CRITICAL ALERTS!

EF Status May Not Always Update
In some instances, after converting and transmitting a return the EF status still displays "Return Marked for EF" instead of "Return Transmitted for EF." This situation can usually be corrected by opening and saving the return.

Error Message: "Need to be in the HomeBase View"
When attempting to import data from QuickBooks into a tax year 2007 ProSeries federal tax program you receive the error message: "Need to be in the HomeBase View." This situation will be corrected in an update anticipated to be available online on or about January 29, 2008.

Error Message: "Unable to Read Database Information for this Item"
When attempting to print a check you receive the error message: "Unable to read database information for this item" and/or the Bank Products Status field is blank in HomeBase. Learn more

Federal Form W-2 Worksheet Error About Indiana Withholding
An error message is displayed on the federal W-2 Worksheet when a return is marked for Indiana electronic filing and an amount more than 8% of the Indiana wages is entered in Box 17. Learn more

Arizona Partnership Form 165, Lines H-L Not Printing Correctly
On Arizona Partnership, Form 165, page 1, lines H through L are printing incorrectly when Form 165 is printed. Learn more

California Form 565 or Form 568, Line 19 May Be Incorrect
If your partnership or limited liability company return had qualified start up costs for a new pension plan, then when you transfer to the California Partnership or California Limited Liability Company products, the amount that appears on line 19 of Form 565 or Form 568, will be the same amount reported on federal Form 1065, line 18. This will cause an out of balance condition on the state products because this is a federal credit. Learn more

• New Intuit WebListings Service
  Help grow your 1040 client base with this marketing tool that helps you list your company on major online business directories. Simply access a profile page within ProSeries and enter in your business information - we'll send that information to our partner's local search websites including Google Maps, Yahoo Local, Superpages.com and YellowPages.com. Learn more

View a complete list of General topics.

• New ProSeries Client Advisor and Client Presentation Features
  We anticipate that the new ProSeries Client Advisor and Client Presentation features will be available in the ProSeries 1040 update expected to be available online on or about January 29, 2008. Download and install this update when it becomes available. After installing this update, when a client's 1040 federal tax return is open, Client Presentation will appear on the Tools menu. The Client Presentation and Client Advisor features are launched simultaneously in an Excel spreadsheet. There are five tabs within the Excel spreadsheet: (1) Cover sheet, (2) Bottom Line, (3) Deductions, (4) 2-Year Comparison Data, and (5) Client Advisor. Click on applicable tabs in the Excel spreadsheet as needed.
  
  For more details about using these new features, type client presentation or client advisor in the Search Help field on the Help toolbar in your ProSeries program. To learn more about these new client-focused tools, visit our Self-Paced Training and Client Bundle pages. Note: We anticipate that the self-paced training for these new features will be available on or about January 29, 2008.

View a complete list of Federal Tax topics.

• New E-File Status Lookup Feature
  A new e-file status lookup feature is now available within My ProSeries. Login to your My ProSeries account and click Client E-File Status on the My ProSeries overview page. To view the status of your electronically filed returns, simply select the filter criteria, then click the Submit button.

Santa Barbara Bank & Trust Users

• Santa Barbara Bank and Trust Notices for Tax Year 2007
  Santa Barbara Bank and Trust (SBBT) notices for Tax Year 2007 are now available on www.proseries.com.

View a complete list of Federal Electronic Filing and Bank Products Software topics or visit the EF Atlas.

• TIP: Finding Release Dates for Tax Year 2007 Products
  Future anticipated release dates and actual release dates for ProSeries federal and state products can be found on our Release Dates page.

View a complete list of State Tax and State Electronic Filing topics.

If you have any questions or comments about this newsletter, please contact a ProSeries agent through the e-mail support feature located in the My ProSeries section of the ProSeries Web site.

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