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
Onvio Firm Management Degraded Perfromance
  • Services affected: Onvio Center (Firm Management)
  • Reported: 10/15/21
  • We are aware of an issue with Onvio Platform. We are currently researching the issue and will update this alert when we have more information. We apologize for the inconvenience. Thank you!
Onvio Center Fixed
Multi-factor Authentication Enabled and Apple iOS Devices
  • Services affected: MFA
  • Reported: 10/14/21
  • Update: We are currently testing with an update to the Thomson Reuters Authenticator App and we hope to release it early next week.
  • For users with Apple iOS devices (iPhones, iPads, …) and multi-factor authentication activated, if you are attempting to authenticate and the Green Check Mark is disappearing before you can click accept, you can enter a MFA code generated by the Thomson Reuters Authenticator app to login to your software. We have identified the cause of this behavior and are working with Apple to update our TR Authenticator App.
MFA Open
Thomson Reuters Authenticator App not available for download on Android Phones currently
  • Services affected: MFA
  • Reported: 9/27/21
  • Resolved as of 10/1/2021: The TR Authenticator App is available in the Google Play store at this time.
  • We do apologize but the Thomson Reuters Authenticator application is not currently available to be downloaded for Android Phones. We are working closely with Google to restore this as quickly as possible.
  • Note: This is not affecting iPhones or Android Phones that have the application currently installed.
  • Workaround:  Visit the install page on your device browser to download the Android app: https://install.appcenter.ms/orgs/thomson-reuters-organization/apps/thomson-reuters-authenticator-3/distribution_groups/alternate%20distribution%20group
  • Note:You may expierence slowness downloading the app from the above link. If you leave it open it will download.
MFA Fixed
"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.

We apologize for any inconvenience this may cause.

UltraTax Integration Open
Unable to get past column mapping for client spreadsheet import
    • Services affected: Onvio Client Import
    • Fixed Date: 9/16/2021
    • Firm’s have reported that they are unable to get past the column mapping for a client spreadsheet import. We found that the entity type column is adding a comma to the data, as if it is an amount. This also happens with zip codes.

We have addressed this with a fix in today’s release.

Onvio Client Import Fixed
Edit Multiple Projects step 2 screen not loading
    • Services affected: Onvio Projects
    • Fixed Date: 9/16/2021
    • WQe found that when editing multiple projects that Step 2 never loads.

We have addressed this with a fix in today’s release.

Onvio Projects Fixed
Project Templates not showing multiple pages or past 100 templates
    • Services affected: Onvio Projects
    • Fixed Date: 9/16/2021
    • We found that under: Setup > Project Templates you can only see the first 100 templates, without an option to go to another page to see more.

We have addressed this with a fix in today’s release.

Onvio Projects Fixed
Unable to delete Invoice due to Late Fees but unable to remove the late fee.
    • Services affected: Onvio Time & Billing
    • Fixed Date: 9/16/2021
    • Unable to delete an invoice due to late fees and unable to remove the late fees.

We have addressed this with a fix in today’s release.

Onvio Time & Billing Fixed
Invoices missing from parent dashboard when billing child client in billing group
    • Services affected: Onvio Time & Billing
    • Fixed Date: 9/16/2021
    • When billing a child client within a billing group the invoice does not show up under "prior invoices" on the parents client dashboard. If you go in to the time and billing screen and review the invoices you can find the invoice. This invoice is correctly associated with the parent client as expected.

We have addressed this with a fix in today’s release.

Onvio Time & Billing Fixed
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 Open
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
Form 2290 does not send to Onvio from UltraTax CS
    • Services affected: Onvio Documents
    • Reported: 8/10/2021
    • We have reports that the 2290 is not sending to Onvio from UltraTax CS. We will update this alert when we have more information and apologize for any inconvenience.

