Release notes for Onvio Tax

April 28, 2022

Predictive data entry

To improve data entry efficiency, we've added predictive data entry for some commonly used fields. Onvio Tax will now automatically pre-select an option in some dropdown fields, based on predictive data entry patterns.

This change allows you to continue with your data entry without any additional clicks. 

For example, if you select the Distribution code field on the 1099R screen on a 1040 return, Onvio Tax will automatically select code 7 - Normal distribution. If you wish to select a different code, select that code from the dropdown.

 

April 14, 2022

Send Onvio Tax project data to support

You can now send tax project data to our support team from Onvio Tax to further assist with troubleshooting. 

To send tax project data to support:

  1. Open the Onvio Tax project. 
  2. Select Actions, then Send Project to Onvio Support.

All personally identifiable information is masked and protected when you send it to support.

April 12, 2022

1041 - 1116 Line 10 Populated Not Available - Lack of 1116 Sch B

We've addressed an issue with 1041 Form 1116 line 10 that was causing a diagnostic and returns to be rejected with code, R0000-058-01.

Any returns rejected with error code R0000-058-01 should recreate and retransmit the efile.

If you continue to receive this error code, you can resolve it by reviewing your attachments.

March 31, 2022

Calculation error on 1065 clients migrated from 2021 UltraTax CS

We've fixed an issue where 1065 clients, migrated from 2021 UltraTax CS, were receiving Error: Error: calc job aborted.

Delete any project affected with this error, then migrate the client again. 

1040-CA: Environmental Tax Credit added to CA returns

We've addressed an issue where Schedule P(540/540NR) incorrectly displays an amount for Code 218 Environmental Tax Credit.

To remove the incorrect amount on Schedule P(540/540NR), open the tax return and select Calculate. This will recalculate the return and remove the incorrect amount. 

March 17, 2022

E-file rejection R0000-058-01

We've fixed an issue where 2021 1040 returns were being rejected with error, R0000-058-01. Returns in the following cases were being rejected.

  • Where the return included a Form 1116 Schedule Bbinary attachment record, even in returns that didn't have Form 1116 or Form 1116 Schedule B included.
  • Form 1116 Schedule B was calculating, when the taxpayer was electing the exemption from foreign tax credit limitation on the B&D screen.

For any returns rejected with this code, and in those cases, recreate and retransmit the efile. 

If you continue to receive this error code, you can resolve it by reviewing your attachments. 

March 3, 2022

2021 1040 eSignatures

When you generate an efile for a 1040 return or extension, you can now send a request to your client to complete their eSignature documents.

Once you've sent the request, your client will receive an email to esign their tax documents.

Adding new partners, shareholders, beneficiaries, officers, or contributors

We fixed an issue where Onvio Tax was not saving the information entered when adding a new partner, shareholder, beneficiary, officer, or contributor when using the Edit button. To add a new contact select Add, then enter the contact's information. 

Once you select an existing contact you can use the Edit and Delete buttons.

February 17, 2022

Delete an organizer

You can now delete organizers from Client Center. 

To delete an organizer, open the tax return and go to Client Tasks, then select Remove Organizer from Client Center.

Resend a completed organizer

You can now resend a completed organizer back to a client. 

To resend an organizer, open the tax return and go to Client Tasks, select 1040 Organizer, then select Send Organizer.

Resending an organizer will change it's status back to In Progress. Any documents previously uploaded will still be available in Onvio Documents. 

February 3, 2022

2021 Initial Client Document releases

The initial set of 2021 Client Documents are available in Onvio Tax. You can access Client Documents by going to Setup, then Product.

We plan to release the remaining Client Documents by 2/7/22.

2021 1040 State returns available

We will release all 1040 state products in Onvio Tax the morning of 2/3/22. After the release, you can start entering information for all 1040 state products.

To stay up to date on form and e-file approval status per entity, visit the Form/E-file Approval widget on your Onvio Tax Dashboard. The widget updates daily, as agency approvals become available. 

E-filing available

E-file is now available for many Federal and State entities. 

