Onvio current information and alerts

This article includes important information related to your application, such as the status of known issues, recently corrected problems, and answers to common questions.

Product status

To see the current status of Onvio, including any login, performance, and overall service degradation disruptions, visit the Online Product Status page.

Program updates

To read about updates to Onvio, see Release notes for all Onvio applications.

Alerts

Use the Search field to search the table data, or click a column heading to sort the table.

Description Service Status
2021 Electronic Filing Update
    • Services: Onvio Tax
    • Reported Date: 1/21/2022
    • • Application requirements to support 2021 electronic filing in Onvio Tax are still in progress for therefore the ability to create electronic files is not available with this release. Preparation of returns can be completed prior to the release of electronic filing. Our teams are currently working on completing all necessary requirements for electronic filing. We anticipate this will be available with our February 3rd release.
Onvio Tax Notice
1040 State Release Delayed
    • Services: Onvio Tax
    • Reported Date: 1/21/2022
    • Access to individual state returns (1040) in Onvio Tax has been delayed. Our teams are working to make state forms available as soon as possible.

    We apologize for any inconvenience this may cause.

Onvio Tax Open
Server Errors and Degraded Performance (Slowness)
    • Services affected: Onvio Platform
    • Reported Date: 1/10/2022
    • If you experience Server Errors (Red Box Errors) or are experiencing slowness within Onvio; please contact Support and reference work item ID 1829734. A Support representative will be able to help you collect temporary error files that we can provide to our development teams for further review.

We apologize for any inconvenience this may cause.

Onvio Platform Open
In Google Chrome - Task status reverts to 'Not Started' after changing on Home Dashboard
    • Services affected: Home Dashboard
    • Reported Date: 1/15/2022
    • We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information

Workaround: Please attempt to change the status on the Projects screen via the main projects grid there. Additionally, you can also go to the Setup > Clients > Projects tab to try and update the status there.

We apologize for any inconvenience this may cause.

Home Dashboard Open
Task dialogue takes 15+ seconds to open when selecting a task to edit
    • Services affected: Edit Tasks
    • Reported Date: 1/10/2022
    • We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information

We apologize for any inconvenience this may cause.

Edit Tasks Open
Server error occurred when editing multiple Projects at once
    • Services affected: Projects
    • Reported Date: 1/10/2022
    • We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information.

Workaround: Please have the user attempt to reduce the amount of projects selected for editing en masse. For Example, if there are 100 projects selected, attempt groups of 25. If that is still failing, please try a smaller group until we address this issue.

We apologize for any inconvenience this may cause.

Projects Open
Incorrect year on some worksheets
    • Services: Onvio Tax
    • Reported Date: 1/12/2022
    • We have identified that the incorrect year is displaying on some worksheets within Onvio Tax when in Forms view. The correct year is printing with the worksheet. This issue will be fixed on future releases.

    We apologize for any inconvenience this may cause.

Onvio Tax Open
Onvio Center Degraded Performance
    • Services: Onvio Center
    • Reported Date: 1/10/2022
    • We are aware of server errors and degraded performance within Onvio Center. We are currently investigating and will update here once we have more information.

    We apologize for any inconvenience this may cause.

Onvio Center Fixed
Fixed Assets not Migrating to Onvio
    • Services: Migrations
    • Reported Date: 1/6/2022
    • When running a migration from UltraTax CS 2020 to Onvio Tax, asset data is not being migrated properly. It is recommended that you proforma data from UltraTax 2020 to UltraTax 2021 and then run the migration from UltraTax 2021.

We are currently working on a fix and while dependent on testing, we anticipate a fix at the end of January.

Migrations Notice
IRS Business Return E-File Opening Day
    • Services: Onvio Tax - Business
    • Reported Date: 1/3/2022
    • The IRS Modernized e-File system's opening day for electronically filing 2021 Business returns is scheduled for Friday, January 7, 2022. Onvio Tax (1120, 1065, 1041 and 990) Electronic filing will be available for transmission.
    • Please check Onvio Tax under the Dashboard tab and click "Form/E-file Approval" to confirm if e-file has been released the jurisdiction.
Onvio Tax - Business Notice
Unable to upload large Quickbooks file to Onvio
    • Services affected: Documents
    • Reported Date: 1/3/2022
    • We have identified an issue uploading large Quickbook files to Onvio. We are actively investigating this, but do not currently have an estimated timeframe for when it will be resolved.