Workaround: Save Document as a PDF locally and then drag the document into Onvio manually

Onvio Documents Fixed
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
Staff not receiving e-mail notifications when client uploads files
  • Services affected: Onvio Documents
  • Reported: 8/12/2021
  • We have reports that some staff are not receiving email notifications when clients upload files to their Client Center. We will update this alert when we have more information and apologize for any inconvenience.
Onvio Documents Fixed
Error printing from Planner CS to Onvio Documents
  • Services affected: Onvio Documents
  • Reported: 8/9/2021
  • We have reports that when printing from Planner CS to Onvio Documents that it is overwriting an existing document that has been shared via Client Center. 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
Modified Date Changed for all Document Files
  • Services affected: Onvio Documents
  • Reported: 04/20/2021 (Updated 6/17/21)
  • We have rolled out granular permissions for all firms. We identified an issue where the modified date is updated to the same date and time on all files when granular permissions were added to your firm. The modified date and time is also updated on all files when assigning clients to new or existing permission groups. In addition, sharing a folder also updates the modified date and time on all files in the selected folder. We are raising the priority to prevent this from occurring in the future because once the dates are changed, we are unable to revert them.

  • We have identified an issue where the modified date on all documents is updated to the same date and time. This happens when granular permissions are added to your firm and also when permissions are modified via Setup > Permission Groups. This unintended outcome does not actually indicate that files have been change.

    This will be addressed in a future release.

Onvio Documents Fixed
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
E-Filing and Acknowledgements Around Deadlines
  • Services affected: Onvio Tax E-Filing and Acknowledgements
  • Reported: 5/16/21
  • Reminders: E-filed returns/extensions that are due are considered timely filed if submitted by 11:59pm local time. We recommend that electronic files are transmitted to Thomson Reuters at least one hour prior to the filing deadline. E-File acknowledgement delays can occur on or around deadlines. The stated turnaround time for many taxing jurisdictions is 24--48 hours. While they are capable of processing returns and extensions at a faster rate than that, the volume of E-Files sent during deadlines may cause acknowledgements to be delayed up to 48 hours.

Onvio Tax Notice
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 Open
State Conformity to Unemployment Compensation Exclusion

The following is a list of what is known to date regarding states conforming the federal unemployment compensation exclusion.

AL - Unemployment compensation is exempt from Alabama Tax. Click here for more information

AR - Unemployment compensation is not taxable for 2020. Click here for more information

AZ - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

CA - Unemployment compensation is exempt from California Tax.

CO - Federal unemployment compensation exclusion must be added back to state income. Click here for more information

CT - Any unemployment compensation that you received during the taxable year will be included in your federal and your Connecticut adjusted gross income. Click here for more information

DC - No plan to add-back Federal unemployment compensation exclusion Click here for more information

DE - Unemployment compensation is not taxable for 2020. Click here for more information

GA - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

HI - "We are unable to provide any definitive guidance on conforming to the federal provisions until the Legislature successfully passes legislation. This would include: Provisions for the exemption of the first $10,200 of unemployment compensation."  Click here for more information

IA - Conforms to Federal exclusion. Taxpayers will not need to file an amended Iowa tax return if their only adjustment pertains to unemployment compensation. Taxpayers filing an original 2020 individual income tax return should report the unemployment compensation exclusion amount on Form IA 1040, line 14, using a code of M. Click here for more information

ID - REPORTING UNEMPLOYMENT BENEFITS, REBOUND IDAHO GRANTS

"Idaho unemployment insurance benefits should be included in Idaho income when filing 2020 Idaho income tax returns. Any unemployment benefits deducted on federal Form 1040, Schedule 1, line 8, should be added back to the Idaho return as follows:

  • If filing Form 40, report the income on Form 39R, Part A, line 6, Other Additions.
  • If filing Form 43, don't include the federal unemployment insurance exclusion on line 19, Other Income. Report the exclusion amount on Form 39NR, Part A, line 4, Column A, Other Additions.

Rebound Idaho grants are taxable by the federal government but not by Idaho. To deduct them from Idaho income, use Form 39R, Part B, line 23, Other Subtractions."

