miliadv.blogg.se - Tax planner pro

#Tax planner pro install#
#Tax planner pro update#
#Tax planner pro full#
#Tax planner pro software#
#Tax planner pro password#

Enter the client’s Office Location when adding a new client (see Add Client Page).

Resolved an issue where a caution message was being issued due to a version mismatch with some resident and non-resident state specification files.

For details, see What’s New in the Planner.

Updated BNA Income Tax Planner for the Tax Cuts and Jobs Act.

#Tax planner pro software#

This release supports new files transferred from your tax software packages to the Income Tax Planner.

This release maintains the answers for activities marked as sold when the file is reloaded.

For details, see the What’s New help topic in the Planner.

#Tax planner pro install#

As a result, all users will be required to install the latest version of the Turbo plug-in. Resolved an issue surrounding the use of Two-factor Authentication with certain mobile providers.Resolved an issue with New Jersey resident and non-resident state specifications.Calculation Options have been updated to comply with IRS Notice 2018-83.The data encryption protocol has been upgraded to Transport Layer Security 1.2 (TLS 1.2).

#Tax planner pro update#

This update requires you to reinstall Turbo.

Updated email and text messages for Two-factor Authentication.

Resolved an issue related to accessing Income Tax Planner Web with Chrome browser.

The company name has been updated to Bloomberg Tax Technology in the Income Tax Planner Web help system.

Users will need to reinstall the Turbo plugin.

The Turbo plug-in has been updated from Turbo Server to Turbo Hub.

You now have the option to change your landing page – either the Turbo Installation page or the Clients page – after signing in to the program.

Prior to accessing the new version of Income Tax Planner Web, users will be required to install the latest version of the Turbo Plug-in. For details, see the What’s New help article in Income Tax Planner.

Fields containing personal identifying information have been removed from the client Contact tab.

Administrators can now access and manage Teams and Application Settings such as Calculation Options, Permissions Polices, Plans Policies, and Recycle Bin Policies from the gear icon in the navigation bar.

Administrators can now access the Transfer Client Ownership command on the Clients page.

My Client Permissions is now available on the Clients page.

Income Tax Planner now supports Single Sign-On (SSO).

#Tax planner pro password#

Administrators can now manage users, password policies, and sign-in policies there. Income Tax Planner now has a new administration and authentication system.The domain for Income Tax Planner has changed from to.Income Tax Planner Web is now known as Income Tax Planner, and has been redesigned.Resolved other minor issues and made minor enhancements throughout.Resolved an issue where clicking the Help command was not opening the correct help article.Resolved an issue where users of Internet Explorer were unable to add clients or plans.System Administrators and Policy Managers can change this setting on the Policies page, but reduced settings may result in unintended disconnections. Where the maximum session policy was set to 8 hours, it has been changed to 12 hours.

Where the inactivity timeout policy was set to 1 hour or less, it has been changed to 12 hours.

Resolved an issue where users were being signed out of the web session while working on a plan.

Improvements to system stability when uploading files.

Session policy defaults for new customers have been changed from 30 minutes to 12 hours for inactivity timeout and from 8 hours to 12 hours for maximum session.For details, see the What’s New help article in the Planner. You can now import users in bulk from a CSV file.

#Tax planner pro full#

For a full list of characters not allowed visit the Renaming a Plan section of the are not allowed to be part of a plan name. Updated state calculations for Arizona, Arkansas, Colorado, Idaho, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, North Dakota, Ohio, Oregon, Rhode Island, South Carolina, Utah, Vermont, Virginia, and Wisconsin.Release notes Version 2023.1 Planner updates