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Individuals

• Form 482
  • Page 3- Line 14 - Computation for non-residents with dividends.
  • Page 3- Line 15 - Does not bring amount from Annex P Line 7.
  • Page 3- Line 15 - Brings amount from Gradual Adjustment - When A2 is used and married without CO.
  • OCR - W2 - Bring Address - Place Warning - SEE DETAILS.

• Form 1040SS
  • Annex H - Incorrect validation.

Corporations

• 480.2
  • Schedule A Part 3, Line 25 - Must bring the lower value according to the loss not in negative.
  • Page 1-part 2-Line 27 - Amount gets stuck even when not opting for optional contribution.
  • Page 3, part 3, line 10 - If the amount is negative, it must reflect zero.
  • Validation - Page 3- Part 2 - Add validation - When there is an amount in line 24 and/or 25 -
  • Complete Schedule E.

• Form 480.3II
  • Trial Balance - Does not transfer amounts to Year-End.
  • Schedule J1 - Conditional validation.
  • Schedule E & E1 - Requires these annexes even if you do not have depreciation expenses.
  • Schedule G - Validation requires it even if you complete Annex J.
  • Schedule G - Printing error.
  • Trial Balance - Error importing the Excel provided by Expert Tax.
  • Schedule B - Part 2 - Line 5 - Does not sum up.
  • Schedule L - Part I - Line 15 - Fix position of quantity box.
  • Convert - Should only bring basic information.
  • Schedule EI - Schedule DDC - Remove Due Diligence from annex.
  • Remove sequence numbers in annexes.
  • TB - Update template.
  • Schedule B1 - Page 1 - Print - Correct printing in English.
  • Schedule M - Pages 2 and 3 PRINT - Error printing PDF in English.
  • Basic info - Update header in basic information.
  • Basic Info - Validation - Remove validation of non-required field for filing.
  • Schedule D1 - Print - Error printing schedules in all pages sections.
  • Schedule E and E1 - Do not print if the main annex is not created.
  • Trial balance - Error transferring TB when it contains a distribution that applies to annexes L and M.
  • Trial balance - Error deleting annex with an imported trial balance.
  • Trial balance - PRINT - Error printing form if a TB is transferred to an annex.
  • Convert Error - Brings affidavit date.
  • Schedule D - Part 1 - Line 1 - Accept more than four rows in the detail.
  • Schedule A, Part 1, Line 7 does not transfer.

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• Form 480.7OE

  • Pages 4, 5 and 6- Part 7-Print Issues - When answering N/A in the questionnaire, it does not appear correctly in the print.

  • Add Schedule E and E1 "Working Papers".

  • Trial Balance does not transfer depreciations to lines 24 and 25, Part X, Page 4.

Payroll & Withholdings

•  Error 404 when printing pay stubs and reports.

E-file App

• No changes.

Due Dates

• No changes.

Invoice & Billings

• No changes.

Announcements

• Availability of forms in Expert Tax.
• Expert Tax Desktop - Not available starting 2024.
• New Pricing Model.
• Community Forum.
• Request technical support.