Click here for more information

IL - "Taxpayers will not be required to add back any of the nontaxed unemployment benefits in computing their Illinois base income."  Click here for more information

IN - "Unemployment compensation is taxable at the state level, therefore it should be added back to IN income. However, Indiana General Assembly is currently discussing how to react to these recent federal changes."  Click here for more information

KS - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

KY - Unemployment compensation exclusion must be added back to state income. For residents this addition will need to reported on Schedule M, Line 5 as an "Other Addition". For part-year residents this addition will need to be reported on Form 740-NP, Section B, Column B, line 13. Click here for more information

LA - Conforms to Federal unemployment exclusion. Click here for more information

MA - No information at this time. Ordinarily unemployment compensation is taxable. Click here for more information

MD - According to the RELIEF Act - "Beginning with Tax Year 2020 and including Tax Year 2021, the Act exempts from the state income tax the UI benefits received by an individual earning less than $75,000, and couples filing jointly or individual heads of households earning less than $100,000." Click here for more information

MI - "The Michigan Department of Treasury is waiting for federal guidance to help taxpayers receive any state refund they may be owed in the easiest way possible. Additional guidance will be coming from the Michigan Department of Treasury soon." Click here for more information

MN - "The American Rescue Plan Act was signed into U.S. law on March 11, 2021. We're analyzing how this law may impact Minnesota taxes and watching for possible state law changes." Click here for more information

MO - Conforms to Federal exclusion. Click here for more information

MS - No information at this time. Click here for more information

MT - Unemployment compensation is exempt from Montana Tax. Click here for more information

NC - "North Carolina law has not incorporated any of the tax law changes enacted in the ARPA. The 2021 session of the General Assembly is currently underway." Click here for more information

ND - "North Dakota law conforms with the provision in the American Rescue Plan Act where the first $10,200 of unemployment benefits are not subject to income tax." Click here for more information

NE - No plan to add-back Federal unemployment compensation exclusion. Click here for more information

NH - State only taxes interest and dividends. Unemployment compensation is exempt from New Hampshire Tax.

NJ - Unemployment compensation is exempt from New Jersey Tax. Click here for more information

NM - No plan to add-back Federal unemployment compensation exclusion. Click here for more information

NY - At this time, New York remains decoupled from the unemployment compensation income exclusion provided by the federal American Rescue Plan Act of 2021. Click here for more information

OH - Conforms to Federal exclusion. Click here for more information

OK - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

OR - "For taxpayers who received unemployment benefits in 2020 and have already filed their return, the department will correct your return and lower your tax bill or issue a refund." Click here for more information

PA - Unemployment compensation is exempt from Pennsylvania Tax. Click here for more information

RI - Federal unemployment compensation exclusion must be added back to state income. Click here for more information

SC - No information at this time. Click here for more information

TN - State only taxes interest and dividends. Unemployment compensation is exempt from Tennessee Tax.

UT - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

VA - Unemployment compensation is exempt from Virginia Tax. Click here for more information

VT - Vermont conforms to the Federal unemployment exclusion. Since Vermont is an AGI state, the exclusion is already included in the return and no software update is needed. Click here for more information

WI - Federal unemployment compensation exclusion must be added back to state income. Click here for more information

WV - No information at this time. Ordinarily unemployment compensation is taxable but tied to Federal AGI. Click here for more information

Onvio Tax - 1040 States Notice
Third party designee not carrying to tax return
  • Services affected: Onvio Tax - Federal 1040
  • Reported: 03/01/2021 (Updated 5/5/21)
  • We have identified an issue where the Third party designee associated with preparer and entered in setup is not carrying to pg 2. of the Form 1040. We are actively working to resolve this issue and will update this alert once more information is available. We apologize for any inconvenience.

  • This behavior can trigger an e-file error IND-039-01: If 'ThirdPartyDesigneeInd' in the return has a choice of 'Yes' indicated, then 'ThirdPartyDesigneeNm' must have a value." If you get this error; please follow the workaround listed below.

  • Workaround: Enter the 3rd Party Designee information on Screen Contact. We realize this is double data entry, but it allows the user to move forward in processing rather than wait for the update.

