ProSystem fx® Tax Program Scans

Release Notes

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Use scan to identify any 2021 Federal Tax Exempt returns that had/have both Forms 990(990/990-EZ/990-PF) and 990-T, were calculated before release 2021.05020, will be electronically filed or have already been electronically filed, and have one or more of the following forms 5741, 8275, 8621, 8833, 8865 or 8990 generated.

2021

2020

2019

2019
	New York
		Fiduciary
			5-2020		Release Notes	Download file
				This scan will detect 2019 Fiduciary New York returns that have NY ESBT taxable income meets the understated threshold requirements of IT-205 instructions.
	North Carolina
		Individual
			10-2020		Release Notes	Download file
				This scan will detect all Individual North Carolina returns where there were no qualifying children who were allowed a federal child tax credit listed on Form NC D-400 10a.

2018
	Federal
		Individual
			04-2019		Release Notes	Download file
				This scan will detect 2018 Individual returns with amounts in Form 461 lines 10 and 11 and process before release 2018.03040.
	Idaho
		Individual
			03-2019		Release Notes	Download file
				These scans will detect tax error for income at least $15,038 and less than $22,558 for Married filing Joint and Single returns with taxable income between $7,519 and $11,279.
	Nebraska
		Corporation
			03-2019		Release Notes	Download file
				This scan will detect 2018 Nebraska corporate returns with interest calculated on the underpayment of estimated tax before release 2018.03010.
	New York
		Fiduciary
			12-2019		Release Notes	Download file
				This scan identify 1041 returns that have NY-IT-112-R and deductions that are not included in AGI in the return.
			5-2020		Release Notes	Download file
				This scan will detect 2018 Fiduciary New York returns that have NY ESBT taxable income meets the understated threshold requirements of IT-205 instructions.

2017
	Federal
		Individual
			10-2018		Release Notes	Download file
				This scan will detect when the Form 8903 deductions on lines 2, 3, and 4 have been limited.
		Fiduciary
			10-2018		Release Notes	Download file
				This scan will detect when the Form 8903 deductions on lines 2, 3, and 4 have been limited.
	Minnesota
		Individual
			6-2018		Release Notes	Download file
				This scan will identify 2017 Minnesota Individual return with certain scenarios where medical and dental expenses, and PMI premiums that had been entered and process before release 2017.03030.
	New York
		Individual
			8-2018		Release Notes	Download file
				This scan will detect 2017 Individual New York that have bond premiums allocated to state taxable municipal interest and calculated before release 2017.03010.
		Fiduciary
			10-2018		Release Notes	Download file
				This scan will detect Fiduciary returns with calculation error on returns where line 6 is present on New York IT-205 Tax Computation Worksheet 2 or 3 that causes overstatement of tax due.
			12-2019		Release Notes	Download file
				This scan identify 1041 returns that have NY IT-112-R and deductions that are not included in AGI in the return.
			5-2020		Release Notes	Download file
				This scan will detect 2017 Fiduciary New York returns that have NY ESBT taxable income meets the understated threshold requirements of IT-205 instructions.

2016
	Massachusetts
		Partnership
			4-2017		Release Notes	Download file
				This scan will identify 2016 Massachusetts 1065 returns that were calculated on any release prior to release 2016.03030 that have the Form PTE-EX and the option to Print that Form with the K-1s.
		S Corporation
			4-2017		Release Notes	Download file
				This scan will identify 2016 Massachusetts 1120S returns that were calculated on any release prior to release 2016.03030 that have the Form PTE-EX and the option to Print that Form with the K-1s.
	New York
		Fiduciary
			5-2020		Release Notes	Download file
				This scan will detect 2016 Fiduciary New York returns that have NY ESBT taxable income meets the understated threshold requirements of IT-205 instructions.
		Individual
			8-2018		Release Notes	Download file
				This scan will detect 2016 Individual New York that have bond premiums allocated to state taxable municipal interest.
	Philadelphia
		Partnership
			9-2017		Release Notes	Download file
				This scan will identify 2016 Philadelphia partnership return with Form NPT that have amounts on Lines 2, 4, 7, and 9, which were calculated on any of these releases 2016.04010, 2016.04013, and 2016.04020.

