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Individual - CT - New Diagnostic added |
S-Corporation - HI - Watermark Updates |
Partnership - HI - Watermark Updates |
Corporate - AR - Watermark Updates |
Global - GA - Watermark Updates |
Fiduciary - HI - Watermark Updates |
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Gift - US - General updates
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Individual NM - General release |
S-Corporation NJ - NJ efile |
Partnership VT - Watermark Updates |
Corporate AR - Watermark Updates |
Global LA - Watermark Updates |
Fiduciary DE - Watermark Updates |
US - Updates to 990-T EF PIN
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Individual WV - Watermark Removal |
S-Corporation VA - Watermark Updates |
Partnership VA - Watermark Updates |
Corporate VA - Watermark Updates |
Global TX - Watermark Updates |
Fiduciary US - Watermark Updates |
US - Watermark Updates
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Individual AL - Updates to ALI 40NR, 40A and Federal Income Tax Deduction Worksheet |
S-Corporation AR - Watermark Updates and PTE diagnostic removed |
Partnership AR - Watermark Updates and PTE diagnostic removed |
Corporate AL - BIT-V approved |
Global IA - Watermark Updates |
Fiduciary AR - Watermark Updates |
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Individual ID - Updates to 1099K
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S-Corporation IA - Updates to Form 4562A |
Partnership CA - PTE and Return Client Letter Date updates |
Corporate MO - Updates to Form MO-2220 & Watermark Updates |
Global OR - Local Tax Estimate Dates updated |
Fiduciary UT - Form TC-41 |
US - Diagnostic updates and Watermark Updates, Form 5471 |
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Individual MA - Updates to Form 8453
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S-Corporation CA - Form 3805E and updates to Form 4197 |
Partnership AZ - Form 165 Watermark removed |
Corporate CA - Form 3805E and updates to Form 4197 |
Global IA - Voucher Updates |
Fiduciary UT - Form 4136 Updates |
CA - Updates to Form 4197 |
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Individual SC - Watermark Updates & Various Federal / State tasks
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S-Corporation ND - Watermark Updates
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Partnership NE - Watermark Updates |
Corporate ND - Watermark Updates |
Global US - Fix PDF Auto Attach option for PTO |
Fiduciary CO - Input sheets and CO Main Form Filing Instructions Reference 2021 Form DR8453P |
NY - Informational Diagnostics |
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Individual AL - Watermark Updates
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S-Corporation AL - BPT-IN
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Partnership AL - BPT-IN |
Corporate AL - CPT |
Global CA - Updates to 3805Z Booklet |
Fiduciary CA - Updates to 3805E |
CA - Form 4197 Watermark and Form 3840 updates |
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Individual AL - Watermark Updates
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S-Corporation AK - General release
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Partnership AL - Watermark Updates |
Corporate AK - General release |
Global KS - Credits Credits Credits |
Fiduciary CA - Updates to Form 3805E |
CA - Updates to Form 3805E |
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Individual AL - Watermark update (40-A & W-2)
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S-Corporation AL - Crash Fix JH
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Partnership AL - Crash Fix JH |
Corporate CA - Various changes, 3805E approved |
Global COMMON - Updates to Reject for Business Rule 630 |
Fiduciary AZ - Correct data will now print on K-1 |
CA - CA Form 3554 updated |
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Gift
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Individual AR - NOL and AR-OI carryover fixed
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S-Corporation AR - Various changes
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Partnership AR - Various changes |
Corporate CA - Various changes |
Global KS - Various changes |
Fiduciary CO - Form 8454 printing twice fixed |
COMMON - Yes |
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Individual AZ - Various Updates
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S-Corporation CA - Form 7203 Line 47 is Greater than Line 29
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Partnership AZ - Various Updates |
Corporate MD - Updates to Schedule A |
Global KS - K-1 Updates |
Fiduciary GA - Form 4136 Watermark correction |
US - Watermark Updates |
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Individual AL - NR Watermarks
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S-Corporation AR - Various changes
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Partnership AR - Various changes |
Corporate AZ - Gov Instructions Links |
Global LA - Various changes |
Fiduciary AZ - Gov Instructions Links |
CA - Gov Instructions Links Form Approval |
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Gift