Onvio Tax - Federal 1040 Fixed
1040 Tax Day has been changed to May 17, 2021 by IRS
  • On March 17, 2021, the IRS changed the April 15 deadline to May 17. Now that the IRS has officially changed the deadline, Thomson Reuters will work diligently to ensure compliance with the new date. Future updates to come. We will also be tracking changes by the various state taxing agencies.

    At this time, the IRS did not delay the deadline for the first quarter estimates and are still due April 15, 2021.  Note, Electronic Funds Withdrawal (EFW) can only be done with the return or extension.

    IRS News Release

Onvio Tax - 1040 Notice
Extended Due Dates - States

AL - "The Alabama Department of Revenue (ALDOR) will automatically waive, without request, late-payment penalties for payments remitted by May 17, 2021. However, ALDOR is not authorized to waive interest, and any interest accruing from April 15, 2021, through the actual payment date will be due." Click here for more information: Alabama Department of Revenue

AZ - Arizona has not extended, but the Arizona State Legislature is currently considering a bill that would extend the Arizona filing deadline for individual filers to May 17. ADOR is actively monitoring the bill as it goes through the legislative process. Click here for more information: Arizona Department of Revenue

AR - Arkansas is extending the individual income tax filing and payment deadline to May 17. Click here for more information: Arkansas Department of Finance and Administration

CA - Similar to the federal tax filing and payment deadline extension, California will also extend the state tax filing and payment deadline for individuals to May 17th, 2021. The extension does not apply to estimated tax payments due on April 15, 2021. Click here for more information: California Franchise Tax Board

CO - "The Colorado Department of Revenue announced today that it will extend the individual income tax payment and filing deadline by 32 days to May 17, 2021 , without penalties and interest, regardless of the amount owed." Click here for more information: Colorado Department of Revenue

CT - Connecticut is extending the individual income tax filing and payment deadline to May 17. Click here for more information: Connecticut Department of Revenue Services

DC - The District of Columbia is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: D.C. Office of Tax and Revenue

DE - Delaware is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Delaware Division of Revenue

GA - Georgia is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Georgia Department of Revenue

HI - Hawaii is not extending the deadline. Please see the following news release: https://files.hawaii.gov/tax/news/media/2021-03-24-hawaii_filing_deadline.pdf. Click here for more information: Hawaii Department of Taxation

ID - The Tax Commission has extended the 2020 Idaho income tax filing and payment deadlines from April 15, 2021, to May 17, 2021, to match the extended federal deadline. Idaho’s extension applies to all taxpayers subject to Idaho’s individual income tax (i.e., individuals, trusts, and estates), regardless of the amount owed. Penalty and interest won’t apply if taxpayers file their return and pay the income tax they owe by May 17. Click here for more information: Idaho State Tax Commission

IL - Illinois is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Illinois Department of Revenue

IN - Governor Eric Holcomb announced the Indiana Department of Revenue (DOR) is extending individual income tax filing and payment deadlines to align with the Internal Revenue Service (IRS) deadline of May 17, 2021. Click here for more information: Indiana Department of Revenue

IA - The Iowa Department of Revenue has extended the filing and payment deadline to June 1, 2021 for 2020 individual income tax returns and first quarter estimated income tax payments for individuals from the April 30, 2021 statutory deadline. Click here for more information: Iowa extends filing deadline or Iowa Department of Revenue

KS - Kansas 2020 individual income tax, fiduciary income tax, and Homestead or Property tax relief refund claim filings are extended to May 17, 2021. This does not include estimated payments that are due on April 15. Click here for more information: Kansas Department of Revenue

KY - Kentucky is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Kentucky Revenue Cabinet–Online Taxpayer Service Center

LA - Most returns extended to 6/15. The IRS has indicated that they will not be adjusting electronic filing specifications to allow EFW payments to be submitted with dates after April 15th 2021. Those payments would need to be scheduled directly with the IRS and not through software such as UltraTax. For further details visit IRS Payments. Click here for more information: Louisiana Department of Revenue. For information on Louisiana winter storms relief, see LA-2021-02.