2015
	Federal
		S Corporation
			1-2015		Release Notes	Download file
				This scan will detect any S Corp returns affected by Pro Form of 2014 to 2015 returns that may not include information display on Schedule B-1.
		Fiduciary
			6-2016		Release Notes	Download file
				This scan will identify 2015 Fiduciary returns that were process during release 2015.04000 or Permcom does not exist.
	Connecticut
		Corporation
					Release Notes	Download file
			2-2017	The scan will be used to identify any 2015 Corporate Connecticut returns with NOL carryover was not being carried to the carryover report.
	Kansas
		S Corporation
			7-2016		Release Notes	Download file
				The scan will be used to identify any Kansas Composite return that was calculated on any release prior to 2015.04010 with at least one shareholder whose filing status is either Single, Head of Household, Married Filing Separately, or Married Filing Joint.
	New York
		Individual
			8-2018		Release Notes	Download file
				NY-IND-07-2017-1.pdf
	Oregon
		Individual
			5-2016		Release Notes	Download file
				This scan will identify 2015 Individual Oregon, Form OR-PTE, where taxable income is more than 5 million and less than or equl to 50 million. The tax rate for taxable income more than 5 milion should be 9.9% not 9%.
	Wisconsin
		Corporation
			5-2016		Release Notes	Download file
				This scan will identify 2015 Wisconsin Consolidated Corporation returns with credits on Schedule MA-A, Line 16 and MA-M, Line 16.
		S Corporation
			4-2016		Release Notes	Download file
				This scan will identify Wisconsin S Corporation returns that have the Form PW-1 letters and filing instructions and the direct/debit report showing that the balance due will be debited from bank account but the direct debit payment information has/will not be included in the electronic file.
			3-2016		Release Notes	Download file
				This 2015 S Corp Wisconsin Non/Part-Year Resident Apportionment Scan that search for nonresident and part-year resident shareholders with credits reflected as addition on their Form 5K-1, the apportionment percentage was not being used to calculate the Wisconsin source amount. These scans will identify return impacted by this issue before 2015.03010.

2014
	Federal
		Individual
			1-2014		Release Notes	Download file
				This scan will detect 2014 Individual Federal W-2 Pro Forma where more than one W-2 is present.
	Arizona
		Individual
			5-2014		Release Notes	Download file
				This scan will detect returns where an amount was entered for 2013 federal IRC 179 disallowed by Arizona and that amount affected the calculation of the subtraction on Form 140, Line 26 or Form 140PY, Line 43 and Form 140NR, Line 39.
	District of Columbia
		Individual
			5-2014		Release Notes	Download file
				This scan will detect 2014 Individual District of Columbia return that have itemized deduction limited at federal level on Schedule A, Line 29.
	New Jersey
		Partnership
			3-2016		Release Notes	Download file
				This scan will detect 2014 Partnership New Jersey returns with overpayment on PART-100 form with amount on line 14.
	New York
		Individual
			8-2018		Release Notes	Download file
				This scan will detect 2014 Individual New York that have bond premiums allocated to state taxable municipal interest.
		Fiduciary
			6-2015		Release Notes	Download file
				This scan will detect 2014 Fiduciary New York returns where AGI on form IT-205, Line B is between $1,046,350 and $1,096,350.
		Partnership
			4-2014		Release Notes	Download file
				This scan will detect any 2014 Partnership returns that were filed electronically for New York City extension payment.

2013
	Federal
		Corporation
			3-2015		Release Notes	Download file
				This scan will detect any 2013 Corporate returns with disallowed real property section 179 in which newly created assets were made.
		Fiduciary
			5-2014		Release Notes	Download file
				This scan will detect 2013 Fiduciary returns that have form 8960 attached and qualified for 1041 legacy electronic filing.
		Individual
			9-2014		Release Notes	Download file
				This scan will detect 2013 Individual return where there is section 179 expense associated with a pass-through and the total cost of section 179 property is greater than the threshold.
			4-2014		Release Notes	Download file
				This scan will detect 2013 Individual returns with data in state Form 8960 and line 5a.
			1-2014		Release Notes	Download file
				This scan will detect 2013 Individual returns with filing status of single, head of household, and qualifying widows where issue with earned income credit exists.
		Partnership
			3-2015		Release Notes	Download file
				This scan will detect any 2013 Partnership returns that have disallowed real property section 179 in which newly created assets were made.
		S Corporation
			3-2015		Release Notes	Download file
				This scan will detect any 2013 S Corporate returns with disallowed real property section 179 in which newly created assets were made.
	Delaware
		Fiduciary
			6-2014		Release Notes	Download file
				This scan will detect 2013 Fiduciary returns with Delaware taxable income greater than $60,000 that would be affected by tax rate change from 6.6% to 6.75%.
	Iowa
		Individual
			2-2014		Release Notes	Download file
				The scan will detect 2013 Individual Iowa 1040 returns that do not include additional Medicare tax owed or withheld as federal tax addition.
	Massachusetts
		Individual
			1-2015		Release Notes	Download file
				This scan will detect 2013 Massachusetts Individual returns with IRA/Keogh distributions with total amounts previously distributed entries and a middle initial in taxpayer and/or spouse name.
	Minnesota
		Corporation
			2-2014		Release Notes	Download file
				The scan will be used to detect 2013 Minnesota Consolidated/Combined Corporation returns with Non-nexus parent and subsidiary members.
	Oregon
		Corporation
			2-2014		Release Notes	Download file
				This scan will detect 2013 Oregon Corporation (1120) returns with taxable income greater than $1 million.
		Partnership
			2-2014		Release Notes	Download file
				The scans will be used to detect Oregon Partnership returns with corporate partners having taxable income greater than $250,000.
		S Corporation
			2-2014		Release Notes	Download file
				This scan will detect 2013 Oregon Corporation (1120S) returns with taxable income greater than $1 million.
	Wisconsin
		Individual
			3-2015		Release Notes	Download file
				This scan will detect 2013 Individual Wisconsin resident and non-resident returns that has itemized deduction credit that was subject to Sec. 68 phase out with Schedule I present.
			1-2015		Release Notes	Download file
				This scan will detect 2013 Individual returns that contained prior year assets whose Wisconsin basis differs from Federal basis.