To stay up to date on form and e-file approval status per entity, visit the Form/E-file Approval widget on your Onvio Tax Dashboard. The widget updates daily, as agency approvals become available. 

January 25, 2022

2021 1040 State returns available

You can now enter information for 1040 Georgia, Illinois, Michigan, Michigan Cities, Missouri, and Montana returns, in Onvio Tax.

Note: At this time Michigan cities can't be e-filed, this will be available in a future release. 

More State and Local 1040 returns will also be available in a future release. To stay up to date on form and e-file approval status per entity, visit the Form/E-file Approval widget on your Onvio Tax Dashboard.

January 20, 2022

2021 Federal returns available

You can now enter information for Federal 1065, 1120, and 5500 returns, in Onvio Tax. 

To stay up to date on form and e-file approval status per entity, visit the Form/E-File Approval widget on your Onvio Tax Dashboard.

2021 State returns available

You can now enter information for State and Local 1041, 1120, 1065, 990, and 706 returns, in Onvio Tax.

To stay up to date on form and e-file approval status per entity, visit the Form/E-File Approval widget on your Onvio Tax Dashboard.

State and Local 1040 returns will be available in a future release. 

January 6, 2022

Forms are not showing in Forms view automatically

This release addresses an issue where forms new were not always showing in Forms view after input screen data entry. 

After entering screen data for a new form, the form will now automatically show when you switch to Forms View as the calculation completes.

December 23, 2021

2021 Federal returns available

You can now enter information for Federal 1040, 1041, 990, 706, and 709 returns, in Onvio Tax. 1120 and 1065 Federal returns will be available in a future release. 

Client documents will also be available on a future release. 

1040 organizers available

Onvio 1040 Organizers for 2021 are now available. 2021 organizers now include questions related to COVID-19, cryptocurrencies, and a new way to upload estimated payments. 

UltraTax CS migration to Onvio Tax available

The Migration Dashboard and UltraTax CS Migration to Onvio Tax is available. 

You can start preparing your data and migrate your UltraTax CS data to Onvio Tax now. 

Multi-unit non-calculating forms

Onvio Tax now allows non-calculating forms to have multiple units, when needed. 

Onvio Fixed Assets enhancements
  • You can now divide individual assets by selecting an asset, then select Divide.
  • When editing an applicable asset, the following actions are now available under the Actions drop down:
    • Hawaii Excise Tax Credit Recapture
    • Investment Credit Recapture
    • Section 280F Recapture

November 25, 2021

Default margins

Margins for new tax documents will default to a more professional scheme.

You can change existing tax document margins by going to Setup, Product, edit a document, then select Document Properties.

"&" character shows correctly

We've corrected a display issue where firms with the "&" character in the firm name would show improperly in Firm Properties. 

September 16, 2021

Performance enhancements

Improving the speed of Onvio Tax continues to be a priority. With this release, we've made changes to improve the time it takes to calculate a tax return.

August 19, 2021

Updated Current Due Date

With this release, the Current Due Date column in the Projects and Tasks grid will match the original due date of an un-extended tax return, when the statutory date is changed and the tax return project is recalculated

For example, 1040 Federal returns typically have a 04/15 due date, however, 2020 1040 returns had an original due date of 05/17/21. Once the original due date is changed and a 2020 1040 return is recalculated, the Current Due Date will be 05/17/21.

July 22, 2021

Print Preview

With this release, Print Preview in Onvio Tax has an enhanced user interface for viewing and working with the preview, similar to the Print Preview interface in Onvio Center. While in an open tax return, you can get to the improved print preview two ways:

  • Select Print and then Preview.
  • Select Print Preview on the Review tab.

Performance enhancements

Improving the speed of our Onvio applications continues to be a priority. With this release:

  • We've made more enhancements to further improve calculation speed.
  • We've improved performance when printing letters, returns, forms, and invoices.

July 8, 2021

Performance enhancement

Improving the speed of our Onvio applications continues to be a priority for our Product and Technology teams. With this release, the E-File grid now loads 50% faster, on average.  

