Onvio current information and alerts

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.

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.

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Error Code: Http Internal Server Error, 0 Web Tax Return(s) were transmitted to Thomson Reuters
  • 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.
IntegrationNotice
Description Service Status
Rightworks Support
  • 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.
Technical Support Notice
Discontinuing Access to Onvio Advisory
  • 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 Advisory Notice
Unable to Scan into Onvio After 5/09 Update
  • 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.
Onvio Documents Fixed
Project Task Notification Performance
  • 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.
Project Tasks Open
Importing Trial Balance into UltraTax CS Generating Unable to Retrieve Client List Error
  • 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.
Integration Open
Received failed message when opening Excel or Word documents in Onvio Link
      • 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.

Onvio Link Open
Unable to upload to questionnaire
    • 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.

UltraTax CS Integration Open
Staff are not receiving every notifications when a client uploads documents.
    • 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.

Onvio Notifications 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
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
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
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


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