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Individual WV - Fixed Schedule FTC-1 Uses Incorrect Percentage on line 6 for 2022 |
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Individual CA - Various changes, Tax Planner, 3805Z approved |
S-Corporation AZ - Program updated
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Partnership AZ - Various changes |
Corporate AK - Added diag |
Global KS - Various changes |
Fiduciary COMMON - Yes |
US - INI
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Individual IL - IND IL - ILEIC-760-1 fix |
S-Corporation NJ - Yes
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Partnership OR - Input Sheets |
Corporate
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Global COMMON - NJ Depr |
Fiduciary MT - Updated the program to use the correct Foreign Country Table |
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Individual AL - Updated incarcerated wages |
S-Corporation AR - Updated grid column
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Partnership AZ - Various changes |
Corporate IL - Various updates, REV Name update |
Global KS - Various changes (WrapUp) |
Fiduciary AZ - Input Sheets |
US - 990-T line 1 negative
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Individual AL - Watermark, Updated calc |
S-Corporation AR - Updated calc, Fixed diag
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Partnership AR - Updated calc |
Corporate CO - Removed dated attachment |
Global NE - Added diag |
Fiduciary AZ - Diag updated |
IL - Input sheets; Various changes
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Operators |
Benefit US - 8955 completion; Remove fatal diags |
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Individual AZ - AZ 2023 QCO(321) & QFCO(352) update |
S-Corporation MD - Graphic update
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Partnership IA - Updated PTE-C |
Corporate MD - Updated expression in ODT |
Global IA - Updated PTE-C, page 3 |
Fiduciary IA - Updated calc & DNI (cap gains) |
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Individual AR - Various changes |
S-Corporation AL - Updated calc
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Partnership AR - Added AR-specific explanation field, Updated condition on both SSN and EIN fields |
Corporate COMMON - Removed high limit in codes file |
Global FL - Updated address |
Fiduciary IA - Updated diag, Updated IA form 8453-PTEC |
COMMON - Removed diag
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Individual
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S-Corporation VA - PTET schema update
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Partnership VA - PTET schema update |
Corporate
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Fiduciary NC - D407, Sch A |
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Individual
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S-Corporation
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Partnership
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Corporate
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Global
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Fiduciary US - Updated Schema v6.0 |
US - 990-T v7.0 & 990 v5.0 Schema
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Individual AR - Added XML modifier |
S-Corporation AL - Various changes
|
Partnership AL - Added QBI worksheet, Various changes |
Corporate AL - Various changes |
Global OR - Added diag |
Fiduciary AL - Various changes |
US - Updated calc; 990-T Final ATS change for SL Depr 990T SchA
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Individual CA - Various changes |
S-Corporation AR - Updated various calc files
|
Partnership AR - Various changes |
Corporate CA - Reviewd Schema, module updated, identified missing tags |
Global CO - Added diag |
Fiduciary AR - Diag fix |
CA - Reviewd Schema, module updated, identified missing tags
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Individual
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S-Corporation
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Partnership KS - Fixed defect, Updated regressions and BAR |
Corporate
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Global
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Fiduciary
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Individual AL - Updated calc |
S-Corporation AR - Added block
|
Partnership AR - Added block |
Corporate GA - Updated calc |
Global MO - Federal Form 1125-A Line 5 population error fixed |
Fiduciary ID - ID Form 66, Page 2, Schedule A, line 17 issue fixed |
US - Print issue fixed
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Individual AR - OSTC calc change |
S-Corporation IA - Various changes
|
Partnership AR - Corrected rowbands |
Corporate COMMON - Fed 1118 changes |
Global NJ - Added override |
Fiduciary CA - Form 3804-CR Reject fixed |
|
Operators Forms Pop-Out View Encounters Send/Don't Send Errors When Opening and During Use |
Benefit
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Individual
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S-Corporation
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Partnership