2012
	Federal
		Individual
			1-2014		Release Notes	Download file
				This scan will detect Individual returns with federal estimated tax indicated as already paid and Pro Forma of estimated tax payments selected.
			1-2014		Release Notes	Download file
				Use this scan to detect Individual returns with federal estimated tax indicated as already paid and Pro Forma of estimated tax payments has been left blank.
			6-2013		Release Notes	Download file
				This scan will identify 2012 Individual returns calculated prior to Release 2012.04000 with regards to where no information for long-term prior year minimum tax credit information was entered in the return, yet a refundable prior year minimum tax credit was being calculated.
			5-2013		Release Notes	Download file
				This scan will identify 2012 Individual Federal returns with a credit on Form 8941 exclusively from a passthrough entity.
			3-2013		Release Notes	Download file
				This scan will identify 2012 Individual returns calculated prior to Release 2012.03020 with regards to Federal Form 1040-ES, Line 4, Net Investment Calculation. If self-employment income is not present, the additional Medicare tax is not included in the estimate calculation.
			3-2013		Release Notes	Download file
				This scan identifies certain 2012 Individual Federal returns with Form 1040-ES Self-Employment Tax worksheet, Line10, deduction was calculated at 50% rather than 59.6%. The issue has been addressed on Release 2012.03020.
	Arizona
		Individual
			02-2014		Release Notes	Download file
				The scan will be used to detect 2012 Individual Arizona returns with nonrefundable tax credits and zero tax balance after nonrefundable credits.
	Michigan
		Individual
			02-2014		Release Notes	Download file
				This scan will detect certain scenarios where the pro forma of the Michigan prior year tax did not include Michigan tax credit before release 2012.05050.
	Minnesota
		Corporation
			02-2014		Release Notes	Download file
				The scan will be used to detect 2012 Minnesota Consolidated/Combined Corporation returns with Non-nexus parent and subsidiary members.
	North Carolina
		Individual
			03-2014		Release Notes	Download file
				The scan will detect certain scenarios where calculated 2012 bonus depreciation and/or section 179 expenses did not Pro Forma.

2011
	Federal
		Estate and Gift
			5-2012		Release Notes	Download file
				This scan identifies any 2011 Gift return that contains Form 709 with late filing penalty and late payment interest.
		Individual
			4-2012		Release Notes	Download file
				This scan identifies any 2011 Individual returns that might have missing entries in Schedule B due to using Consolidated 1099 to generated entries that were entered prior to Release 2011.03020 and calculated on or after 2011.03020.
			3-2012		Release Notes	Download file
				This scan identifies Individual returns with Form 8938 that contains additional pages.
			2-2012		Release Notes	Download file
				This scan identifies Individual returns with the incorrect housing exclusion rate on Form 2555.
	California
		Individual
			2-2012		Release Notes	Download file
				This scan identifies California individual returns that were calculated before Release 2011.03000 with the additional deductible self-employment tax present in the return.
	Illinois
		Individual
			2-2013		Release Notes	Download file
				This scan will identify the Illinois individual return that was calculated before 2011.02060 with pro forma refund amount that includes Illinois nonrefundable credit.
	New York
		Corporation
			4-2012		Release Notes	Download file
				This scan will identify corporate returns for New York claiming manufacturer status for lower ENI rate on or after release 2011.03010.
		S Corporation
			9-2012		Release Notes	Download file
				This scan identifies the S Corporation returns that contain other state taxes being added back on New York CT-34-SH.
			4-2012		Release Notes	Download file
				This scan will identify S Corporation returns for New York claiming manufacturer status for lower ENI rate on or after release 2011.03010.9
	Rhode Island
		Individual
			4-2012		Release Notes	Download file
				This scan identifies any 2011 Individual Rhode Island e-filed return that was calculated before Release 2011.03050, with balanced due information entered in Form RI-8453 for electronic funds withdrawal and Form RI-1040V for payment by check.
	Texas
		Corporation
			10-2012		Release Notes	Download file
				This scan identifies Corporation returns that are part of Texas return group that have been updated but have not been calculated prior to release 2011.04000.
		Partnership
			10-2012		Release Notes	Download file
				This scan identifies Partnership returns that were calculated before release 2011.04000 with a Texas combined return group.
		S Corporation
			10-2012		Release Notes	Download file
				This scan identifies S Corporation returns that are part of Texas return group that have been updated but have not been calculated prior to release 2011.04000.