We apologize for any inconvenience this may cause.

Documents Open
Error Message in UltraTax CS: A problem occurred during the migration. Please try again or contact support
    • Services affected: Onvio Migration from UltraTax CS
    • If you receive the error in UltraTax CS stating "A problem occurred during the migration. Please try again or contact support" then you may need your firm admin to update your permissions. You must be a full Admin in order to utilize the migration utility. Specifically you need to have the Systems Permission Group for "All Functionality and Non-Confidential Data" enabled for your staff login. Once added by a firm Admin then please logout and log back into Onvio for the change to enable. The permissions do not affect what you see in UltraTax, but do affect in Onvio. Then you should see the Migrations Option under: Setup | Utilities | Migrations. this will allow you to complete the migration from UltraTax CS and no longer receive the error.
Onvio Migration Notice
Error Message: Client contains unreleased product data
    • Services affected: Onvio Migration from UltraTax CS
    • When migrating a tax return from UltraTax CS to Onvio; and error stating 'Client contains unreleased product data' may generate. If you see this error it means that there is state return data that is not yet approved and available in UltraTax CS. Please check state availability for more information under the UltraTax CS Home Page > Product Information. Once the state is available in UltraTax CS; then it can be migrated successfully to Onvio Tax.
Onvio Migration Notice
Important Information for Onvio Tax Proforma
    •  

    During the proforma from 2020 to 2021 some data has been found to be incorrect or missing. It is recommended that you review the following fields and screens:

      • General Folder / Contact screen: Appointment time
      • General Folder / 1040 screen: Presidential election campaign fund (Fixed)
      • Farm Folder / F-3 screen: Passive Activity, Other Carryover, and Other Information sections (Fixed)
      • Review Folder / TPW-Comp Screen: Comparison is not currently proforma’d (Fixed)
      • Review Folder / Two Year Comparison Screen: Net amount due/-refund
      • Payments Folder / Est Screen: Form 1040-ES -2022 declaration and Application of 2021 overpayment (Fixed)
      • Personal Sale Folder / InstPY screen: Prior Year Installment Sale screen does not proforma

We recommend UltraTax customers migrate UT 2021 to Onvio to ensure you recieve the most accurate proforma data. If you proforma'd any returns prior to 12/23/2021; please review all fields listed above as they were not addressed until 12/23/2021. We apologize for any inconvenience this may cause.

Onvio Tax Notice
Unable to highlight Documents scanned or printed from Chrome (Gmail/Google)
    • Services affected: Printing to Onvio
    • Reported Date: 12/05/2021
    • When scanning a PDF into Onvio the scanner reads the PDF as an image and not a PDF. This prevents the document highlighting feature from highlighting text accordingly.
    • When printing a document from anything inside Google Chrome (Gmail, Chrome Browser, etc) to Onvio using the Onvio print driver; the document cannot be highlighted. This is due to a limitation in Chrome that prints any documents as an image.

Recommendation: We recommend using Adobe Acrobat reader. It is free and offers better resolution. Please click here to download the free version.

Printing to Onvio Notice
Send to Documents defaults to opening in "Firm documents" tab instead of Client documents
    • Services affected: Documents
    • Reported Date: 11/1/2021
    • When sending statement and choosing to automatically open in documents in opens it under the "Firm documents" tab. It will still save the document correctly under Client Documents.

This is tentatively set to be fixed on our release scheduled for December 10, 2021

We apologize for any inconvenience this may cause.

Documents Fixed
Cannot set document request to 'Completed'
    • Services affected: Documents
    • Reported Date: 11/1/2021
    • We have identified an issue where users are unable to change a document request from 'Received' to 'Completed' status. The dropdown allows the change, but when saving an error that says 'Please complete all required fields' generates.

This is tentatively set to be fixed on our release scheduled for December 10, 2021

We apologize for any inconvenience this may cause.

Documents Fixed
Documents are delayed from showing up in client portal when copied from firm documents
    • Services affected: Documents
    • Reported Date: 11/1/2021
    • We have identified an issue when copying a document from firm documents to a clients shared folder it does not appear in the client portal for some time. The client receives a notification, but the document does not post for some time.

