TIP: 2020 NATIONWIDE TAX FORUMS WILL BE HELD VIRTUALLY

The 2020 IRS Nationwide Tax Forums will be held virtually beginning this July.
The Forums will begin on July 21 and continue through August 20. Webina


Read More...
02 Jun 20 Kim Manuel



RELEASE NOTES: TUESDAY, JUNE 2ND AT 5:00AM ET

The site will be placed in maintenance on Tuesday, June 2nd beginning at 5:00am
ET to release the below update(s). Note that deployments may take up t


Read More...
01 Jun 20 Craig Smith


IRS NEWSWIRE: IRS ANNOUNCES FORM 1040-X ELECTRONIC FILING OPTIONS COMING THIS
SUMMER; MAJOR MILESTONE REACHED FOR ELECTRONIC RETURNS

Many of you have received and read the following IRS Newswire regarding the
announcement about electronically filing the 1040X and have already reache


Read More...
29 May 20 Kim Manuel


RELEASE NOTES: THURSDAY, MAY 28TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 28th beginning at 5:00am
ET to release the below update(s). Note that deployments may take up


Read More...
27 May 20 Craig Smith



MESSAGE FROM LOUISIANA: DELAYED ACKNOWLEDGEMENTS

Software vendors received the below message from Louisiana today. “Good morning,
The Louisiana acknowledgements are delayed due to a web service


Read More...
27 May 20 Craig Smith


2020 SUGGESTION BOX

Click here to view and download the PDF. The link will launch a BrainShark video
with instructions on how to view the PDF’s. Click here to subm


Read More...
26 May 20 Kim Manuel


RELEASE NOTES: TUESDAY, MAY 26TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, May 26th beginning at 5:00am
ET to release the below update. Note that deployments may take up to 3


Read More...
25 May 20 Craig Smith



MESSAGE FROM TAXSLAYER: VITA/TCE SUPPORT CLOSED FOR MEMORIAL DAY

In observance of Memorial Day,  May 25th, VITA/TCE Support will be closed.
Normal 0ff-season support hours will resume on Tuesday, May 26th at 8:00am


Read More...
22 May 20 Craig Smith


IRS NEWSWIRE: IRS NATIONWIDE TAX FORUMS GO VIRTUAL IN 2020 TAX PROS CAN CHOOSE
FROM UP TO 30 WEBINARS BEGINNING IN JULY

WASHINGTON — The Internal Revenue Service today announced the 2020 IRS
Nationwide Tax Forums will be held virtually in 2020 with a series of live-st


Read More...
21 May 20 Kim Manuel


RELEASE NOTES: THURSDAY, MAY 21ST AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 21st beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
20 May 20 Craig Smith



MESSAGE FROM OHIO: DELAY IN ACKNOWLEDGEMENTS [RESOLVED]

5/21/2020 Ohio has indicated they have resolved the issue. Sites with
outstanding OH acknowledgements should have acks at this time. 5/20/2020 We rece


Read More...
20 May 20 Kim Manuel


2018 TAXSLAYER PRO SPORADICALLY NO CALCS [RESOLVED]

10:08am ET The issue has been resolved. 10:00am ET We have heard of a few
reports of sites using the 2018 program and returns are not rendering any ca


Read More...
19 May 20 Craig Smith


RELEASE NOTES: TUESDAY, MAY 19TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, May 19th beginning at 5:00am
ET to release the below update. Note that deployments may take up to 3


Read More...
18 May 20 Craig Smith



PRO ONLINE: ERROR CREATING NEW RETURNS [RESOLVED]

Update 9:48:  This is resolved, you can now start new returns   Update:  We are
making an emergency deploy to resolve this.  You may see a te


Read More...
14 May 20 Kim Manuel


RELEASE NOTES: THURSDAY, MAY 14TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 14th beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
13 May 20 Craig Smith


COVID TAX TIP 2020-55: WHAT PEOPLE REALLY WANT TO KNOW ABOUT ECONOMIC IMPACT
PAYMENTS

IRS.gov has answers to many questions people may have about their Economic
Impact Payment. Here are answers to some of the top questions people are as


Read More...
12 May 20 Kim Manuel



RELEASE NOTES: TUESDAY, MAY 12TH AT 5:00AM ET (BACKEND ONLY)

The site will be placed in maintenance on Tuesday, May 12th beginning at 5:00am
ET to release non-consumer facing updates. Note that deployments may t


Read More...
11 May 20 Craig Smith


IRS NEWS RELEASE: ACT BY WEDNESDAY FOR CHANCE TO GET QUICKER ECONOMIC IMPACT
PAYMENT; TIMELINE FOR PAYMENTS CONTINUES TO ACCELERATE

WASHINGTON – With a variety of steps underway to speed Economic Impact Payments,
the Treasury Department and the Internal Revenue Service urged peop


Read More...
11 May 20 Kim Manuel


RELEASE NOTES: THURSDAY, MAY 7TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 7th beginning at 5:00am
ET to release the below update. Note that deployments may take up to 3


Read More...
06 May 20 Craig Smith



FSA KIOSK URLS: INFORMATION ON SERVICING YOUR TAXPAYERS WITHOUT CONTACT

The following update to the FSA process will allow sites with an existing FSA
link to be able to provide this service to their taxpayers during the ti


Read More...
05 May 20 Kim Manuel


RELEASE NOTES: TUESDAY, MAY 5TH AT 5:00AM ET (BACKEND ONLY)

The site will be placed in maintenance on Tuesday, May 5th beginning at 5:00am
ET to release non-consumer facing updates. Note that deployments may ta


Read More...
04 May 20 Craig Smith


SUPPORT MEETING: MONDAY, MAY 4TH FROM 1:00 – 1:30

We will be turning the phones off from 1:00 – 1:30 for a brief company meeting


Read More...
04 May 20 Kim Manuel



RELEASE NOTES: THURSDAY, APRIL 30TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, April 30th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
29 Apr 20 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 28TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 28th beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
27 Apr 20 Craig Smith


LIVE: RETURNS SPECIFIC FOR ECONOMIC IMPACT PAYMENTS (INCLUDING FAQS)

We have deployed updates that will facilitate the IRS rules regarding returns
that need to be filed for the purposes of receiving an Economic Impact P


Read More...
23 Apr 20 Kim Manuel



COVID-19: WHAT YOU NEED TO KNOW

We know there are lots of questions about the Economic Stimulus Payments, filing
deadlines, changing direct deposit information, etc.  We are committ


Read More...
23 Apr 20 Kim Manuel


CALCULATION ISSUE: ALL YEARS (RESOLVED)

Update 9:37 am:  This has been resolved for all years   We are currently
experiencing an issue where the calculation of the return is not render


Read More...
23 Apr 20 Kim Manuel


RELEASE NOTES: THURSDAY, APRIL 23RD AT 5:00AM ET

The site will be placed in maintenance on Thursday, April 23rd beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
22 Apr 20 Craig Smith



MESSAGE FROM COLORADO: MEF ACKNOWLEDGEMENTS

Software vendors received the below messaging from CO late yesterday evening.
For your site(s), you can still transmit CO returns to us as normal. &#8


Read More...
21 Apr 20 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 21ST AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 21st beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
20 Apr 20 Craig Smith


IR-2020-76: SSA, RRB RECIPIENTS WITH ELIGIBLE CHILDREN NEED TO ACT BY WEDNESDAY
TO QUICKLY ADD MONEY TO THEIR AUTOMATIC ECONOMIC IMPACT PAYMENT; IRS ASKS FOR
HELP IN THE ‘PLUS $500 PUSH

Special alert for benefit recipients who don’t file a tax return and have
dependents SSA, RRB recipients with eligible children need to act by Wedne


Read More...
20 Apr 20 Kim Manuel



E-FILE: FUTURE DIRECT DEBIT DATE (RESOLVED)

4/20/2020 – 11:15am ET: Development was able to find and resolve the issue and
the fix is live in production. Any Federal direct debit returns w


Read More...
20 Apr 20 Craig Smith


VITA/TCE SUPPORT HOURS

As of April 17th, TaxSlayer support has resumed their normal off-season support
hours of Monday – Friday  8am – 5pm Eastern Time. We will


Read More...
20 Apr 20 Kim Manuel


IR-2020-75: VETERANS AFFAIRS RECIPIENTS WILL RECEIVE AUTOMATIC ECONOMIC IMPACT
PAYMENTS; STEP FOLLOWS WORK BETWEEN TREASURY, IRS, VA

WASHINGTON – The Internal Revenue Service, working in partnership with the
Treasury Department and the Department of Veterans Affairs, announced tod


Read More...
17 Apr 20 Kim Manuel



IRS OUTREACH CONNECTION: ISSUE 2020-2

The IRS is taking steps to help taxpayers, preparers and partners with Economic
Impact Payments To get the word out about Economic Impact Payments, th


Read More...
17 Apr 20 Kim Manuel


RELEASE NOTES: THURSDAY, APRIL 16TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, April 16th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
15 Apr 20 Craig Smith


IR-2020-73: SUPPLEMENTAL SECURITY INCOME RECIPIENTS WILL RECEIVE AUTOMATIC
ECONOMIC IMPACT PAYMENTS; STEP FOLLOWS WORK BETWEEN TREASURY, IRS, SOCIAL
SECURITY ADMINISTRATION

WASHINGTON – The Internal Revenue Service, working in partnership with the
Treasury Department and the Social Security Administration, announced tod


Read More...
15 Apr 20 Kim Manuel



IRS QUICK ALERT: MODERNIZED E-FILE (MEF) UNSCHEDULED MAINTENANCE WINDOW
(RESOLVED)

Update: The MeF Production and Assurance Testing System (ATS) environments are
fully operational. The unscheduled maintenance is complete. Thank you f


Read More...
15 Apr 20 Kim Manuel


COVID TAX TIP 2020-41: MOST SOCIAL SECURITY AND RAILROAD RETIREMENT RECIPIENTS
DON’T NEED TO FILE A RETURN OR PROVIDE INFORMATION TO GET AN ECONOMIC IMPACT
PAYMENT

Many people are receiving Economic Impacts Payments to help with the effects of
the Coronavirus (COVID-19) pandemic. Among people getting payments for


Read More...
15 Apr 20 Kim Manuel


MESSAGE FROM VIRGINIA: DIRECT DEBIT PAYMENTS

Virginia released the below information to software vendors this afternoon.
“Virginia software providers, Please provide the following messaging


Read More...
14 Apr 20 Craig Smith



NEW STATE FILING AND PAYMENT DEADLINES FOR 2019 RETURNS

*States in red indicate a different filing/payment date than the Federal
extended deadline. State Original Filing/Payment Deadline New Filing Deadline


Read More...
14 Apr 20 Craig Smith


STATE PROGRAMS SPORADICALLY NOT LOADING (RESOLVED)

3:15pm ET: The remaining issue with 2017 state returns has been resolved. 9:51am
ET: The state program loading issue(s) have been resolved for 2016, 2


Read More...
14 Apr 20 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 14TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 7th beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
13 Apr 20 Craig Smith



IRS QUICK ALERT: CHANGING DIRECT DEBIT PAYMENTS FROM APRIL 15 TO JULY 15

Paying when filing electronically Taxpayers who filed electronically and
scheduled their payment with an Electronic Funds Withdrawal, and want to resc


Read More...
13 Apr 20 Kim Manuel


IRS QUICK ALERT: UPDATE FOR TAX PROFESSIONALS (PAPER TAX RETURNS)

The IRS is unable to process paper tax returns, respond to paper correspondence
or staff toll-free live service lines. Please use all electronic optio


Read More...
13 Apr 20 Kim Manuel


MESSAGE FROM NEW YORK: EXTENDED DEADLINE TO 7/15/2020 (UPDATE)

4/9/2020 Software vendors received the below messaging from New York this
afternoon. They state they can begin accepting New York returns with direct


Read More...
09 Apr 20 Craig Smith



MESSAGE FROM NEBRASKA: CANCELING OR RESCHEDULING DIRECT DEBIT PAYMENTS FOR
4/15/2020

Software vendors received the below information from Nebraska. I already filed
my 2019 income tax return before April 15, 2020 and scheduled a payment


Read More...
08 Apr 20 Craig Smith


NATIONAL VITA VOLUNTEER Q&A CALL WITH TAXSLAYER SOFTWARE COMPANY ON APRIL 09,
2020 AT 1:00 PM EASTERN TIME

The conference begins at 1:00 PM Eastern Time on April 09, 2020; you may join
the conference 5 minutes prior. Dial-in: 888-251-2949 or 215-861-0694 Ac


Read More...
07 Apr 20 Kim Manuel


RELEASE NOTES: TUESDAY, APRIL 7TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 7th beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
06 Apr 20 Craig Smith



FACT SHEETS FOR SPEC PARTNERS AND EMPLOYEES

Click here to access Fact Sheets Background: Although most of our partners have
decided to suspend or cancel their free volunteer tax programs this ye


Read More...
06 Apr 20 Kim Manuel


MICHIGAN: HOME HEATING CREDIT – ISSUE 4779 (RESOLVED)

4/7/2020 – Issue 4779 is now resolved. 4/6/2020 – The fix for Issue 4779 is
scheduled to be deployed on the morning of Tuesday, April 7th.


Read More...
06 Apr 20 Craig Smith


UTAH INFORMATION FOR CANCELING E-PAYMENTS

Software vendors received the below guidance from Utah. “Greetings from Utah, I
hope you are all doing well. Please advise your taxpayers to co


Read More...
03 Apr 20 Craig Smith



MESSAGE FROM IRS: SOCIAL SECURITY RECIPIENTS WILL RECEIVE STIMULUS PAYMENTS
AUTOMATICALLY

Posted 4/1/2020 WASHINGTON – The U.S. Department of the Treasury and the
Internal Revenue Service today announced that Social Security beneficiaries


Read More...
02 Apr 20 Craig Smith


RELEASE NOTES: THURSDAY, APRIL 2ND AT 5:00AM ET

The site will be placed in maintenance on Thursday, April 2nd beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
01 Apr 20 Craig Smith


A MESSAGE FROM OHIO

The below messaging was shared by Ohio to software vendors. Ohio provides a
self-service option for taxpayers to cancel a postdated income tax payment


Read More...
01 Apr 20 Craig Smith



IR-2020-62: IRS: EMPLOYEE RETENTION CREDIT AVAILABLE FOR MANY BUSINESSES
FINANCIALLY IMPACTED BY COVID-19

WASHINGTON — The Treasury Department and the Internal Revenue Service today
launched the Employee Retention Credit, designed to encourage businesses


Read More...
01 Apr 20 Kim Manuel


RELEASE NOTES: TUESDAY, MARCH 31ST AT 5:00AM ET

The site will be placed in maintenance on Tuesday, March 31st beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
30 Mar 20 Craig Smith


IRS QUICK ALERT: UPDATE ON IRS SERVICES FOR TAX PRACTITIONERS

March 27, 2020 Due to staff limitations, Practitioner Priority Service line, the
e-Services Help Desk line and the e-Services FIRE and AIR system help


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27 Mar 20 Kim Manuel



FILING AND PAYMENT DEADLINES QUESTIONS AND ANSWERS

Click Here to review the posted Filing and Payment Deadline Questions and
Answers Q14. I already filed my 2019 income tax return that would have been


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26 Mar 20 Kim Manuel


IRS VITA/TCE NATIONAL PARTNER CALL: CANCELLATION NOTICE

The IRS will not be having today’s scheduled call.  They will resume calls on
Thursday, April 9th.  


Read More...
26 Mar 20 Kim Manuel


RELEASE NOTES: THURSDAY, MARCH 26TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, March 26th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
25 Mar 20 Craig Smith



NEW JULY 15TH DUE DATE INFORMATION (UPDATED INFORMATION)

The IRS system is now accepting returns with direct debit dates beyond April
15th, 2020.   The IRS is still working to update their system to acc


Read More...
25 Mar 20 Kim Manuel


RELEASE NOTES: TUESDAY, MARCH 24TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, March 24th beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
23 Mar 20 Craig Smith


TAXSLAYER VITA/TCE WEEKEND HOURS: EFFECTIVE IMMEDIATELY

Effective 3/23/2020 Until Further Notice In an effort to provide the most
effective support (telephone, chat, and email) and to take a proactive measu


Read More...
23 Mar 20 Kim Manuel



IR-2020-58: TAX DAY NOW JULY 15: TREASURY, IRS EXTEND FILING DEADLINE AND
FEDERAL TAX PAYMENTS REGARDLESS OF AMOUNT OWED

Tax Day now July 15: Treasury, IRS extend filing deadline and federal tax
payments regardless of amount owed WASHINGTON – The Treasury Department an


Read More...
21 Mar 20 Kim Manuel


MARCH 20: IRS RELEASED NOTICE FOR EXTENDING FILING SEASON

IRS released Notice 2020-18. https://www.irs.gov/pub/irs-drop/n-20-18.pdf Please
make sure you check  your state specific deadlines.  Some have move


Read More...
21 Mar 20 Kim Manuel


INTRODUCTION: NEW LOCATION TO ENTER IRS IDENTITY PROTECTION PIN

Enhancement Request:  268773 is now live in TaxSlayer Pro Online 2019 We have
added an additional location for you to enter the taxpayer, spouse and


Read More...
19 Mar 20 Kim Manuel



IRS: E-NEWS FOR TAX PROFESSIONALS SPECIAL EDITION

The Treasury Department and the Internal Revenue Service are providing special
payment relief to individuals and businesses in response to the COVID-1


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18 Mar 20 Kim Manuel


IRS QUICK ALERT: SCAM ALERT: FAKE “IRS” EMAIL TO TAX PRACTITIONERS (EFIN
HOLDERS)

The IRS has identified a new version of a phishing email scam targeting tax
professionals. The fake email states the preparer’s EFIN has been put on


Read More...
18 Mar 20 Kim Manuel


N-2020-17: RELIEF FOR TAXPAYERS AFFECTED BY ONGOING CORONAVIRUS DISEASE 2019
PANDEMIC

Notice 2020-17; Payment relief on account of Coronavirus Disease 2019 (COVID-19)
emergency. The Treasury Department and IRS are extending the due date


Read More...
18 Mar 20 Kim Manuel



RELEASE NOTES: THURSDAY, MARCH 19TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, March 19th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
18 Mar 20 Craig Smith


RELEASE NOTES: WEDNESDAY, MARCH 18TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 18th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
17 Mar 20 Craig Smith


HAPPY ST. PATRICK’S DAY!

Happy St. Patrick’s Day to all of the selfless volunteers who give your time to
service the needs of their taxpayers.  This year’s celebr


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17 Mar 20 Kim Manuel



RELEASE NOTES: TUESDAY, MARCH 17TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, March 17th beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
16 Mar 20 Craig Smith


TAXSLAYER VITA/TCE SUPPORT HOURS: EFFECTIVE IMMEDIATELY

Effective 3/16/2020 Until Further Notice In an effort to provide the most
effective support (telephone, chat, and email) and to take a proactive measu


Read More...
16 Mar 20 Kim Manuel


AARP TAX-AIDE SITES: A MESSAGE FROM AARP FOUNDATION

Beginning March 16, AARP Foundation will suspend all Tax-Aide services until
further notice due to the coronavirus (COVID-19) situation. Tax-Aide vo


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16 Mar 20 Kim Manuel



RELEASE NOTES: FRIDAY, MARCH 13TH AT 5:00AM ET

The site will be placed in maintenance on Friday, March 13th beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
12 Mar 20 Craig Smith


RELEASE NOTES: THURSDAY, MARCH 12TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, March 12th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
11 Mar 20 Craig Smith


NATIONAL VITA/TCE VOLUNTEER CALL: MARCH 12TH CALL IN NUMBER

The conference begins at 1:00 PM Eastern Time on March 12, 2020; you may join
the conference 5 minutes prior. Dial-in: 888-251-2949 or 215-861-0694 Ac


Read More...
11 Mar 20 Kim Manuel



SITES GETTING SPORADIC IRS 902 REJECTS

The majority of the time, this does not impact the states, but we have seen this
impact the state being made available for pick up.  There are many r


Read More...
10 Mar 20 Kim Manuel


RELEASE NOTES: TUESDAY, MARCH 10TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, March 10th beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
09 Mar 20 Craig Smith


BLANK PAGES INSIDE STATE RETURNS (RESOLVED)

5:05:pm ET – Issue 4670 has been resolved. You should no longer see any blank
pages at this time. We were made aware of an issue that was introd


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09 Mar 20 Craig Smith



RELEASE NOTES: MONDAY, MARCH 9TH AT 5:00AM ET

The site will be placed in maintenance on Monday, March 9th beginning at 5:00am
ET to release the below update. Note that deployments may take up to 3


Read More...
08 Mar 20 Craig Smith


RELEASE NOTES: FRIDAY, MARCH 6TH AT 5:00AM ET

The site will be placed in maintenance on Friday, March 6th beginning at 5:00am
ET to release the below update. Note that deployments may take up to 3


Read More...
05 Mar 20 Craig Smith


TAXSLAYER PRO: MFA EMAIL

We are aware that some users with the following e-mail providers: xxxx@att.net;
xxxx@yahoo.com; or xxxx@sbcglobal.net may be experiencing issues with


Read More...
05 Mar 20 Kim Manuel



RELEASE NOTES: THURSDAY, MARCH 5TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, March 5th beginning at
5:00am ET to release the below update. Note that deployments may take up to


Read More...
04 Mar 20 Craig Smith


VITA/TCE VOLUNTEER QUALITY SITE REQUIREMENTS ALERT

QSRA Number: QSRA 2020-01 Issued:  January 22, 2020 QSR Topic:  Quality Site
Requirement #4 – Reference Materials Reason Issued:  Change in polic


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04 Mar 20 Kim Manuel


VOLUNTEER TAX ALERTS 01 THROUGH 03

The following VITA Tax Alerts can be accessed with the link below: VTA-2020-01 
Issued January 13, 2020:  Tax Law Extenders VTA-2020-02 Issued Janua


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04 Mar 20 Kim Manuel



RELEASE NOTES: WEDNESDAY, MARCH 4TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 4th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
03 Mar 20 Craig Smith


RELEASE NOTES: TUESDAY, MARCH 3RD AT 5:00AM ET

The site will be placed in maintenance on Tuesday, March 3rd beginning at 5:00am
ET to release the below update. Note that deployments may take up to


Read More...
02 Mar 20 Craig Smith


PRO ONLINE: SLOWNESS AND ERROR MESSAGES (RESOLVED)

10:49 am EST:  As of 10:45 EST, all application services have been restored.  If
you are experiencing an error message, please logout and close the


Read More...
02 Mar 20 Kim Manuel



PRO ONLINE: SERVER ERRORS OCCURRING AFTER MORNING DEPLOY (RESOLVED)

Update 7:08 am EST:  The errors have been resolved.  You will want to close all
instances of your browser to ensure the error is not stored in your


Read More...
28 Feb 20 Kim Manuel


RELEASE NOTES: FRIDAY, FEBRUARY 28TH AT 5:00AM ET

The site will be placed in maintenance on Friday, February 28th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
27 Feb 20 Craig Smith


VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 2/27/2020

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. E-file volume remains up b


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27 Feb 20 Craig Smith



CALIFORNIA TRANSMISSIONS UPDATE (RESOLVED)

2/28/2020 We have made the appropriate updates on our end and all CA
transmissions have resumed. Any outstanding CA acks should be returned at this
po


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27 Feb 20 Craig Smith


VOLUNTEER TIME: NATIONAL VITA/TCE VOLUNTEER CALL: THURSDAY, FEBRUARY 27 AT 1:00
PM EASTERN TIME

The conference begins at 1:00 PM Eastern Time on February 27, 2020; you may join
the conference 5 minutes prior. Dial-in: 888-251-2949 or 215-861-0694


Read More...
27 Feb 20 Kim Manuel


RELEASE NOTES: THURSDAY, FEBRUARY 27TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 27th beginning at
5:00am ET to release the below update. Note that deployments may take u


Read More...
26 Feb 20 Craig Smith



FSA KIOSK: NEW LANDING PAGE COMING SOON (NOW LIVE)

2/27/2020 – The new Kiosk Landing Page is now live. For sites that have a site
specific FSA URL (Fusion, Stand Alone, or Remote), we will be lau


Read More...
26 Feb 20 Kim Manuel


RELEASE NOTES: WEDNESDAY, FEBRUARY 26TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 26th beginning at
5:00am ET to release the below update. Note that deployments may take


Read More...
25 Feb 20 Craig Smith


E-FILE TO SUBMISSION: INTERMITTENT ERROR PAGE (RESOLVED)

Update 2:00 pm EST:  This has been resolved.  You may now complete the e-file
process for the impacted returns.   Update 10:56 am EST:  We bel


Read More...
25 Feb 20 Kim Manuel



RELEASE NOTES: TUESDAY, FEBRUARY 25TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 25th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
24 Feb 20 Craig Smith


MESSAGE FROM MO DOR: ACKNOWLEDGEMENTS DELAY (UPDATE)

2/25/2020 Update from MO DOR: “We are back up and issuing acknowledgments.
 Please let me know if you still have outstanding acknowledgments.&#


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24 Feb 20 Craig Smith


PRO ONLINE NOT GENERATING A PDF (UPDATE 1:30 PM EST) [RESOLVED]

1:30 pm EST:  We are seeing successful prints and calculations on returns.  The
speed of calculations have improved significantly over the past 10 m


Read More...
24 Feb 20 Kim Manuel



RELEASE NOTES: MONDAY, FEBRUARY 24TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 24th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
21 Feb 20 Craig Smith


MN: NEWLY EXPANDED WORKING FAMILY CREDIT (RESOLVED)

2/24/2020 – Issue 4520 for the Working Family Credit was resolved with this
mornings deployment. Issue ID 4520 Minnesota has implemented new req


Read More...
21 Feb 20 Kim Manuel


COMING SOON: UI UPGRADES TO CONFIGURATION AND OTHER AREAS OUTSIDE OF THE RETURN

Nothing to worry about, the functionality will remain the same.  At some point
in the near future we will be moving away from the red and green backg


Read More...
21 Feb 20 Kim Manuel



FSA KIOSK: FSA GUIDES

Click here to download the FSA User Guide, Best Practices Guide and Chrome
troubleshooting tips. Remember:  You must always start from the URL you re


Read More...
21 Feb 20 Kim Manuel


PRO ONLINE: START NEW RETURN ERRORS WITH INTERNET EXPLORER (RESOLVED)

2/25/2020 – This issue was resolved with this mornings deployment. Scenario: 
The volunteer is using Internet Explorer and receives the followi


Read More...
21 Feb 20 Kim Manuel


RELEASE NOTES: FRIDAY, FEBRUARY 21ST AT 5:00AM ET

The site will be placed in maintenance on Friday, February 21st beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
20 Feb 20 Craig Smith



MESSAGE FROM MICHIGAN: DELAY IN ACKS

2/20/2020 – Michigan has posted this banner to their “Where’s my Refund”
page…”We are currently experiencing delay


Read More...
20 Feb 20 Craig Smith


MFA EMAILS (RESOLVED)

The email carrier that we to pickup the emails and send after they leave our
data center posted they were having issues around 6:30 PM last night.  T


Read More...
19 Feb 20 Kim Manuel


PRO ONLINE SITE ISSUES (RESOLVED)

Update 6:57 pm:   We are showing signs of the site rendering pages and prints as
expected.  We are continuing to review the logs to determine what


Read More...
19 Feb 20 Kim Manuel



RELEASE NOTES: THURSDAY, FEBRUARY 20TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 20th beginning at
5:00am ET to release the below update. Note that deployments may take u


Read More...
19 Feb 20 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 19TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 19th beginning at
5:00am ET to release the below update. Note that deployments may take


Read More...
18 Feb 20 Craig Smith


RELEASE NOTES: TUESDAY, FEBRUARY 18TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 18th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
17 Feb 20 Craig Smith



RELEASE NOTES: MONDAY, FEBRUARY 17TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 17th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
16 Feb 20 Craig Smith


MESSAGE FROM TAXSLAYER: HAWAII RETURNS (RESOLVED)

2/17/2020 – The HI issue described from 2/14 update below is now resolved.
2/14/2020 — Issue 4454 getting an error when trying to load the


Read More...
13 Feb 20 Craig Smith


RELEASE NOTES: FRIDAY, FEBRUARY 14TH AT 5:00AM ET

The site will be placed in maintenance on Friday, February 14th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
13 Feb 20 Craig Smith



VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 2/13/2020

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 la


Read More...
13 Feb 20 Craig Smith


NATIONAL VITA VOLUNTEER Q & A CALL WITH TAXSLAYER: THURSDAY, FEBRUARY 13TH

The conference begins at 1:00 PM Eastern Time on February 13, 2020; you may join
the conference 5 minutes prior. Dial-in: 888-251-2949 or 215-861-0694


Read More...
13 Feb 20 Kim Manuel


RELEASE NOTES: THURSDAY, FEBRUARY 13TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 13th beginning at
5:00am ET to release the below update. Note that deployments may take u


Read More...
12 Feb 20 Craig Smith



MESSAGE FROM NEW YORK: DELAY IN SENDING ACKNOWLEDGEMENTS

Software vendors have received word from the New York Department of Taxation and
Finance that they are experiencing delays in sending acknowledgements


Read More...
11 Feb 20 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 12TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 12th beginning at
5:00am ET to release the below update. Note that deployments may take


Read More...
11 Feb 20 Craig Smith


RELEASE NOTES: TUESDAY, FEBRUARY 11TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 11th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
10 Feb 20 Craig Smith



TAXSLAYER PRO ONLINE: REFUNDABLE PORTION OF AMERICAN OPPORTUNITY CREDIT
(RESOLVED)

Update: 2/12/2020 – Issue 4208 is now resolved. Update: 2/11/2020 – Issue 4208
is actively being worked. The update should be released thi


Read More...
10 Feb 20 Craig Smith


RELEASE NOTES: MONDAY, FEBRUARY 10TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 10th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
07 Feb 20 Craig Smith


MESSAGE FROM TAXSLAYER: TUITION AND FEES DEDUCTION & TRANSMISSION TABLE
(RESOLVED)

Update: 2/12/2020 – Issue 4366 is now resolved. Update: 2/10/2020 – Issue 4370
has been corrected and is now live. Returns claiming &#8220


Read More...
07 Feb 20 Craig Smith



RELEASE NOTES: FRIDAY, FEBRUARY 7TH AT 5:00AM ET

The site will be placed in maintenance on Friday, February 7th beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
06 Feb 20 Craig Smith


MAINTENANCE ANNOUNCEMENT: FRIDAY, FEBRUARY 7TH AT 4:30 AM EST

We will be putting the site in maintenance mode for 15 minutes on Friday,
February 7th at 4:30 am EST.


