ClickThis 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.