This is tentatively set to be fixed on our release scheduled for December 10, 2021

We apologize for any inconvenience this may cause.

Documents Fixed
Web request failed when running Onvio Integration from Ultratax when foreign code is selected.
    • Services affected: UltraTax CS Integration
    • Reported Date: 12/3/2021
    • When running the Onvio integration from UltraTax CS 2021 with a Foreign country code of "AA" Aruba (As an example) it causes Web request failed.
    • UltraTax uses IRS country codes that can be found on the IRS website
    • Onvio uses ISO country codes that can be found here

Workaround:The best option is to remove the foreign country code before the population and manually enter it into Onvio so it becomes the correct country.We will update this alert when more information is available.

We apologize for any inconvenience this may cause.

UltraTax CS Integration Open
Client selection drop-down hidden when Viewing Client Center as Client
    • Services affected: Client Center
    • Reported Date: 11/22/2021
    • We have identified an issue where the Client Selection drop-down menu is hidden when viewing Client Center as Client
    • Workaround: Navigate to Task list, select desired client, navigate back to Documents

Assuming no unforeseen complications arise, this issue will be resolved on 12/10/2021. We apologize for any inconvenience this may cause.

Client Center Fixed
Onvio Tax: Individual (1040) Organizers
    • Services affected: Onvio Tax - 1040 Organizers
    • Reported Date: 11/22/2021
    • The Web option to generate 1040 organizers for transmission to Onvio Client Center (if licensed) located on the Print Organizer dialog has been delayed and will not be enabled until a future release of Onvio. Changes are being made due to recent tax law changes. This is also true for UltraTax CS. More information regarding its release will be available as soon as possible.
Onvio Tax - 1040 Organizers Notice
Unsure of the best method for contacting Support?
    • Contact Support Methods
    • Posted Date: 10/18/2021
    • Are you unsure of the best way to contact Support for your inquiry? In Onvio click the question mark and select “Contact Support” to view more information about what method might be best for you when contacting Support or click the link below.
    • Contact Support Help & How-To
Contact Support Notice
"Document failed to post” error message
    • Services affected: UltraTax Integration
    • Reported Date: 9/30/2021
    • We are aware of the error stating "Document Failed to Post" that occurs when sending Preparer copy from UT via Onvio documents with a file name that already exists in Onvio. We are actively working on resolving this issue. We will update this alert when we have more information.
    • Workaround: Currently the only workaround is to rename the file that already exists in Onvio or simply delete the file in Onvio if you are trying to overwrite it with new/current information.

We apologize for any inconvenience this may cause.

UltraTax Integration Open
Fiscal Year client project generation does not follow template.
    • Services affected: Onvio Projects
    • Reported: 9/3/2021
    • We are aware of an issue where generating a quarterly project for fiscal year clients does not follow the template. Jan-Dec calendar year clients follow the template as expected We currently do not have an estimated timeframe for when it will be resolved. We will update this alert when we have more information and apologize for any inconvenience.

Workaround: Manually change the due date by editing the projects in the clients individually until a permanent fix is made available.

Onvio Projects Fixed
Server Error when trying to add projects for 5+ clients at one time
    • Services affected: Onvio Projects
    • Reported: 8/23/2021
    • We are aware of an issue when adding 5 or more clients to a project at one time, but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information and apologize for any inconvenience.

Workaround: You may select fewer clients in each Edit Multiple Batch so they can successfully add the projects necessary to clients. Otherwise, it may need to be a one-by-one add of projects until a permanent fix is made available.

Onvio Projects Open
Error when adding non-individual fiduciary as Tax Matters Contact in 1041 returns
  • Services affected: Onvio Documents
  • Reported: Notice - Workaround
  • To correct the error “General> 1041 Fiduciary SSN/EIN Field contains EIN. Fiduciary cannot be populated to Onvio as Tax Matters Contact relationship because it is not an individual.” when trying to populate the trust client into Onvio.
  • Please use the following steps:

    1. Highlight the Fiduciary EIN and select Ctrl + X

    2. Select Utilities > Onvio > Integration and populate the trust client

    3. Go back to the EIN box click inside of it and select Ctrl + V to paste the EIN back into the box

    4. Print the Preparer Copy to Onvio

    Please Note: This will create a contact in Onvio for the Fiduciary as the Tax Matters Contact and this is required to be able to print the return to Onvio. Additionally, you will only be able to print the Preparer’s Copy to Onvio for the 1041 return.