Read More...
06 Feb 20 Kim Manuel


TAXSLAYER VITA/TCE SUPPORT: CLOSING FOR THURSDAY, FEBRUARY 6TH

Due to expected Severe Weather in the Southeast, TaxSlayer offices will be
closing at 3:00pm ET. Normal support hours are expected to resume on Friday


Read More...
06 Feb 20 Craig Smith



TRANSMISSION MENU: PROGRAM ERROR WHEN SELECTING (RESOLVED)

Update 2:41 pm:  You can now access the Transmission menu.  Our engineers are
continuing to investigate.   Scenario:  Click select or the cli


Read More...
06 Feb 20 Kim Manuel


START NEW RETURN ERROR: “CHECK EFIN, EIN, ADDRESS, PHONE NUMBER IN
CONFIGURATION”

Update 3/5/2020:  We delivered a set of code changes on March 2nd in an effort
to minimize the occurrence of this erroneous message. Issue #4189 Scen


Read More...
06 Feb 20 Kim Manuel


RELEASE NOTES: THURSDAY, FEBRUARY 6TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 6th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
05 Feb 20 Craig Smith



PRO ONLINE: 9 ASSIGNED IRS QUESTIONS (RESOLVED)

Update: 2/5 at 4:45pm ET – The IRS questions are now available again in e-file.
We are aware that they are not showing up in your returns.  We


Read More...
05 Feb 20 Kim Manuel


RELEASE NOTES: WEDNESDAY, FEBRUARY 5TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 5th beginning at
5:00am ET to release the below update. Note that deployments may take u


Read More...
04 Feb 20 Craig Smith


MESSAGE FROM WISCONSIN: SCHEMA VALIDATION

Wisconsin has released messaging that WI returns rejected for the below reason
can be resubmitted on February 11th. This would impact any return where


Read More...
04 Feb 20 Craig Smith



PRO ONLINE 2019: ERROR GOING FROM E-FILE TO SUBMISSION PAGE (RESOLVED)

Update 6:06 pm EST:  We are seeing the submission page render as normal.  We
will continue to monitor the pages throughout the evening   Update


Read More...
03 Feb 20 Kim Manuel


PLANNED MAINTENANCE: TUESDAY, FEBRUARY 4TH 4:30AM TO 5:00AM EST

We will be putting the site in maintenance mode on Tuesday, February 4th between
4:30 am and 5:00 am EST for a series of backend updates prior to our


Read More...
03 Feb 20 Kim Manuel


RELEASE NOTES: TUESDAY, FEBRUARY 4TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 4th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
03 Feb 20 Craig Smith



RELEASE NOTES: MONDAY, FEBRUARY 3RD AT 5:00AM ET

The site will be placed in maintenance on Monday, February 3rd beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
01 Feb 20 Craig Smith


SLOWNESS REPORTED (RESOLVED)

Update 12:50 PM:  Response times are back to normal, but we are continuing to
monitor.  If you are stuck in a session, you will want to close all in


Read More...
01 Feb 20 Kim Manuel


VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 1/30/2020

Below are bullet points from our opening presentation of the All Partner Call
before opening up for Q&A from the field. E-file We had good partici


Read More...
31 Jan 20 Craig Smith



TAXSLAYER PRO ONLINE: FUTURE DIRECT DEBIT DATE ENTRIES (RESOLVED)

2/3/2020 – This was resolved with the update this morning. We have a high
priority issue reported (Issue 4248) regarding future direct debit pay


Read More...
31 Jan 20 Craig Smith


RELEASE NOTES: FRIDAY, JANUARY 31ST AT 5:00AM ET

The site will be placed in maintenance on Friday, January 31st beginning at
5:00am ET to release the below update. Note that deployments may take up t


Read More...
30 Jan 20 Craig Smith


SUPPORT PHONES: LOSS OF AUDIO (RESOLVED)

We are experiencing difficulty with the phone lines.  Our agents are losing
audio so they cannot hear you. You can always reach out to support via ch


Read More...
30 Jan 20 Kim Manuel



RELEASE NOTES: THURSDAY, JANUARY 30TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 30th beginning at
5:00am ET to release the below updates. Note that deployments may take u


Read More...
29 Jan 20 Craig Smith


MESSAGE FROM THE STATE OF GEORGIA: ELECTRONIC FILING STATUS

Georgia is currently accepting returns.  However, you will not receive return
acknowledgements until Monday, February 3rd. We will begin sending GA r


Read More...
29 Jan 20 Kim Manuel


NATIONAL VITA VOLUNTEER Q & A CALL PARTICIPANT INSTRUCTIONS

The conference begins at 1:00 PM Eastern Time on January 30, 2020; you may join
the conference 5 minutes prior. Dial-in: 888-251-2949 or 215-861-0694


Read More...
28 Jan 20 Kim Manuel



RELEASE NOTES: WEDNESDAY, JANUARY 29TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 29th beginning at
5:00am ET to release the below updates. Note that deployments may take


Read More...
28 Jan 20 Craig Smith


RELEASE NOTES: TUESDAY, JANUARY 28TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 28th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
27 Jan 20 Craig Smith


TAXSLAYER 2019: CANNOT CREATE AN IL E-FILE (RESOLVED)

Update – 1/29/20: The fix was deployed this morning and IL returns can now be
e-filed. Update – 1/28/20: The fix for this should be deploy


Read More...
27 Jan 20 Kim Manuel



TAXSLAYER 2019 ELECTRONIC FILING IS LIVE FOR VITA/TCE

Update 1:45 pm EST: “Send State Only” and Prior Year e-file (2018 and 2017) are
now turned on. Update 11:15 am EST:  We are currently se


Read More...
27 Jan 20 Kim Manuel


RELEASE NOTES: MONDAY, JANUARY 27TH AT 5:00AM ET

The site will be placed in maintenance on Monday, January 27th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
24 Jan 20 Craig Smith


SUBSCRIBE TO VITA/TCE BLOG

To subscribe to the VITA/TCE Blog, follow the below steps. Subscribing will
allow you to receive automatic e-mail updates highlighting recently publis


Read More...
24 Jan 20 Craig Smith



SOFTWARE ORDERS: STATUS UPDATE

Update 1/24/2020:  The IRS has released 300+ orders to TaxSlayer.  We are
processing them.  This takes up to 48 hours.  TaxSlayer support will not


Read More...
24 Jan 20 Kim Manuel


RELEASE NOTES: FRIDAY, JANUARY 24TH AT 5:00AM ET

The site will be placed in maintenance on Friday, January 24th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
23 Jan 20 Craig Smith


ADMINISTRATOR SECURITY TEMPLATE IS MISSING (FOUND)

1/23/20 9:15am Update: As we progress towards a long-term solution, currently,
any security template at your site(s) cannot be edited or deleted. New


Read More...
23 Jan 20 Kim Manuel



CONTROLLED LAUNCH 2020: COUNTDOWN TO SEND TIME: THURSDAY, JANUARY 23 12:00 PM –
3:30 PM EST (TURNED OFF)

Update 1/23 3?30 pm EST:  E-file has been turned off.  We will resume electronic
filing for all years (2019, 2018 and 2017) on Monday around 11:00 a


Read More...
22 Jan 20 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 23RD AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 23rd beginning at
5:00am ET to release the below update, but primarily backend updates. No


Read More...
22 Jan 20 Craig Smith


TAXSLAYER FSA OVERVIEW 2020 WEBCAST

TaxSlayer FSA Overview 2020 Wednesday, January 22, 2020 3:00 PM Eastern Time
Webcast URL: https://www.webcaster4.com/Webcast/Page/1104/32872 This is a


Read More...
22 Jan 20 Kim Manuel



RELEASE NOTES: WEDNESDAY, JANUARY 22ND AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 22nd beginning at
5:00am ET to release the below updates. Note that deployments may take


Read More...
21 Jan 20 Craig Smith


CONTROLLED LAUNCH 2020: TENTATIVE DATE AND TIME (NOT QUITE READY YET)

Update 3:46 pm EST:  We are continuing to work to receive our first
acknowledgement.   Our goal is to allow early participation on Thursday, Januar


Read More...
21 Jan 20 Kim Manuel


RELEASE NOTES: TUESDAY, JANUARY 21ST AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 21st beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
20 Jan 20 Craig Smith



RELEASE NOTES: MONDAY, JANUARY 20TH AT 5:00AM ET

The site will be placed in maintenance on Monday, January 20th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
20 Jan 20 Craig Smith


TAXSLAYER PRO ONLINE: PRINT ISSUE – ALL YEARS (RESOLVED)

9:21am ET: At this time, prints for all years have returned to normal
operations. 9:03am ET: The issue has been identified and actively being worked a


Read More...
19 Jan 20 Craig Smith


RELEASE NOTES: FRIDAY, JANUARY 17TH AT 5:00AM ET

The site will be placed in maintenance on Friday, January 17th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
16 Jan 20 Craig Smith



VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 1/16/2020

Below are bullet points from our opening presentation at the beginning of the
All Partner call before opening up for Q&A from the field. Friday, J


Read More...
16 Jan 20 Craig Smith


PRO ONLINE 2019: REVIEW OFFICE CONFIGURATION

This is a great time for the site administrators to review the Office
Configuration located in Configuration>>Office Setup Our recommendation is


Read More...
16 Jan 20 Kim Manuel


PRO ONLINE 2019: VIRTUAL/AD HOC SETUP (REMINDER)

Ad Hoc Site Scenario: Site has a “main” site and also has one or more “ad hoc”
site . The main site has an EFIN and SIDN (Snnnnnnn01) Ad Hoc s


Read More...
16 Jan 20 Kim Manuel



START NEW RETURN: JANUARY 17TH AT THE PRODUCTION SITE LEVEL (LIVE)

What returns should I complete at my site? We strongly recommend that you only
complete production returns in your site (actual taxpayer returns).  T


Read More...
16 Jan 20 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 16TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 16th beginning at
5:00am ET to release the below updates. Note that deployments may take u


Read More...
15 Jan 20 Craig Smith


RELEASE NOTES: WEDNESDAY, JANUARY 15TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 15th beginning at
5:00am ET to release the below updates. Note that deployments may take


Read More...
14 Jan 20 Craig Smith



RELEASE NOTES: TUESDAY, JANUARY 14TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 14th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
13 Jan 20 Craig Smith


SOFTWARE ORDERS: STATUS AND MESSAGE FROM SPEC MANAGEMENT

Background:  TaxSlayer software ordering season began on October 2, 2019. All
orders under the existing procurement order were fulfilled.  Due to an


Read More...
13 Jan 20 Kim Manuel


RELEASE NOTES: MONDAY, JANUARY 13TH AT 5:00AM ET

The site will be placed in maintenance on Monday, January 13th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
12 Jan 20 Craig Smith



RELEASE NOTES: FRIDAY, JANUARY 10TH AT 5:00AM ET

The site will be placed in maintenance on Friday, January 10th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
09 Jan 20 Craig Smith


PRO ONLINE AND DESKTOP: CRYPTO/VIRTUAL CURRENCY QUESTION

The following question was added to both the Pro Online and Desktop software to
accommodate the Crypto/Virtual Currency question on Schedule 1  


Read More...
09 Jan 20 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 9TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 9th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
08 Jan 20 Craig Smith



PRO ONLINE 2019: NEW SITE ADMINISTRATORS (REMINDER)

Scenario:  An existing Pro Online site from 2018 now has a new Site Admin for
2019 Question:  How does the new site admin gain access to the site if


Read More...
08 Jan 20 Kim Manuel


PRO ONLINE: 2019 ADHOC/VIRTUAL SITE SETUP

Ad Hoc Site Scenario: Site has a “main” site and also has one or more “ad hoc”
site . The main site has an EFIN and SIDN (Snnnnnnn01) Ad Hoc s


Read More...
08 Jan 20 Kim Manuel


VITA/TCE TELEPHONE LINE: CALLS ARE NOT TRANSFERRING THROUGH (RESOLVED)

Update 10:30 am EST:  Our telephone provider has resolved the issue and calls
are being transferred through to the support team. We are seeing discon


Read More...
08 Jan 20 Kim Manuel



RELEASE NOTES: WEDNESDAY, JANUARY 8TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 8th beginning at
5:00am ET to release the below update. Note that deployments may take up


Read More...
07 Jan 20 Craig Smith


RELEASE NOTES: TUESDAY, JANUARY 7TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 7th beginning at
5:00am ET to release the below updates. Note that deployments may take up


Read More...
06 Jan 20 Craig Smith


NEWS RELEASE: IRS OPENS 2019 TAX FILING SEASON FOR INDIVIDUAL FILERS ON JAN. 27

IR-2020-02, January 6, 2020 WASHINGTON ― The Internal Revenue Service confirmed
that the nation’s tax season will start for individual tax ret


Read More...
06 Jan 20 Kim Manuel



RELEASE NOTES: MONDAY, JANUARY 6TH AT 5:00AM ET

The site will be placed in maintenance on Monday, January 6th beginning at
5:00am ET to release the below updates. Note that deployments may take up t


Read More...
05 Jan 20 Craig Smith


TAXSLAYER ALL YEARS: RUNTIME ERRORS (RESOLVED)

Update 7:55 am EST:  The issue causing the runtime error has been corrected.  We
recommend you close all instances of your browser and start a new


Read More...
03 Jan 20 Kim Manuel


PRO ONLINE 2018: INTERMITTENT PROGRAM ERROR (RESOLVED)

1/3/2020 – This was resolved in this mornings deployment. We are getting
sporadic reports of the following error when trying to open a 2018 retu


Read More...
02 Jan 20 Kim Manuel



RELEASE NOTES: FRIDAY, JANUARY 3RD AT 5:00AM ET

The site will be placed in maintenance on Friday, January 3rd to release backend
updates and the below software update. 1040 VIEW Correct alignment is


Read More...
02 Jan 20 Craig Smith


PRACTICE LAB 2019: 1040 VIEW MISALIGNMENT (RESOLVED)

1/3/2020 – The alignment and update to 2019 forms issue has been resolved. If
you continue to see the below screen, clear your cache and refresh


Read More...
02 Jan 20 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 2ND AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 2nd to release the
below software updates and various form updates. SCHEDULE C Correct the


Read More...
01 Jan 20 Craig Smith



TAXSLAYER SUPPORT: NEW YEAR’S EVE AND NEW YEAR’S DAY

VITA/TCE Support will be closed on Tuesday, December 31st through Wednesday,
January 1st. In-season customer support hours will resume on Thursday, Ja


Read More...
30 Dec 19 Craig Smith


RELEASE NOTES: MONDAY, DECEMBER 30TH AT 5:00AM ET

The site will be placed in maintenance on Monday, December 30th to release the
below software updates. MARYLAND (2018) Correct an e-file issue where S


Read More...
29 Dec 19 Craig Smith


PRACTICE LAB AND SITE LOGIN ERRORS (RESOLVED)

4:46 PM est:  The issue has been resolved and the site is working as expected We
are currently experiencing errors when logging in.  We have opened


Read More...
27 Dec 19 Kim Manuel



2019 PRACTICE LAB: PDF’S NOT RENDERING (RESOLVED)

6:05pm ET – The issue has been resolved. 2019 prints should generate at this
time. 5:50pm ET – We are continuing to investigate. Only 2019


Read More...
26 Dec 19 Craig Smith


RELEASE NOTES: THURSDAY, DECEMBER 26TH AT 6:00AM ET

The site will be placed in maintenance on Thursday, December 26th to release the
below software update specific to group reports. GROUP REPORTS Made t


Read More...
26 Dec 19 Craig Smith


TAXSLAYER PRO ONLINE: 2019 REPORTS & DESCRIPTIONS

As the beginning of tax season draws near and sites began to train their
volunteers for the upcoming filing season, we wanted to go ahead and share th


Read More...
26 Dec 19 Craig Smith



VITA/TCE SUPPORT: MONDAY, DECEMBER 23RD

VITA/TCE support will be closing today, December 23rd at 5:00pm ET for Christmas
holiday. Regular support hours will resume on Thursday, December 26th


Read More...
23 Dec 19 Craig Smith


RELEASE NOTES: THURSDAY, DECEMBER 19TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, December 19th to release the
below software updates. CONFIGURATION Duplicate the “action&#82


Read More...
18 Dec 19 Craig Smith


RELEASE NOTES: TUESDAY, DECEMBER 17TH AT 6:00AM ET

The site will be placed in maintenance on Tuesday, December 17th to release the
below reporting update, but primarily back-end updates. MANAGEMENT REP


Read More...
16 Dec 19 Craig Smith



TAXSLAYER PRO ONLINE: MAINTENANCE WINDOW – MONDAY, DECEMBER 16TH

The TaxSlayer Pro Online site (including Practice Lab) will be placed in
scheduled maintenance on Monday, December 16th from 8:00p – 10:00p ET.


Read More...
16 Dec 19 Craig Smith


SERVER ERRORS (RESOLVED)

6:54 pm — The errors have been resolved.  We will continue to monitor the
situation We are currently experiencing server errors in the Practice


Read More...
12 Dec 19 Kim Manuel


RELEASE NOTES: THURSDAY, DECEMBER 12TH AT 6AM ET

The site will be placed in maintenance on Thursday, December 12th to release the
below software update. CLIENT SEARCH Adding a checkbox to hide return


Read More...
11 Dec 19 Craig Smith



VITA/TCE PUBLICATION AND USER GUIDE ACCESS

When inside TaxSlayer Pro Online on the Welcome Page, we wanted to point out the
“VITA/TCE Publications and User Guides” area to highlight


Read More...
10 Dec 19 Craig Smith


RELEASE NOTES: TUESDAY, DECEMBER 10TH AT 6:00AM ET

The site will be placed in maintenance on Tuesday, December 10th to release the
below software update, but mostly back-end updates. GUIDE ME/ENTER MYS


Read More...
09 Dec 19 Craig Smith


TAXSLAYER VITA/TCE SUPPORT – PRE-SEASON HOURS

Pre-season Customer Support hours for VITA/TCE sites began this past weekend.
Support hours are now as follows for the remainder of the 2019 calendar


Read More...
09 Dec 19 Craig Smith



TY2019 ORDERS ARE PROCESSING — EMAILS YOU MAY RECEIVE

When will TaxSlayer start processing TY2019 orders? We have processed 2 orders
received from the IRS.  We will receive orders on a weekly basis throu


Read More...
06 Dec 19 Kim Manuel


VOLUNTEER TIME: PARTNER SPOTLIGHT – NORTHWEST INDIAN COLLEGE-LUMMI TRIBE

We want to thank Grace for sharing this partner spotlight with us. Area 3,
Territory Manager Grace McKnight, Seattle Territory in Seattle, Washington


Read More...
05 Dec 19 Kim Manuel


RELEASE NOTES: THURSDAY, DECEMBER 5TH AT 6:00AM ET (HEALTH INSURANCE UPDATE)

The site will be placed in maintenance on Thursday, December 5th to release the
below software update. Majority of items scheduled in this deploy are


Read More...
04 Dec 19 Craig Smith



TAXSLAYER PRO ONLINE: ALIMONY PAID AND RECEIVED

The Alimony Paid (Adjustment) and Alimony Received (Income) menus have been
updated to account for the 2019 updates to Schedule 1 to capture the &#822


Read More...
04 Dec 19 Craig Smith


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS — REMOVAL REMINDER

The answers entered on a return for TY 2018, TY2017, and TY2016 will be
eliminated from our system on December 30th. If you need to run any additional


Read More...
04 Dec 19 Kim Manuel


GROUPS: A FEW TIPS

Multi-Site Group (MSA) = Allows a group administrator the ability to create and
assign items from the Configuration menu No  Consent is required beca


Read More...
04 Dec 19 Kim Manuel



RELEASE NOTES: TUESDAY, DECEMBER 3RD AT 5:00AM ET

The site will be placed in maintenance on Tuesday, December 3rd to release the
below software updates. E-FILE Moving “Paper” option for St


Read More...
02 Dec 19 Craig Smith


TAXSLAYER SUPPORT: THANKSGIVING HOURS

TaxSlayer VITA/TCE support will close today, November 27th at 12:00pm ET and
will reopen on Monday, December 2nd at 8:00am ET. We hope everyone has a


Read More...
27 Nov 19 Craig Smith


PRACTICE LAB: 2019 PRACTICE EXERCISES

12/2/2019 – The Puerto Rico practice exercises have been updated to 2019. Please
note current Practice Exercise answers may not reflect some 201


Read More...
27 Nov 19 Craig Smith



RELEASE NOTES: MONDAY, NOVEMBER 25TH AT 5:00AM ET

The site will be placed in maintenance on Monday, November 25th to release the
below software updates. 1040-NR, FORM 8843 Update the requirement to pr


Read More...
24 Nov 19 Craig Smith


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS — REMINDER

The answers entered on a return for TY 2018, TY2017, and TY2016 will be
eliminated from our system on December 30th. If you need to run any additional


Read More...
21 Nov 19 Kim Manuel


PRACTICE LAB: RUNTIME ERRORS (RESOLVED)

11/21/2019 7:15 pm ET:  The service has been resolved.  If you are getting a
blank page, or experiencing slowness going to the Practice Lab or your


Read More...
21 Nov 19 Craig Smith



TAXSLAYER PRO ONLINE: SCHEDULED MAINTENANCE – 11/19/19

The site will be placed in scheduled maintenance this evening, Tuesday, November
19th beginning at 7:30pm ET. Scheduled maintenance should last until


Read More...
19 Nov 19 Craig Smith


VITA/TCE SUPPORT FOR WEDNESDAY, NOVEMBER 20TH

On Wednesday, November 20th, TaxSlayer VITA/TCE support will be available from
8am-11am ET. We will be closing at 11am ET for a company-wide event.


Read More...
19 Nov 19 Craig Smith


RELEASE NOTES: TUESDAY, NOVEMBER 19TH @ 5:00AM ET

The site will be placed in maintenance on Tuesday, November 19th to release the
below software updates. Schedule C Grid Correct an issue where the Sch


Read More...
18 Nov 19 Craig Smith



IRS QUICK ALERT – 1040 MODERNIZED E-FILE (1040 MEF) PRODUCTION SHUTDOWN AND
CUTOVER

11/18/19 – E-filing is no longer available until a To-Be-Determined date in
January 2020. Federal and state returns prepared at this time must b


Read More...
18 Nov 19 Kim Manuel


PRACTICE LAB VIDEOS: UPDATED & CONVERTED TO A NEW FORMAT (NOW LIVE)

The following links will activate the updated videos.  We have also changed to a
format that does not require Adobe Flash.  This requires that we ch


Read More...
17 Nov 19 Kim Manuel


RELEASE NOTES: THURSDAY, NOVEMBER 14TH AT 5:00AM ET

Returns will be placed in maintenance on Thursday, November 14th to release the
below software updates. 1099-INT, PRIVATE ACTIVITY BOND INTEREST Corre


Read More...
13 Nov 19 Craig Smith



PRACTICE LAB 2019 — REFUND MONITOR (RESOLVED)

11/13/19 – When inside a return, you may need to perform a hard refresh of your
screen for the Refund Summary to appear. Do a hard refresh using


Read More...
12 Nov 19 Kim Manuel


RELEASE NOTES: TUESDAY, NOVEMBER 12TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, November 12th to release the
below software updates. 1040-NR Correct an issue where accessing the S


Read More...
11 Nov 19 Craig Smith


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS — REMINDER NOTIFICATION

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be
eliminated from our system on December 30th. If you need to run any ad


Read More...
11 Nov 19 Kim Manuel



IMPERFECT RETURN INDICATOR — WHAT IS IT?

2019 Enhancement to prevent the display of the Imperfect Return selection We
have added an option to Security Templates to prevent the Imperfect Retur


Read More...
07 Nov 19 Kim Manuel


RELEASE NOTES: THURSDAY, NOVEMBER 7TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, November 7th to release the
below software updates. ARKANSAS Adding the ability to adjust disabili


Read More...
06 Nov 19 Craig Smith


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS — REMINDER

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be
eliminated from our system on December 30th. If you need to run any ad


Read More...
06 Nov 19 Kim Manuel



2019 ORDER PROCESSING EMAILS: EMAILS YOU MAY RECEIVE

When will TaxSlayer start processing TY2019 orders? We typically start importing
VITA/TCE orders the week of Thanksgiving.  We do not have a definite


Read More...
06 Nov 19 Kim Manuel


PRO ONLINE 2019: NEW SITE ADMINISTRATORS

Scenario:  An existing Pro Online site from 2018 now has a new Site Admin for
2019 Question:  How does the new site admin gain access to the site if


Read More...
06 Nov 19 Kim Manuel


RELEASE NOTES: TUESDAY, NOVEMBER 5TH AT 5:00AM ET (BACKEND UPDATES ONLY)

The site will be placed in maintenance on Tuesday, November 5th, to release
backend updates.   *Click here to download a PDF of our Cumulative


Read More...
04 Nov 19 Craig Smith



RELEASE NOTES: MONDAY, NOVEMBER 4TH

The below items were released with the launch of 2019 TaxSlayer Pro Online.
PREPARER SETUP – MULTIPLE ACCOUNT CHECKBOX Inside the Preparer Setup


Read More...
04 Nov 19 Craig Smith


PRIOR YEAR ERROR MESSAGE REGARDING CUSTOMER ID (RESOLVED)

Update:   This has been resolved.  If you still experience this message, please
reach out to support and they can walk  you through accessing you


Read More...
04 Nov 19 Kim Manuel


PRACTICE LAB 2019 IS NOW LIVE

The Practice lab now allows you to create practice returns in TaxSlayer 2019 and
TaxSlayer 2018. Items to Note: 2019 States are not available with the


Read More...
04 Nov 19 Kim Manuel



A MESSAGE FROM THE STATE OF GEORGIA

We received the following message from the Georgia Department of Revenue:
“Georgia is still working to resolve the problems we are experiencing


Read More...
25 Oct 19 Kim Manuel


TRAINING ON REJECTED RETURNS

We get a lot of questions each year on how to train on rejected returns that are
relevant to our site.  The following outlines a process that can be


Read More...
25 Oct 19 Kim Manuel


VITA/TCE BLOG — MIGRATING TO A NEW PLATFORM BEGINNING MONDAY, OCTOBER 28 —
(COMPLETE)

We will be migrating our content to a new platform beginning Monday, October
28th.  This process will take the majority of the week, so Craig and I h


Read More...
25 Oct 19 Kim Manuel



PRACTICE LAB 2019 — TENTATIVE SCHEDULE

We will be rolling out Practice Lab 2019 during the week of November 4th.  At
this time, we do not know what date it will be pushed.  Once Practice


Read More...
23 Oct 19 Kim Manuel


VITA/TCE BLOG — MIGRATING TO A NEW PLATFORM BEGINNING MONDAY, OCTOBER 28TH —
ADVANCED NOTICE

We will be migrating our content to a new platform beginning Monday, October
28th.  This process will take the majority of the week, so Craig and I h


Read More...
23 Oct 19 Kim Manuel


CUSTOM QUESTION AND ASSOCIATED ANSWERS — REMINDER NOTICE

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be
eliminated from our system on December 30th. If you need to run any ad


Read More...
23 Oct 19 Kim Manuel



RELEASE NOTES: TUESDAY, OCTOBER 22ND AT 5:00AM ET

The site will be placed in maintenance on Tuesday, October 22nd at 5 am Eastern
to release a series of updates.