2010
	Federal
		Corporation
			04-2012		Release Notes	Download file
				This scan will detect Corporation returns with AMT percentage depletion carryover when there is no cost basis.
		Estate and Gift
			05-2012		Release Notes	Download file
				This scan identifies any 2010 Gift return that contains Form 709 with late filing penalty and late payment interest.
		Fiduciary
			04-2012		Release Notes	Download file
				This scan will identify 2010 Fiduciary return with AMT percentage depletion carryover amount.
			11-2011		Release Notes	Download file
				This scan identifies 2010 Fiduciary returns that have been electronically filed that also contain Form 926.
		Individual
			4-2012		Release Notes	Download file
				This scan will detect Individual returns with AMT percentage depletion carryover when there is no cost basis.
			4-2012		Release Notes	Download file
				This scan identifies 2010 Individual electronically filed returns that contains Federal Form 8606 with Roth conversion.
			10-2011		Release Notes	Download file
				This scan identifies returns that have been electronically filed that also contain Form 926.
			4-2011		Release Notes	Download file
				This scan identifies 2010 Individual returns containing federal elections that were previously electronically filed prior to Release 2010.03030.
			4-2011		Release Notes	Download file
				This scan identifies 2010 returns proformaed prior to Release 2009.05070 for Form 8801 that contained the corrected entries for 2007 Net minimum tax on deferral items and 2007 Unallowed qualified electric vehicle credit fields.
	Alabama
		Individual
			2-2011		Release Notes	Download file
				This scan identifies Alabama individual returns with unemployment compensation that were calculated before release 2010.02051.
	Arizona
		Individual
			5-2011		Release Notes	Download file
				This scan will identify potentially impacted returns that are Individual Arizona electronically-filed extensions.
	Arkansas
		Individual
			7-2011		Release Notes	Download file
				This scan will identify potentially impacted Individual Arkansas returns that are calculated before Release 2010.04010.
	California
		Individual
			5-2011		Release Notes	Download file
				This scan will identify potentially impacted California Individual returns calculated before Release 2010.03060 in which electronic payment was not selected.
	Illinois
		Individual
			1-2012		Release Notes	Download file
				This scan identifies 2010 Individual Illinois returns were pro forma prior to Release 2010.05042.
	Indiana
		Individual
			12-2011		Release Notes	Download file
				This scan identifies applicable 2010 Indiana Individual returns calculated between Release 2010.04030 and Release 2010.05030.
			5-2011		Release Notes	Download file
				This scan will identify potentially impacted returns that are calculated before Release 2010.03060.
	Louisiana
		Individual
			6-2011		Release Notes	Download file
				This scan identifies electronically filed 2010 Individual Louisiana extension returns that may have had banking information transmitted to the Louisiana Tax Section in error.
	New Hampshire
		Corporation
			2-2012		Release Notes	Download file
				This scan identifies 2010 New Hampshire Corporation returns that have BET overpayment code or amount credited to next year.
		S Corporation
			2-2012		Release Notes	Download file
				This scan identifies 2010 New Hampshire S Corporation returns that have BET overpayment code or amount credited to next year.
	New Jersey
		Partnership
			3-2011		Release Notes	Download file
				This scan identifies 1065 New Jersey returns that have nonresident corporate partners.
	New York
		Individual
			9-2011		Release Notes	Download file
				This scan identifies New York returns with passthrough withholding coupled with a request for late interest or late penalty calculation.
	North Carolina
		Partnership
			3-2012		Release Notes	Download file
				This scan identifies 2010 North Carolina Partnership (1065) returns with amount in the Additional first-year depreciation added back in 2009.