June 24, 2021

Manage Missing Items tracker

With this release, you can create a list of items needed to prepare a tax return and send a request to a client for those missing items. In an open tax return you can create, send, and review requests for missing items for your client, by selecting Client Tasks, then Manage Missing Items. 

Update project status while in return

To improve efficiency, while in an open tax return, you can now choose the status of the project from the Status field in the top right.

Clear Screen Data

While in an open tax return you can now clear all of the information on a data entry screen. To clear a data entry screen, go to Actions, then Clear Screen Data. 

Field Detail pane

Starting with 2020 returns, you can now open the Field Detail pane from the right side of an open return. The Field Detail pane shows if an amount was calculated by Onvio Tax or manually entered. Calculated amounts will also show in blue in the data entry field, whereas manual entries will appear in black. 

Acknowledge FYI diagnostics

You can now dismiss FYI diagnostics while reviewing diagnostics for a return. To acknowledge FYI diagnostics, review the return's diagnostics, then mark the Acknowledge checkbox for the FYI. 

You can review an acknowledged FYI by hovering over the marked Acknowledged checkbox. 

Performance enhancement

We've improved the overall performance and speed when generating tax return PDFs where statements were present. 

June 10, 2021

Client and Project comments available in tax returns

With this release you can now view, add, edit, or delete client and project comments while in a tax return. To view, add, edit, or delete these comments, select [[bento-icon-bubble-empty]] while you are inside an open tax return project. 

May 27, 2021

Performance Enhancements

Improving the speed of Onvio applications is a priority for our product and technology teams. With this release we're improving performace in the following areas:

  • Improvements in the initial loading time on the Tax Projects and Tasks grid. 
  • When clearing diagnostics in Onvio Tax, we made a change in how calculations trigger. This change decreases the wait time for calculations when clearing diagnostics. 

Internal notes


April 20, 2021

Basic Access

This release adds a Basic Access option for Onvio Tax Permission Groups. This allows members of this group to do basic return creation but not e-file, unlock returns, add form overrides, or change return setup settings.

Project Grid

The Project Grid now has a filter button that will show and hide the Filter panel. The width of the project filter panel can also now be adjusted.

April 1, 2021

Returns Not Accepted or Extended filter

This release adds a quick filter to the E-File screen for Returns Not Accepted or Extended. This view lists the projects that don't have an accepted Federal return or extension for the selected tax year.

March 18, 2021

Detroit E-Filing now available

Onvio Tax now includes the ability to process Detroit returns for 1040 return types for tax year 2020.

Large charitable contribution amounts

This release addresses an inaccurate calculation that was displaying a large amount of charitable contributions on Federal 1040 returns.

PDF performance

This release improved PDF generation speed by at least 50%.

February 18, 2021

Customize Tax Dashboard

With this release, you can now customize your Onvio Tax Dashboard. You can hide or change the order of sections by selecting the Edit Pencil button in the lower right hand corner of the dashboard.

January 21, 2021

Federal returns available

Onvio Tax now includes the ability to process Federal 1120 (C-Corporation and S-Corporation) and 1065 business returns for tax year 2020.

State returns available

Onvio Tax now includes the ability to process State and Local returns for 1040, 1041, 1120, and 1065 return types for tax year 2020.

E-Filing released

Starting with this release, e-filing will begin to open, subject to jurisdictional approval. To stay up to date on which forms are approved for e-file, visit the Form/E-File Approval widget on your Onvio Tax Dashboard.

Enhanced performance speeds

This release improved calculation times by up to 25%.

December 28, 2020

Federal returns available

Onvio Tax now includes the options to enter information for 1040, 1041, 706, 709, and 990 Federal returns.

Fixed assets form integration

Fixed assets information will also be supported in 1040, 1041, and 990 returns. Integration is included for Forms 4562, 4797, 4864, 8824, SalePT, 8824PT, 2106, Auto Worksheet, and First year installment sales 6252.

Onvio Fixed Assets enhancements

  • You can now Select all when selecting bonus depreciation elections, in Settings, then Bonus Depreciation Election.
  • The following options are now available when managing activities:
    • Selecting a Simplified Home Office (1040 only)
    • Entering Vacation Home Percentages (1040 rentals only)

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