Read More...
21 Oct 19 Kim Manuel


RELEASE NOTES: THURSDAY, OCTOBER 17TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, October 17th to release the
below software update. MARYLAND Corrected an issue where a dependent l


Read More...
17 Oct 19 Craig Smith


1040SR — IMPLEMENTATION PLANS AS OF 10/15/2019

The 1040SR will be available for sites to add to their custom print sets for
sites that want to print the 1040SR for their clients.  We will not be a


Read More...
15 Oct 19 Kim Manuel



CHANGES TO TAXSLAYER ASSIGNED SECURITY TEMPLATES — EFFECTIVE NOVEMBER, 2019

Based on feedback from the field and concerns that too many volunteers have the
ability to “Mark a return complete”, we will be removing t


Read More...
10 Oct 19 Kim Manuel


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS IN RETURNS — REMINDER NOTICE

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be
eliminated from our system on December 30th. If you need to run any ad


Read More...
10 Oct 19 Kim Manuel


RELEASE NOTES: THURSDAY, OCTOBER 10TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, October 10th to release the
below software update, but mostly backend updates. CLIENT LIST Correct


Read More...
09 Oct 19 Craig Smith



RELEASE NOTES: TUESDAY, OCTOBER 8TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, October 8th to release the
below software updates. E-FILE Duplicating the “Save” button


Read More...
07 Oct 19 Craig Smith


RELEASE NOTES: TUESDAY, OCTOBER 1ST AT 5:00AM ET

The site will be placed in maintenance on Tuesday, October 1st to release mostly
backend software updates, plus the below enhancement. PHONE NUMBER IN


Read More...
30 Sep 19 Craig Smith


CUSTOM QUESTIONS AND ASSOCIATED ANSWERS FOR EXISTING RETURNS – ADVANCED NOTICE

The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be
eliminated from our system on December 30th. If you need to run any ad


Read More...
26 Sep 19 Kim Manuel



TAXSLAYER PRO EMAIL TITLED: YOUR REMAINING BALANCE IS DUE!

TaxSlayer sent a balance due email out to a group of email addresses in error
this morning, followed by an apology email letting the recipient know it


Read More...
25 Sep 19 Kim Manuel


RELEASE NOTES: TUESDAY, SEPTEMBER 24TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, September 24th, to release
the below software updates. E-FILE Correct an erroneous e-file warning w


Read More...
23 Sep 19 Craig Smith


RELEASE NOTES: THURSDAY, SEPTEMBER 19TH

The following was released to production: 2017 PA Issue ID 3834:  Resolve the
issue where PA Resident return menus were blank and not displaying addi


Read More...
19 Sep 19 Kim Manuel



PRACTICE LAB VIDEOS

The current videos require the use of Flash in order to play them so we can
continue to support Closed Captioning.  You will need to enable Flash for


Read More...
18 Sep 19 Kim Manuel


RELEASE NOTES: TUESDAY, SEPTEMBER 17TH AT 5:00AM ET

The site will be put into maintenance mode on Tuesday, September 17th at 5:00 am
Eastern to release a series of updates.  These are back end updates


Read More...
16 Sep 19 Kim Manuel


SUGGESTION BOX: INFORMATION FOR 2019

Click here to download PDFs Click here to submit a suggestion There are three
attachments to review: Attachment #1:  Dedicated to application and


Read More...
13 Sep 19 Kim Manuel



MESSAGE FROM UTAH: CONNECTIVITY ISSUES WITH MEF (RESOLVED)

Tuesday, September 10th 2019 The Utah State Tax Commission have indicated they
are now able to process acknowledgements once again. “We were abl


Read More...
09 Sep 19 Craig Smith


RELEASE NOTES: THURSDAY, SEPTEMBER 5TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, September 5th to release the
below software updates. MONTANA Correct an issue where the Qualified


Read More...
04 Sep 19 Craig Smith


CUSTOMER SUPPORT PHONES – TECHNICAL CHALLENGES (RESOLVED)

9:19am ET – Phone support is now available. We apologize for any inconvenience.
The customer support phone lines are currently experiencing a te


Read More...
04 Sep 19 Kim Manuel



RELEASE NOTES: TUESDAY, SEPTEMBER 3RD AT 5:00AM ET (BACK-END UPDATES ONLY)

The site will be placed in maintenance on Tuesday, September 3rd to release a
series of updates on the back-end.        


Read More...
30 Aug 19 Kim Manuel


RELEASE NOTES: TUESDAY, AUGUST 27TH AT 5:00AM ET (PRIMARILY BACK-END)

The site will be placed in maintenance on Tuesday, August 27th to release the
below software update, but mainly back-end updates will be pushed out du


Read More...
26 Aug 19 Craig Smith


RELEASE NOTES: THURSDAY, AUGUST 22ND AT 5:00AM ET

The site will be placed in maintenance on Thursday, August 22nd to release the
below software updates. MARRIED FILING SEPARATE – INCORRECT DEPEN


Read More...
21 Aug 19 Craig Smith



RELEASE NOTES: TUESDAY, AUGUST 20TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, August 20th to release the
below software updates. SCHEDULE C GRID Added a column for Expenses/Net


Read More...
19 Aug 19 Craig Smith


TAXSLAYER SOFTWARE ENHANCEMENTS

As sites begin to prepare training for the upcoming filing season, we wanted to
put together a cumulative document depicting program enhancements intr


Read More...
16 Aug 19 Craig Smith


MESSAGE FROM IRS: EXTENDED SCHEDULED MAINTENANCE FOR MEF SYSTEMS

The below message was released by the IRS. During the below outlined times,
returns electronically filed will not receive an acknowledgement until aft


Read More...
16 Aug 19 Craig Smith



IRS QUICK ALERT: MEF IS UNAVAILABLE (RESOLVED)

The IRS MeF system is now available.   The IRS issues a Quick Alert that their
MeF Production system is unavailable. What does this mean to you?


Read More...
07 Aug 19 Kim Manuel


RELEASE NOTES: THURSDAY, AUGUST 1ST AT 5:00AM ET

The site will be placed in maintenance on Thursday, August 1st to release the
below software updates. CLIENT LIST PAGE NAVIGATION The page navigation


Read More...
31 Jul 19 Craig Smith


MESSAGE FROM IDAHO: CONNECTIVITY ISSUE WITH MEF CERTIFICATE (UPDATE)

8/2/2019 Idaho State Tax Commission has resolved their certificate connectivity
issue. They have begun processing acknowledgements. 7/31/2019 Software


Read More...
31 Jul 19 Craig Smith



RELEASE NOTES: THURSDAY, JULY 25TH AT 5:00AM ET

The following items were delivered to production Thursday, July 25th. PUERTO
RICO Corrected an issue where MFS returns and bona fide residents of PR w


Read More...
25 Jul 19 Kim Manuel


RELEASE NOTES: THURSDAY, JULY 18TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, July 18th to release the
below software updates. MASSACHUSETTS Correct an issue where the Schedule


Read More...
17 Jul 19 Craig Smith


RELEASE NOTES: TUESDAY, JULY 16TH AT 6:00AM ET

The site will be placed in maintenance on Tuesday, July 16th to release backend
updates to the software.  


Read More...
15 Jul 19 Craig Smith



VOLUNTEER TIME: PEOPLE CAN ACT NOW TO HELP OTHERS IN THEIR COMMUNITY NEXT YEAR!

The IRS published Tax Tip 2019-90 today. Below are details you can share with
others in your community that may wish to become a volunteer for VITA/TC


Read More...
10 Jul 19 Craig Smith


RELEASE NOTES: TUESDAY, JULY 9TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, July 9th to release the below
software updates. KANSAS Correct a display issue on the K-40H PDF whe


Read More...
08 Jul 19 Craig Smith


RELEASE NOTES: TUESDAY, JUNE 25TH AT 5:00AM ET (UPDATE 6/25 – RESOLVED)

6/25/2019 – 11:24am ET – The issue has been resolved and access to the site and
practice environments have been restored. We apologize for


Read More...
24 Jun 19 Craig Smith



WHAT’S NEW: GROUP LOGIN CAN ASSIGN DEFAULT PRINT SET

Users that have logins to manage a group of sites, now have the ability to set
the default Print Set when assigning print sets to the sites. Login wit


Read More...
24 Jun 19 Kim Manuel


PRO ONLINE: NOT RENDERING PDF’S (RESOLVED)

6/24/2019 – 9:16am ET Printing for all years has been resolved. 6/24/2019 –
9:09am ET The issue has been found and actively being correcte


Read More...
24 Jun 19 Craig Smith


RELEASE NOTES: THURSDAY, JUNE 20TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, June 20th to release the
below software updates. E-FILE Correct an erroneous e-file message being


Read More...
19 Jun 19 Craig Smith



VOLUNTEER TIME: NC AND TN “YOUR NECK OF THE WOODS”

           


Read More...
18 Jun 19 Craig Smith


MESSAGE FROM ILLINOIS: INTERRUPTION IN PROCESSING ACKS (UPDATE 6/20)

June 20th “The Illinois Department of Revenue maintenance has been completed. We
are again processing MeF submissions. We have picked up all fil


Read More...
18 Jun 19 Craig Smith


IRS QUICK ALERT: MAINTAINING YOUR E-FILE APPLICATION

                            Refer to Publication 3112, IRS e-file Application an


Read More...
18 Jun 19 Craig Smith



RELEASE NOTES: TUESDAY, JUNE 18TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, June 18th to release the
below software updates. ARIZONA AZ returns rejected with Reject Code 708 f


Read More...
17 Jun 19 Craig Smith


404 ERROR WHEN SAVING DEPENDENT/QUALIFYING PERSON ENTRIES (RESOLVED 6/18)

6/18/2019 at 8:15am ET The fix has been pushed live. 6/17/2019 at 6:25am ET The
fix for Issue 3679 is scheduled to be pushed live the morning of 6/18/


Read More...
13 Jun 19 Craig Smith


RELEASE NOTES: THURSDAY, JUNE 13TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, June 13th to release the
below software updates. FORM 1099-R Checkbox has been added, that if mark


Read More...
12 Jun 19 Craig Smith



PREPARER SETUP: NEW “ARCHIVE” STATUS

In this mornings deployment, we released a new status that can be assigned to
preparers at your site(s). In addition to “Active” and &#822


Read More...
12 Jun 19 Craig Smith


MESSAGE FROM IRS: VTA-2019-04 – TAXABILITY OF SOCIAL SECURITY BENEFITS FOR
RESIDENTS OF PUERTO RICO

  For specific information refer to the following resources located on
www.irs.gov: Link and Learn Taxes – Puerto Rico courses Publication


Read More...
12 Jun 19 Craig Smith


COMING SOON: NEW SECURITY PROTOCOLS

We will be implementing reCAPTCHA after the user has two invalid login
attempts.  After two unsuccessful login attempts, the user will be required t


Read More...
12 Jun 19 Kim Manuel



RELEASE NOTES: WEDNESDAY, JUNE 12TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, June 12th to release the
below software updates. CLIENT SEARCH Corrected the issue where an error


Read More...
11 Jun 19 Craig Smith


RELEASE NOTES: THURSDAY, JUNE 6TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, June 6th to release the
below software updates. CONNECTICUT Correct an issue in the CT Amended Pro


Read More...
05 Jun 19 Craig Smith


MFA VERIFICATION CODES

MFA Verification codes are currently not being sent via email.  We are working
to resolve this.  They are being sent via text. *If you have a Gmail


Read More...
03 Jun 19 Kim Manuel



PRINTING: APPLICATION NOT GENERATING THE PDF (RESOLVED)

12:01 pm est:  The printing issues have been resolved Printing inside and
outside of returns for all years is currently not generating the PDF.  We


Read More...
29 May 19 Kim Manuel


RELEASE NOTES: TUESDAY, MAY 28TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, May 28th to release the below
software updates. E-FILE – FORM 8888 Adjust tabbing sequence fo


Read More...
24 May 19 Craig Smith


TAXSLAYER PRO ONLINE: MICHIGAN RETURNS WITH RETIREMENT EXCLUSION (RESOLVED)

5/28 – Impacted returns have been resubmitted for processing. Acknowledgements
should be returning over the next 24-48 hours. Update: The fix fo


Read More...
24 May 19 Craig Smith



RELEASE NOTES: THURSDAY, MAY 23RD AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 23rd to release the
below software updates. DELAWARE Correct an issue in the Nonresident Delaw


Read More...
22 May 19 Craig Smith


PRO ONLINE: INTERNET SPEED TEST

For sites experiencing slowness, click this link and follow the below
instructions. Click the type of Internet Connection used at your site. Examples


Read More...
14 May 19 Craig Smith


RELEASE NOTES: WEDNESDAY, MAY 8TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, May 8th to release the
below software updates. 1040 VIEW (SUMMARY/PRINT) Correct the issue where


Read More...
07 May 19 Craig Smith



RELEASE NOTES: THURSDAY, MAY 2ND AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 2nd to release the below
software updates. CALIFORNIA Removing “Can you be claimed as a


Read More...
01 May 19 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 30TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 30th to release the
below software updates. CONNECTICUT Correct an issue where Schedule CT-SI


Read More...
29 Apr 19 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 23RD AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 23rd to release the
below software updates. ALABAMA Correct an issue with the Federal Income


Read More...
22 Apr 19 Craig Smith



MESSAGE FROM NORTH CAROLINA DEPARTMENT OF REVENUE

The Department is aware of a delay in processing acknowledgements; however,
acknowledgements are being processed.  We sincerely apologize for this de


Read More...
22 Apr 19 Kim Manuel


VITA/TCE PHONES ARE NOT CURRENTLY AVAILABLE (RESOLVED)

The phone system is not currently taking calls.  We are working to resolve. 
Please reach out to VITA/TCE Support via chat or email


Read More...
22 Apr 19 Kim Manuel


RELEASE NOTES: FRIDAY, APRIL 19TH AT 6:30PM ET

Update 6:37pm ET – The deployment is complete and Issue 3548 is now closed.
Impacted returns can be submitted at this time. The fix for Issue 35


Read More...
19 Apr 19 Craig Smith



TAXSLAYER: PHONE SUPPORT UPDATE – 4/19/2019

We just wanted to mention that we are currently experiencing inclement weather
in our area. You may experience delays or dropped calls when contacting


Read More...
19 Apr 19 Craig Smith


MESSAGE FROM TAXSLAYER: CUSTOMER SUPPORT HOURS

TaxSlayer VITA/TCE Support will be closed on Easter Sunday, 4/21/2019. Beginning
Monday, April 22nd, off-season customer support hours will begin as f


Read More...
19 Apr 19 Craig Smith


MESSAGE FROM SPEC: THANK YOU!




Read More...
18 Apr 19 Craig Smith



2018 STATES NOT LOADING (RESOLVED)

This was resolved Update:  Press Ctrl+F5 to reload the page We are getting
reports that certain states such as NY, MA, WV and NJ are not loading.  W


Read More...
17 Apr 19 Kim Manuel


RELEASE NOTES: WEDNESDAY, APRIL 17TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, April 17th to release the
below software updates. ARIZONA (2016) Correct an issue in the 2016 AZ


Read More...
16 Apr 19 Craig Smith


TAXSLAYER PRO ONLINE: STATE DIRECT DEBIT VALIDATION

We have received a couple reports from the field of a validation issue specific
to State Direct Debit payments (shown in the below screenshot). The is


Read More...
15 Apr 19 Craig Smith



VOLUNTEER TIME: ALL PARTNER CALL NOTES – 4/11/2019

Today was the last all partner call for this filing season. Thank you to each
and every one of you that made this filing season a success! We know loc


Read More...
11 Apr 19 Craig Smith


RELEASE NOTES: WEDNESDAY, APRIL 10TH AT 5:00AM ET (FINAL DEPLOYMENT UNTIL APRIL
15TH)

The site will be placed in maintenance on Wednesday, April 10th to release the
below software updates. This will be the final deployment for this fili


Read More...
09 Apr 19 Craig Smith


RELEASE NOTES: TUESDAY, APRIL 8TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, April 8th to release the
below software updates. CONNECTICUT Remove the preparer name from printin


Read More...
08 Apr 19 Craig Smith



RELEASE NOTES: FRIDAY, APRIL 5TH AT 5:00AM ET

The site will be placed in maintenance on Friday, April 5th to release the below
software updates. 1040 VIEW Corrected a display issue where the ODC c


Read More...
04 Apr 19 Craig Smith


RELEASE NOTES: THURSDAY, APRIL 4TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, April 4th to release the
below software updates. ARIZONA Correct a print issue on AZ Form 203 wher


Read More...
03 Apr 19 Craig Smith


TAXSLAYER PRO ONLINE: 2018 AMENDED RETURN USER GUIDE

This is always a good time of the tax season where the need of an amended return
tends to come into play. Taxpayers received a late form they weren&#8


Read More...
03 Apr 19 Craig Smith



VITA/TCE VOLUNTEER TAX ALERT (VTA): QUALIFIED BUSINESS INCOME DEDUCTION PRIOR
(QBID)

Purpose:  To provide an update regarding the Qualified Business Income Deduction
(QBID) on returns prepared prior to the TaxSlayer update on February


Read More...
02 Apr 19 Kim Manuel


VITA/TCE VOLUNTEER TAX ALERT (VTA): AOTC FOR BONA FIDE RESIDENTS OF PUERTO RICO

Purpose:  To provide an update regarding the American Opportunity Tax Credit
(AOTC) for bona fide residents of Puerto Rico Click here to download VTA


Read More...
02 Apr 19 Kim Manuel


TAXSLAYER PRO ONLINE: ISSUE GENERATING PDF WITH CA RETURNS (RESOLVED)

4/4/2019 – The fix was deployed this morning. 4/3/2019 – Issue 3389 was not
deployed this morning as the scheduled deployment was postpone


Read More...
01 Apr 19 Craig Smith



TAXSLAYER PRO ONLINE: 2017 RETURNS RECEIVING “UNEXPECTED ERROR” (RESOLVED)

10:06am ET – All deployments have been released and access to 2017 returns for
those that had issues should be resolved at this time. 10:00am ET


Read More...
01 Apr 19 Craig Smith


RELEASE NOTES: MONDAY, APRIL 1ST AT 5:00AM ET

The site will be placed in maintenance on Monday, April 1st to release the below
software updates. ARIZONA Correct an issue resulting in Reject Code 7


Read More...
31 Mar 19 Craig Smith


VOLUNTEER TIME: ALL PARTNER CALL NOTES – 3/28/2019

Below are the questions and answers recorded from the All Partner Call on
Thursday, March 28th. We are posting questions most applicable to all sites.


Read More...
29 Mar 19 Craig Smith



END OF SEASON: DID ALL OF MY STATE RETURNS GET ELECTRONICALLY FILED?

How can I determine which state returns were electronically filed and which
state returns were marked as Paper? We recommend running the Pro Web Retu


Read More...
28 Mar 19 Kim Manuel


RELEASE NOTES: FRIDAY, MARCH 29TH AT 5:00AM ET

The site will be placed in maintenance on Friday, March 29th to release the
below software updates. ALABAMA Correct an issue where the AL Injured Spou


Read More...
28 Mar 19 Craig Smith


RELEASE NOTES: WEDNESDAY, MARCH 27TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 27th to release the
below software updates. ARIZONA Correct an issue related to Line 20 whe


Read More...
26 Mar 19 Craig Smith



END OF SEASON: FILING SEASON DEADLINES

The IRS Core team has posted the following TY 2018 Due Dates Click here to
download Due Dates


Read More...
26 Mar 19 Kim Manuel


RELEASE NOTES: FRIDAY, MARCH 22ND AT 5:00AM ET

We will be putting the returns in maintenance on Friday, March 22nd to release
the below software updates. CONNECTICUT Add the ability to adjust out C


Read More...
21 Mar 19 Kim Manuel


RELEASE NOTES: THURSDAY, MARCH 21ST AT 5:00AM ET

Returns will be placed in maintenance on Thursday, March 21st to release the
below software updates. KANSAS Correct an issue where a KS return was all


Read More...
20 Mar 19 Craig Smith



RELEASE NOTES: WEDNESDAY, MARCH 20TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 20th to release the
below software updates. ARIZONA Correct print issues related to Arizona


Read More...
19 Mar 19 Craig Smith


VOLUNTEER TIME: ALL PARTNER CALL NOTES – 3/14/2019

Below are the questions and answers recorded from the All Partner call on
Thursday, March 14th. We are posting questions most applicable to all sites.


Read More...
18 Mar 19 Craig Smith


MESSAGE FROM NEBRASKA: REJECT CODE NEHEADER-0020

Software vendors received the below messaging from the Nebraska Department of
Revenue. “It appears Nebraska set rejects for NEHeader-0020 betwee


Read More...
18 Mar 19 Craig Smith



TAXSLAYER PRO ONLINE: 2015-2017 PROGRAM ODDITIES

We have received a few sporadic reports of inconsistent behavior related to the
2015 and 2016 programs. We wanted to identify what we know below in re


Read More...
18 Mar 19 Craig Smith


RELEASE NOTES: MONDAY, MARCH 18TH AT 5:00AM ET

The site will be placed in maintenance on Monday, March 18th to release the
below software updates. GEORGIA Added an entry field within Subtractions f


Read More...
17 Mar 19 Craig Smith


RELEASE NOTES: FRIDAY, MARCH 15TH AT 5:00AM ET

The site will be placed in maintenance on Friday, March 15th to release the
below software updates. APPLICATION OF EXTENSION Correct an issue where th


Read More...
14 Mar 19 Craig Smith



VOLUNTEER TIME: WEDNESDAY, MARCH 13TH IS VITA AWARENESS DAY

Click here to launch the 2019 VITA Awareness Day toolkit. This year also
celebrate’s the 50th anniversary of the VITA.    


Read More...
12 Mar 19 Kim Manuel


RELEASE NOTES: WEDNESDAY, MARCH 13TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 13th to release the
below software updates. CALIFORNIA  This issue specific to a CA return


Read More...
12 Mar 19 Craig Smith


PRINTING NOT RENDERING A PDF (RESOLVED)

10:49 am EST:  All returns for all years should be rendering PDFs as expected
10:17 am EST:  The PDF is generating for new returns, both inside an


Read More...
10 Mar 19 Kim Manuel



SUGGESTION BOX: WRAPPING UP 2018 AND MOVING TO 2019

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
08 Mar 19 Kim Manuel


RELEASE NOTES: MONDAY, MARCH 11TH AT 5:00AM ET

The site will be placed in maintenance on Monday, March 11th to release the
below software updates. ISSUE 3062 Correct the printing issue certain Secu


Read More...
08 Mar 19 Craig Smith


SITES IN THE NORTHEAST AREA: CANNOT HIT IP ADDRESS WHEN LOGGING IN

A major internet backbone is having an outage in the area.  If you are getting
an error that you cannot hit the IP Address when trying to login to th


Read More...
08 Mar 19 Kim Manuel



TAXSLAYER PRO ONLINE: PRINTING IN A RETURN – ISSUE 3062 (RESOLVED)

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 int


Read More...
08 Mar 19 Craig Smith


RELEASE NOTES: FRIDAY, MARCH 8TH AT 5:00AM ET

The site will be placed in maintenance on Friday, March 4th to release the below
software updates. CLIENT STATUS Correct the issue in Client Status ca


Read More...
08 Mar 19 Craig Smith


SITE MAINTENANCE ALERT REMINDER: THURSDAY, MARCH 7TH 11:00 PM EST

Update 2:00 am EST:  The print services are online and rendering PDFs Update
1:50 am EST:  Our engineering team is continuing to work to get print


Read More...
07 Mar 19 Kim Manuel



TAXSLAYER PRO ONLINE: NY EMPIRE STATE CHILD CREDIT (RESOLVED)

3/8/19 – RESOLVED: Issue 3094 is now resolved. Any NY returns being held due to
this error can now be submitted for processing. Be sure to open


Read More...
07 Mar 19 Craig Smith


RELEASE NOTES: THURSDAY, MARCH 7TH AT 5:00AM ET (BACK-END UPDATES ONLY)

Returns will be placed in maintenance on Thursday, March 7th to deploy back-end
software updates.


Read More...
06 Mar 19 Craig Smith


MESSAGE FROM ILLINOIS: IL REJECT CODE IL1040-4000-2 (RESOLVED)

Update from Illinois. Any impacted IL returns can be resubmitted at this time.
“We have corrected the problem with our code that was causing ret


Read More...
06 Mar 19 Craig Smith



TAXSLAYER PRO ONLINE: “CLIENT STATUS” ERROR (RESOLVED)

3/8/2019 – This issue has been resolved. 3/6/2019 – 11:15am ET – Client Status
is now available again. Note: The underlying issue is


Read More...
06 Mar 19 Craig Smith


RELEASE NOTES: WEDNESDAY, MARCH 6TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, March 6th to release a
series of software updates. 1040-X Correct an issue on Line 5, Column C wh


Read More...
05 Mar 19 Craig Smith


SITE MAINTENANCE ALERT – THURSDAY, MARCH 7TH AT 11:00 PM EST

We will be performing required maintenance on the site between 11:00 PM and
12:00 midnight on Thursday, March 7th. What to expect: We expect a minimum


Read More...
05 Mar 19 Kim Manuel



MESSAGE FROM NEW MEXICO: PIT-1 ITEMIZED STATE AND LOCAL TAX DEDUCTION

Software vendors received the below messaging from New Mexico. The update has
been made to the NM software and assuming the update passes internal tes


Read More...
04 Mar 19 Craig Smith


RELEASE NOTES: MONDAY, MARCH 4TH AT 5:00AM ET

The site will be placed in maintenance on Monday, March 4th to release the below
software updates. Also note that regularly scheduled deployments for


Read More...
03 Mar 19 Craig Smith


RELEASE NOTES: FRIDAY, MARCH 1ST AT 5:00AM ET

The site will be placed in maintenance on Friday, March 1st to release the below
software update. 2017 MARYLAND Correct an issue on a 2017 amended Mar


Read More...
28 Feb 19 Craig Smith



VOLUNTEER TIME: ALL PARTNER CALL NOTES – 2/28/2019




Read More...
28 Feb 19 Craig Smith


WEB REPORTS: SIGNIFICANT DELAY IN PROCESSING DATA (UPDATE 2/28)

Update 2/28:  We still have approximately 128,000 returns to play back through
the reporting system.  This is going to take another 2-3 days. Due t


Read More...
28 Feb 19 Kim Manuel


RELEASE NOTES: THURSDAY, FEBRUARY 28TH AT 5:00AM ET (BACK-END UPDATES ONLY)

The site will be placed in maintenance on Thursday, February 28th to release
back-end updates to the software.


