Enhancements to improve user understanding and system safeguards, including:
- Additional confirmation messaging when selecting Add Payer on login
- Updated notification messages for Approved / Rejected record changes
- New controls to prevent overlapping 1042-S Generate, Finalize, and Export actions
- Additional Confirmation When Selecting “Add Payer” on Login
An additional confirmation step has been added when selecting Add Payer from the login page.
Key details:
- The Add Payer button is only visible to self-registered users.
- Users created by client institutions will not see this option.
- Selecting Add Payer now opens a warning modal explaining when this option should be used.
Purpose:
- To clarify that Add Payer is intended only for generating tax forms for payers not partnered with Sprintax Calculus.
- To help prevent unnecessary or accidental payer creation.
Impact for Admins:
- Reduces incorrect payer setup.
- Improves understanding for self-registered users before proceeding.
- Updated Approved / Rejected Notification Messages
The notification message shown when records are marked as Approved or Rejected has been updated.
What’s changed:
- The message now more accurately reflects scenarios where a selection includes:
- Records with user changes, and
- Records without user changes, at the same time.
Impact for Admins:
- Clearer, more accurate feedback when approving or rejecting mixed record selections.
- Reduced confusion about which records were affected by the action.
- Processing Controls for 1042-S Generate, Finalize, and Export Actions
Additional logic has been added to prevent conflicts during active 1042-S processing.
When Generate is in progress:
The following actions are temporarily disabled:
- Generate
- Finalize Tax Year
- Export TXT
- Export PDF
When Finalize is in progress:
The following actions are temporarily disabled:
- Generate
- Finalize
- Export TXT
If an admin attempts to initiate one of the above actions while another 1042-S process is running, a message will display indicating that a process is already in progress.
CSV Export:
When a CSV export is requested while 1042-S Generation or Finalization process is in progress, the system will allow the export to proceed, but a message will be displayed to inform the admin that another 1042-S related process is currently running, and the exported file may be impacted.
Impact for Admins:
- Prevents overlapping actions that could cause processing errors.
- Provides clear messaging when actions are unavailable.
Maintains flexibility for CSV exports while ensuring admins are informed of potential data timing impacts.