2009
	Federal
		Corporation
			11-2010		Release Notes	Download file
				This scan will identify 2009 Corporation returns with assets that were placed in service, not sold during 2010, and had no bonus depreciation.
		Exempt
			11-2010		Release Notes	Download file
				This scan will identify 2009 Exempt Org returns with assets that were not sold during 2010 and had no bonus depreciation.
		Estate and Gift
			5-2012		Release Notes	Download file
				This scan identifies any 2009 Gift return that contains Form 709 with late filing penalty and late payment interest.
		Fiduciary
			11-2011		Release Notes	Download file
				This scan identifies 2009 Fiduciary returns that have been electronically filed that also contain Form 926.
			11-2010		Release Notes	Download file
				This scan will identify 2009 Fiduciary returns with assets that were placed in service, not sold during 2010, and had no bonus depreciation.
		Individual
			11-2011		Release Notes	Download file
				This scan identifies 2009 Individual returns that have been electronically filed that also contain Form 926.
			03-2011		Release Notes	Download file
				This scan identifies 2009 Individual returns with credit from Form 5695, Part I, Line 11.
			05-2010		Release Notes	Download file
				This scan identifies 2009 Individual returns with Sched A present and that were electronically filed.
			10-2010		Release Notes	Download file
				This scan will identify 2009 individual returns that were calculated before Release 2009.04050 where the Form 3520 prior year rates were used.
		Partnership
			11-2010		Release Notes	Download file
				This scan will identify 2009 Partnership returns with assets that were placed in service, not sold during 2010, and had no bonus depreciation.
		S Corporation
			11-2010		Release Notes	Download file
				This scan will identify 2009 S Corporation returns with assets that were placed in service, not sold during 2010, and had no bonus depreciation.
	Georgia
		Corporation
			07-2010		Release Notes	Download file
				This scan identifies 1120 Georgia returns with differences in section 179 expense between the Georgia and Federal returns.
		Individual
			07-2010		Release Notes	Download file
				This scan identifies 1040 Georgia returns with differences in section 179 expense between the Georgia and Federal returns.
		Partnership
			07-2010		Release Notes	Download file
				This scan identifies 1065 Georgia returns with differences in section 179 expense between the Georgia and Federal returns.
		S Corporation
			07-2010		Release Notes	Download file
				This scan identifies 1120S Georgia returns with differences in section 179 expense between the Georgia and Federal returns.
	Kentucky
		Partnership
			04-2010		Release Notes	Download file
				This scan identifies 2009 Partnership returns that may have composite estimates for Kentucky.
		S Corporation
			04-2010		Release Notes	Download file
				This scan identifies 2009 S-Corporation returns that have composite estimates (740ES) for Kentucky present.
	Louisiana
		Individual
			03-2011		Release Notes	Download file
				This scan indentifies 2009 Individual Louisiana tax returns where underpayment of income tax penalty may be understated on Form R-210NR.
	Michigan-DTW
		Partnership
			01-2011		Release Notes	Download file
				This scan identifies 1065 returns with DTW active and partners that are corporations or S corporations.
	Minnesota
		Individual
			09-2010		Release Notes	Download file
				This scan will identify 2009 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Interest Scan for a complete list of affected returns.
			09-2010		Release Notes	Download file
				This scan will identify 2009 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Dividend Scan for a complete list of affected returns.
		S-Corporation
			02-2011		Release Notes	Download file
				This scan identifies Minnesota S Corporation returns with rental income or loss that does not appear on KS-forms 19 and 20.
	New York
		Fiduciary
			08-2010		Release Notes	Download file
				This scan will identify returns with New York City taxable income over $500,000, that have a recalculated estimate. Returns with a protective estimate (the default for this income level) are already calculated at 110% of the prior year's tax and should not be affected by this change.
		Individual
			03-2011		Release Notes	Download file
				This scan identifies all 2009 New York Individual MTA refund returns that do not have the "credit to your 2010 estimated MCTMT" option selected.
			02-2011		Release Notes	Download file
				This scan identifies all returns containing a New York Form MTA-6 and a two-year comparison.
			12-2010		Release Notes	Download file
				This scan identifies all returns containing a New York Form MTA-6.
			09-2010		Release Notes	Download file
				This scan identifies 2009 individual returns with AGI exceeding 10 million, credits exceeding 2 million, or New York City taxable income exceeding 500,000.
			09-2010		Release Notes	Download file
				This scan identifies extended New York returns that have the potential of losing the payment amount on Form IT-370, line 6 when recalculated on the current release due to other program changes. You will need to run this scan and the New York 1040 Extension-Part2 Scan for complete results.
			09-2010		Release Notes	Download file
				This scan identifies extended New York returns that have the potential of losing the payment amount on Form IT-370, line 6 when recalculated on the current release due to other program changes. You will need to run this scan and the New York 1040 Extension-Part 1 Scan for complete results.
		Partnership
			07-2010		Release Notes	Download file
				This scan identifies 1065 New York returns that have New York source gross income and a business allocation percentage greater than zero.
	Rhode Island
		Partnership
			04-2010		Release Notes	Download file
				This scan identifies Partnership returns that made payments with Form 1120-V (S Corp version).
			02-2010		Release Notes	Download file
				This scan identifies 1065 returns that may have a problem related to the Pro Forma of 2008 information into 2009 on Worksheet Rhode Island > Limited Liability Company (RI-1120) > Income/Deductions > Federal Taxable Income(Interview Form RI2, Boxes 52 through 54).
	South Carolina
		Corporation
			08-2010		Release Notes	Download file
				This scan identifies 1120 South Carolina returns with differences in section 179 expense between the South Carolina and Federal returns that were calculated before release 2009.04020.
		Individual
			08-2010		Release Notes	Download file
				This scan identifies 1040 South Carolina returns with differences in section 179 expense between the South Carolina and Federal returns that were calculated before release 2009.04020.
		Partnership
			08-2010		Release Notes	Download file
				This scan identifies 1065 South Carolina returns with differences in section 179 expense between the South Carolina and Federal returns that were calculated before release 2009.04020.
		S Corporation
			08-2010		Release Notes	Download file
				This scan identifies 1120S South Carolina returns with differences in section 179 expense between the South Carolina and Federal returns that were calculated before release 2009.04020.
	Vermont
		Individual
			08-2010		Release Notes	Download file
				This scan identifies 2009 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2009 Vermont 1040 HS-122 Scan for complete results.
			08-2010		Release Notes	Download file
				This scan identifies 2009 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2009 Vermont 1040 PR-141 Scan for complete results.