Read More...
27 Feb 19 Craig Smith



ARIZONA: REJECT CODE 603 (RESOLVED)

Update 2/27/2019 Software vendors just received the below messaging from Arizona
Department of Revenue. It seems the state may have implemented change


Read More...
27 Feb 19 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 27TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 27th to release
the below software updates. COLORADO Correct an issue where Form DR-0102


Read More...
26 Feb 19 Craig Smith


RELEASE NOTES: TUESDAY, FEBRUARY 26TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 26th to release the
below software updates. FORM 1099-R Removed a page validation that did


Read More...
25 Feb 19 Craig Smith



IRS NEWS: VITA/TCE VOLUNTEER TAX ALERT (VTA-2019-01)

Purpose: To provide an update regarding deducting car washes Click here to read
the Tax Alert  


Read More...
25 Feb 19 Kim Manuel


RELEASE NOTES: MONDAY, FEBRUARY 25TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 25th to release the
below software updates. 1040 VIEW Correct a display issue where the box


Read More...
24 Feb 19 Craig Smith


SITE SLOWNESS – CANNOT START NEW RETURN (RESOLVED)

Update 10:00 am:  The site is now running at normal speeds.  If you are still
experiencing any error or slowness, we recommend you log out, close t


Read More...
23 Feb 19 Kim Manuel



PRO ONLINE: OFFICE SETUP RECOMMENDATIONS

Question:  How should I have my Office Settings so the preparer does not print
on the 8879 or on 1040 page 2? Answer:  Select ERO Name Only from th


Read More...
23 Feb 19 Kim Manuel


RELEASE NOTES: FRIDAY, FEBRUARY 22ND AT 5:00AM ET

The site will be placed in maintenance on Friday, February 22nd to release the
below software updates. ARIZONA Correct an issue where Box 1c on Form 3


Read More...
21 Feb 19 Craig Smith


SCHEDULE D: CAP GAINS AND LOSS ITEMS: UNEXPECTED ERRORS (RESOLVED)

Update 2/22 7:59 am EST:  We have reverted the Capital Gain summary screen back
to the same grid style as all other summary pages, with the pencil i


Read More...
21 Feb 19 Kim Manuel



RELEASE NOTES: THURSDAY, FEBRUARY 21ST AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 21st to release the
below software updates. $18 SOFTWARE FEE Correct the display issue wh


Read More...
20 Feb 19 Craig Smith


TAXSLAYER PRO ONLINE: ARIZONA CREDIT SUB-MENU(S) (RESOLVED)

2/21/2019 – This is now resolved. We have opened Issue 2862 for development to
review an issue where sub-menus within the Arizona Credits menu (


Read More...
20 Feb 19 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 20TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 20th to release
the below software updates. ARIZONA Correct a display issue on Form 322


Read More...
19 Feb 19 Craig Smith



TAXSLAYER PRO ONLINE: SLOWNESS REPORTED

11:47am ET – We are continuing to monitor as site performance is currently
operating at optimal levels. If anything changes, we will return and


Read More...
19 Feb 19 Craig Smith


TAXSLAYER PRO ONLINE: $18 SOFTWARE FEE – DISPLAY ISSUE ONLY (RESOLVED)

2/21/2019 – This is now resolved. We have opened Issue 2818 to correct a display
issue showing on the Submission page of some returns. The below


Read More...
19 Feb 19 Craig Smith


TAXSLAYER PRO ONLINE: ILLINOIS REJECT CODE -9999 (RESUBMIT)

Update – The latest IL schema was updated in the software before IL was ready to
begin accepting the new schema electronically. As of 2/19, thes


Read More...
19 Feb 19 Craig Smith



TAXSLAYER PRO ONLINE: MANAGEMENT REPORTS (UPDATE)

February 19th – Management Reports are now turned back on and be actively used
at your site(s). We wanted to provide an update on Management Rep


Read More...
19 Feb 19 Craig Smith


RELEASE NOTES: TUESDAY, FEBRUARY 19TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 19th to release the
below software updates. CALIFORNIA Correct an issue where an entry wit


Read More...
18 Feb 19 Craig Smith


PRIOR YEAR APPLICATIONS — DISPLAY IS OFF (RESOLVED)

Update 8:46 am EST:  All display issues have been resolved.  You may need to do
a hard refresh (Ctrl+F5) if you are still experiencing any display


Read More...
18 Feb 19 Kim Manuel



TAXSLAYER PRO ONLINE: MARRIED FILING SEPARATE (RESOLVED)

Issure ID 2480 is now resolved. For impacted returns, open each return and go to
the Filing Status screen within the Federal Basic Information menu.


Read More...
18 Feb 19 Kim Manuel


RELEASE NOTES: MONDAY, FEBRUARY 18TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 18th to release the
below software updates. FILING STATUS Adding back the MFS question rega


Read More...
17 Feb 19 Craig Smith


MESSAGE FROM ARIZONA: NEWS AND ANNOUNCEMENTS

The Arizona Department of Revenue (ADOR) reminds taxpayers the process to claim
tax credits for public schools, Qualifying Charitable Organizations (Q


Read More...
15 Feb 19 Craig Smith



PROBLEMS LOADING MA RETURNS (RESOLVED)

(COMPLETE) Update 4:25pm EST: All deployments have been completed. At this time,
loading the MA state program should function as expected. We apologiz


Read More...
15 Feb 19 Kim Manuel


RELEASE NOTES: FRIDAY, FEBRUARY 15TH AT 5:00AM ET

The site will be placed in maintenance on Friday, February 15th to release the
below software updates. 2015 TAX PROGRAM Corrected an issue where sites


Read More...
14 Feb 19 Craig Smith


VOLUNTEER TIME: Q&A FROM ALL PARTNER CALL – 2/14/2019

Below are bullet points from our opening presentation at the beginning of the
All Partner call before opening up for Q&A from the field. Discussed


Read More...
14 Feb 19 Craig Smith



SITE MAINTENANCE ALERT: THURSDAY 11:00 PM EST – MIDNIGHT EST (COMPLETE)

All areas of the program are operational except Web Reports.  We will continue
to optimize how the reports run with a goal of getting them turned on


Read More...
14 Feb 19 Kim Manuel


MESSAGE FROM KENTUCKY: ACKNOWLEDGEMENTS

Update from Kentucky – 2/14/2019 “We resumed sending acknowledgements this
morning.  Please give us until Monday, 2/18 to catch up proces


Read More...
14 Feb 19 Kim Manuel


RELEASE NOTES: THURSDAY, FEBRUARY 14TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 14th to release the
below software updates. NEW YORK Add the ability to adjust Mortgage I


Read More...
13 Feb 19 Craig Smith



MESSAGE FROM MASSACHUSETTS: REJECT CODE F1-1172

Software vendors received the below messaging from MA DOR. “Please be advised
that reject code F1-1172 which had been incorrectly rejecting some


Read More...
13 Feb 19 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 13TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 13th to release
the below software updates. CHILD TAX CREDIT (APPLIED for ITIN) Correct


Read More...
12 Feb 19 Craig Smith


SITE SLOWNESS REPORTED

1:38pm ET – We have been continuing to monitor and investigate internal systems
and performance has maintained consistent. 1:08pm ET – Man


Read More...
12 Feb 19 Craig Smith



VA REJECT CODES 760ADJ-020, 763ADJ-073, 760PYADJ-140 (RESOLVED)

UPDATE 2/13/19 – Impacted VA returns can be resubmitted at this time. Scenario: 
My VA return is rejected for one of the following codes: 760AD


Read More...
12 Feb 19 Kim Manuel


RELEASE NOTES: TUESDAY, FEBRUARY 12TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, February 12th to release the
below software updates. CLIENT STATUS Correct a time-out issue when at


Read More...
11 Feb 19 Craig Smith


SITES REPORTING SLOWNESS

Update 5:41 pm:  We are turning real time calculations (refund monitor and AGI
monitor) back on Update 5:30 pm:  We are bringing the rest of the s


Read More...
11 Feb 19 Kim Manuel



TAXSLAYER PRO ONLINE: SPORADIC ISSUE WITH RHODE ISLAND RETURNS (RESOLVED)

12:28pm ET The deployment has been applied to all servers. At this time,
impacted sites with Rhode Island returns should now be able to access Summary


Read More...
11 Feb 19 Craig Smith


RELEASE NOTES: MONDAY, FEBRUARY 11TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 11th to release the
below software updates. CALIFORNIA Correct a print issue for CA HoH (Fo


Read More...
10 Feb 19 Craig Smith


MESSAGE FROM HAWAII: REJECT CODE HIN311-02

Scenario:  The taxpayer is filing MFS and they are eligible for the Refundable
Sales Tax Relief credit on HI (like a low income credit) and the spou


Read More...
08 Feb 19 Kim Manuel



RELEASE NOTES: FRIDAY, FEBRUARY 8TH AT 5:00AM ET (BACK-END UPDATES ONLY)

The site will be placed in maintenance on Friday, February 8th to release
back-end software updates. *Click here to download a PDF of our Cumulative


Read More...
07 Feb 19 Craig Smith


PRO ONLINE: WISCONSIN CODE 26 – RETIREMENT SUBTRACTION (RESOLVED)

2/7/2019 Issue 2538 is now resolved. Current functionality where 1099-R’s marked
as IRA/SEP/SIMPLE will still be automatically subtracted from t


Read More...
07 Feb 19 Craig Smith


THE FIVE TAXSLAYER ASSIGNED QUESTIONS — RESOLVED

The five questions that we assign on behalf of the IRS are not currently
available in the returns.  We are working to re-establish them.  


Read More...
06 Feb 19 Kim Manuel



RELEASE NOTES: THURSDAY, FEBRUARY 7TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, February 7th to release the
below software updates. CALIFORNIA Correct an issue where an Additiona


Read More...
06 Feb 19 Craig Smith


MESSAGE FROM MICHIGAN: ACKNOWLEDGEMENTS

Michigan Department of Treasury send the below messaging to software vendors
today. “Due to the recent weather closures for state of Michigan of


Read More...
06 Feb 19 Craig Smith


RELEASE NOTES: WEDNESDAY, FEBRUARY 6TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 6th to release the
below software updates. ESTIMATED PAYMENT VOUCHERS FOR NEXT YEAR Upda


Read More...
05 Feb 19 Craig Smith



UNEXPECTED ERRORS REPORTED FROM THE FIELD — UPDATE 11:00 PM EST

Update 11:00 pm EST  The time out messages going between Summary/Print and
e-file has been resolved Update 9:45 pm EST  We have received reports and


Read More...
05 Feb 19 Kim Manuel


MESSAGE FROM ARIZONA: ACKNOWLEDGEMENTS (RESOLVED)

2/6/2019 Arizona Department of Revenue sent the below message late yesterday
evening. AZ acknowledgements should begin populating at your sites as the


Read More...
05 Feb 19 Craig Smith


RELEASE NOTES: TUESDAY, FEBRUARY 5TH AT 5:00AM ET (BACK-END UPDATES ONLY)

The site will be placed in maintenance on Tuesday, February 5th at 5:00am ET to
release back-end updates to the software.


Read More...
04 Feb 19 Craig Smith



MESSAGE FROM OHIO: STATE ACKNOWLEDGEMENTS (RESOLVED)

2/6/2019 Ohio sent the below messaging to software vendors this morning. “Ohio
is currently in the processing of re-sending out all acknowledgem


Read More...
04 Feb 19 Kim Manuel


TAXSLAYER PRO ONLINE: NEW “FULL-YEAR HEALTH CARE COVERAGE OR EXEMPT” CHECKBOX ON
1040

The below screenshots highlight how Issue ID 2230 was resolved. For 2018, the
“Full-year Health Care Coverage or Exempt” checkbox should be marked


Read More...
04 Feb 19 Craig Smith


VOLUNTEER TIME: ALL PARTNERS CALL NOTES FROM JANUARY 31

Opening comments (TaxSlayer) Electronic Filing opened on Monday, January 28th
Federal acknowledgements are taking around 30 minutes State acknowledgem


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04 Feb 19 Kim Manuel



RELEASE NOTES: MONDAY, FEBRUARY 4TH AT 5:00AM ET

The site will be placed in maintenance on Monday, February 4th to release the
below software updates. AMENDED RETURN Updating line references for the


Read More...
01 Feb 19 Craig Smith


MESSAGE FROM INDIANA: SOME BUSINESS RULE CORRECTIONS (ACTION REQUIRED)

Indiana would like to inform you of some corrections that many of you are
receiving on your submissions. The following Business Rejection Rules have b


Read More...
01 Feb 19 Kim Manuel


RELEASE NOTES: FRIDAY, FEBRUARY 1ST AT 5:00AM ET

The site will be placed in maintenance on Friday, February 1st to release some
software and back-end updates. CALIFORNIA Corrected a print issue where


Read More...
31 Jan 19 Craig Smith



RELEASE NOTES: THURSDAY, JANUARY 31ST AT 5:00AM ET

We have a scheduled release for Thursday, January 31st. The items below are
scheduled to be released tomorrow morning. ALABAMA Correct a display/print


Read More...
30 Jan 19 Craig Smith


TAXSLAYER PRO ONLINE: FEDERAL DIRECT DEBIT DATE (RESOLVED)

1/31/2019 – 7:46am ET Issue 2487 has been resolved. The requested payment date
when “E-file: Direct Debit” for Federal return now co


Read More...
30 Jan 19 Craig Smith


RELEASE NOTES: WEDNESDAY, JANUARY 30TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 30th to release a
series of software updates. 1040 VIEW Correct an issue where clicking o


Read More...
29 Jan 19 Craig Smith



INDIANA: REJECT CODE 60014 – SCHEMA REJECT (RESOLVED)

1/30/19 – Impacted IN returns with Reject Code 60014 can be resubmitted as
“State Only” if Federal previously accepted. If your site


Read More...
29 Jan 19 Craig Smith


IRS REJECT CODE: R0000-019 (RESOLVED)

1/30/2019 – Impacted returns can now be resubmitted for processing. Problem:
Reject Code: R0000-019 | Category: Data Mismatch | Severity: Reje


Read More...
28 Jan 19 Kim Manuel


RELEASE NOTES: TUESDAY, JANUARY 29, 2018 AT 5:00 AM EST

Returns will be placed in maintenance on Tuesday, January 29th to release a
series of software updates. 2017 STATES Corrected an issue in 2017 where


Read More...
28 Jan 19 Kim Manuel



STATE E-FILES NOT CONTAINING THE SIDN (RESOLVED…ACTION REQUIRED)

Update 01/30/2019 This has been resolved, however you will need to send the
states back as “State Only” returns. How do I identify the ret


Read More...
28 Jan 19 Kim Manuel


E-FILE: WHEN WILL WE TURN IT ON?

Update 11:06 AM:  We have turned on current year, 2017 and 2016 e-file for 1040
returns.  We have not turned on Send State Only. Update:  Current y


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28 Jan 19 Kim Manuel


SOFTWARE ORDERS — GOVERNMENT SHUTDOWN IS OVER, WHAT DO I DO?

We have processed all orders submitted to us by the IRS prior to the government
shut down and submitted to us through our interim plan during the gov


Read More...
26 Jan 19 Kim Manuel



VITA/TCE PHONE SUPPORT (RESOLVED)

1/25/19 – 7:15pm ET Phone services have been restored. We apologize for any
inconvenience this may have caused. 1/25/19 – 7:00pm ET Phone


Read More...
25 Jan 19 Craig Smith


RELEASE NOTES: MONDAY, JANUARY 28TH AT 5:00AM ET

Returns will be placed in maintenance on Monday, January 28th to release
software updates. 1099-INT Update the Foreign Tax Withheld box to reflect &#8


Read More...
25 Jan 19 Craig Smith


RELEASE NOTES: FRIDAY, JANUARY 25TH AT 5:00AM ET

The site will be placed in maintenance on Friday morning to release some program
updates but mostly back-end maintenance. 1040 PDF Corrected a print i


Read More...
24 Jan 19 Craig Smith



SOFTWARE ORDERS – INTERIM PLAN (NO LONGER APPLICABLE)

We have processed all orders submitted to us by the IRS prior to the government
shut down.  The IRS and TaxSlayer has put an interim plan in place f


Read More...
24 Jan 19 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 24TH AT 5:00AM ET

The site will be placed in maintenance to release some program updates. 1040
VIEW Correct a display issue where the spouse name was not showing when M


Read More...
23 Jan 19 Craig Smith


RELEASE NOTES: WEDNESDAY, JANUARY 23RD AT 5:00AM ET

Returns will be placed in maintenance on Wednesday, January 23rd to release a
few software updates. CALIFORNIA Removing additional fields from the &#8


Read More...
22 Jan 19 Craig Smith



RELEASE NOTES: TUESDAY, JANUARY 22ND AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 22nd to release some
updates for the software. ARIZONA Removing a duplicated entry field wi


Read More...
21 Jan 19 Craig Smith


CONTROLLED LAUNCH 2019: TENTATIVE DATE FOR VITA/TCE PARTICIPATION

Update 1/23  2:52 PM EST:  We sent and received close to 300 e-files.  Thanks to
all who participated.  We will be turning e-file off again until


Read More...
21 Jan 19 Kim Manuel


TAXSLAYER PRO ONLINE: CHAT SUPPORT UNAVAILABLE (RESOLVED)

1/21/2019 Chat support is now available. 1/19/2019 VITA/TCE chat support is
currently unavailable at this time. Phone and e-mail support are still ava


Read More...
19 Jan 19 Craig Smith



RELEASE NOTES: MONDAY, JANUARY 21ST AT 5:00AM ET

The site will be placed in maintenance on Monday, January 21st to release a few
updates. ALABAMA Correct the prompting of an erroneous e-file block fo


Read More...
18 Jan 19 Craig Smith


RELEASE NOTES: FRIDAY, JANUARY 18TH AT 5:00AM ET

The site will be placed in maintenance on Friday, January 18th to release some
updates. VIRGINIA Correct an allocation issue presented on the VA Spous


Read More...
17 Jan 19 Craig Smith


PRO ONLINE 2018: NEW SITE ADMINISTRATORS

Scenario:  An existing Pro Online site from 2017 now has a new Site Admin for
2018 Question:  How does the new site admin gain access to the site if


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17 Jan 19 Kim Manuel



PRO ONLINE: 2018 AD HOC SITES

Ad Hoc Site Scenario: Site has a “main” site and also has one or more “ad hoc”
site . The main site has an EFIN and SIDN (Snnnnnnn01) Ad Hoc s


Read More...
17 Jan 19 Kim Manuel


TAXSLAYER PRO ONLINE: 2018 START NEW RETURN CURRENTLY OFF (RESOLVED)

1/17/2019 – 9:41am ET Start New Return for 2018 is now on. We apologize for the
inconvenience this may have caused. 1/17/2019 – 8:56am ET


Read More...
17 Jan 19 Craig Smith


TAXSLAYER PRO ONLINE: PHASE II QBID MENUS AVAILABLE

1/17/2019 – PHASE II RELEASE: Qualified Business Income Deduction adjustment
menus have been added to the Schedule C, E, and F menus as well as


Read More...
17 Jan 19 Craig Smith



RELEASE NOTES: THURSDAY, JANUARY 17TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 17th to release a
series of updates. ARKANSAS Update Federal 1040 line references within t


Read More...
16 Jan 19 Craig Smith


RELEASE NOTES: WEDNESDAY, JANUARY 16TH AT 9:00AM ET

Returns will be placed in maintenance on Wednesday, January 16th to release a
series of updates. ALABAMA Correct an issue where attempting to create a


Read More...
15 Jan 19 Craig Smith


TAXSLAYER PRO ONLINE: SITE IN MAINTENANCE WHEN “START NEW RETURN” TURNED ON

TaxSlayer Pro Online will be placed in maintenance for a brief period (couple
minutes) within the next hour while “Start New Return” for 2


Read More...
15 Jan 19 Craig Smith



RELEASE NOTES: TUESDAY, JANUARY 15TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, January 15th to primarily
release back-end updates. The below two items were also deployed live. CH


Read More...
14 Jan 19 Craig Smith


PRO ONLINE 2018: START NEW RETURN (TUESDAY, JANUARY 15TH)

We will be turning on the Start New Return feature on Tuesday, January 15th
after 10:00 am EST What returns should I complete at my site? We strongly


Read More...
14 Jan 19 Kim Manuel


RELEASE NOTES: MONDAY, JANUARY 14TH AT 5:00AM ET (BACK-END UPDATES ONLY)

The site will be placed in maintenance on Monday, January 14th to deploy
back-end updates.  


Read More...
13 Jan 19 Craig Smith



PRACTICE LAB: PDF NOT GENERATING FOR PL 2018 OR PL 2017 (RESOLVED)

Update 1:20 pm EST:  PDF rendering issue has been resolved. Update 12:19 PM
EST:  Our engineers are still working to determine why printing will n


Read More...
12 Jan 19 Kim Manuel


RELEASE NOTES: FRIDAY, JANUARY 11TH AT 5:00AM ET

The site will be placed in maintenance on Friday, January 11th to release the
below updates. CALIFORNIA Correct an incorrect spelling of “decede


Read More...
10 Jan 19 Craig Smith


START NEW RETURN

We have not received an approved date for turning on Start a New Return for 2018
at the site level.  We are in daily communications with the limited


Read More...
10 Jan 19 Kim Manuel



SOFTWARE ORDERS

We have processed all orders submitted to us by the IRS prior to the government
shut down.  We have received a significant number of inquiries this


Read More...
10 Jan 19 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 10TH AT 5:00AM ET

We will placing returns in maintenance on Thursday, January 10th to release a
couple updates listed below. LONG-TERM CARE INSURANCE PREMIUMS Update LT


Read More...
09 Jan 19 Craig Smith


RELEASE NOTES: WEDNESDAY, JANUARY 9TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, January 9th to release the
below updates. CAPITAL GAIN/LOSS PDF ATTACHMENT Correct an issue that


Read More...
08 Jan 19 Craig Smith



IR-2019-01: IRS CONFIRMS TAX FILING SEASON TO BEGIN JANUARY 28

WASHINGTON ― Despite the government shutdown, the Internal Revenue Service today
confirmed that it will process tax returns beginning January 28, 20


Read More...
07 Jan 19 Kim Manuel


RELEASE NOTES: TUESDAY, JANUARY 8TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday morning in order to turn on
the State PDF View feature in the 2018 software. Real-time calcs in the


Read More...
07 Jan 19 Craig Smith


PRACTICE LAB: 2018 STATE PROGRAMS NOW AVAILABLE

The initial release of the 2018 state programs in the Practice Lab is now
available. It is important to keep in mind when accessing 2018 state returns


Read More...
03 Jan 19 Craig Smith



PRINT SETS — CHANGES TO ACCOMMODATE NEW 1040 POST CARD AND SCHEDULES

You will notice a few changes to the print sets that we have assigned. Master
Print has been renamed to 2018 TAXPAYER COPY PRINT and will print the 1


Read More...
03 Jan 19 Kim Manuel


RELEASE NOTES: THURSDAY, JANUARY 3RD AT 5:00AM ET

The site will be placed in maintenance on Thursday, January 3rd to release some
updates. 1040 VIEW Correct a display issue where Education Credit amou


Read More...
02 Jan 19 Craig Smith


VITA/TCE NEW YEARS EVE/DAY SUPPORT HOURS

TaxSlayer offices (including VITA/TCE Support) will be closed Monday, December
31st through Tuesday, January 1st. Normal support hours will resume on


Read More...
28 Dec 18 Craig Smith



RELEASE NOTES: FRIDAY, DECEMBER 28TH AT 5:00AM ET

We will be placing the site in maintenance on Friday, December 28th to
release mainly back-end program updates and the below customer facing update.


Read More...
27 Dec 18 Craig Smith


RELEASE NOTES: THURSDAY, DECEMBER 27TH AT 5:00AM ET

We will be placing the site in maintenance on Thursday, December 27th to release
a series of back-end updates. No customer facing updates are schedule


Read More...
26 Dec 18 Craig Smith


RELEASE NOTES: WEDNESDAY, DECEMBER 26TH 5:00 AM EASTERN

We will be placing the returns in maintenance mode on Wednesday, December 26th
at 5:00 am Eastern for a series of updates to include: Adding the new


Read More...
21 Dec 18 Kim Manuel



RELEASE NOTES: THURSDAY, DECEMBER 20TH AT 5:00AM ET

We will be placing the site in maintenance on Thursday morning to release the
below updates. 1040 VIEW Update a display issue where Child Tax Credit w


Read More...
19 Dec 18 Craig Smith


RELEASE NOTES: TUESDAY, DECEMBER 18TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, December 18th to release the
below updates. E-FILE BLOCK Correct a one-off issue where an incorrect


Read More...
17 Dec 18 Craig Smith


PRACTICE LAB: VIDEO VIEWING TIPS

If you have attempted to view one of our TaxSlayer training videos in the
Practice Lab but only see a white screen instead, this post is for you. All


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17 Dec 18 Craig Smith



PRACTICE LAB: 2018 PRACTICE RETURNS NOW AVAILABLE

Practice Returns 1 through 7 , International Practice Return,  Military Practice
Return, and the Puerto Rico Practice Returns found under Section 6


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12 Dec 18 Craig Smith


RELEASE NOTES: TUESDAY, DECEMBER 11TH AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, December 11th to release
the below update but to primarily release back-end updates. 1099-INT/D


Read More...
10 Dec 18 Craig Smith


STRESS TEST 2 RESULTS

We would like to thank the volunteers and TaxSlayer employees that participated
in Saturday’s stress test.  We want to share the results: Conc


Read More...
08 Dec 18 Kim Manuel



STRESS TEST GOALS

8,000 -10,000 users 24,000 returns prepared in 2018 between 11:00 am Eastern and
12:15 pm Eastern Snapshot of where we are at: Help us reach 106,905 r


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08 Dec 18 Kim Manuel


STRESS TEST SCENARIOS FOR SATURDAY, DECEMBER 8TH (UPDATE)

12:15 PM:  This concludes our TaxSlayer 2018 stress test.  Thank you so much for
sharing part of your day with us.  You and everyone that participa


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08 Dec 18 Kim Manuel


TAXSLAYER PRO ONLINE: CARRYFORWARD ITEMS

Below is the list of carryforward items your site(s) will be able to take
advantage of this upcoming filing season. They are applicable for both Site


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07 Dec 18 Craig Smith



VITA/TCE SUPPORT: FRIDAY, DECEMBER 7TH UPDATE

VITA/TCE Support will close on Friday, December 7th at 3:00pm ET and will reopen
on Saturday, December 8th at 8:00am ET


Read More...
06 Dec 18 Craig Smith


THE MORE YOU STRESS ON SATURDAY, THE LESS YOU STRESS IN FEBRUARY

When:  Saturday, December 8, 2018 Time:  11:00 am – 12: 15 PM Eastern Where: 
TaxSlayer Practice Lab 2018 from anywhere with an internet connecti


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06 Dec 18 Kim Manuel


RELEASE NOTES: THURSDAY, DECEMBER 6TH AT 5:00AM ET

The site will be placed in maintenance while the below items are deployed live
on Thursday, December 6th. 1099-R/RRB-1099-R Correct the issue where an


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05 Dec 18 Craig Smith



ACCOUNT HUB: NEW NAME, FRESH LOOK, EXISTING FUNCTIONALITY

Selecting the My Account Login from the VITA/TCE Springboard will take you to a
more modern version of My Account. Note:  For now, it is going to tak


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05 Dec 18 Kim Manuel


SAVE THE DATE FOR STRESS TEST #2

When:  Saturday, December 8, 2018 Time:  11:00 am – 12: 15 PM Eastern Where: 
TaxSlayer Practice Lab 2018 from anywhere with an internet connecti


Read More...
04 Dec 18 Kim Manuel


RELEASE NOTES: TUESDAY, DECEMBER 4TH AT 5:00AM ET

The below items will be deployed on Tuesday, December 4th. 1040 VIEW Correct a
display issue where Line 11b of 1040 was not marked when applicable Cor


Read More...
03 Dec 18 Craig Smith



HOW PRINTING WILL CHANGE FOR TY2018

The new 1040 Post Card and new Schedules 1 through 6 will require a print set to
be created that can be used to print returns that will be mailed via


Read More...
03 Dec 18 Kim Manuel


2018: STYLE-SHEETS NOT CONSISTENTLY LOADING & SCRAMBLED 1040 VIEW (RESOLVED)

UPDATE 12/4/18 – 2018 1040 View has been corrected. UPDATE: 11/30/18 –
Style-sheets are now loading as expected. This has been resolved. 1


Read More...
29 Nov 18 Craig Smith


RELEASE NOTES: THURSDAY, NOVEMBER 29TH AT 5:00AM ET

The below items are expected to be released on Thursday, November 28th…
1099-INT, DIV, and OID  On the INT/DIV/OID entry menus where state with


Read More...
28 Nov 18 Craig Smith



IRS REJECT R0000-120 (SATURDAY, NOVEMBER 17TH)

The IRS MeF system inadvertently stopped accepting 1040 e-files earlier today. 
If you received reject R0000-120 : The IRS Submission type that was f


Read More...
17 Nov 18 Kim Manuel


CUT OVER REMINDER: WE WILL BE TURNING OFF E-FILE ON SATURDAY, NOVEMBER 17TH AT
10:00 PM EST

For Tax Year 2017, e-file closes on Nov. 17; After that, disaster victims,
others need to file on paper WASHINGTON —The Internal Revenue Service tod


Read More...
16 Nov 18 Kim Manuel


STRESS TEST 1 – RESULTS

We would like to thank the volunteers that participated in Thursday’s stress
test.  We want to share the results: Concurrent Users to simulate


Read More...
16 Nov 18 Kim Manuel



IRS NEWS ESSENTIALS: CUT-OVER REMINDER

For Tax Year 2017, e-file closes on Nov. 17; After that, disaster victims,
others need to file on paper WASHINGTON —The Internal Revenue Service tod


Read More...
15 Nov 18 Kim Manuel


FACT SHEET: PRACTICE LAB 2018 (UPDATED EDITION)

Updated Information Update (11/14/18) Currently, volunteers may note the
following discrepancies when preparing the test return preparation scenarios


Read More...
15 Nov 18 Kim Manuel


PRINTING INFORMATION (RESOLVED)

All years are now generating PDFs outside and inside of the tax return.


