Taxworks Problems

	A	B	D
1	Functionality/Calculation	State Fed Both	Convenience/Production/Formatting
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3	Federal tax estimate fields were pre-filled with the prior year’s STATE estimate data, then auto-marked as “paid” – no other tax program on the market, nor this one in any other year, automatically considers tax estimates to be paid without input from the preparer.	both	Invoice pricing not functional until ___?, then updates erased pricing after it did work
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5	Batch e-filing tax extensions (selecting multiple clients and sending in federal extensions) intermittingly resulted in a loss of all previously entered data in the tax return software. Therefore, if a client’s return had previously been complete, it has to now be re-done from scratch	both	Cannot edit client names on the client selection screen. That means if someone gets married – you still have to look for them by their old name. If Spouse #1 dies, spouse #2 still has to be found using dead spouse’s info
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7	Schedule D – stock sales – cannot enter dates correctly throughout most of tax season via direct input to the software. People found workarounds by importing from excel or using the copy/paste function. Some people have 100s of stock transactions.	both	Diagnostic “errors”: create links to the problem in the software. Many of the links were broken all tax season and some would shut down the program completely when clicked
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9	Tax-exempt interest was added to taxable income – when support was contacted, we were told it is a “known issue” and will be fixed NEXT YEAR. Have this reply in writing.	both	Through February, could not print to anything but a pdf. No printing directly to a printer, no set-up of “print sets” available
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11	1065 & 1120s California balance sheet tripled by itself, had to delete CA data and re-enter	state	Software was advertised as having the ability to open multiple clients. Preparers who did so found out the hard way that the program then took assets from one client’s return and added them to the other returns that were opened
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13	Form 8332 which has NO calculation was not ready for e-file until at least mid-March. This is a form that had no effect from Congressional action	fed	Two updates during the year created a “white screen of death” and killed all software functionality. Everyone had to either avoid update or roll back until fixed
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15	Many forms such as Form 4835 were not ready for use until 2 weeks after they were released by the IRS while other tax software companies were ready	both	Functions that worked in previous years were visible but “broken” all tax season. Clicking them gave an error message “this functionality is not available yet”
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17	Depreciation and Section 179 would not carryover to the business schedules for many weeks	both	Delivery sets not working through most of tax season, then the "fix" only fixed 50% of the problem
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19	When a rental property was sold or eliminated for other reasons, the asset manager would not function properly. Assets did not move automatically and became jumbled. Had to delete and re-enter	both	Reports never functional - critical tool for production and a reason many choose Taxworks
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21	The worksheet for taxable refunds was a hit and miss as to accuracy	fed	The program was designed to see your output as you go, however it slowed the program to a crawl and did not function properly the entire tax season
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23	Schedule D would change a short term asset to long term when using "various" as the purchase date	both	Slip sheets never functional
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25	Return calculations changing between printing copies for the client and e-filing without any input from tax preparer, and sometimes within minutes	both	RG Client Data, RG Facilitator, RG Updater all had to be restarted manually throughout tax season, multiple times daily via "services" in our task manager
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27	Penalty for early withdrawal of pension didn't calculate correctly	both	Many returns that just completely ‘disappeared’ out of our system with new work that had been done on them. Sometimes you would work on an individual the program would shut down with and error and then you go back to that client and all that work was gone.
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29	Taxworks never received "acknowlegement" for e-filing but IRS received data file anyway	fed	Labels never functional - critical tool for production and a reason many choose Taxworks
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31	Taxpayer's W-2 Code "L" employee reimbursement - assumed proration between Meals & Entertainment and Travel - although this is not correct for all taxpayers. Took weeks to get a "workaround" from Taxworks, never fixed	both	Backup never functional - have to manually "export" clients for any type of back up
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33	OIH - There is no line for a installment sale recipient name, address, SSN, and amount of mortgage interest received. To make the OIH form calculate correctly, you must input the interest in the normal way and then go to Schedule "A" and put a "-1" in the mortgage interest line to blank out the entry and then manually enter the amount on the line that says "No 1098 received." You must also enter the name, address, & SSN of the recipient. You must also add a Federal note to the return to explain what you did, and to say that the tax software couldn't handle it.	both	Preparer set-up did not move over correctly from prior year. Taxworks NEVER fixed the problem, so every single client had to have the preparer number entered again or a different person's name might show as preparer.
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35	Education credit - 8863, switched from a credit on page 2 to a deduction on page 1 while being sent to filing center	fed	EIN databases not working - software did not "remember" the new EINs added in 1099-misc
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37	Schedule A dropping numbers once put into the box.	both	"default" settings would not stick - defaults had to be re-set multiple times
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39	Direct Deposit information disappeared after placed into position		whoever prints the return shows as the preparer
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41	NYC tax returns at the beginning of the season Taxworks said all we had to do was click on paper file and it would be attached to NY and sent to the City. Ended up having to resend hundreds of them from February after finding out they were never sent		Also the person that submits the return show on the efile center as the preparer
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43	K-1s were never correctly imported within the system		Have to push “add” each time I want to add a line of detail
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45	Partnership tax returns – when allocating special items, you would enter the special items, then close the form where the entry was. If you opened the form again, all previous entries would automatically erase.		Schedule C “other expenses” – can’t see my number without clicking “more” on each item
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47	Client data crossover - file says one name, all data in return is a different client's		Cannot select "did not itemize" on State refund worksheet
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49	Client receives refund of a different amount than shows on the return. Inspection reveals that somehow between printing the return and efiling that the Education Credits got duplicated and changed from a Tuition Deduction on the front page to an Education Credit		Sch B – have to click “more” for each entry
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51			Column chooser on clients screen is non-functional
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