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Corporate
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Global
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Fiduciary
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Operators Defect fix - Error occurred with background processing of EF Transmissions |
Benefit
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Individual CT - Added informational diag, Turned off ODT container |
S-Corporation AR - Updated calc
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Partnership AR - Updated calc |
Corporate
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Global GA - Added diags, various changes |
Fiduciary NY - Reject fixed |
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Individual AL - Updated calc, Added new input |
S-Corporation AL - Various changes
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Partnership AL - Various changes |
Corporate GA - IT-Console Watermark removed |
Global IN - Various changes |
Fiduciary AZ - Fixed XML reject |
NY - Added CHAR500 Diag, Diag Change
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Individual NC - Fixed non-NC K-1 accumulation |
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Individual AL - Added new input on W-2 screen to override col J |
S-Corporation IA - Various changes; Updated page logic
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Partnership GA - Amended diag |
Corporate NC - Validation error fixed |
Global IA - Fixed defect |
Fiduciary CT - Validation error fixed |
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Individual US - for ITA added tax plan |
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Individual AL - Updated HAL block, Added enhancement AZ - Updated 2023 QCO(321) & QFCO(352) COMMON - IMO dependency DE - Added diag -IUS calc LA - Estimated payment date updated MO - Various changes MT - Updated calc NH - Added Diag; Updated calc NJ - Updated lines, conditions, local vars NY - Various changes US - IDE and IOK calc dependencies |
S-Corporation AR - Corrected various issues with K-1
|
Partnership KS - Various changes |
Corporate LA - Estimated payment date updated |
Global US - ILA dependency |
Fiduciary AR - Added diag |
US - 990-W; 8879 Sig Date update; 4720 Extension; Updated calc; Watermark
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Individual AR - Various changes CO - Updated calc DE - Added diag, Repurposed diag, Updated calc GA - 8915 HI - Updated calc and worksheet IA - Diag updated, Added diag KS - PTE credit fix, Fixed skip issue LA - Added codes, updated calc-IUS calc dependency MA - Updated schema MD - 8915 ME - Updated calc MO - Added diag, Updated calc, input sheet NC - 8915 ND - Updated ODT block NE - 8915 NM - 8915F NY - Updated calc OK - Updated horizontal overflow property OR - Calc error fixed SC - 8915 TN - Removed tags US - Updated Form 8915F; Updated graphic; KS diag removal VA - Reject 760-049 fixed, 8915 WI - Various changes WV - 8915 |
S-Corporation IA - Various changes
|
Partnership IA - Various changes |
Corporate COMMON - Send with US |
Global KY - Updated calc |
Fiduciary COMMON - FNH OSI changes in Screen 1 |
COMMON - Removed extra field
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Operators
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Benefit US - Removed applicability expression |
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Individual |
S-Corporation US - Schema update
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Partnership
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Corporate US - Schema update |
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Individual SC - Fix credits table for code 64 & 65 |
S-Corporation
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Partnership SC - Fix credits table for code 64 & 65 |
Corporate
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Global
SC - Fix credits table for code 64 & 65 |
Fiduciary SC - Fix credits table for code 64 & 65 |
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Individual AL - Updated files, Fixed Sch CR column C total AZ - QCO(321) & QFCO(352) updates, Updated calc CA - Updated calc CO - Diag added KY - PTE-CR updated MS - Various changes NY - PTO planner dependency OH - Updated codes, Added diag, Diag fixed |
S-Corporation KY - Cleaned up Form 740NP-WH
|
Partnership KY - Form 740NP-WH, Lines 6 and 8 updates, Cleaned up Form 740NP-WH |
Corporate AL - Set TaxRate to return a zero for xml |
Global
LA - Updated preexisting diag ref 49125 |
Fiduciary
|
US - diags
|
Operators
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Benefit
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Individual AL - Updated calc, Added diag AR - Updated calc CT - Amended letter fix GA - Calc issue fixed, Triggering diag IL - Added override, Proforma IN - 8915-F guidance updated NJ - HCC Diag NY - PTO Planner OK - Added codes, Updated input sheet, calc US - Various changes WI - String compare fix WV - Acceptance Letter update |
S-Corporation NJ - Added Diags
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Partnership KS - Updated calc |
Corporate NH - NH-1120 Diag |
Global
IL - Added override, Proforma |
Fiduciary IL - Various changes |
NY - Modified RUS diag #53264.