Read More...
15 Nov 18 Kim Manuel



STRESS WITH KIM AND CRAIG: TODAY IS THE DAY

Click here to complete today’s Stress Test Survey 12:00 PM EST:  This year’s
first stress test will begin in 15 minutes.  We are so exci


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15 Nov 18 Kim Manuel


STRESS WITH US TOMORROW, NOVEMBER 15TH WHEN: 12:15 PM – 1:30 PM EST

Each group will have an assigned time to begin the testing process and scenarios
Group A: Beginning character of Practice Lab Username: Any number


Read More...
14 Nov 18 Kim Manuel


RELEASE NOTES: WEDNESDAY, NOVEMBER 14TH AT 5:00AM ET

We will be placing the site in maintenance on Wednesday, November 14th to
release a few updates but mostly back-end items. 1040 VIEW Update the 2018 1


Read More...
13 Nov 18 Craig Smith



SUGGESTION BOX RESPONSES: WHAT’S NEW?

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


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13 Nov 18 Kim Manuel


IRS NEWS ESSENTIALS: ISSUE NUMBER IR-2018-218 E-FILE CLOSES

For Tax Year 2017, e-file closes on Nov. 17; After that, disaster victims,
others need to file on paper WASHINGTON —The Internal Revenue Service tod


Read More...
09 Nov 18 Kim Manuel


TAX-EXEMPT INTEREST/DIVIDEND ENTRY RELOCATED!

With the initial launch of the 2018 TaxSlayer Pro Online software, reporting
Tax-Exempt Interest and Dividend Income now requires less clicks! On the


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09 Nov 18 Craig Smith



REPORTS: SAME REPORTS WITH A NEW MODERN LOOK

Along with allowing the site administrator to determine which reports show, we
have now broken them into categories. Transmission Reports The Transmis


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08 Nov 18 Kim Manuel


TAXSLAYER 2018: GETTING READY FOR TAX SEASON

Scenario:  I do not see any returns when I go to client Search Navigate to
Change Tax Year and select 2017 Scenario:  I see Start A New Return when


Read More...
08 Nov 18 Kim Manuel


RELEASE NOTES: THURSDAY, NOVEMBER 8TH AT 5:00AM ET

We will be placing the site in maintenance on Thursday, November 8th to release
a series of updates listed below. MISSOURI Correct an issue with the P


Read More...
07 Nov 18 Craig Smith



IRS QUICK ALERT: VETERANS DAY WEEKEND SYSTEMS MAINTENANCE

IRS will conduct maintenance on several electronic systems, including
e-Services, over the Veterans Day weekend beginning Sunday, Nov. 11 at 8:00 a.m.


Read More...
07 Nov 18 Kim Manuel


YOU ARE INVITED: STRESS TEST 2018

We recently sent out over 82,000 emails to Practice Lab users who have prepared
1 or more returns in Practice lab 2017.  Some of the emails bounced b


Read More...
06 Nov 18 Kim Manuel


RELEASE NOTES: TUESDAY, NOVEMBER 6TH AT 5:00AM ET (BACK-END UPDATESONLY)

We will be placing the site in maintenance on Tuesday, November 6th at 5:00am ET
to release back-end updates.    


Read More...
05 Nov 18 Craig Smith



FACT SHEET: 2018 PRACTICE LAB

Fact Sheet Edition:  November, 2018 Update The initial release of the tax year
2018 Practice Lab will not have all the new tax reform changes program


Read More...
05 Nov 18 Kim Manuel


COMING SOON: NEW IDLE TIME OUT REQUIREMENTS

The Security Technical Implementation Guide (STIGs) requires the following
change to our idle timeout period policies: The application must automatica


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05 Nov 18 Kim Manuel


COUNTDOWN TO PRACTICE LAB 2018 AND STRESS TEST 2018

We would like to extend an invitation for you to participate in our stress test
events.   Our goal is to have 12,000 -15,000 concurrent users during


Read More...
31 Oct 18 Kim Manuel



RELEASE NOTES: THURSDAY, NOVEMBER 1ST AT 5:00AM ET (BACK-END UPDATES ONLY)

Returns will be placed in maintenance on Thursday, November 1st at 5:00am ET to
release series of internal and back-end updates.


Read More...
31 Oct 18 Craig Smith


RELEASE NOTES: TUESDAY, OCTOBER 30TH AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, October 30th at 5:00am ET
to release a series of updates. CLIENT SEARCH When Client List switch


Read More...
29 Oct 18 Craig Smith


SAVE THE DATES: TAXSLAYER 2018 STRESS TEST IS JUST AROUND THE CORNER

We would like to extend an invitation for you to participate in our stress test
events.   Our goal is to have 12,000 -15,000 concurrent users during


Read More...
23 Oct 18 Kim Manuel



FACT SHEET: FILING SEASON 2019 TAXSLAYER PROCEDURAL UPDATES

Fact Sheet Edition:  October, 2018 Click here to download a PDF of the Fact
Sheet


Read More...
23 Oct 18 Kim Manuel


RELEASE NOTES: THURSDAY, OCTOBER 18TH AT 5:00AM ET

We will be placing the site in maintenance on Thursday, October 18th at 5:00 to
release some updates. MICHIGAN Detroit city return access menu (curren


Read More...
17 Oct 18 Craig Smith


SUGGESTION BOX RESPONSES: THROUGH OCTOBER 15TH

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
16 Oct 18 Kim Manuel



ALABAMA E-FILE NOTIFICATION

We received the below message from the Alabama Department of Revenue, MeF
Coordinators office: “We are experiencing a backlog of returns being p


Read More...
16 Oct 18 Craig Smith


RELEASE NOTES: TUESDAY, OCTOBER 16TH AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, October 16th at 5:00am ET
to release a few updates but primarily back-end maintenance. ARIZONA


Read More...
15 Oct 18 Craig Smith


RELEASE NOTES: TUESDAY, OCTOBER 2ND AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, October 2nd at 5:00am ET
to release a series of updates. Client Search Adding a Return Tag Filt


Read More...
01 Oct 18 Craig Smith



ISSUE CREATING NEW 2014 RETURNS (RESOLVED)

10/3/18 – 3:15pm ET Issue #2149 has been resolved and new 2014 returns can now
be prepared once again. We apologize for the inconvenience this m


Read More...
27 Sep 18 Craig Smith


RELEASE NOTES: THURSDAY, SEPTEMBER 27TH AT 5:00AM ET

We will be placing the site in maintenance on Thursday, September 27th at 5:00am
ET to release a series of updates. E-FILE (2015 and 2016 Only) Correc


Read More...
26 Sep 18 Craig Smith


SUGGESTION BOX RESPONSES: THROUGH SEPTEMBER 18, 2018

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
20 Sep 18 Craig Smith



RELEASE NOTES: TUESDAY, SEPTEMBER 18TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, September 18th at 5:00am ET
to release internal CRM updates. *Click here to download a PDF of our


Read More...
17 Sep 18 Craig Smith


RELEASE NOTES: THURSDAY, SEPTEMBER 13, 2018

The following items have been released to Production: Client List: Added the
ability to exclude accepted returns from the client list for sites that h


Read More...
13 Sep 18 Kim Manuel


RELEASE NOTES: TUESDAY, SEPTEMBER 10, 2018 5:00 AM EST

We will be placing returns in maintenance on Tuesday, September 10, 2018 at 5:00
am EST to perform a series of updates.  The update is scheduled to i


Read More...
10 Sep 18 Kim Manuel



IRS QUICK ALERT: EXTENDED MEF MAINTENANCE WINDOW

The MeF maintenance build window is being extended on Sunday, September 09,
2018. Both ATS and Production systems will be unavailable from 12:00 a.m.


Read More...
07 Sep 18 Kim Manuel


COLORADO E-FILE NOTIFICATION

We received the following information from Colorado Colorado is still having
technical issues with retrieving and acknowledging returns submitted via


Read More...
06 Sep 18 Kim Manuel


KENTUCKY E-FILE NOTIFICATION – (RESOLVED – 9/27/18)

UPDATE (9/27/18): Statement from Kentucky “Kentucky MeF is once again
operational.  We are currently retrieving submissions and processing them


Read More...
06 Sep 18 Kim Manuel



RELEASE NOTES: THURSDAY, SEPTEMBER 6TH AT 5:00AM ET

We will be placing returns in maintenance on Thursday, September 6th at 5:00am
ET to release the following updates plus back-end updates. CARRYFORWARD


Read More...
05 Sep 18 Craig Smith


SUGGESTION BOX RESPONSE: THROUGH AUGUST 31, 2018

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
04 Sep 18 Kim Manuel


VOLUNTEER TIME: SPEC 4.0 WATCH US GROW: RURAL WEST VIRGINIA

As SPEC continues its efforts to help more taxpayers in rural communities, the
RM & partner success stories are building too. The goal is to share


Read More...
31 Aug 18 Kim Manuel



RELEASE NOTES: TUESDAY, AUGUST 28TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, August 28th at 5:00am ET to
release the below items. Some items are being released specifically for


Read More...
27 Aug 18 Craig Smith


RELEASE NOTES: THURSDAY, AUGUST 23RD AT 5:00AM ET

A scheduled deployment is set for Thursday, August 23rd at 5:00am ET to release
mostly back-end/internal updates in addition to the following item. CO


Read More...
22 Aug 18 Craig Smith


SUGGESTION BOX RESPONSES: UPDATE THROUGH AUGUST 15TH

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
16 Aug 18 Kim Manuel



TAX REFORM TIP 2018-127: TAXPAYERS WITH CHILDREN AND OTHER DEPENDENTS

For sites that have an opportunity to communicate with taxpayers that will be
impacted by Tax Reform, remember there is a link to the IRS withholding


Read More...
16 Aug 18 Kim Manuel


RELEASE NOTES: THURSDAY, AUGUST 16TH AT 5:00AM ET

We will be releasing the below items on Thursday, August 16th at 5:00am ET.
REPORTS Site Production Detail Report (SPDR) – Correct an issue wher


Read More...
15 Aug 18 Craig Smith


RELEASE NOTES: TUESDAY, AUGUST 14TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, August 14th at 5:00am ET to
release the below item in addition to mostly back-end updates. CARRYFOR


Read More...
13 Aug 18 Craig Smith



VOLUNTEER TIME: HAVING PARTNERS WITH OPEN MINDS CAN LEAD TO SUCCESS IN RURAL
AREAS

Here’s a rural success story from Tax Consultant Gail Bonilla  Describe to us
your geographic area and current partnership base. I cover the state


Read More...
10 Aug 18 Kim Manuel


RELEASE NOTES: THURSDAY, AUGUST 9TH AT 5:00AM ET

The site will be placed in maintenance on Thursday, August 9th at 5:00am ET to
release the below updates along with back-end updates. CLIENT STATUS Ad


Read More...
08 Aug 18 Craig Smith


RELEASE NOTES: TUESDAY, AUGUST 7TH AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, August 7th at 5:00am ET
to release the below enhancement and back-end work. FEDERAL Federal AGI


Read More...
06 Aug 18 Craig Smith



IRS NEWS: E-FILE APPLICATION REVISIONS THAT REQUIRE RE-SUBMISSION

If you have an active e-file application on file and have made changes such as
adding a provider option, principal or responsible official and it has


Read More...
06 Aug 18 Kim Manuel


SUGGESTION BOX RESPONSES: A LOT HAS BEEN GOING ON THE LAST COUPLE OF WEEKS

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
03 Aug 18 Kim Manuel


RELEASE NOTES: THURSDAY, AUGUST 2ND AT 5:00AM ET

The site will be placed in maintenance on Thursday, August 2nd at 5:00 ET to
release a series of updates. FEDERAL With the recent addition of Form 891


Read More...
01 Aug 18 Craig Smith



RELEASE NOTES: TUESDAY, JULY 24TH AT 5:00AM ET

The site will be placed in maintenance on Tuesday, July 24th at 5:00am ET to
release primarily back-end items. No front-facing (customer facing) updat


Read More...
23 Jul 18 Craig Smith


SUGGESTION BOX RESPONSES AS OF JULY 13, 2018

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
16 Jul 18 Kim Manuel


RELEASE NOTES: THURSDAY, JULY 12TH

Form 4835:  Farm Rental Income and Expenses Navigate to Income and select
Begin/Edit on Other Income Select Begin on the Farm Rental Income and Expen


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11 Jul 18 Kim Manuel



RELEASE NOTES: TUESDAY, JULY 10 @ 5:00 AM EST

Federal Relations screens were delivered for the following states: CT DE LA MS
OH UT NY Subtractions from Itemized Deduction menu for LT Care Premiums


Read More...
09 Jul 18 Kim Manuel


SUGGESTION BOX RESPONSES: RESPONSES THROUGH JULY 1ST

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
02 Jul 18 Kim Manuel


E-NEWS FOR TAX PROFESSIONALS: 2018-26 NEW FORM 1040 FOR 2019 TAX SEASON

The IRS posted the following news release: R-2018-146, June 29, 2018 WASHINGTON
– As part of a larger effort to help taxpayers, the Internal Revenue


Read More...
02 Jul 18 Kim Manuel



SUGGESTION BOX RESPONSES – UPDATED THROUGH JUNE 22ND

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
26 Jun 18 Craig Smith


RELEASE NOTES: TUESDAY, JUNE 26TH AT 5:00AM ET

The below items were released into production this morning. 1040-NR Below
information provided within the Schedule OI now carries to Form 8843 to prev


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26 Jun 18 Craig Smith


PRO ONLINE: “DIRECT DEBIT” PAYMENT WARNING SHOWING WITH STATE RETURN TYPE
“E-FILE: DIRECT DEPOSIT” IN ERROR (RESOLVED)

This is now resolved as of 6/26/18 Issue #2059 has been opened to address an
issue where the new “Direct Debit payment amount cannot exceed amou


Read More...
21 Jun 18 Craig Smith



RELEASE NOTES: SCHEDULED DEPLOY ON THURSDAY, JUNE 21ST AT 5:00AM ET

The site will be placed in maintenance on Thursday, June 21st at 5:00am ET to
release a series of updates and back-end work. Form 8889 – Adding


Read More...
20 Jun 18 Craig Smith


RELEASE NOTES: SCHEDULED DEPLOY TUESDAY, JUNE 19TH AT 5:00AM ET

Returns will be placed in maintenance beginning Tuesday, June 19th at 5:00am ET
to release updates. IA: Update some text within the blue header inside


Read More...
18 Jun 18 Craig Smith


SUGGESTION BOX RESPONSES: ADDED A 3RD PDF TO REFLECT COMMITTED ITEMS

Click here to view PDF Click here to submit a suggestion There are three
attachments Attachment #1:  Dedicated to application and federal suggest


Read More...
18 Jun 18 Kim Manuel



PRO ONLINE: ADDITION OF EXPLANATION FORMS

We have added the IRS Explanation forms that are submitted to the IRS if further
explanation about something is needed to be provided to the IRS.  Th


Read More...
14 Jun 18 Kim Manuel


PRO ONLINE: CUSTOM CONSENTS REPORT

The Custom Consents Report is now available.  This report is designed to
indicate the Acceptance (Yes) or denial (No) granted by the taxpayer.  This


Read More...
14 Jun 18 Kim Manuel


PRO ONLINE: CUSTOM CONSENTS NOW YEAR SPECIFIC!

An enhancement released today now gives users (with the appropriate security
template) the ability to assign Custom Consents to a specific tax year at


Read More...
14 Jun 18 Craig Smith



PRO ONLINE: “SAVE AND RETURN” ADDED TO SUBMISSION PAGE

The next time you visit the Submission page inside of a return, you will notice
the “Save and Return” button shown below. When clicked, th


Read More...
14 Jun 18 Craig Smith


SUGGESTION BOX RESPONSES: UPDATED THROUGH JUNE 8TH.

Click here to view PDF Click here to submit a suggestion There are two
spreadsheets Spreadsheet #1:  Dedicated to application and federal suggestio


Read More...
12 Jun 18 Kim Manuel


RELEASE NOTES: TUESDAY, JUNE 12TH AT 5:00AM ET

We will be releasing a couple updates on Tuesday, June 12th at 5:00am ET.
Firefox Browser – Fixing an issue when using Mozilla Firefox within th


Read More...
11 Jun 18 Craig Smith



TS PRO ONLINE: 2014 REAL-TIME CALCS AND PDF’S NOT RENDERING (RESOLVED)

6/7/18 – 12:51pm ET – 2014 real-time calcs and prints are now rendering. 6/7/18
– 11:23am ET – Issue #2040 has been opened to


Read More...
07 Jun 18 Craig Smith


RELEASE NOTES: TUESDAY, JUNE 5TH AT 5:00AM ET

This will be the re-scheduled deployment from Thursday, May 31st. This update
will mostly include back-end work. PA Local Form – Remove the second


Read More...
04 Jun 18 Craig Smith


VOLUNTEER TIME: SPEC 4.0 WATCH US GROW: RURAL MICHIGAN

A TC’s success story – One good lead turns into many With the quest to continue
serving and expanding its reach to more taxpayers, SPEC is


Read More...
01 Jun 18 Kim Manuel



VOLUNTEER TIME: SPEC 4.0 WATCH US GROW: RURAL SOUTHWEST GEORGIA

A TC’s success story Universities and colleges can equal rural success As SPEC
continues its efforts to help more taxpayers in rural communities


Read More...
31 May 18 Kim Manuel


RELEASE NOTES: THURSDAY, MAY 31ST AT 5:00AM ET (RESCHEDULED FOR 6/5/18)

There is a scheduled deployment on Thursday, May 31st at 5:00am ET to release
some updates. This update will mostly include back-end work. PA Local Fo


Read More...
30 May 18 Craig Smith


SUGGESTION BOX: RESPONSES THROUGH MAY 29TH

There are two spreadsheets Spreadsheet #1:  Dedicated to application and federal
suggestions Spreadsheet #2: Dedicated to State suggestions An exampl


Read More...
30 May 18 Kim Manuel



RELEASE NOTES: FORM 8919 (LIVE 5/24/18)

Navigate to Other Taxes and Select Begin on the following item: Select if the
form belongs to the Taxpayer or Spouse (in this screenshot, there was on


Read More...
23 May 18 Kim Manuel


RELEASE NOTES: FORM 2120 (LIVE 5/24/18)

Feature: Adding the ability to complete Form 2120 from the application
Instructions: Select the following question when completing the Dependent/Quali


Read More...
23 May 18 Kim Manuel


RELEASE NOTES: ADDING “SAVE AND ENTER ANOTHER” BUTTON TO ADDITIONAL ENTRY FORMS
(LIVE 5/24/18)

The Save and Enter Another button will be added to the following entry pages:
W-2 Interest Income Dividend Income Schedule B Other Interest 1099-R RRB


Read More...
23 May 18 Kim Manuel



RELEASE NOTES: THURSDAY, MAY 24TH @ 5:00 AM EASTERN

We will be putting the returns in maintenance mode for a series of updates on
Thursday, May 24th at 5:00 am EST.  The update is subject to be resche


Read More...
23 May 18 Kim Manuel


SUGGESTION BOX: RESPONSE DOCUMENT THROUGH MAY 22ND

There are two spreadsheets Spreadsheet #1:  Dedicated to application and federal
suggestions Spreadsheet #2: Dedicated to State suggestions An exampl


Read More...
23 May 18 Kim Manuel


VOLUNTEER TIME: YOU ARE INSPIRING THE NEXT GENERATION OF VOLUNTEER TAX PREPARERS

This essay was published by the New York times: Click here for entire article
BRONXVILLE, N.Y. “While I have not changed the tax system (though some


Read More...
15 May 18 Kim Manuel



SUGGESTION BOX: RESPONSES THROUGH MAY 11TH

There are two spreadsheets Spreadsheet #1:  Dedicated to application and federal
suggestions Spreadsheet #2: Dedicated to State suggestions An exampl


Read More...
14 May 18 Kim Manuel


VOLUNTEER TIME: NEW HANOVER COUNTY VITA

Happy 40th anniversary to New Hanover County VITA.  This is an awesome
accomplishment to serve your taxpayers for 40 years.   On behalf of TaxSl


Read More...
14 May 18 Kim Manuel


PRODUCT UPDATE ALERT: TUESDAY, MAY 15TH AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, May 15th at 5:00am ET to
release a series of updates.   This is a change from the original po


Read More...
14 May 18 Kim Manuel



RELEASE NOTES: SCHEDULED PRODUCTION DEPLOYMENT – 5/14/18 AT 5:00AM ET

We will be placing the site in maintenance on Monday, May 14th at 5:00am ET to
release a series of updates. 1040-PR using 1040 – Ability to adju


Read More...
11 May 18 Craig Smith


VOLUNTEER TIME: SPEC 4.0 WATCH US GROW: RURAL MAINE

Partner mentoring leads to rural success As SPEC continues its efforts to help
more taxpayers in rural communities, the RM & partner success stori


Read More...
11 May 18 Kim Manuel


SUGGESTION BOX: RESPONSES THROUGH MAY 4TH

There are two spreadsheets Spreadsheet #1:  Dedicated to application and federal
suggestions Spreadsheet #2: Dedicated to State suggestions An exampl


Read More...
07 May 18 Kim Manuel



ADDITION OF GAMBLING LOSS ENTRY WITHIN W-2G (LIVE – 5/3/18)

Schedule to be released tomorrow, May 3rd! When accessing the W-2G menu, right
below the Gambling Winnings field, there will also a new Gambling Losse


Read More...
02 May 18 Craig Smith


PRODUCT UPDATE ALERT: THURSDAY, MAY 3RD AT 5:00AM ET

The site will be placed in maintenance on Thursday, May 3rd at 5:00am ET to
release some updates. State PDF View – Details can be found on this


Read More...
02 May 18 Craig Smith


STATE PDF VIEW! (LIVE 5/3/18)

Scheduled to be released live on 5/3/2018! We wanted to provide an early look at
a new enhancement coming soon – State PDF View! After completin


Read More...
02 May 18 Craig Smith



PRO ONLINE: NEW – REPORT CUSTOMIZATION

The “Report Customization” menu within “Configuration” is an enhancement
released today. This menu option (shown below) is ava


Read More...
01 May 18 Craig Smith


PRODUCT UPDATE ALERT: TUESDAY, MAY 1ST AT 5:00AM ET

We will be placing the site in maintenance on Tuesday, May 1st at 5:00am ET to
release a series of updates. OH – Added “OH Form SD-100ES&#


Read More...
30 Apr 18 Craig Smith


SUGGESTION BOX: RESPONSES THROUGH APRIL 30TH

There are two spreadsheets Spreadsheet #1:  Dedicated to application and federal
suggestions Spreadsheet #2: Dedicated to State suggestions An exampl


Read More...
30 Apr 18 Kim Manuel



SUGGESTION BOX: HIGHLIGHT REJECTS IN RED

Suggestion from Volunteer If you have a reject for EIN or SS Number highlighted
the incorrect number in red. We have many clients that have multiple c


Read More...
27 Apr 18 Kim Manuel


SUGGESTION OF THE DAY: REPORT MANAGEMENT

Suggestion from Volunteer Would like ability to arrange Reports Categories in
the order that I use them. I use “Transmissions”, then make


Read More...
26 Apr 18 Kim Manuel


PRODUCT UPDATE ALERT: WEDNESDAY, APRIL 25TH AT 5:00AM ET

We will be placing the site in maintenance on Wednesday, April 25th at 5:00am ET
to release updates. 2016 MI: Corrected an issue where MI Homestead Cr


Read More...
24 Apr 18 Craig Smith



SUGGESTION BOX: 1600+ SUGGESTIONS AND GOING STRONG!

This week we have split the responses into two spreadsheets. Spreadsheet #1: 
Dedicated to application and federal suggestions Spreadsheet #2: Dedica


Read More...
20 Apr 18 Kim Manuel


OFF-SEASON VITA/TCE SUPPORT HOURS BEGINNING APRIL 23RD

On Monday, April 23rd, TaxSlayer VITA/TCE support will resume off-season hours
of Monday through Friday from 8am-5pm ET. Support will be closed on the


Read More...
20 Apr 18 Craig Smith


PRODUCT UPDATE ALERT: THURSDAY, APRIL 19TH AT 5:00AM ET

We will be placing the site in maintenance on Wednesday, April 19th at 5:00am ET
to release a series of updates. Correct an issue where the PDF attach


Read More...
18 Apr 18 Craig Smith



STATE FILING UPDATES

CALIFORNIA – 4/18/18 We received the following message from California:
“Greetings, The IRS has allowed an additional day to file and pay


Read More...
18 Apr 18 Kim Manuel


IRS NEWS RELEASE: IRS PROVIDES ADDITIONAL DAY TO FILE AND PAY

IRS  Provides Additional Day to File and Pay for Taxpayers through Wednesday,
April 18; IRS processing systems back online WASHINGTON – The Interna


Read More...
17 Apr 18 Kim Manuel


IRS MEF SYSTEM OUTAGE (UPDATE 6:11 PM ET)

Update 6:11 PM ET We are working through the backlog of e-files that we received
while the IRS MeF system was in the status of non-operational.  We


Read More...
17 Apr 18 Kim Manuel



PRO ONLINE/DESKTOP: GA ACKNOWLEDGEMENTS

The Georgia Department of Revenue sent the below messaging to software vendors
this morning. “The Georgia Department of Revenue is experiencing


Read More...
17 Apr 18 Craig Smith


APRIL 17TH: CONGRATULATIONS AND THANK YOU

Congratulations...this is the day that you have worked hard to get to. Thank
you...for your volunteer service. Thank you... for the many, dedicated an


Read More...
17 Apr 18 Kim Manuel


IR-2018-95: COMBAT ZONE TAX BENEFITS

Combat zone tax benefits now available to Armed Forces members who served in the
Sinai Peninsula; IRS accepting retroactive tax refund claims back to


Read More...
13 Apr 18 Kim Manuel



VOLUNTEER TIME: TAX-AIDE SITE IN TORRANCE, CALIFORNIA

We want to send a “Shout out” to a Tax-Aide site in Torrance, California that
has decided to be open one day a month, post filing season,


Read More...
13 Apr 18 Kim Manuel


MESSAGE FROM SPEC: WATCH US GROW (UPDATED 4/13)

We’re in the home stretch! For the week ending 4/08/2018, we were just shy of
the 3.0M cumulative mark, but we will pass it for sure next week! We


Read More...
13 Apr 18 Kim Manuel


SUGGESTION BOX: FIRST 850 OUT OF 1300 PLUS SUGGESTIONS

The following PDF is an update on your suggestions (not all 850 have responses
yet). Don’t see your suggestion…don’t worry…suggestions will b


Read More...
13 Apr 18 Kim Manuel



VOLUNTEER TIME: GRACE WORKS MINISTRIES IN FRANKLIN, TN

This is a “shout out” to the Grace Works Ministries VITA in Franklin, TN.  They
have decided to open one day a month, post filing season to help


Read More...
12 Apr 18 Kim Manuel


PRODUCT UPDATE ALERT: THURSDAY, APRIL 12TH AT 5:00AM ET

We will be placing returns in maintenance on Thursday, April 12th at 5:00am ET,
to release some updates. MA – Added E-file Block when reporting


Read More...
11 Apr 18 Craig Smith


PRO ONLINE: CALIFORNIA REJECT CODE R0000-065 (RESOLVED)

4/12/2018 – RESOLVED: Impacted CA returns can be resubmitted at this time. We
have opened Issue #1905 to review a California Rejection Code bein


Read More...
11 Apr 18 Craig Smith



TAXSLAYER PRO CLOSEOUT/BACKUP PROCEDURES

SPEC released the following information about Closeout/Backup Procedures;
TaxSlayer Online Closeout Procedures: 1. Do not delete or inactivate any ret


Read More...
11 Apr 18 Kim Manuel


PRODUCT UPDATE ALERT: WEDNESDAY, APRIL 11TH @ 5:00 AM ET

We will be putting the returns in maintenance at 5:00 am ET on Wednesday, April
11th for a series of updates. 2016 – Corrected a navigational is


Read More...
10 Apr 18 Kim Manuel


VOLUNTEER TIME: VITA – AN ARIZONA FAMILY AFFAIR!