ME - Maine is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Maine Revenue Services

MD - All returns are extended to 7/15/21. 1065 updated on 3/18/21. Updated forms for 1120 are anticipated to be released on 4/15. Click here for more information: Comptroller of Maryland, RELIEF ACT

MA - Massachusetts is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Massachusetts Department of Revenue

MI - Michigan is extending the individual AND composite income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Michigan Department of Treasury

MN - Minnesota is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Minnesota Department of Revenue

MS - Mississippi will follow the federal extension to file the 2020 individual income tax returns from April 15, 2021 to May 17, 2021. This extension only applies to the filing of the individual income tax return and payment of tax due. Penalty and interest will not accrue on the returns filed and payments made on or before May 17, 2021. This extension does not apply to the quarterly estimated payments due on April 15, 2021. Click here for more information: Mississippi Department of Revenue or 2020 INDIVIDUAL INCOME TAX FILING EXTENSION

MO - Missouri is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Missouri Department of Revenue

MT - Extended the filing and payment deadlines for 2020 Montana individual income tax returns to May 17, 2021. This does not include estimated payments that are due on April 15. Click here for more information: Montana Department of Revenue

NE - Nebraska is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Nebraska Department of Revenue

NH - "After much consideration and review, the tax deadline for the State of New Hampshire will remain April 15, 2021. We feel any extension to the April 15, 2021 due date, even by one month, risks causing confusion and does not offer meaningful relief to taxpayers who will still need to complete their 2020 tax return in order to calculate the estimated tax payment that continues to be due on April 15, 2021. Instead, the NHDRA will focus on offering taxpayers excellent customer service and assisting them in taking advantage of the several existing options for New Hampshire taxpayers that need additional time to file their returns." Click here for more information: New Hampshire Department of Revenue

NJ - New Jersey is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: New Jersey Division of Taxation

NM - New Mexico is extending the individual income tax filing and payment deadline to May 17. Click here for more information: New Mexico Taxation and Revenue

NY - New York is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: New York Department of Taxation and Finance

NC - North Carolina is extending the individual income tax filing and payment deadline to May 17. Click here for more information: North Carolina Department of Revenue

ND - The IRS recently announced it has also extended the federal individual income tax filing deadline to May 17, 2021. Commissioner Rauschenberger has put in place a waiver of income tax penalty and interest allowing taxpayers until May 17 to file and pay, to provide relief to 2021 individual income tax filers impacted by the coronavirus pandemic. Click here for more information: North Dakota State Tax Department

OH - "While certain deadlines were extended for tax returns and payments due in 2020, currently only the tax year 2020 Ohio individual income tax and school district income tax due dates have changed for returns (IT1040 and SD 100) and payments due in 2021. Please see our due dates table for more information." Ohio's COVID-19 Tax Relief or Ohio Department of Taxation

OK - Most returns extended to 6/15. The IRS has indicated that they will not be adjusting electronic filing specifications to allow EFW payments to be submitted with dates after April 15th 2021. Those payments would need to be scheduled directly with the IRS and not through software such as UltraTax. For further details visit IRS Payments. Click here for more information: Oklahoma Tax Commission. For information on Oklahoma winter storms relief, see OK-2021-01.

OR - Oregon joins the IRS in automatically extending the tax filing and payment due dates for individuals to May 17. Click here for more information: Oregon Department of Revenue

PA - "Pennsylvania Extends Personal Income Tax Filing Deadline To May 17, 2021. To be clear, the extension means the Department of Revenue will waive penalties and interest on final 2020 personal income tax returns and payments through the new deadline of May 17, 2021. Those who make estimated income tax payments should continue to do so on the same filing schedule that they would normally follow. This includes taxpayers with estimated tax payments due on April 15, 2021." Click here for more information: Pennsylvania Department of Revenue

RI - Rhode Island is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Rhode Island Division of Taxation

SC - The South Carolina Department of Revenue (SCDOR) will follow the deadline change announced Wednesday by the IRS for individual income taxes, moving the normal April 15 deadline to May 17. Click here for more information: South Carolina Department of Revenue