|
Operators
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Benefit
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Individual GA - Calc/print issue fixed, Triggering info diag, Planner NH - Various changes |
S-Corporation AR - Various changes
|
Partnership AR - Various changes |
Corporate TN - Updated EFXMLModifier |
Global
|
Fiduciary AL - Updated calc files, proforma |
|
Operators
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Benefit
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Individual LA - Updated print, containers; Various changes MN - Removed diag NY - Screen 31.2, Code 186 flow fix OK - Added diag US - Updated XML mod |
S-Corporation
|
Partnership LA - Proforma, Fixed due dates for all mods except SLA |
Corporate LA - Proforma, Fixed due dates for all mods except SLA |
Global
|
Fiduciary LA - Fixed due dates for all mods except SLA |
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Operators
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Benefit
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Individual AR - Proforma, Corrected filing date for Sch TCW AZ - Various changes CO - CO Rejects for Form 0104 fixed MO - Proforma, 8915 Change NC - Updated calc NH - Updated calc NY - Various changes OR - Form MET-40 rejects fixed, IAZ, ICA and IOR updates |
S-Corporation
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Partnership AZ - PTE issue fixed |
Corporate
|
Global
US - QBI Deduction amount fixed |
Fiduciary
|
US - FED 4720 e-file reject fixed; Updated calc
|
Operators
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Benefit
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Individual AZ - Proforma, QCO(321) & QFCO(352) update CA - Proforma, Updated Calculation Challenge for 3805V, Page 3, Part III, Line 2 IA - Updated diag/Updated e-file modifiers KY - Updated to report PTE-CR MN - Update M1PR form and tables - version block MT - Updated resident capital gains credit NY - Fixed tags, ODT containers, IT-201X reject; Calc/OSI changes OR - Diagnostic Ref. 45535 update |
S-Corporation
IA - Overrides fixed, Updated calc/flow |
Partnership IA - IA 1065 flow fix |
Corporate IA - Updated the program to force the XML elements |
Global
KY - Adding KY PTET LA - Fixed filing period |
Fiduciary IA - ODT fix |
US - 4720 Ext w/o PIN
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Operators
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Benefit
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Individual |
S-Corporation
NC - Minor form changes, Calc reviewed |
Partnership AZ - Form 165, Line 16 amounts fixed |
Corporate GA - XML inputs updated Form 600 NOL Carryover |
Global
|
Fiduciary US - Verified 8822-B attaches to efile |
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Operators
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Benefit
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Individual AL - Proforma, Updated diag AR - Updated calc files and ODT containers IL - 4255 worksheet update MA - New override field, New diag, Updated diag MN - Added diag; Reject 0010 Penalty/Interest, Conformity update MS - Updated calc NJ - Amd EF Exception error resolved NY - Reject for NYC School tax credit fixed TX - Updated calc US - Various changes VA - Various changes |
S-Corporation
AR - Fixed page 4 Part A Adjustments |
Partnership AR - Fixed AR1100PET page 4 section A line 1 |
Corporate NC - Updated calc flow |
Global
TX - Updated calc |
Fiduciary OH - Mark investor checkbox error fixed |
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Operators
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Benefit
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Individual US - Disabled e-file error checking; Added diag; Removed 8904 Watermark |
S-Corporation
FL - F-1120 Pg 6 Est Tax Rate |
Partnership
|
Corporate FL - F-1120 Pg 6 Est Tax Rate |
Global
|
Fiduciary
|
US - Updated calc
|
Operators
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Benefit
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Individual IA - Updated diag triggers, Updated Proforma calc files NY - Updated calc, efile instructions/ATC-420620 -IT-203 doubling line 18 OH - Updated calc |
S-Corporation IL - Updated line 2 to pull in PTE passed through from lower tier. and also handle the Mental health credit
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Partnership IL - Updated line 2 to pull in PTE passed through from lower tier. and also handle the Mental health credit |
Corporate IN - Direct Deposit added for 2023 Proforma; NOL fix |
Global
|
Fiduciary
|
|
Operators
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Benefit
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Individual AR - Updated calc; Updated extended filing date COMMON - Added override & diag HI - Added override & diag |
S-Corporation AL - Proforma, Updated calc
|
Partnership
|
Corporate
|
Global
|
Fiduciary NJ - Fiscal year display fix |
US - Header block for Signature PIN for 990-T Returns
|
Operators
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Benefit
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Individual CT - Voucher numbers updated KY - Various updates MN - Updated calc; M1PR fix PA - Schema updated US - Added diag; Updated dates and added diag |
S-Corporation CT - Amended client letter typo issue
|
Partnership OH - Updated Calc to trigger MidRate Diag |
Corporate AL - Proforma, Added diag ref #58973 |
Global
OH - Updated Calc to trigger MidRate Diag |
Fiduciary PA - Updated calc |
|
Operators
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Benefit
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