This is an awesome story submitted by Jim at Scottsdale Community College
Caitlin enrolled in our Scottsdale Community College (SCC) income tax class


Read More...
09 Apr 18 Kim Manuel



PRO ONLINE: 2014 CALCS NOT RENDERING (RESOLVED)

2:00pm ET 2014 calcs have been restored. 1:34pm ET We are currently
investigating the issue with 2014 calcs are not rendering. This means the refund
g


Read More...
07 Apr 18 Craig Smith


PRODUCT UPDATE ALERT: MONDAY, APRIL 9TH AT 5:00AM ET

We will be placing the site in maintenance on Monday, April 9th at 5:00am ET to
release a series of updates. Correct a data tracking display issue whe


Read More...
06 Apr 18 Craig Smith


PRO ONLINE: 1099-R WV STATE WITHHOLDINGS FROM IT-140W DOUBLING ON LINE 11 OF
IT-140 (RESOLVED)

4/9/2018 – Issue #1888 has been resolved. We recommend opening each impacted
return at your site so the new calcs are updated inside the return


Read More...
06 Apr 18 Craig Smith



SUGGESTION BOX: CONGRATULATIONS, YOU HAVE SUBMITTED OVER 1,000 SUGGESTIONS

The following PDF is an update on your suggestions (not all 1,000 are on here
yet).  This document will be updated periodically with new suggestions


Read More...
06 Apr 18 Kim Manuel


PRODUCT UPDATE ALERT: FRIDAY, APRIL 6TH @ 5:00 AM

We will be putting the returns in maintenance mode at 5:00 am on Friday, April
6th to perform a series of updates. Zip Code Updates (Issue #1851) 3984


Read More...
05 Apr 18 Kim Manuel


PRODUCT UPDATE ALERT: WEDNESDAY, APRIL 4TH AT 5:00AM ET

We will be placing returns in maintanence on Wednesday, April 4th at 5:00am ET
to release a series of updates. 2016 F5695 – Part II total not sh


Read More...
03 Apr 18 Craig Smith



VOLUNTEER TIME: SHOUT OUT TO FINANCIAL INDEPENDENCE CENTER VITA SITE

Along with doing over 2000 returns so far this year, last week they hosted a Tax
Problem Solving Day.  Below are the results and information. The Adv


Read More...
03 Apr 18 Kim Manuel


MESSAGE FROM SPEC: WATCH US GROW (UPDATE 4/3)

Stay the Course! With just a little more than two weeks before April 17th, we
are steadily moving towards our 4.0 goal, as reflected in our numbers fo


Read More...
03 Apr 18 Kim Manuel


PRO ONLINE 2017: SCHEDULE A IS PRINTING WITH ALL RETURNS (RESOLVED)

4/6/2018 – RESOLVED Scenario:  I DO NOT have “Always print schedule A” selected
in office setup, but Schedule A is printing with al


Read More...
02 Apr 18 Kim Manuel



AZ REJECT CODE 702 (RESOLVED)

RESOLVED 04/04 – Impacted AZ returns with Reject Code 702 can be resubmitted at
this time if not already accepted. Update 04/03 We made correcti


Read More...
31 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT: MONDAY, APRIL 2 @ 5:00 AM ET

We will be putting the return in maintenance mode at 5:00 am on Monday, April
2nd for a series of updates. Locate the W-7 from Forms Search.  Enter W


Read More...
31 Mar 18 Kim Manuel


QSRA-2018-01: INTAKE/INTERVIEW & QUALITY REVIEW PROCESS

Form 13614-C, Intake/Interview & Quality Review Sheet, is required for every tax
return prepared. Certified volunteer preparers are required to co


Read More...
30 Mar 18 Kim Manuel



VOLUNTEER TIME: SHOUT OUT TO THE VOLUNTEERS IN PASCO COUNTY

The Volunteers with the United Way of Pasco County in Florida are doing an
EXCELLENT job! They have prepared more returns this year so far than they d


Read More...
30 Mar 18 Kim Manuel


PRO ONLINE: VIRGINIA REJECT CODE 760ADJ-014 (RESOLVED)

RESOLVED 4/4/18 – These VA returns can now be resubmitted. We have opened Issue
#1810 specific to Virginia Reject Code 760ADJ-014 which states,


Read More...
30 Mar 18 Craig Smith


SUGGESTION BOX: KEEP THOSE SUGGESTIONS COMING

The following PDF is an update on your suggestions.  This document will be
updated periodically with new suggestions and responses.  As we move out


Read More...
30 Mar 18 Kim Manuel



VOLUNTEER TIME: A PHENOMENAL SITE! GRAND BLANC SENIOR CENTER, MI

The volunteers at this AARP site work so well together it is like they are a
family. They go beyond the expected and norm, both with each other and wi


Read More...
29 Mar 18 Kim Manuel


VOLUNTEER TIME: SHOUT OUT TO CAP UTAH

Community Action Partnership of Utah (CAP Utah) continues to do an outstanding
job coordinating the statewide VITA program in Utah.   From Logan to


Read More...
29 Mar 18 Kim Manuel


PRO ONLINE 2017: LOADING BASIC STATE INFORMATION IN BASIC INFORMATION

We have turned on the feature that allows you to enter the basic state
information that is required for your specific state after you complete the Tax


Read More...
29 Mar 18 Kim Manuel



PRODUCT UPDATE ALERT: THURSDAY, MARCH 29TH AT 5:00AM ET

We will be placing the returns in maintenance to release a series of updates. AR
– Correct an issue with an incorrect page validation specific t


Read More...
28 Mar 18 Craig Smith


PRO ONLINE: DELAY IN ACKNOWLEDGEMENTS RECEIVED (RESOLVED)

UPDATE – 9:40am ET Sites should begin receiving acknowledgements over the next
several hours for returns waiting for an ack. There is no need to


Read More...
28 Mar 18 Craig Smith


MESSAGE FROM SPEC: WATCH US GROW! (UPDATE)

Halfway There! Keep up the good work! ~~~  Original Message ~~~ First, we want
to thank each of you for your dedication and commitment to make this a


Read More...
27 Mar 18 Kim Manuel



SUGGESTION BOX: CHECK OUT THE SUGGESTIONS FROM YOUR FELLOW VOLUNTEERS

The following PDF is the first of many updates on your suggestions.  This
document will be updated periodically with new suggestions and responses. 


Read More...
27 Mar 18 Kim Manuel


VOLUNTEER TIME: SHOUT OUT TO KENT COUNTY TAX CREDIT COALITION VOLUNTEERS!

Thank you Rhonda T for sharing this awesome story. Under the sponsorship of
Heart of West Michigan United Way, Kent County Tax Credit Coalition (KCTCC


Read More...
26 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT: MONDAY, MARCH 26TH @ 5:00 AM ET

The returns will be put in maintenance mode at 5:00 am on Monday, March 26th to
apply a series of updates.  The updates are scheduled to include: Car


Read More...
23 Mar 18 Kim Manuel



VOLUNTEER TIME: SHOUT OUT TO AN AARP SITE IN ANCHORAGE, ALASKA

Tax-Aide volunteers at the AARP State Office in Anchorage, Alaska  filed 140
returns without a single reject!  That’s a testament to good intake p


Read More...
23 Mar 18 Kim Manuel


SUGGESTION BOX: WHAT IS TRENDING FOR SUGGESTIONS

The following PDF is the first of many updates on your suggestions.  This
document will be updated periodically with new suggestions and responses. 


Read More...
23 Mar 18 Kim Manuel


VOLUNTEER TIME: SHOUT OUT TO BERT PEDRI

Bert has been a volunteer for 25 years.  Thank you for your volunteer
service.  Bert was featured in an article written by Jenny Sparks/ Loveland R


Read More...
22 Mar 18 Kim Manuel



VOLUNTEER TIME: HOMETOWN HERO: GILBERT BELLAMY

Congratulations on your 10 year anniversary of being a VITA volunteer.  Thank
you for your volunteer service. Recognized by Fox 4 as a “Hometow


Read More...
22 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT: THURSDAY, MARCH 22ND AT 5:00AM ET

We will be placing returns in maintenance on Thursday, March 22nd at 5:00am ET
to release a series of updates. PSO: Fix for the PSO exclusion subtract


Read More...
21 Mar 18 Craig Smith


PRODUCT UPDATE ALERT: WEDNESDAY, MARCH 21 @ 5:00 AM ET

We will be putting the returns in maintenance mode at 5:00 am ET to apply a
series of updates.  The update is scheduled to include: Auto filling Box


Read More...
20 Mar 18 Kim Manuel



VOLUNTEER TIME: TULSA AREA UNITED WAY

When asked why Kristen D. volunteers for VITA, she said, “It lets me make a
difference in someone else’s life.” It’s VITA Awar


Read More...
20 Mar 18 Kim Manuel


INTRODUCING THE VITA/TCE SUGGESTION BOX!

Your ideas and suggestions are important to us.  The VITA/TCE Suggestion Box is
designed for you to give us your feedback and ideas that will assist


Read More...
20 Mar 18 Kim Manuel


INFORMATION FROM SPEC HQ: POSSIBLE SCAM REPORTING OF ELDER CARE WAGES

Background:  We received a report of a possible scam involving taxpayers
claiming Elder Care Wages to receive a larger refund that includes refundabl


Read More...
20 Mar 18 Kim Manuel



PRO ONLINE: 1099-R PSO EXCLUSION SUBTRACTING FROM GROSS DISTRIBUTION WHEN BOX 1
AND 2A ARE DIFFERENT (RESOLVED)

3/22/18 – RESOLVED – We recommend accessing each impacted return to verify the
1099-R and PSO exclusions are correctly reflected prior to


Read More...
20 Mar 18 Craig Smith


VTA-2018-06: TO PROVIDE AN UPDATE ON THE “EXTENDER” PROVISIONS

The following VTA contains updated information on the extender provisions Click
here to download PDF  


Read More...
20 Mar 18 Kim Manuel


PRO ONLINE: SPORADIC REPORTS OF STATE SUB-MENUS LOADING BLANK (RESOLVED)

3/19/2018 – 12:29pm ET The sporadic issues of state sub-menus opening blank
should now be resolved 3/19/2018 – 11:15am ET Development has


Read More...
19 Mar 18 Craig Smith



DESKTOP 2017: ERRORS AFTER UPDATING (RESOLVED)

Updated 8:52 am:   When the error appears, click OK and then go in to Updates. 
Download the latest update and the error will be resolved. Updated


Read More...
19 Mar 18 Kim Manuel


VOLUNTEER TIME: ALL PARTNERS CALL NOTES FROM MARCH 15

Items discussed by TaxSlayer Filed close to 700,000 returns since our last all
partners call Overall you are close to 2% ahead of last year’s volume


Read More...
19 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT: MONDAY, MARCH 19TH @ 5:00 AM EDT

We will be putting the returns in maintenance mode at 5:00 am ET on Monday,
March 19th to apply a series of updates.  The updates are scheduled to in


Read More...
16 Mar 18 Kim Manuel



PRO ONLINE:  ADDING 1099-MISC INCOME TO AN EXISTING SCHEDULE C

Scenario:  A schedule C has already been created for the taxpayer or spouse and
you want to add additional income to the existing schedule C. Exampl


Read More...
16 Mar 18 Kim Manuel


VOLUNTEER TIME: THE FACES OF VITA

#VITAworks in Minnesota     Thank you for your volunteer Service


Read More...
16 Mar 18 Kim Manuel


IRS REJECT: IND-158

Scenario:  The return was prepared for taxpayer/spouse whose between the age of
25 and 64 with Earned Income, however the IRS rejected the return fo


Read More...
16 Mar 18 Kim Manuel



VOLUNTEER TIME: SHOUT OUT TO THE UNITED WAY OF CENTRAL WEST VIRGINIA
(CHARLESTON)

In February and March, the United Way of Central West Virginia (Charleston)
hosted nine young people from AmeriCorps NCCC.  Sponsored by the Corporat


Read More...
16 Mar 18 Craig Smith


PRO ONLINE: UPDATE ON VT ISSUE #1589 FOR PR-141 (RESOLVED)

3/19/18 – Issue #1589 is now resolved The fix for the VT Renter Rebate amount on
Line 9 of PR-141 being limited to $3,200 instead of $3,000 is s


Read More...
16 Mar 18 Craig Smith


PRODUCT UPDATE ALERT – FRIDAY, MARCH 16TH AT 5:00AM ET

We will be placing the site in maintenance on Friday, March 16th at 5:00am ET to
release a series of updates. Update the year shown on Spanish Form 88


Read More...
15 Mar 18 Craig Smith



PRO ONLINE: 1099-R BOX 2A NOT DISPLAYING GROSS DISTRIBUTION AMOUNT (RESOLVED)

3/21/2018 – RESOLVED We have opened Issue #1646 to correct a display issue when
first creating a 1099-R in a return. The Gross Distribution repo


Read More...
15 Mar 18 Craig Smith


QUICK ALERT: IRS EXTENDED MAINTENANCE WINDOW – 3/18/18

The IRS released a Quick Alert titled, “Extended Maintenance Window for both MeF
ATS and Production Environments”. “The MeF maintena


Read More...
15 Mar 18 Craig Smith


PRO ONLINE: RRB-1099-R, MANUAL BOX 7A ENTRY NOT CARRYING TO 1040 AS TAXABLE
(RESOLVED)

3/19/18 – This is now resolved. For any existing RRB-1099-R entries that may
have been impacted, you will need to edit each entry to re-enter th


Read More...
15 Mar 18 Craig Smith



VOLUNTEER TIME: WHY VOLUNTEER?

Goodwill of Tulsa area asked their volunteers:  “Why do you volunteer for VITA?”
Click here to view Video Thank you for your volunteer se


Read More...
15 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT: THURSDAY, MARCH 15TH @ 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am on Thursday, March
15th to conduct a series of updates. Fixed the issue where the PSO ex


Read More...
14 Mar 18 Kim Manuel


VOLUNTEER TIME: PROSPERITY NOW CELEBRATES VITA AWARENESS DAY VIDEO

This video URL will open up a Facebook page.  You do not have to have a Facebook
Account to view the video Click here to view Video Host:  Rebecca T


Read More...
14 Mar 18 Kim Manuel



VOLUNTEER TIME: SPRINGFIELD TECHNICAL COMMUNITY COLLEGE IN MASSACHUSETTS

We received a request to highlight a VITA/TCE out of Massachusetts, Springfield
Technical Community College, that was recently highlighted on a locall


Read More...
14 Mar 18 Craig Smith


NEW YORK ID: HOW TO HANDLE EXPIRED DRIVERS LICENSE (UPDATE – 3/23/18)

UPDATE – 3/23/18 – NY Returns where the TP or SP has an expired Drivers License
can now be entered and submitted electronically. Scenario:


Read More...
14 Mar 18 Kim Manuel


VOLUNTEER TIME: MARCH 14TH IS VITA AWARENESS DAY (CHECK OUT THE TWEETS)

Rebecca Thompson‏ @becquithompson 1h1 hour ago It’s VITA Awareness Day! I am
honored to serve alongside so many wonderful programs and volun


Read More...
14 Mar 18 Kim Manuel



PRODUCT UPDATE ALERT – TUESDAY, MARCH 13TH AT 5:00AM ET

We will be placing returns in maintenance on Tuesday, March 13th at 5:00am ET to
release some updates.  This updated included the following: Ohio RIT


Read More...
13 Mar 18 Craig Smith


PRO ONLINE/DESKTOP – MA REJECT CODE F1-0141

MA DOR released a message on Monday, March 12th at 11:35am ET stating, “If you
have been incorrectly rejected by reject code F1-0141, please res


Read More...
12 Mar 18 Craig Smith


PRO ONLINE: PRODUCT UPDATE ALERT FOR MONDAY, MARCH 12TH AT 5:00AM ET

We will be placing the site in maintenance on Monday, March 12th at 5:00am ET to
release a series of updates. CA – Fixed the issue where the &#8


Read More...
11 Mar 18 Craig Smith



PRO ONLINE 2017: OHIO LOCALITY RITA 37 FORM (RESOLVED)

Update 3/13 — Resolved with morning update Scenario:  I have added the Ohio
Locality RITA 37 form to my state return.  The return will no long


Read More...
10 Mar 18 Kim Manuel


PRO ONLINE: CA “OTHER ADDITIONS” AND “OTHER SUBTRACTIONS” (RESOLVED)

03/11 — Resolved with Monday updates Issue #1536 for the California sub-menus of
“Other Additions” and “Other Subtractions&#82


Read More...
09 Mar 18 Craig Smith


MESSAGE FROM SPEC: SPEC 4.0, WATCH US GROW!

First, we want to thank each of you for your dedication and commitment to make
this a banner year for return production.  SPEC’s goal is not only t


Read More...
09 Mar 18 Kim Manuel



PRO ONLINE 2017: NEW: CUSTOMER RETENTION REPORT

Purpose:  Allows you to quickly view the returns that were prepared at the site
in the prior year during a specific time period that have not been pr


Read More...
09 Mar 18 Kim Manuel


PRO ONLINE: CT PROPERTY TAX CREDIT – ISSUE #1453 (RESOLVED)

3/12/18 – RESOLVED Reported Issue #1453 for an incorrect page validation when
attempting to claim the CT Property Tax Credit for either the Prim


Read More...
09 Mar 18 Craig Smith


PRO ONLINE: PRODUCT UPDATE ALERT – FRIDAY, MARCH 9TH AT 5:00AM ET

We will be placing the site in maintenance on Friday, March 9th at 5:00am ET to
release a series of updates. Fix the issue keeping the Schedule E from


Read More...
08 Mar 18 Craig Smith



PRO ONLINE: REPORTS OF “PROGRAM RECEIVED UNEXPECTED ERROR” REQUESTS (RESOLVED)
AND INDIANA NOT LOADING (RESOLVED)

3/8/2018 – 12:31pm ET The Indiana edit menus should now be loading. 3/8/2018 –
12:01pm ET Development is still investigating what is causi


Read More...
08 Mar 18 Craig Smith


PRO ONLINE/DESKTOP – D.C. REJECT CODE FOR SCHEMA VALIDATION

The District of Columbia recently released a new schema version for DC returns.
D.C. has sent a message to software vendors that any D.C. return rejec


Read More...
08 Mar 18 Craig Smith


PRO ONLINE: 2015 PDF’S AND CALCS NOT RENDERING (RESOLVED)

3/7/18 – 3:35pm ET The issue with 2015 PDF’s and calcs has been resolved 3/7/18
– 3:28pm ET We have opened Issue #1529 to investigat


Read More...
07 Mar 18 Craig Smith



PRO ONLINE 2017: ACCEPTANCE AGENT FOR W-7 — COMPLETE

We released Phase I on Friday, March 2nd of having the ability to print the
Certified Acceptance Agent information on the bottom of Form W-7 when app


Read More...
07 Mar 18 Kim Manuel


PRO ONLINE/DESKTOP: SCHEDULE E NOT DISPLAYING IN PDF (RESOLVED)

RESOLVED 3/9/18 Issue #1523 has been opened to review why the Schedule E is not
being generated in the PDF view of returns where the Schedule E menu h


Read More...
07 Mar 18 Craig Smith


PRODUCT UPDATE ALERT: WEDNESDAY, MARCH 7TH AT 5:00AM ET

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET
to release a series of updates. Update to 1099-R, box 2a entries when


Read More...
06 Mar 18 Craig Smith



PRO ONLINE: 2016 PDF’S AND CALCS NOT RENDERING (RESOLVED)

3/6/18 – 2:40pm ET The issue with 2016 PDF’s and calcs has been resolved. 3/6/18
– 2:17pm ET We have opened Issue #1514 to investiga


Read More...
06 Mar 18 Craig Smith


PRODUCT UPDATE ALERT: TUESDAY, MARCH 6TH AT 5:00AM ET

We will be placing returns in maintanence on Tuesday, March 6th at 5:00am ET to
apply a series of updates. Fix an issue with 2016 print not generating


Read More...
05 Mar 18 Craig Smith


PRO ONLINE/DESKTOP: INFORMATION FROM MASSACHUSETTS

We received the following from the MA DOR: Refunds Changed from Direct Deposit
to Paper Check February 26, 2018: DOR has just released a number of inc


Read More...
05 Mar 18 Kim Manuel



PRO ONLINE 2017: PRINT PDF NOT GENERATING — RESOLVED

Update 2:43 pm — verification code emails are now functioning properly.  You
will most likely need to request a new code if yours was delayed a


Read More...
03 Mar 18 Kim Manuel


WEEKLY MAINTENANCE NOTIFICATION: SUNDAY, MARCH 4TH 1:00 AM – 7:00 AM EST

We will be performing our March maintenance on Sunday, March 4th from 1:00 am –
7:00 am EST.  The sites will be unavailable during this time. B


Read More...
02 Mar 18 Kim Manuel


PRO ONLINE 2017: ACCEPTANCE AGENT FOR W-7 PHASE I

We have released Phase I of having the ability to print the Certified Acceptance
Agent information on the bottom of Form W-7 when applying for or rene


Read More...
02 Mar 18 Kim Manuel



PRO ONLINE 2017: UNEXPECTED SERVER ERRORS (RESOLVED)

Update 10:36 am EST — This has been resolved Update 10:25 am EST —  We have
found the issue in the code stream and are currently working


Read More...
02 Mar 18 Kim Manuel


VOLUNTEER TIME: ALL PARTNERS CALL NOTES FROM MARCH 1

The following items were covered by TaxSlayer at the opening of the call There
have been well over 500,000 returns electronically filed since the last


Read More...
02 Mar 18 Kim Manuel


PRODUCT UPDATE ALERT – FRIDAY, MARCH 2ND AT 5:00AM ET

The site will be placed in maintenance on Friday, March 2nd at 5:00am ET to
release a series of updates. Zip Code Updates (Issues #1436 and #1449) 980


Read More...
01 Mar 18 Craig Smith



PHISHING SCAM EMAIL AWARENESS

Phishing Scammers often try to steal their victims’ identities by sending them
phony e-mails which claim to come from trusted sources, such as well-


Read More...
01 Mar 18 Kim Manuel


IRS QUICK ALERT: EXTENDED MAINTENANCE PERIOD ON MARCH 4TH

The MeF maintenance build window is being extended on Sunday, March 4, 2018.
Both ATS and Production systems will be unavailable from 12:00 a.m. unt


Read More...
01 Mar 18 Kim Manuel


PRO ONLINE: STATE RETURN “DATE ENTRY” FIELDS REQUIRING VALUES (RESOLVED)

RESOLVED 3/1/2018 – 3:54 pm ET UPDATE 3/1/2018 – 2:40 PM ET —  The correction
has been finalized on our internal system. We will be


Read More...
01 Mar 18 Craig Smith



PRODUCT UPDATE ALERT: THURSDAY, MARCH 1ST AT 5:00 AM EST

We will be placing the returns in maintenance mode at 5:00 am EST on Thursday,
March 1st to apply a series of updates.  The update is scheduled to in


Read More...
28 Feb 18 Kim Manuel


PRO ONLINE: KENTUCKY – PERSONAL TAX CREDIT AND FAMILY SIZE TAX CREDIT (RESOLVED)

RESOLVED as of 3/2/18 We have opened Issue #1420 to review an issue where
dependent(s) are not being included when calculating the Personal Tax Credit


Read More...
28 Feb 18 Craig Smith


PRO ONLINE: STATES LOADING SLOW AFTER MAINTENANCE 2/28/18 (RESOLVED)

2/28/18 – 8:30am ET The slowness in states loading and states just not loading
in general should now be resolved. 2/28/18 – 8:13am ET We a


Read More...
28 Feb 18 Craig Smith



PRODUCT UPDATE ALERT: WEDNESDAY, FEBRUARY 28TH AT 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am EST for a series
of updates. Added zip code 37934 to the zip code database for Knoxville


Read More...
27 Feb 18 Kim Manuel


PRODUCT UPDATE ALERT: TUESDAY, FEBRUARY 27TH AT 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am EST on Tuesday,
February 27th to apply a series of updates.  The update included: Exten


Read More...
26 Feb 18 Kim Manuel


VTA-2018-05: PROVIDE AN UPDATE ON THE “EXTENDER” PROVISIONS

Date Issued:  February 22, 2018 This alert supersedes the previous alerts issued
on February 2 and February 16, 2018. Click here to download PDF blog


Read More...
26 Feb 18 Kim Manuel



PRODUCT UPDATE ALERT: MONDAY, FEBRUARY 26TH AT 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am EST on Monday,
February 26th for a series of updates. Fixed an issue where the Schedule


Read More...
24 Feb 18 Kim Manuel


PRO ONLINE 2017: ERRONEOUS ERROR WHEN SENDING STATE ONLY (RESOLVED)

Scenario:  Your federal return is accepted, and you are trying to send the state
as a state only return You receive the following error on the Submis


Read More...
24 Feb 18 Kim Manuel


PRO ONLINE: SLOWNESS NAVIGATING INTO E-FILE MENU (RESOLVED)

Update 1:26 pm EST — Resolved Update 12:44 pm EST  We are still investigating
why it is taking a longer than expected time to get from Summary/


Read More...
23 Feb 18 Craig Smith



STATE RETURNS: “PERCENTAGE” ENTRY FIELD BEHAVIOR (RESOLVED)

*Resolved as of 2/28/18* We have received some reports and have been able to
replicate the behavior inside of the state returns. We have opened Issue


Read More...
23 Feb 18 Craig Smith


PRO ONLINE: PRODUCT UPDATE ALERT FOR FRIDAY, FEBRUARY 23RD AT 5:00AM ET

We will be placing the site in maintenance Friday, February 23rd at 5:00am ET to
release a series of updates. Add the State and Local General Sales Ta


Read More...
22 Feb 18 Craig Smith


VTA-2018-04: TO PROVIDE AN UPDATE ON THE “EXTENDER” PROVISIONS

Note:  Supersedes VITA-2018-02 Click here to download PDF


Read More...
22 Feb 18 Kim Manuel



VTA-2018-03: TAXPAYERS RECEIVE FRAUDULENT REFUNDS IN PREPARER DATA BREACH SCHEME

Reason issued: To alert VITA/TCE volunteers about a tax refund scam affecting
taxpayers Click here to download PDF   VTA 2018 Archives Click her


Read More...
22 Feb 18 Kim Manuel


PRO ONLINE 2017: SAVE & EXIT FROM SUBMISSION PAGE RARE SCENARIO — (RESOLVED)

Scenario:  Your federal return is accepted.  You open the return and navigate to
the e-file page, but your intent is just to look and not send the s


Read More...
22 Feb 18 Kim Manuel


TUITION AND FEES DEDUCTION – 1040 VIEW DISPLAY

With adding back the Tuition and Fees Deduction, the “1040 View” display for
Line 34 currently shows as “Reserved for future use&#82


Read More...
22 Feb 18 Craig Smith



DESKTOP: MN VALIDATION ERRORS FOR PTIN/STIN

Scenario:  You are a Desktop user and receive a validation error for MN due to
PTIN/STIN Solution:  Make sure you have the latest update of MN and r


Read More...
22 Feb 18 Kim Manuel


PRO ONLINE 2017: TUITION AND FEES; PMI EXTENDERS ARE LIVE

The Tuition and Fees option is located on the 8863 to allow you to determine
which is better for your taxpayer. PMI is located in the Mortage and Inte


Read More...
22 Feb 18 Kim Manuel


PRO ONLINE: PRODUCT UPDATE ALERT FOR THURSDAY, FEBRUARY 22ND AT 5:00AM ET

We will be placing returns in maintenance on Thursday, February 22nd at 5:00am
ET to release a series of updates. Adding the extenders back into the s


Read More...
21 Feb 18 Craig Smith



PRO ONLINE 2017: TAKING THE 933 EXCLUSION ON THE 1040

Before taking the Section 933 Exclusion for exempt PR income, be sure you have
first reported the earned Puerto Rican sourced income so that the exclu


Read More...
21 Feb 18 Kim Manuel


PRO ONLINE: NEW DIALOG BOX WHEN TRANSMITTING FROM SUBMISSION PAGE

We added a verification dialog box when “Save and Transmit” is selected on the
submission page in e-file Click OK to submit the return Cli


Read More...
21 Feb 18 Kim Manuel


PRODUCT UPDATE ALERT: WEDNESDAY, FEBRUARY 21ST AT 5:00AM ET

We will be placing the site in maintenance on Wednesday, February 21st at 5:00am
ET to release a series of updates. Implementation of Section 933 for


Read More...
20 Feb 18 Craig Smith



ALABAMA ACKNOWLEDGEMENTS

We received the following message from AL department of Revenue: Good Morning,
Alabama Software Vendors We have incurred a problem with getting acknow


Read More...
20 Feb 18 Kim Manuel


PRO ONLINE/DESKTOP: EXTENDERS INFORMATION (UPDATED 3/14)

Update on state adoption of extender legislation: Illinois Adopting the extender
legislation Iowa Iowa will not conform with any of the extenders list


Read More...
20 Feb 18 Kim Manuel


VOLUNTEER TIME: AUGUSTA CHRONICLE GIVES SHOUT OUT ABOUT AARP VOLUNTEER TAX HELP

The Augusta Chronicle Published a News Article on the Front Page Thursday
February 8, 2018 about the AARP Volunteer tax help. Click here to read full


Read More...
20 Feb 18 Kim Manuel



PRO ONLINE 2017: OHIO LOCALITY FORMS AND MO LOCALITY FORMS (UPDATE)

Scenario:  The following Ohio locality forms are not loading the menus RITA
— update 2/21 — working as expected City of Columbus —


Read More...
17 Feb 18 Kim Manuel


PRO ONLINE/DESKTOP: CA HOH E-FILE ERROR (RESOLVED)

Resolved ~~~~ Original Blog Post ~~~ Scenario:  You are receiving an error when
trying to move to the e-file section if you have CA Form 3532 (HOH).