	Virginia
		Corporation
			05-2010		Release Notes	Download file
				This scan will identify Virginia 1120 returns that have cancellation of debt income and original issue discount included so that preparers can determine whether an election is warranted.
		Fiduciary
			04-2010		Release Notes	Download file
				This scan will identify Virginia 1041 returns that have cancellation of debt income included, so that preparers can determine whether an election is warranted.
		Partnership
			05-2010		Release Notes	Download file
				This scan identifies 2009 Partnership returns that may have COD subtractions for Virginia.
			05-2010		Release Notes	Download file
				This scan identifies 2009 Partnership returns that may have COD additions for Virginia.
		S Corporation
			05-2010		Release Notes	Download file
				This scan will identify Virginia 1120S returns that have cancellation of debt income and original issue discount included so that preparers can determine whether an election is warranted.

2008
	Federal
		Estate and Gift
			5-2012		Release Notes	Download file
				This scan identifies any 2008 Gift return that contains Form 709 with late filing penalty and late payment interest.
		Fiduciary
			11-2011		Release Notes	Download file
				This scan identifies 2008 Fiduciary returns that have been electronically filed that also contain Form 926.
		Individual
			11-2011		Release Notes	Download file
				This scan identifies 2008 Individual returns that have been electronically filed that also contain Form 926.
			10-2009		Release Notes	Download file
				This scan identifies returns calculated prior to Release 2008.03051 which should be reviewed for accuracy.
			07-2009		Release Notes	Download file
				This scan will identify federal individual returns with form 4684 that were filed electronically.
			07-2009		Release Notes	Download file
				This scan identifies individual returns in which Form 2210F is produced, but is not present in the electronic file.
			06-2009		Release Notes	Download file
				This scan identifies extension returns for taxpayers who request direct debit and are either out of the country on 4/15 or those with foreign addresses.
			03-2009		Release Notes	Download file
				This scan will identify returns calculated before Release 2008.03020 that contain the Mortgage Interest Deduction Worksheet.
			02-2009		Release Notes	Download file
				This package consists of multiple scans. These scans identify returns which will need to be recalculated on release 2008.03000 to correctly calculate the tentative refundable MTC.
	California
		Individual
			04-2009		Release Notes	Download file
				This scan identifies returns that were calculated before Release 2008.03050 in which there is an override entry for the April 15 and June 15 date.
	Connecticut
		Individual
			11-2009		Release Notes	Download file
				The Estct scan identifies CT returns that had a domestic production activities deduction or have a single filing status and have estimated tax due.
			11-2009		Release Notes	Download file
				The CTest2 scan identifies CT returns with a taxable income over $500,000 with a status of single or filing separate.
			11-2009		Release Notes	Download file
				The CTest3 scan identifies CT returns with taxable income over $800,000 with a head of household filing status.
			11-2009		Release Notes	Download file
				The ESTCT4 scan identifies CT returns with taxable income over $1,000,000 with a joint filing status.
	Hawaii
		Individual
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1040 returns with taxable income over $225,000, head of household filing status, and estimated tax payments.
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1040 returns with taxable income over $300,000, married filing jointly or qualifying widower filing status, and estimated tax payments.
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1040 returns with taxable income over $150,000, single or married filing separately filing status, and estimated tax payments.
		S-Corporation
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1120S returns with taxable income over $225,000, head of household filing status, and estimated tax payments.
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1120S returns with taxable income over $300,000, married filing jointly filing status, and estimated tax payments.
			06-2009		Release Notes	Download file
				This scan identifies all Hawaii 1120S returns with taxable income over $150,000, single or married filing separately filing status, and estimated tax payments.
	Iowa
		Individual
			06-2010		Release Notes	Download file
				This scan identifies 2008 individual returns with Form 4684 and an Iowa return present.
			05-2009		Release Notes	Download file
				This scan will identify Iowa returns in which the Educator Expense deduction was used so that an amended return can be filed.
			05-2009		Release Notes	Download file
				This scan will identify Iowa returns in which the Sales and Use Tax deduction was used so that an amended return can be filed.
			05-2009		Release Notes	Download file
				This scan will identify Iowa returns in which the Tuition and Fees deduction was used so that an amended return can be filed.
	Louisiana
		Individual
			05-2009		Release Notes	Download file
				This scan identifies individual Louisiana returns in which LA Form IT-540 Worksheet or Form IT-540B Worksheet had data in fields for federal itemized deductions when federal standard deductions were actually being used.
			05-2009		Release Notes	Download file
				This scan identifies Louisiana individual nonresident and part-year returns that were calced before 2008.03060 and electronically filed.
	Maryland
		Fiduciary
			11-2009		Release Notes	Download file
				This scan identifies all 2008 Maryland fiduciary returns with nonresident calculation method of 2 and taxable income over $150,000.00.
	Michigan
		Individual
			05-2010		Release Notes	Download file
				This scan identifies 2008 returns that may contain an incorrect amount on 2009 Income Deductions > Business Income Tax > MBT Business Loss Carryforward > Available MBT business loss carryforward (Interview Form MBT2, Box 52).
	Minnesota