TN - Tennessee is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Tennessee Department of Revenue

TX - Most returns extended to 6/15. The IRS has indicated that they will not be adjusting electronic filing specifications to allow EFW payments to be submitted with dates after April 15th 2021. Those payments would need to be scheduled directly with the IRS and not through software such as UltraTax. For further details visit IRS Payments. For information on Texas winter storms disaster relief, see IR-2021-43. Click here for more information: Texas Comptrollers Office. Additionally, the Texas Comptroller's Office has extended Franchise Tax deadlines to 6/15 as well. Click here to view the statement.

UT - Utah is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Utah State Tax Commission

VT - "By Vermont law, the Vermont personal income tax filing due date for tax year 2020 is also extended to May 17, 2021. This means taxpayers can file their 2020 personal income tax return, and pay any tax owed, by May 17, 2021 without any penalties or interest." Click here for more information: Vermont Department of Taxes

VA - Virginia is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Virginia Department of Taxation

WV - West Virginia is extending the individual income tax filing and payment deadline to May 17. More information to come when additional guidance is provided. Click here for more information: West Virginia Department of Revenue

WI - Wisconsin is extending the individual income tax filing and payment deadline to May 17. This does not include estimated payments that are due on April 15. Click here for more information: Wisconsin Department of Revenue

Onvio Tax - 1040 States Notice
Onvio Performance Enhancements
  • Services Improved: Project Performance
  • Effective: 3/11/2021
  • We have heard your feedback around performance needs and have found a quick program change that will increase performance related to Projects within Onvio. To improve performance we have removed the total count for Project and Setup > Client screens. This change is intentional and will improve Onvio performance.

  • Idea Incubator: Please visit our Idea Incubator Here if you would like the total count added back in the future so our Development team can gather feedback about this change. Thank you!
Project Performance Notice
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
Client Documents Missing for Non-Administrator Staff Member
  • Services affected: Onvio Documents
  • Reported: 02/25/2021
  • We have seen reports where some non-administrative staff members cannot see documents for various clients in Onvio.

    Our team has released a fix that will prevent this from occurring in the future and are fixing any affected documents prior to the release.

Onvio Documents Open
Printing to Onvio: Missing Returns and K-1 packages in send screen
  • Services affected: UltraTax CS Integration
  • Reported: 02/22/2021
  • Firms printing the preparer copy from UltraTax CS to Onvio experience an issue where this screen is completely empty.

    This item will be fixed in UltraTax CS 2021. However, there are 2 workarounds that can be used in the meantime:

    Workaround 1:

    The workaround is to remove the apostrophe from the client name and print again.

    Workaround 2:

    The workaround is to Unmark the option in Setup > Office Configuration, to print K1 packages to Onvio Documents if the K1 recipient is also an UT client

    Our teams are currently investigating a solution to the behavior. We apologize for the inconvenience.

  • Alternatively, you can also print separate copies of the K1's to the Client Documents. This does require an extra step but does result in one K1 for each. The following are the steps to print separate K1’s:

    1. Select to print the Preparer Copy > then select Options > K1 Packages Tab and deselect all packages but either the Taxpayer or Spouse Package > then select to send to Onvio Documents.

    2. Open the Clients Documents in Onvio > Tax Return Folder > Preparer Documents and check the box next to the K1 > then select Manage > Rename and rename the document for the person it was printed for (see Screenshot below)

    3. Go back to UltraTax and complete the steps in Step 1 except print it for the opposite spouse then originally printed

    4. Go Back to Onvio and rename the new K1

UltraTax CS Integration Verified
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
Intermittent issues printing to Onvio using the Onvio Print Driver
    • Services affected: Onvio Printer
    • Reported: 12/28/2020

Update:Tentatively expected to be fixed on 8/19/2021

  • There have been reports of intermittent issues when printing to Onvio from other programs using the Onvio Print Driver. We are currently investigating this.
Onvio Documents Fixed


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