Read More...
16 Feb 18 Kim Manuel


PRO ONLINE/DESKTOP: MASSACHUSETTS REJECT F1-1025 OR FNRPY-1025

We received the following message from Massachusetts If you received reject
F1-1025 or FNRPY-1025, when choosing the optional tax rate and were reject


Read More...
16 Feb 18 Kim Manuel



PRO ONLINE 2017: MINNESOTA M1PR RETURNS WITH NO ACKNOWLEDGEMENT (UPDATE:
2/27/18)

2/27/18 We are still investigating why some M1PR’s do not have an
acknowledgement. NO ACTION is required on your side at this time. 2/16/18 We c


Read More...
16 Feb 18 Kim Manuel


PRO ONLINE 2016:  ATTENTION NEW SITES USING PRO ONLINE FOR THE FIRST YEAR
(RESOLVED)

If your 2016 returns were rejected for IND-202, you can now resend them. ~~~~~
Original Blog Post ~~~~~ Scenario:  I am a new site using TaxSlayer Pr


Read More...
16 Feb 18 Kim Manuel


PRO ONLINE: VERMONT AND MINNESOTA MENUS NOT POPULATING (RESOLVED)

Update 4:37 pm EST This has been resolved.  Any state that was now displaying
certain sub-menus are now working properly Update 12:51 PM EST We are t


Read More...
16 Feb 18 Craig Smith



VOLUNTEER TIME: ALL PARTNERS CALL NOTES FROM FEBRUARY 15TH

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 softwar


Read More...
16 Feb 18 Kim Manuel


PRODUCTION UPDATE ALERT – FRIDAY, FEBRUARY 16TH AT 5:00AM ET

We will be placing the site in maintenance on Friday, February 16th at 5:00am ET
to release various updates. Site Production Detail Report – Ele


Read More...
15 Feb 18 Craig Smith


2015 KENTUCKY STATE RETURNS MUST BE PAPER FILED

The Kentucky Department of Revenue does not support receipt of 2015 e-files. All
2015 Kentucky state returns prepared at sites must be printed and mai


Read More...
15 Feb 18 Craig Smith



PRO ONLINE: SITE PRODUCTION REPORTS MISSING DATA (RESOLVED)

Update 2/20:  Resolved Update 2/16:  We are still working through these
returns.  This primarily impacts the two Site Production Detail reports, wh


Read More...
15 Feb 18 Kim Manuel


PRODUCTION UPDATE ALERT: THURSDAY, FEBRUARY 15TH AT 5:00AM ET

We will be placing the returns in maintenance mode on Thursday, February 15th at
5:00am ET to release a series of updates. Form 2441 – Updated t


Read More...
14 Feb 18 Craig Smith


PRODUCTION UPDATE ALERT: WEDNESDAY, FEBRUARY 14TH AT 5:00AM ET

The site will be placed in maintenance on Wednesday, February 14th at 5:00am ET
to apply a series of updates. Items scheduled to be included in this d


Read More...
13 Feb 18 Craig Smith



PRODUCTION UPDATE ALERT: TUESDAY, FEBRUARY 13TH AT 5:00AM ET

Update 6:15am ET:  All returns are out of maintenance mode Update 6:01am ET:  We
had to put the returns back in maintenance mode We will be placing


Read More...
12 Feb 18 Craig Smith


QUALITY ALERT: 2018 1040 ES IS NOW LIVE

Update:  The 2018 1040-ES has been added back to the primary print sets assigned
by TaxSlayer. Background: The IRS is continuing to update its progr


Read More...
12 Feb 18 Kim Manuel


IRS NEWS: EXPIRED TAX PROVISIONS HAVE BEEN EXTENDED RETROACTIVELY

As the IRS begins sharing implementation time frames, we will keep everyone
updated.  We have already been in contact with the IRS and are anxiously


Read More...
12 Feb 18 Kim Manuel



PRODUCT UPDATE ALERT: MONDAY, FEBRUARY 12, 5:00 AM EST

We will be putting the return in maintenance mode to deliver a series of updates
at 5:00 am EST on Monday, February 12th. An update specific to OH W-2


Read More...
11 Feb 18 Kim Manuel


PRO ONLINE: TRANSMITTING RETURNS FROM THE TRANSMISSION MENU RENDERING “ERROR
PAGE” (RESOLVED)

2/10/18 – 6:20om ET The issue has been resolved and sites can now transmit
returns from the Transmission menu at this time. 2/10/18 – 5:55


Read More...
10 Feb 18 Craig Smith


PRO ONLINE/DESKTOP: NEW MEXICO STATE ACKNOWLEDGEMENTS (UPDATE 2/10)

Updated 02/10 8:48am EST We received the following information from New Mexico
early Friday evening: As of the afternoon of 2/9/2018, New Mexico has f


Read More...
09 Feb 18 Kim Manuel



PRO ONLINE 2017/DESKTOP: MNPR ACKNOWLEDGEMENTS — DO NOT RESEND (RESOLVED)

Scenario:  You have submitted your MNPR returns, but have not received an
acknowledgement on it. The screenshot below indicates what it looks like fr


Read More...
09 Feb 18 Kim Manuel


PRO ONLINE 2017: RETURNS FROM 02/08 IN THE STATUS OF TRANSMITTED (RESOLVED)

Update 9:43 am EST We have resolved the issue with returns not being transmitted
to the IRS.  We are in the process of sending them.  They should al


Read More...
09 Feb 18 Kim Manuel


PRO ONLINE: PRODUCTION UPDATE ALERT – FEBRUARY 9TH AT 5:00AM ET

We will be placing the site in maintenance mode on Friday, February 9th at
5:00am ET to release some updates. 1040NR updates to the tax-exempt treaty


Read More...
08 Feb 18 Craig Smith



IRS QUICK ALERT: EXTENDED MEF MAINTENANCE WINDOW

The MeF maintenance build window is being extended on Sunday, February 11, 2018.
Both ATS and Production systems will be unavailable from 12:00 a.m.


Read More...
08 Feb 18 Kim Manuel


PRO ONLINE 2017: ERROR CORRECTING IRS REJECT IND-165

Scenario:  The return is rejected for the new IRS business rule IND-165 where
they have on file that the taxpayer has been disallowed CTC or ACTC pre


Read More...
08 Feb 18 Kim Manuel


VOLUNTEER TIME: NEW BERN VITA IN NORTH CAROLINA

This is a great video and news article on New Bern VITA, located in New Bern,
NC.   Great testimonial from a taxpayer showing her appreciation. Cli


Read More...
08 Feb 18 Kim Manuel



PRO ONLINE: STATE REJECT CODES FOR KS AND RI (UPDATE FOR RI AND KS) – RESOLVED

As of 2/7/18, we have started seeing a string of Kansas and Rhode Island returns
being rejected for the below reasons. We have opened #1065 (Kansas) a


Read More...
08 Feb 18 Craig Smith


VOLUNTEER TIME: LOCAL BANK SUPPORTS VITA PROGRAMS IN NEW HAMPSHIRE AND VERMONT

Shout out to Citizens Bank and all of the other companies that provide financial
support for our VITA/TCE programs. Click here to read full article Th


Read More...
07 Feb 18 Kim Manuel


PRODUCT UPDATE ALERT: THURSDAY, FEBRUARY 8TH AT 5:00 AM EST

We will be putting the returns in maintenance mode to perform a series of
updates.   blog posted 02/07/2018


Read More...
07 Feb 18 Kim Manuel



PRO ONLINE: USING FORM 8888 AND ONLY DEPOSITING TO 1 BANK ACCOUNT

Scenario: The site is setup to offer the 8888, but the taxpayer only wants their
refund deposited to one bank account. Where should I enter the bank a


Read More...
07 Feb 18 Kim Manuel


PRO ONLINE: USING PAPER ALLOCATION ONLY FOR FORM 8888

Scenario:  Your site uses Form 8888.  The preparer selects the return type of
E-file: Direct Deposit The preparer then scrolls down the Taxpayer Ban


Read More...
07 Feb 18 Kim Manuel


PRO ONLINE 2017: FORM 8888 WITH SAVINGS BONDS AND PAPER ALLOCATION

Scenario:  The taxpayer wants to have their refund split between a paper check. 
You complete the 8888, select the appropriate savings bonds and all


Read More...
07 Feb 18 Kim Manuel



PRO ONLINE: VERMONT LANDLORD CERTIFICATE: LC-142 ISSUE (RESOLVED)

2/10/18 The issue has been resolved where the LC-142 was not generating in the
VT return when completed. For any potentially impacted VT returns, we r


Read More...
07 Feb 18 Craig Smith


PRO ONLINE: 2015 AND 2016 ARIZONA REJECT CODE 500 (RESOLVED 2/16/18)

RESOLVED 2/16/18 – Prior Year AZ returns rejected for this reason can be
resubmitted at this time If your site has transmitted a 2015 or 2016 Ar


Read More...
07 Feb 18 Craig Smith


PRO ONLINE 2016 & 2015: RETURNS IN TRANSMITTED STATUS SINCE 2/2 (UPDATED INFO)

Updated Info: This does include prior year returns transmitted prior to
2/2/2018.  For 2016 returns, to determine if your “transmitted”r


Read More...
07 Feb 18 Kim Manuel



PRO ONLINE: PRODUCT UPDATE ALERT – WEDNESDAY, FEBRUARY 7TH AT 5:00AM EASTERN

We will placing the site in maintenance mode on Wednesday, February 7th at
5:00am Eastern to release a series of updates. Items scheduled to be delive


Read More...
06 Feb 18 Craig Smith


PRO ONLINE/DESKTOP – DELAY IN ISSUING NEW MEXICO ACKNOWLEDGEMENTS

New Mexico has reached out to vendors to acknowledge they will be a little
delayed in processing acknowledgements of individual NM returns. New Mexico


Read More...
06 Feb 18 Craig Smith


PRODUCT UPDATE ALERT: TUESDAY, FEBRUARY 6TH AT 5:00AM ET

We will be putting the returns in maintenance on Tuesday, February 6th at 5:00am
ET for a series of updates.


Read More...
05 Feb 18 Craig Smith



VOLUNTEER TIME: SPOTLIGHT ON GRANITE UNITED WAY’S VITA PROGRAM IN NH

This program has a significant impact on their community:  Last year volunteers
prepared more than 5,000 federal returns; $7 million in federal tax


Read More...
05 Feb 18 Kim Manuel


VOLUNTEER TIME: QUESTION AND ANSWERS FROM PARTNER CALL

The following are questions and corresponding answers that we received on the
Partner Call that was held on Thursday, February 1st.  We are posting t


Read More...
05 Feb 18 Kim Manuel


PRO ONLINE: OUTSTANDING FED/STATE ACKNOWLEDGEMENTS

Just as a heads up to sites that were preparing returns over the weekend (2/3 –
2/4), there were roughly 1,000 acknowledgements (Federal and sta


Read More...
05 Feb 18 Craig Smith



PRO ONLINE: NEW “STATE ONLY” STATUS

The client list has a new status that you can filter returns on:   “State Only”
Can I filter my client list on the State Only status? Ye


Read More...
05 Feb 18 Kim Manuel


PRODUCT UPDATE ALERT: MONDAY, FEBRUARY 5, 2018 5:00 AM EST

We will be putting the returns in maintenance mode on Monday, February 5th at
5:00 am for a series of updates.  The updates is scheduled to include:


Read More...
04 Feb 18 Kim Manuel


SPORADIC UNEXPECTED SERVER ERRORS (RESOLVED)

Update 6:07 pm EST:  We pulled 1 server out of rotation that was generating this
error. We are experiencing sporadic “Unexpected server errors&


Read More...
03 Feb 18 Kim Manuel



PRO ONLINE: PRINTING IS NOT RENDERING AND STATES NOT LOADING/SLOWNESS (RESOLVED)

3:15 pm EST:  All servers are out of maintenance mode.  If you are still getting
the Maintenance gears, you will want to log out, close the browser


Read More...
03 Feb 18 Kim Manuel


QUALITY ALERT FROM SPEC HEADQUARTERS: 2018 FORM 1040-ES

Background: The IRS is continuing to update its programming and processing
systems for some 2018 forms impacted by the Tax Reform Act.  This includes


Read More...
02 Feb 18 Kim Manuel


PRO ONLINE: CHANGE TO RETURNS IN TRANSMITTED STATUS

We made a change to what the preparer can do with a return while it is in the
status of “Transmitted”.  We removed the ability to open a


Read More...
02 Feb 18 Kim Manuel



IRS REJECT: R0000-504-2

Scenario:  My return was rejected because the Dependent SSN does not match the
Name Control on file with the IRS. How do I know which dependent?  


Read More...
01 Feb 18 Kim Manuel


PRO ONLINE 2016/2015: CONSENT TO DISCLOSE TAX RETURN INFORMATION TO VITA/TCE TAX
PREPARATION SITES

Scenario:  The Consent to Disclose Tax Return Information to VITA/TCE Tax
Preparation Sites is showing up in my 2016 and 2015 return. Why? The cons


Read More...
01 Feb 18 Kim Manuel


NY REJECT R1122 (RESOLVED: ACTION REQUIRED)

Resolved/Action Required You can now resend NY returns rejected for R1122 (1)
Select the return (2) Navigate to the e-file page (3) Select the Send St


Read More...
01 Feb 18 Kim Manuel



PRODUCT UPDATE ALERT: FRIDAY, FEBRUARY 2 @ 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am EST on Friday,
February 2nd to apply a series of updates.  The update is scheduled to i


Read More...
01 Feb 18 Kim Manuel


ILLINOIS REJECT CODE: ILHEADER-2400-5 (RESOLVED:ACTION REQUIRED)

Update 2/1  3:35 pm EST Illinois has modified their business rule to accommodate
the filing of returns without an EIN.  You can now resend the retur


Read More...
01 Feb 18 Kim Manuel


PRO ONLINE 2017: MN VALIDATION ERROR (RESOLVED: ACTION REQUIRED)

Resolved The validation error has been resolved.  However, you will need to wait
until we have enabled “Send State Only” to resend the re


Read More...
01 Feb 18 Kim Manuel



PRODUCT UPDATE ALERT: THURSDAY, FEBRUARY 1ST 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 on Thursday, February
1st to deliver a series of updates which is scheduled to include: Rem


Read More...
01 Feb 18 Kim Manuel


PRO ONLINE: SEND STATE ONLY HAS BEEN DISABLED (RESOLVED)

Update 02/01 The Send State Only feature has been enabled ~~~~~ ORIGINAL BLOG
POST~~~~~ We have temporarily turned off the Send State Only function. 


Read More...
31 Jan 18 Kim Manuel


ALABAMA REJECT CODE: AL 40-915 SERIES

Scenario:  You selected No Drivers License or State ID from the drop down list
and receive the following reject(s) Reason:  Alabama requires a stat


Read More...
31 Jan 18 Kim Manuel



PRO ONLINE: SITE PRODUCTION DETAIL REPORTS (ELECTRONIC AND PAPER) (RESOLVED)

Scenario:  You run either one of these reports Results:  Nothing (blank screen)
Solution:  This will be corrected in a future update   Blog po


Read More...
31 Jan 18 Kim Manuel


PRO ONLINE/DESKTOP: NOTIFICATION FROM INDIANA DEPARTMENT OF REVENUE

The Indiana Department of Revenue sent out the below messaging to all software
vendors. “The Indiana Department of Revenue became aware this mor


Read More...
31 Jan 18 Craig Smith


PRO ONLINE: ACTIVATING USERS AT ACTIVE SITES

Scenario: Craig is a user at Kim’s Sample VITA/TCE Site.  His username is marked
as Inactive, so he is getting the message that his username is


Read More...
31 Jan 18 Kim Manuel



PRO ONLINE 2017: WHERE DOES DIRECT DEBIT INFORMATION PRINT

Scenario:  The tax return has a balance due and a federal return option for
Direct Debit is used. The direct debit information prints on the Client F


Read More...
31 Jan 18 Kim Manuel


PRO ONLINE 2017: ENTERING DIRECT DEPOSIT INFORMATION

Where do I enter Direct Deposit Information? You will enter direct deposit
information in the e-file section of the return. If the return has a refund


Read More...
30 Jan 18 Kim Manuel


PRO ONLINE: SEND STATE ONLY (UPDATED 11:00 AM EST)

Updated Information Send State Only has been activated.  Remember, you must
select an e-file option for the Federal Return Type as illustrated below.


Read More...
30 Jan 18 Kim Manuel



PRODUCT UPDATE ALERT: WEDNESDAY, JANUARY 31, 2018 5:00 AM EST

We will be putting the returns in maintenance mode at 5:00 am on Wednesday,
January 31st for a series of updates.  These updates are scheduled to in


Read More...
30 Jan 18 Kim Manuel


SITES THAT ARE NOT ACTIVE FOR TY2017

What is an “Inactive” site? Any site that TaxSlayer has not received a TY2017
order for is no longer an active site I was the site adminis


Read More...
30 Jan 18 Kim Manuel


VOLUNTEER TIME: AUGUSTA THANKS FORT GORDON VITA

This newspaper article spotlights a local VITA site located in Augusta, GA Click
to view Article On behalf of TaxSlayer VITA/TCE Support:  “Tha


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30 Jan 18 Kim Manuel



PRO ONLINE: TAKING ADVANTAGE OF THE REJECTED CLIENTS FEATURE

Validation errors have been added to the Rejected Clients feature located on
your Welcome page. Rejected Federal Clients Select the Rejected Clients b


Read More...
30 Jan 18 Kim Manuel


PRO ONLINE 2017: DISASTER AREA IMPLEMENTATION




Read More...
30 Jan 18 Kim Manuel


PRO ONLINE/DESKTOP 2017: MASSACHUSETTS ACKNOWLEDGEMENTS

We received the following from the MA Dept of Revenue Subject: Massachusetts
Acknowledgements Please remember that during the first few days of the ta


Read More...
29 Jan 18 Kim Manuel



VOLUNTEER TIME: CONGRATULATIONS FOR A SUCCESSFUL EITC AWARENESS DAY

Congratulations to the sites that prepared over 4,700 returns on Friday, January
26th.  Great job!!   Blog posted 01/29/2018


Read More...
29 Jan 18 Kim Manuel


PRO ONLINE 2017: MARKING THE RETURN COMPLETE

Marking a return Complete on the Submission page in the E-file section changes
the return status to Complete and the return will be displayed in th


Read More...
29 Jan 18 Kim Manuel


PRO ONLINE 2017: VALIDATION ERROR FOR ZIPCD ELEMENT IS INVALID (UPDATED 1:23 PM
EST)

Scenario:  You have transmitted returns and your status is remaining
“Transmitted” Navigate to Reports and run the “Validation Err


Read More...
29 Jan 18 Kim Manuel



1040NR RETURNS CLAIMING TREATY EXEMPT WAGES ARE ELIGIBLE FOR E-FILE

F1040-NR users claiming a tax treaty exemption for W-2 income this year are now
eligible to e-file those returns. If eligible to claim this exemption


Read More...
29 Jan 18 Craig Smith


PRO ONLINE: CREATING A CUSTOM PRINT SET

Scenario:  There are forms and/or worksheets that are printing in the print sets
“assigned” to my site by TaxSlayer Master Print Master P


Read More...
29 Jan 18 Kim Manuel


PRO ONLINE: PRODUCT UPDATE ALERT – JANUARY 29TH AT 5:00AM EASTERN

The site will be placed in maintenance on Monday, January 29th at 5:00am Eastern
to release a series of updates. M1PR menu not loading. This has been


Read More...
28 Jan 18 Craig Smith



PRO ONLINE 2017: PRINTING FROM REVIEW RETURNS MENU

Scenario: Select a print set for a return from the Review Returns menu Problem: 
The PDF contains all forms, including the cover page, worksheets, et


Read More...
27 Jan 18 Kim Manuel


VOLUNTEER TIME: CITY OF PHOENIX

Be a Hero, Volunteer The City of Phoenix is getting geared up for tax season.
Thank you Julie B. for sharing this with us. On behalf of TaxSlayer VITA


Read More...
26 Jan 18 Kim Manuel


PRO ONLINE 2017: OPEN RETURN REMINDER AND ADDITIONAL REPORT INFORMATION

Below is a reminder of the message sent out by SPEC last week.  Today is the
opening day for many sites to service your taxpayers on EITC Awareness D


Read More...
26 Jan 18 Kim Manuel



PRO ONLINE: TROUBLESHOOTING TIPS

Click here for speedtest The following information was distributed in a Fact
Sheet in October, and as we move into preparing live returns, we wanted


Read More...
25 Jan 18 Kim Manuel


PRO ONLINE: PRODUCT UPDATE ALERT – THURSDAY, JANUARY 25TH AT 5:00AM EASTERN
(SCREENSHOTS PROVIDED)

The site will be placed in maintenance on Thursday, January 25th at 5:00am
Eastern to release a series of updates. Text updates to assist prepares com


Read More...
24 Jan 18 Craig Smith


MSA AND RELATIONAL SITES: SECURITY TEMPLATE INFORMATION AND WORKAROUND

We have identified a change in the behavior of assigning templates to the sites
under your MSA and Relational groups from your group login. Scenario:


Read More...
24 Jan 18 Kim Manuel



PRO ONLINE/PRACTICE LAB: PRODUCT UPDATE ALERT TUESDAY, JAN 23RD @ 5:00 AM
EASTERN

We will be putting the returns in maintenance mode at 5:00 am Eastern on
Tuesday, January 23rd to perform a series of updates to include: Adding sever


Read More...
22 Jan 18 Kim Manuel


PRACTICE LAB 2017/PRO ONLINE 2017: FORM 8863 INSTITUTION ERROR

Scenario: Complete the Form 8863 entry page and use the browser auto-fill
feature and click Continue.  Receive the following error: Workaround: Click


Read More...
21 Jan 18 Kim Manuel


PRACTICE LAB 2017/PRO ONLINE 2017: FORM 8863 CANCEL BUTTON

Scenario: Navigate to the 8863 and select Cancel Issue: The page does not go
back to the Credits Menu as expected Workaround: Click any link in the le


Read More...
21 Jan 18 Kim Manuel



PRO ONLINE: PRODUCT UPDATE ALERT MONDAY, JANUARY 22 5:00 AM EASTERN

We will be putting the return in maintenance mode on Monday, January 22nd at
5:00 am for a series of updates. Blog Posted 01/20/2018 3:50 am EST


Read More...
20 Jan 18 Kim Manuel


PRO ONLINE 2017: ADDING GLOBAL CONSENT TO YOUR CREATED PRINT SETS

When you are editing an existing print set or creating a new print set you will
need to search for Custom Consents and add a 1 for the count.  Below


Read More...
18 Jan 18 Kim Manuel


PRO ONLINE: PRODUCT UPDATE ALERT FOR JANUARY 19TH AT 5:00AM EASTERN

We will be placing the site in maintenance made beginning Friday, January 19th
at 5:00am Eastern to apply a series of updates. Items that were release


Read More...
18 Jan 18 Craig Smith



PRO ONLINE: PRODUCT UPDATE ALERT: THURSDAY, JANUARY 18TH UPDATE INFORMATION

We will be putting returns and site in maintenance mode to apply a series of
updated on Thursday, January 18th at 5:00am Eastern. This round of update


Read More...
17 Jan 18 Kim Manuel


PRO ONLINE: PAPER GLOBAL CARRYFORWARD CONSENT FORM

The following was sent out by the IRS Core team: This filing season 2018;
taxpayers using volunteer sites will need consent annually on whether they w


Read More...
17 Jan 18 Kim Manuel


PRO ONLINE 2017: CARRY FORWARD DATA 1099-R

Scenario:  The data being pulled forward includes the 1099-R Problem:  The
Taxpayer street address is not being pulled with the information, just th


Read More...
16 Jan 18 Kim Manuel



PRO ONLINE: PRODUCTION UPDATE ALERT – JANUARY 17TH AT 5:00AM EASTERN

We will be putting returns in maintenance mode to apply a series of updated on
Wednesday, January 17th at 5:00am Eastern. This round of updates is sch


Read More...
16 Jan 18 Craig Smith


PRO ONLINE: CONSENT TO DISCLOSE TAX RETURN INFORMATION TO VITA/TCE TAX
PREPARATION SITES

Why is this consent showing up in all of my returns? This Consent has been
assigned to all locations.  The consent must have a PIN and date for Taxpa


Read More...
16 Jan 18 Kim Manuel


PRO ONLINE: PRIOR YEAR CARRY FORWARD SCREENS

Pull Data to Current Return: The top portion of the Pull Data to Current Return
screen displays the specifics of the items that will be pulled forward