		Corporation
			04-2009		Release Notes	Download file
				This scan will identify coporation tax returns calculated before Release 2008.03041 that contained bonus depreciation.
		Fiduciary
			04-2009		Release Notes	Download file
				This scan will identify fiduciary tax returns calculated before Release 2008.03041 that contained bonus depreciation.
		Individual
			09-2010		Release Notes	Download file
				This scan will identify 2008 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Interest Scan for a complete list of affected returns.
			09-2010		Release Notes	Download file
				This scan will identify 2008 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Dividend Scan for a complete list of affected returns.
			04-2009		Release Notes	Download file
				This scan will identify all returns calculated before Release 2008.03041 that contain Minnesota Form M1NC.
		Partnership
			04-2009		Release Notes	Download file
				This scan will identify partnership tax returns calculated before Release 2008.03041 that contained bonus depreciation.
		S-Corporation
			02-2011		Release Notes	Download file
				This scan identifies Minnesota S Corporation returns with rental income or loss that does not appear on KS-forms 19 and 20.
			04-2009		Release Notes	Download file
				This scan will identify s-corporation tax returns calculated before Release 2008.03041 that contained bonus depreciation.
	Montana
		Individual
			02-2010		Release Notes	Download file
				This scan identifies all 2008 Montana individual returns with itemized deductions and a 2008 Stimulus payment.
	New Jersey
		Individual
			07-2009		Release Notes	Download file
				This scan identifies 2008 New Jersey returns that may be affected by the increase in New Jersey income tax rates and higher tax brackets recently enacted.
	New York
		Corporation
			10-2009		Release Notes	Download file
				This scan identifies New York Corporation returns with combined MTA capital base tax that may need to be recalculated on Release 2008.04051.
			03-2009		Release Notes	Download file
				This scan identifies New York state corporation returns calculated before Release 2008.03010 that contain form CT-3M/4M, General Business Corporation MTA Surcharge Return that used the Capital Base method for figuring the franchise tax return.
		Fiduciary
			05-2009		Release Notes	Download file
				This scan identifies all New York fiduciary returns calculated before 2008.03061 that have estimated tax payments.
		Individual
			01-2010		Release Notes	Download file
				This scan identifies returns calculated prior to Release 2008.04040 in which there is a DPAD deduction on the federal return and New York is in the return.
			10-2009		Release Notes	Download file
				This scan identifies returns that include net self-employment income greater than $10,000 and New York is in the return.
			10-2009		Release Notes	Download file
				This scan identifies New York 1040 returns that have entries for preparing New York form MTA-5 SP.
			10-2009		Release Notes	Download file
				This scan identifies New York 1040 returns that have entries for preparing New York form MTA-5 TP.
			10-2009		Release Notes	Download file
				This scan identifies New York 1065 returns that have entries for preparing New York form MTA-5.
			05-2009		Release Notes	Download file
				This scan identifies all New York individual returns calculated before 2008.03061 that have a taxable income over $200,000.
			05-2009		Release Notes	Download file
				This scan identifies all New York individual returns calculated before 2008.03061 that have an AGI over $1,000,000.
		Partnership
			05-2009		Release Notes	Download file
				This scan identifies all New York partnership returns calculated before 2008.03061 that have estimated tax payments.
		S-Corporation
			03-2009		Release Notes	Download file
				This scan identifies New York state s-corporation returns calculated before Release 2008.03010 that contain form CT-3M/4M, General Business Corporation MTA Surcharge Return that used the Capital Base method for figuring the franchise tax return.
			05-2009		Release Notes	Download file
				This scan identifies all New York s-corporation returns calculated before 2008.03061 that have estimated tax payments.
	Oregon
		Individual
			07-2009		Release Notes	Download file
				This scan identifies 1040 returns filed as "married filing jointly", "qualifying widower", or "head of household and have taxable income over $250,000.
			07-2009		Release Notes	Download file
				This scan identifies 1040 returns filed as "single" or "married filing separately" and have taxable income over $125,000.
	Texas
		Corporation
			09-2009		Release Notes	Download file
				This scan identifies 2008 Texas corporation returns with information entered for Business Loss Carryover, and that have no Business Loss Carryover from Prior Years.
		Partnership
			09-2009		Release Notes	Download file
				This scan identifies 2008 Texas partnership returns with information entered for Business Loss Carryover, and that have no Business Loss Carryover from Prior Years.
		S-Corporation
			09-2009		Release Notes	Download file
				This scan identifies 2008 Texas s-corporation returns with information entered for Business Loss Carryover, and that have no Business Loss Carryover from Prior Years.
	Vermont
		Individual
			08-2010		Release Notes	Download file
				This scan identifies 2008 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2008 Vermont 1040 HS-122 Scan for complete results.
			08-2010		Release Notes	Download file
				This scan identifies 2008 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2008 Vermont 1040 PR-141 Scan for complete results.
	Wisconsin
		Individual
			07-2009		Release Notes	Download file
				This scan identifies Wisconsin 1040 returns filed as "married filing separately", and have taxable income over $150,000.
			07-2009		Release Notes	Download file
				This scan identifies Wisconsin 1040 returns filed as "married filing jointly", and have Taxable income over $300,000.
			07-2009		Release Notes	Download file
				This scan identifies Wisconsin 1040 returns filed as "single" or "qualifying widower", and have taxable income over $225,000.

