Onvio current information and alerts

• Modified Date: 06/28/24

  • A client copy of the tax return (with or without an eSignature) created in UltraTax CS Platform v.23.3.3, but not sent until after updating to UltraTax CS Platform v.23.3.4, can fail to transmit. To resolve, reprint/recreate the client copy of the tax return through file > print returns.

• Rightworks Support

  Modified Date: 05/22/24

  • If you are contacting Thomson Reuters for Rightworks Support, then please call 888-740-8850 to work with Rightworks directly.

• Onvio Advisory

  Modified Date: 05/20/24

  • Onvio Advisory will no longer be accessible after 5/31/24. There have been a few communications sent about this. One on May 6 and one the week after.
  • All information must be exported out of Onvio Advisory prior to 5/31/24. For help please refer to the following Help topics:
    Manage Documents and Folders
    Export Plan Data
    Calculators
  • If you need further assistance, please contact our support department at (800) 968-0600.

• Onvio Documents

  Modified Date: 07/25/24

  • This has been corrected with a fix that was put in place on the evening of 7/24. You should now be able to scan like normal. If you are still experiencing issues please contact support.

• Project Task Notification Performance

  Modified Date: 1/23/24

  • Due to temporary performance and stability issues, the New Task is Ready notifications are currently disabled. While you can still see them in the notification settings, you will not be able to use them.
  • We'll update this alert as soon as the notifications have been re-enabled. This only applies to firms that have Project Tasks with Onvio Advanced Licensing.

• UltraTax CS Integration

  Modified Date: 03/01/24

  • We aware of the error being generated when importing a Trial Balance from Onvio into UltraTax CS and are actively working on a resolution. Additional updates will be provided as we have more information to share.
  • The current workaround is to complete the Trial Balance in Onvio and then use the Export option to export the Trial Balance to Excel.
  • In UltraTax CS, Open the client, Select Utilities, Select Trial Balance Excel Import and follow the steps to import the spreadsheet.

• • • Services affected: Onvio Link
    • Reported Date: 04/22/2022
    • We have identified an issue where a failure to open Documents in Onvio Link from Word and Excel is occurring. We will update this alert when we have more information. As a temporary workaround; you can update the document locally and re-upload it until a permanent resolution is made available.

We apologize for any inconvenience this may cause.

• • Services affected: UltraTax CS Integration
  • Reported Date: 03/5/2022
  • We have identified an issue where; in some cases the tax questionnaire cannot be uploaded. We are investigating a fix for this issue. We will update this alert once we have more information.

We apologize for any inconvenience this may cause.

• • Services affected: Onvio Notifications
  • Reported Date: 02/09/2022
  • We have received reports that some notifications are coming to staff member when a client uploads a document, but not all of them are coming through. We are investigating this and will update this alert when we have more information.

We apologize for any inconvenience this may cause.

• • 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.

• • 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.

• 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.

• 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.