Read More...
16 Jan 18 Kim Manuel



PRO ONLINE 2017: START NEW RETURN

Start New Return has been activated for your 2017 production sites. What returns
should I complete at my site? We strongly recommend that you only com


Read More...
16 Jan 18 Kim Manuel


PRODUCT UPDATE ALERT: MONDAY, JANUARY 15TH AT 5:00 AM EASTERN

We will be putting the returns in maintenance mode on Monday, January 15th at
5:00 am Eastern for a series of updates in preparation of turning on Sta


Read More...
14 Jan 18 Kim Manuel


PRO ONLINE: ISSUE WITH LONG-TERM CARE PREMIUM (RESOLVED – 1/17/18)

An identified issue with reporting Long-term Care Insurance Premiums is expected
to be resolved this week. Once the fix is scheduled to go live, we wi


Read More...
14 Jan 18 Craig Smith



PRODUCT UPDATE ALERT: DETAILED INFORMATION FOR JANUARY 12TH UPDATE

We will be putting the returns in maintenance mode on Friday, January 12th at
5:00 am Eastern to perform a series of updates.  This update will inclu


Read More...
11 Jan 18 Kim Manuel


PRACTICE LAB 2017: GLOBAL CARRY FORWARD CONSENT

1/12/18 UPDATE: The Global Carry Forward Consent text may be changing over the
next few days while final adjustments are being made. Note: Two issues


Read More...
11 Jan 18 Kim Manuel


LIVE: HEALTH INSURANCE – AFFORDABILITY WORKSHEET – PHASE II

We are excited to announce that the addition of the Affordability Worksheet
(Phase II of Health Insurance redesign) will be released soon (tomorrow th


Read More...
11 Jan 18 Craig Smith



PRO ONLINE: STATE PROGRAMS – NEGATIVE VALUE ENTRIES

We have received a few issues reported in various states where an entry field
acknowleding users can enter a +/- value is not allowing a negative entr


Read More...
11 Jan 18 Craig Smith


GROUP LEVEL LOGINS: MSA AND RELATIONAL ASSIGNED TAGS

Assigned Tags will not show up under Configuration>>Tags at the site they are
assigned to.  This is a change from last year.  Tags now behave


Read More...
10 Jan 18 Kim Manuel


PRO ONLINE: ADDING CONSENTS, TAXPAYER PROFILES AND CUSTOM CREDITS (RESOLVED)

01/10/2018 — The add buttons are now visible again The Add button is currently
not visible in these items through Configuration.  We will resol


Read More...
09 Jan 18 Kim Manuel



PRO ONLINE: RETURN PREP MAINTENANCE ALERT – 1/9/18 (COMPLETE)

1/9/18 – 8:40am ET Return preparation is now out of maintenance as new UI/UX
updates were released (User Interface, User Experience). The pill s


Read More...
09 Jan 18 Craig Smith


PRACTICE LAB/PRO ONLINE: INTRODUCING THE FORMS COMPLETED FEATURE (PHASE I)

The left navigation bar now reflects the entry forms that have been completed
during return preparation. This will allow the quality reviewer the abil


Read More...
09 Jan 18 Kim Manuel


PRO ONLINE: HEALTH INSURANCE UPDATE – PHASE I LIVE

Phase I of the new Health Insurance redesign has been released. Phase I
incorporates the new flow users will see when preparing 2017 returns starting


Read More...
08 Jan 18 Craig Smith



PRO ONLINE: PRODUCTION UPDATE ALERT – FRIDAY, JANUARY 5TH AT 5:00AM ET

A production deployment is scheduled for Friday, January 5th at 5:00am ET in
preparation for tax season. This deployment should be completed prior to


Read More...
04 Jan 18 Craig Smith


PRO ONLINE: GENERAL SALES TAX ENTRY ISSUE REPORTED (RESOLVED)

1/4/18 – 12:53pm ET This has been resolved and the update is currently being
pushed live. Impacted returns will begin to load the Summary/Print


Read More...
04 Jan 18 Craig Smith


PRO ONLINE: 1/4/18 UPDATES

The below items are now live in the Practice Lab and Production Sites. 1040 View
– Updated to reflect 2017 If you open an existing return and 20


Read More...
04 Jan 18 Craig Smith



PRACTICE LAB 2017: PROMPTED TO CHANGE PASSWORD

Below are screenshots of the new password requirements for the Practice Lab. 
You will be automatically prompted to change your password if the passw


Read More...
04 Jan 18 Kim Manuel


PRACTICE LAB 2017: 1040 VIEW UPDATED TO 2017

The 1040 view has been updated to reflect 2017


Read More...
04 Jan 18 Kim Manuel


PRO ONLINE: GENERAL SALES TAX MENU MISSING STATE SELECTION DROP-DOWN (LIVE –
1/4/18)

1/4/18 Phase II has been released ahead of schedule. Calculated General Sales
Tax amounts based on the roll out of Phase I are carrying to the Schedul


Read More...
03 Jan 18 Craig Smith



PRO ONLINE: PRODUCTION UPDATE ALERT – WEDNESDAY, JANUARY 3RD AT 5:00AM ET

A production update is scheduled to take place on Wednesday, January 3rd at
5:00am ET. The scheduled update should be completed prior to 8:00am ET. It


Read More...
02 Jan 18 Craig Smith


PRO ONLINE: 1095-A ENTRY NOT SHOWING WITH FULL YEAR COVERAGE

We are aware of this issue and actively working to resolve. Full-Year Coverage –
Currently, when completing the Health Insurance menu, if it is


Read More...
28 Dec 17 Craig Smith


PRO ONLINE: FORM 1099-K – PAYMENT CARD AND THIRD PARTY NETWORK TRANSACTIONS

Inside the Income section, directly under “Profit of Loss From a Business“, you
will now see a menu for “Payment Card and Third Part


Read More...
28 Dec 17 Craig Smith



2017 TAXSLAYER PRO DESKTOP: OFFICE IDENTIFIER

Purpose:  The Office Identifier is a number generated by TaxSlayer.  This is a
Vendor Control Number required for electronic filing.  The field mus


Read More...
19 Dec 17 Craig Smith


PRO ONLINE: PRODUCTION UPDATE ALERT – 12/19 AT 6:00AM EASTERN (UPDATED)

  A production update is scheduled for deployment on Tuesday, December 19th at
6:00am Eastern. A couple items included in tomorrow’s upda


Read More...
18 Dec 17 Craig Smith


PRO ONLINE: F8888 NOW OFFERS RTN/ACCT VERFICATION

A new feature was released for sites that will be offering the 8888. Now, when
entering direct deposit information inside the E-file menu, if your sit


Read More...
15 Dec 17 Craig Smith



2017 ORDERS: PRO ONLINE – RENEWAL WITH NO SITE ADMIN CHANGE

As we continue to receive and process orders from the IRS, we wanted to post a
reminder of how setting up your site works if you are simply renewing f


Read More...
15 Dec 17 Craig Smith


PRACTICE LAB: PASSWORD REQUIREMENTS CLARIFICATION

Point of clarification:  The password is a minimum of 15 characters (not
specifically 15 characters).  It must be a strong password with at least 1


Read More...
14 Dec 17 Kim Manuel


PRO ONLINE: PRODUCTION UPDATE ALERT – 12/14/17 AT 6:00AM EASTERN

A production deployment is scheduled for Thursday, December 14th, at 6:00am
Eastern. This update should be complete prior to 8:00am Eastern.


Read More...
13 Dec 17 Craig Smith



PRACTICE LAB: CHANGES TO PASSWORD REQUIREMENTS

When:  January 1, 2018 What:  The password requirements for the Practice Lab
will require users to have a 15 character strong password. How does thi


Read More...
12 Dec 17 Kim Manuel


STRESS TEST INFORMATION: DATE, TIMES AND SCENARIOS

Stress Test 1:  December 6, 2017   12:30pm – 2:00 pm eastern Production
Environment Site:  Practice Lab Prerequisites: Username and password


Read More...
04 Dec 17 Kim Manuel


PRACTICE LAB 2017: PRELIMINARY VERSIONS OF THE STATES ARE AVAILABLE (UPDATE
12/5/17)

We have released preliminary version of all states.  We wanted to give you an
early look at some of the changes we are making to the state programs f


Read More...
04 Dec 17 Kim Manuel



PRACTICE LAB 2017:  W-2 AND 1099R PRINTOUTS (UPDATED 12/1/2017)

Update 12/1/2017:  The W-2 has been updated to 2017 in the print outs. The print
out of the W-2s and 1099-Rs in the Quality review print set reflect


Read More...
01 Dec 17 Kim Manuel


PRACTICE LAB 2017/PRO ONLINE: HEALTH INSURANCE “VIEW/PRINT” A SINGLE FORM LIVE

The “View Form” feature is now live after completing the Health Insurance menu
to view either F8962 or F8965. Form 8965: If a return has a


Read More...
30 Nov 17 Craig Smith


STRESS TEST FAQ

Why do I need to create 5 returns prior to the test? (a) To load the system up
with volunteer generated returns (b) To ensure that all participants ha


Read More...
28 Nov 17 Kim Manuel



STATUS UPDATE ON TAX YEAR 2017 SOFTWARE ORDERS

The following message was distributed by SPEC this morning: Background: 
TaxSlayer software ordering season began on October 2, 2017.  Due to an IR


Read More...
27 Nov 17 Kim Manuel


PRACTICE LAB RETURNS

The Primary SSN for all practice lab returns should have -00- as the 4th and 5th
digit.  If you are working with support on a specific return, they w


Read More...
17 Nov 17 Kim Manuel


PRO ONLINE: MULTI-SITE AND RELATIONAL ADMIN ACCOUNTS

We are temporarily making all Multi-Site and Relational Admin Accounts inactive
until the Tax Year 2017 orders are processed.  As we begin processing


Read More...
17 Nov 17 Kim Manuel



PRO ONLINE: FORGOT USERNAME LINK

The Forgot Username link associated with the Pro Online login only emails
usernames that have completed the Account Update page or were created after


Read More...
16 Nov 17 Kim Manuel


PRACTICE LAB 2017/PRO ONLINE: VIEW/PRINT A SINGLE FORM (LIVE IN PRODUCTION)

The following feature is now live in production. Scenario:  When I click the
Printer icon on the menu, it gives me a page that looks like a print of


Read More...
16 Nov 17 Kim Manuel


PRACTICE LAB 2017/PRO ONLINE 2017: DUE DILIGENCE IS NO LONGER REQUIRED

The Due Diligence pages are no longer in TaxSlayer Pro Online 2017.  This is now
live in production. The Non Resident Alien question has been moved t


Read More...
16 Nov 17 Kim Manuel



PRACTICE LAB 2017: DIRECT DEBIT INFORMATION

Scenario:  The tax return has a balance due and a federal return option for
Direct Debit is used. The direct debit information prints on the Client F


Read More...
15 Nov 17 Kim Manuel


PRACTICE LAB 2017: TAXPAYERS AGE

The taxpayer’s age is printing on the Client Form Listing Summary that prints
with the Quality Review print set: Blog Posted 11/15/2017  12:58


Read More...
15 Nov 17 Kim Manuel


PRACTICE LAB 2017: FORM 8888

Form 8888 has been enabled in the Practice Lab site.  This will allow volunteers
to complete the Basic Scenario 7 for Gordan Ferris which requires th


Read More...
15 Nov 17 Kim Manuel



FAQ: PRO ONLINE E-FILE PART 2

Continuation of questions we received about e-file during the Administrator
Webinar Q: Anywhere to see state validation errors? A:  Yes, they are li


Read More...
26 Oct 17 Kim Manuel


PRACTICE LAB: NEWLY CREATED USER ACCOUNTS

Newly created user accounts are experiencing occasional issues logging in.  If
you are taken back to the main landing page where you have to enter T


Read More...
25 Oct 17 Kim Manuel


FAQ: PRO ONLINE E-FILE PART 1

These are some of the questions we received about Electronic Filing during our
Administrator Webinar: Q: On the transmissions screen, if a return


Read More...
25 Oct 17 Kim Manuel



FAQ: PRO ONLINE: DUE DILIGENCE CHECKLIST

These are some of the questions we received about the due diligence checklist
during our Administrator Webinar: Q: Are the EITC questions and othe


Read More...
24 Oct 17 Kim Manuel


FAQ: PRO ONLINE CUSTOM QUESTIONS

These are some of the questions we received about Custom Questions during our
Administrator Webinar: Q: Is there a way to make the Assigned Question


Read More...
23 Oct 17 Kim Manuel


FAQ: PRO ONLINE CUSTOM CREDITS

These are some of the questions we received about Custom Credits during our
Administrator Webinar Q: What are Custom Credits used for? A: They are


Read More...
22 Oct 17 Kim Manuel



FAQ: PRO ONLINE RELATIONAL EFIN CONSENTS

The following were questions asked during our Administrative Webinar: Q: If I
order software that contains a relational EFIN, will the relational con


Read More...
21 Oct 17 Kim Manuel


FAQ: PRO ONLINE CLIENT LIST

The following were common questions asked during our Site Administrative
Webinar: Q:  Will the date the tax return was created be displayed on the cl


Read More...
20 Oct 17 Kim Manuel


PRO ONLINE: CHANGES TO PREPARER SETUP

We have removed the Security Answer and Security Question from Preparer Setup.
Why were they removed? These are no longer required with the implementa


Read More...
19 Oct 17 Kim Manuel



MFA: MULTIPLE USERS SHARING 1 COMPUTER (SERIES 2, PART 8)

Q:  If my site has multiple users that share the same computer, will each user
have to authenticate? A:  Yes, each user will be required to complete


Read More...
18 Oct 17 Kim Manuel


PRACTICE LAB/PRO ONLINE: LAST CHECKPOINT BUTTON (LIVE IN PRODUCTION)

We have added a Last Checkpoint button on the Summary/Print page. This feature
will take the user back to the last form that was accessed before comin


Read More...
05 Oct 17 Kim Manuel


MFA: MY CELL PHONE IS NOT RECEIVING THE VERIFICATION CODE (SERIES 3, PART 6)

Scenario:  My phone is setup to receive text messages, however, I am not
receiving the text messages with my verification code. We want to pass along


Read More...
27 Sep 17 Kim Manuel



MFA: ALLOWING MULTIPLE USERS PER SINGLE CELL PHONE (SERIES 3, PART 5)

Scenario:  I have completed the Account Update page and marked my cell phone
number to allow for multiple users.  I then completed the Account Updat


Read More...
22 Sep 17 Kim Manuel


MFA: ABILITY TO ATTACH MULTIPLE USER NAMES TO A CELL PHONE (SERIES 2, PART 7)

Scenario:  The volunteer has multiple usernames because they work at multiple
sites or prepare returns for the main site and its Ad Hoc Sites? Q1:  


Read More...
21 Sep 17 Kim Manuel


MFA: I USE THE SAME USERNAME FOR PRO ONLINE AND MY ACCOUNT, WHICH SHOULD I LOGIN
WITH FIRST? (SERIES 3, PART 4)

Scenario:  I setup the same username for Pro Online and My Account.  I logged
into My Account prior to logging into Pro Online.  I am now getting a


Read More...
19 Sep 17 Kim Manuel



MFA: WHAT HAPPENS IF I HIT SEND CODE INSTEAD OF VERIFY (SERIES 3, PART 4)

Scenario:  I received my new authentication code, entered it and accidentally
hit Send Code instead of Verify Q1:  Will my code still verify? A1:  


Read More...
14 Sep 17 Kim Manuel


MFA: DO I HAVE TO AUTHENTICATE FOR EACH TAX YEAR? (SERIES 3, PART 3)

Q1:  Am I authenticating for all tax years? A1:  Yes, you are authenticating to
login to the application.  If your security template allows you to


Read More...
14 Sep 17 Kim Manuel


MFA: HOW SHOULD I HANDLE MY MULTI-SITE LOGIN (SERIES 3, PART 2)

Scenario:  I have a multi-site or relational login assigned to me so I can
manage other sites.  I also have a site login for my production site(s)


Read More...
13 Sep 17 Kim Manuel



MFA: SECURITY CODE AND SECURITY QUESTIONS (SERIES 2, PART 6)

The following two items will no longer be applicable and will be removed from
the application prior to the roll out of TaxSlayer Pro Online 2017:  Th


Read More...
12 Sep 17 Kim Manuel


MFA: SCENARIOS FROM THE FIELD (SERIES 3, PART 1)

Series 3 starts a series on scenarios and questions we are receiving via support
calls and emails. Scenario:   A person volunteers on Monday, but th


Read More...
11 Sep 17 Kim Manuel


MFA: WHEN CAN AN E-MAIL ADDRESS BE USED ACROSS MULTIPLE USERNAMES (SERIES 2,
PART 5)

One of the common questions received yesterday (9/7/17) after launching MFA was
from site administrators or volunteers with a security template allowi


Read More...
08 Sep 17 Craig Smith



MFA: THREE INVALID LOGIN ATTEMPTS WILL TRIGGER AUTHENTICATION (SERIES 2, PART 4)

One of the actions that requires a user to get a new authorization code is three
invalid login attempts.  Part of the new mandates from the IRS Secu


Read More...
08 Sep 17 Kim Manuel


MFA: NOTIFICATIONS THAT SOMETHING IS NOT UNIQUE (SERIES 2, PART 2) UPDATED 10/18

Email addresses and cell phone numbers can be designated as being able to be
used by multiple usernames by a user that has the privileges of accessing


Read More...
07 Sep 17 Kim Manuel


MFA: ACCOUNT UPDATE IS NOW IN EFFECT (SERIES 2, PART 1)

The Account Update page is now in effect.  The screen is different than the
original screen we blogged about.  You will be required to enter and con


Read More...
07 Sep 17 Kim Manuel



MFA: WHAT TRIGGERS AUTHENTICATION? (SERIES 1, PART 7) — UPDATED 09/07 9:34 AM

Below are items that will trigger the need for a user at their production site
to authenticate as we know them today: The first time a user logs in to


Read More...
06 Sep 17 Kim Manuel


MFA: QUESTIONS AND ANSWERS (SERIES 1, PART 6)

Q1:  Does MFA apply to the Practice Lab? A1:  No, MFA is only applicable to your
production site Q2:  I am a desktop user…does MFA impact my


Read More...
06 Sep 17 Kim Manuel


MFA: HOW WILL I KNOW WHEN MFA IS TRIGGERED? (SERIES 1, PART 5)

Each time a user is required to authenticate, they will be displayed the Account
Verification page.  This allows the user to select a delivery option


Read More...
06 Sep 17 Kim Manuel



MFA: UPDATING YOUR PREPARER INFORMATION (SERIES 1, PART 4) UPDATED 10/5

We are currently scheduled to roll out a “soft launch” of MFA on Thursday,
September 7th.  The first step in the roll out is verifying an


Read More...
05 Sep 17 Kim Manuel


VITA/TCE SPRINGBOARD: EVERYTHING IS NOW AT YOUR FINGERTIPS

This fresh new looks allows you to access more information without having to
scroll.


Read More...
25 Aug 17 Kim Manuel


PRO ONLINE: NEW FIELD ON PREPARER(S) MENU 2848 CAF NUMBER

The new field (outlined below) is not applicable to VITA/TCE sites.  It is NOT a
number you need to obtain from anywhere and enter.  This is a numbe


Read More...
24 Aug 17 Kim Manuel



SITE PRODUCTION STATE SUMMARY REPORT: PREPARER NAME COLUMN ADDED

Within “Management Reports”, the “Site Production State Summary Report” now has
a column specific to the Preparer Name shown b


Read More...
23 Aug 17 Craig Smith


PRO ONLINE SNEAK PEEK: CHANGES TO THE LOGIN PROCESS

We will be changing the look of the Login page, as well as some wording prior to
the tax season.  We will be using the verbiage “Access Code&#8


Read More...
23 Aug 17 Kim Manuel


MFA: TIMING QUESTIONS (SERIES 1, PART 3)

Q1:  Once I receive the authentication code via email or text, how long is it
valid for? A1:  It is valid until you close the browser session or req


Read More...
21 Aug 17 Kim Manuel



PRO ONLINE SNEAK PEEK: LEFT NAVIGATION PANEL VIEWS

The following views will be delivered prior to tax season.  The expanded links
take you directly to the section for easier navigation within the retu


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19 Aug 17 Kim Manuel


MFA: AUTHENTICATION CODE QUESTIONS AND ANSWERS (SERIES 1, PART 2)

Q1:  Can one cell phone number be used for more than one volunteer? (Updated
10/5) A1:  Multiple usernames can be attached to one cell phone number.


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18 Aug 17 Kim Manuel


MFA: QUESTIONS AND ANSWERS (SERIES 1, PART 1)

This is part of a series of educational posts about Multi-Factor Authentication
(MFA).  As we receive questions, we will begin posting those that app


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17 Aug 17 Kim Manuel



MULTI-FACTOR AUTHENTICATION: WHAT IS IT?

What is MFA (Multi-Factor Authentication)? Utilizing something other than what
you know to authenticate yourself.  An example of MFA already in use b


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16 Aug 17 Kim Manuel


PRO ONLINE: CHANGING “COMPLETE” STATUS TO “IN PROGRESS” (LIVE IN PRODUCTION)

Site Administrators will have the ability to change a return with the status of
Complete back to In Progress prior to tax season.  This feature can


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14 Aug 17 Kim Manuel


PRO ONLINE: CHANGING THE ORDER OF CUSTOM ANSWERS (LIVE IN PRODUCTION)

The ability to change the order of how the answers display for the custom
questions created at your site or created by a multi-site/Relational login a


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26 Jul 17 Kim Manuel



1040NR VALIDATION ERROR: APPLAWFULPERMANENTRESIDENTIND

If your 1040NR return is still in the status of “Transmitted” make sure you run
your Validations Errors and Old Validation Errors Report.


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17 Apr 17 Kim Manuel


MANAGEMENT REPORTS — SITE PRODUCTION DETAIL REPORT

We made a change that now allows the report to reflect the appropriate amounts
for EITC, Additional CTC, and CTC for returns that were displaying over


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14 Mar 17 Kim Manuel


PRO ONLINE: THE “QUICK FILE” PROCESS IN TAXSLAYER

After entering the basic information from Form 13614-C, Quick File allows you to
add only the source documents from Form 13614-C to the tax return. Th


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02 Mar 17 Kim Manuel



RETURNS AWAITING ACKNOWLEDGEMENT REPORT

List of returns with an outstanding federal and/or state acknowledgement. (1)
Select Reports (2) Select Management Reports.  This will pop up in a se


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05 Feb 17 Kim Manuel


INFORMATION ON WHAT TO DO IF CALCULATIONS ARE NOT RENDERING:

This was posted related to the interruption of service with real-time
calculations we had on Saturday, January 28, 2017 Background:  On Saturday, Jan


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28 Jan 17 Kim Manuel


IMPERFECT RETURN INDICATOR — WHAT IS IT?

If your federal return is rejected for a SSN/Name Control business rule, you
will see the Imperfect Return option appear under the Federal Return type


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27 Jan 17 Kim Manuel



PRO ONLINE: ILLINOIS SCENARIO PAGE AND E-FILE SCENARIOS

You DO NOT  have to nor need to complete the IL short view page.  Click Continue
to proceed through the page.  It is not required for electronic fi


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25 Jan 17 Kim Manuel


PRO ONLINE: VALIDATION ERRORS REPORT

As you progress through tax season, you will have a good idea about how long a
return should be in the status of Transmitted.  If you detect returns


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24 Jan 17 Kim Manuel


PRO ONLINE: OFFICE SETUP AND ERO SETUP

Warning:  DO NOT remove the street address from Office Setup and/or ERO Setup.
If you have removed the street address from Office setup, go to Config


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24 Jan 17 Kim Manuel



PRO ONLINE: REJECTED RETURNS REPORT

The rejected Returns report display a list of returns that have been IRS
Rejected.  The Status column is currently showing ‘Transmitted’


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24 Jan 17 Kim Manuel


PRO ONLINE REPORTS: IRS ACKNOWLEDGEMENTS AND OLD IRS ACKNOWLEDGEMENTS

The following reports are now available IRS Acknowledgements Old IRS
Acknowledgement Click Select on IRS Acknowledgements to display the current
ackno


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24 Jan 17 Kim Manuel


GROUP LOGIN: CREATING AND ASSIGNING QUESTIONS

The following instructions describe how to create and assign Question Templates:
(1) Login with your Group Login (2) Click Select on Group Configurati


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18 Jan 17 Kim Manuel



RELATIONAL ADMIN (RA): YOUR WELCOME PAGE

You have received your login credentials for your Relational Admin group
account.  This also requires the use of a Relational EFIN and the appropria


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26 Dec 16 Kim Manuel


MULTI SITE ADMIN (MSA): YOUR WELCOME PAGE

You have received your login credentials for your Multi-Site Admin group
account.  This allows you to create configurable items and assign them to th


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26 Dec 16 Kim Manuel


PRO ONLINE: 1040X TRAINING VIDEO AND MINI GUIDE

Click here to review the 1040X Training video and download the corresponding
mini guide


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06 Dec 16 Kim Manuel



DESKTOP: OFFICE IDENTIFIER

Purpose:  The Office Identifier is a number generated by TaxSlayer.  This is a
Vendor Control Number required for electronic filing.  The field mus


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01 Dec 16 Kim Manuel


PRO ONLINE: OFFICE IDENTIFIER

Purpose:  The Office Identifier is a number generated by TaxSlayer and imported
into a field in ERO Setup.  This is a Vendor Control Number required


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01 Dec 16 Kim Manuel


RELATIONAL EFIN HOLDERS: WHAT TO EXPECT

The email with the web link is to activate your site.  It IS NOT the username
that  you will use to create configurable items to assign to the other


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18 Nov 16 Kim Manuel



MULTI-SITE ADMINISTRATORS: WHAT TO EXPECT

The email with the web link is to activate your site.  It IS NOT the username
that  you will use to create configurable items to assign to the other


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18 Nov 16 Kim Manuel


VIEW AND PRINT RETURN IN SPANISH

Viewing and printing returns in Spanish is determined at the return level.
Select the drop down arrow next to the taxpayer’s name and then selec


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07 Nov 16 Kim Manuel


REACTIVATING RETURNS: NEW FEATURE

Purpose: Preparer starts a return with a SSN that was previously
deactivated/deleted They will get the following screen Note:  This is site
specific


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07 Nov 16 Kim Manuel



1040NR: WHERE DO I START?

The 1040NR/1040NR EZ selection will be made at the point of selecting a Filing
Status after the roll out of Taxslayer 2016.   We will be creating det


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07 Nov 16 Kim Manuel


BEST PRACTICE: ADDING MORE THAN 4 ENTRIES FOR W-2 BOX 12

Generally a W-2 only has need for 4 entries in Box 12.  Occasionally you will
need more.  When faced with this situation, you can follow this simple


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24 Oct 16 Kim Manuel


HOW DO I ACCESS PRIOR YEAR RETURNS IN PRO DESKTOP?

TaxSlayer will deliver the current year and three prior year installs for all
sites placing an order for the TaxSlayer Pro Desktop software. Each year


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05 Oct 16 Kim Manuel



HOW DO I ACCESS PRIOR YEAR APPLICATIONS IN PRO ONLINE?

The site administrator controls whether or not a preparer has the ability to
prepare prior year returns.  If the preparer has a Security Template tha


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05 Oct 16 Kim Manuel


WHAT BROWSERS ARE COMPATIBLE WITH PRO ONLINE?

TaxSlayer Pro Online is compatible with the following browsers: Chrome
(Recommended) Safari Edge Firefox Internet Explorer (Must be used with Windows


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05 Oct 16 Kim Manuel


WHAT BROWSERS DOES THE PRACTICE LAB SUPPORT?

The Practice Lab is compatible with the following browsers: Internet Explorer
Chrome Safari Edge Firefox Note: We recommend that you have the latest v


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05 Oct 16 Kim Manuel



MESSAGE CENTER

What is the purpose of the Message Center? The message center has two purposes:
(1) A one way communication between TaxSlayer and the sites.  The on


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04 Oct 16 Kim Manuel
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Welcome to the VITA/TCE blog. This is a great resource for you and your site(s)
as you utilize the TaxSlayer Pro software for tax return preparation. We are
very pleased to have the privilege of providing you with our software to service
your taxpayers.

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