2007
	Federal
		Fiduciary
			11-2011		Release Notes	Download file
				This scan identifies 2007 Fiduciary returns that have been electronically filed that also contain Form 926.
		Individual
			11-2011		Release Notes	Download file
				This scan identifies 2009 Individual returns that have been electronically filed that also contain Form 926.
	Minnesota
		Individual
			09-2010		Release Notes	Download file
				This scan will identify 2007 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Interest Scan for a complete list of affected returns.
			09-2010		Release Notes	Download file
				This scan will identify 2007 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Dividend Scan for a complete list of affected returns.
	Vermont
		Individual
			08-2010		Release Notes	Download file
				This scan identifies 2007 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2007 Vermont 1040 HS-122 Scan for complete results.
			08-2010		Release Notes	Download file
				This scan identifies 2007 Vermont 1040 returns in which Form HI-144 is present. You will need to run this scan and the 2007 Vermont 1040 PR-141 Scan for complete results.

2006
	Federal
		Individual
			11-2011		Release Notes	Download file
				This scan identifies 2006 Individual returns that have been electronically filed that also contain Form 926.
		Fiduciary
			11-2011		Release Notes	Download file
				This scan identifies 2006 Fiduciary returns that have been electronically filed that also contain Form 926.
	Minnesota
		Individual
			09-2010		Release Notes	Download file
				This scan will identify 2006 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Interest Scan for a complete list of affected returns.
			09-2010		Release Notes	Download file
				This scan will identify 2006 Minnesota individual returns with a ordinary dividend from Minnesota sources earned by a nonresident as a shareholder of an S corporation or as a partner of a partnership. Because this issue applies to dividend AND interest income, you will need to run this scan and the Minnesota 1040 Schedule M1NR Dividend Scan for a complete list of affected returns.