With changes often resulting from late tax legislation, we recently reminded our partners about the importance to ensure your software program is always at the latest version by transmitting daily to retrieve and install updates. This is especially critical now as you begin preparing tax returns for your clients during the initial weeks before the IRS opens Individual e-File for 2022.
For our partners who also prepare state tax returns, another important reason to transmit often at this time of the season is to retrieve the TY2021 State Programs for 1040 and Business upon initial release and any subsequent updates.
Release Status of TY2021 State Programs for 1040 and Business:
To check on the release status, simply go the uTax Resource Center > Home page. Most partners can also access the Resource Center directly from the Desktop Software Program > Work in Progress Screen > Website Tab.
Scroll down to Quick Links and click on State & Business Program Release Status to access the list and view the most current status. Note: This list is typically updated daily during this time of the season, so be sure to check back often.
Example of Listing:
Helpful Instructions from our Resource Center > Video Library:
Updating the Federal and State Tax Programs: Included in this short 4:30 minute video are instructions on how to retrieve and apply software updates for both the Federal and State tax programs, verify the program version and steps for installing software updates on non-transmitting computers. You’ll also learn how to add a state program from within a Federal 1040 return – a time saving option if you do not prepare many state returns and/or have a client with a non-resident filing requirement for another state.
Reminder to Service Bureau Partners: If you elected to have uTax support your sub-sites during the annual enrollment process at EMP, last season we added a Resource Center for their use, accessible via EMP > Resources > Resource Center (on the left pane menu) or directly at http://resourcecenter.erosupport.com. This Resource Center contains most of the same helpful information and software training tools available on our uTax Resource Center, only unbranded to protect the relationship you have with your sites.
If you have any questions about this information, please contact the uTax Partner Support Team at 206-209-2653 or email us at firstname.lastname@example.org.