5500 Interim Release Notes for 20-7.5F

Date of Release: 10/29/2021

* New for This Release
* Open Issues
* Closed Issues

This document provides interim release notes and known issues for 5500, version 20-7.5F.

Important Information

Click these links for important information on using the system:

attaching PDFs as e-file attachments when you get an error message
Freeing Returns
Disabling and Clearing AutoFill Information in your Browser

New for Tax Year 2020

Web Organizer

For the tax applications, you will experience changes that we have made to update the screens for a more standardized and modern look and feel. The navigation, screen locations, and data entry are all the same.

Differences between Web Organizer and Classic Organizer

After you delete a navigation node item, you will see a blank screen on the right.

When you right-click and select Related Items, the Web Organizer shows only actionable items. The Classic Organizer showed items even if you could not navigate to the landing page.

You have the option to send feedback. Go to the Help menu and select the feedback option to send an email with specific screen information from the server. This will help us better understand your feedback.

You only need to single-click to open a folder on the navigation tree. Double-clicking is no longer necessary.

FileCabinet CS Integration

We will not support integration with FileCabinet CS for Tax Year 2020 and subsequent tax years.

New for This Release

Forms Status

View the list of federal forms at this URL:
https://www.riahelp.com/html/2020/reports/fedforms/5500_Federal_Form_Status.pdf

Open Issues

Please see Customer Center for up-to-date information on post-release known issues.

Closed Issues

E-file

20-7.5F We added diagnostics for Business Rules P-398, B-737SB, P-230, B-677MB, B-710, and B-728SB.

20-7.5F We updated the Schedule G schema to generate a foreign address on the XML file.

Schedule C

20-7.5F We updated the option to suppress blank lines printing on Schedule C, Page 3.

Tax Application Release Notes and Resources/2020_5500_interims.htm/TY2021

Last Modified: 10/29/2021

Last System Build: 11/08/2021