Onvio Documents Open
Sending 709 return from UltraTax CS to Onvio
  • Services affected: Onvio Documents
  • Reported: 8/12/2021
  • We have reports of an error when sending a return over to Onvio from UltraTax CS.
  • If you get an error when printing 709 returns, try the following steps to correct:

    1. Manually create an Onvio client with the same Client ID as the UltraTax client using the entity type of individual and adding an email address and the individual 1040 client as the tax matters contact.

    2. Select Utilities > Onvio > Integration and populate the 709 client.

    3. Print the Preparer Copy to Onvio.

    We will update this alert when we have more information and apologize for any inconvenience.

Onvio Documents Open
Server error when opening recycle bin with large amount of records
  • Services affected: Documents - Recycle Bin
  • Reported: 8/12/2021
  • We have reports of some users being unable to access the Recycle Bin if a large amount of deleted records exist. We are aware of this issue but do not currently have an estimated timeframe for when it will be resolved. We will update this alert when we have more information and apologize for any inconvenience.
Documents - Recycle Bin Open
Intermittent Issues Running/Downloading Billing Report
  • Services affected: Time & Billing
  • Reported: 8/03/2021
  • We have received reports where firms are unable to run the billing worksheet report. If you select 'send to documents' an error message populates (There were errors while processing. Database statement timeout error.) and if you opt to create and download, the report does not download or open in the browser. This has been reported in Edge and Chrome.
Time & Billing Open
Detail Billing changes to description not saving.
  • Services affected: Project Time - Billing
  • Reported: 5/26/21
  • We are aware of an issue causing detail billing changes to the description not to save. The issue is actively being prioritized by our Product Management team against all other development work. There are multiple workarounds available (note do not preview the invoice after completing changes or it can revert to the unchanged version):

    • Bill any existing entries from the Billable Entries tab, and edit the description normally.
    • Bill from the 'Add to Invoice' button with existing entries and edit the description within the pop-up screen that appears.
    • Bill from the 'Add to Invoice' button with any entry and click the Edit pencil icon and change the description within that pop-up.
Project Time - Billing Open
Intermittent Slowness and Server Errors when accessing Onvio Documents
  • Services affected: Onvio Documents
  • Reported: 5/5/21 (Updated 5/6/21)
  • We have identified this issue was related to a change we released last week aimed at improving performance in Onvio Documents. We rolled back this change earlier today and believe the issue to be fully resolved at this time.

  • We are seeing intermittent slowness in loading documents as well as server errors. Our Development team is actively researching this to resolve as soon as possible. We apologize for the inconvenience

  • If you experience any slowness or server errors while accessing Onvio Documents; our Support team may ask you for the Support ID. Please click the link below for the steps on how to gather the Support ID. You will need to provide this to Support to assist our team in resolving the issue.

  • Support ID

Onvio Documents Fixed
When sending preparer copy to Onvio, pages print offset and preview generates "u" instead of arrow for signature lines.
  • Services affected: UltraTax CS Integration
  • Reported: 03/01/2021
  • We are looking into an issue that causes Preparer copies printed from UltraTax CS to Onvio to offset the page when previewing and unable to see arrows for signature lines.

UltraTax CS Integration Open
UltraTax 2020.3.0 Onvio Document Rename window on Virtual Office
  • Services affected: Onvio Documents
  • Reported: 01/29/2021
  • Printing from Virtual Office UltraTax CS 2020 to Onvio does not bring up the Confirm Documents window - It is currently necessary to open Onvio Link on Virtual Office before UltraTax CS 2020 in order to have the Confirm Documents window when printing from UltraTax CS 2020 to Onvio. If Onvio Link is not opened prior to UltraTax CS 2020, then the document will automatically upload with the original name.
Onvio Link Open
Spouse information is not coming over as a contact from UltraTax via datasharing reliably
  • Services affected: Onvio Client Center
  • Reported: 01/13/2021
  • We have received reports that Spouse information is not populating Onvio via datasharing.
Onvio Datasharing Open


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