Release notes

Version 2023.1

Planner updates

• Inclusion of Secure Act 2.0
• Updated Forms 1040-ES, 1041-ES, and 4868 for 2023
• Revised W-4 Form for 2023
• 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

Version 2021.4 (07/11/21)

• Special characters $ and .. are not allowed to be part of a plan name. For a full list of characters not allowed visit the Renaming a Plan section of the Edit Client Page Plans Tab page.

• You can now import users in bulk from a CSV file.

• Security enhancements.

Version 2021.3.2 (06/04/21)

• Updated Income Tax Planner. For details, see the What’s New help article in the Planner.

Version 2021.3.1 (04/23/21)

• Updated Income Tax Planner. For details, see the What’s New help article in the Planner.

Version 2021.3 (03/14/21)

• Security enhancements.

Version 2021.2 (02/21/21)

• 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. System Administrators and Policy Managers can change this setting on the Policies page, but reduced settings may result in unintended disconnections.

Version 2021.1 (01/10/21)

• Improvements to system stability when uploading files.
• Security enhancements.

Version 2020.4.3.1 (12/11/20)

• Resolved an issue where users were being signed out of the web session while working on a plan. Where the inactivity timeout policy was set to 1 hour or less, it has been changed to 12 hours. Where the maximum session policy was set to 8 hours, it has been changed to 12 hours. System Administrators and Policy Managers can change this setting on the Policies page, but reduced settings may result in unintended disconnections.

Version 2020.4.1 (10/29/20)

• Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.
• Resolved an issue where users of Internet Explorer were unable to add clients or plans.
• Resolved an issue where clicking the Help command was not opening the correct help article.
• Resolved other minor issues and made minor enhancements throughout.

Version 2020.3.3 (9/20/20)

• Income Tax Planner Web is now known as Income Tax Planner, and has been redesigned.
• The domain for Income Tax Planner has changed from bnaitweb.com to itp.bloombergtax.com.
• Income Tax Planner now has a new administration and authentication system. Administrators can now manage users, password policies, and sign-in policies there.
• Income Tax Planner now supports Single Sign-On (SSO).
• My Client Permissions is now available on the Clients page.
• Administrators can now access the Transfer Client Ownership command on the Clients page.
• 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.
• Fields containing personal identifying information have been removed from the client Contact tab.

Version 2020.3.1 (6/22/20)

Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.

Version 2020.2.1 (4/22/20)

Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.

Version 2020.1.0 (3/4/20)

Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.

Version 2019.2.2 (1/24/20)

• Security enhancements

Version 2019.2.1 (11/16/19)

• Updated Turbo Plug-in. 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.
• 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.
• Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.
• Security enhancements.

Version 2019.1.2 (8/19/19)

• Security enhancements

Version 2019.1.1 (6/15/19)

• The Turbo plug-in has been updated from Turbo Server to Turbo Hub. Users will need to reinstall the Turbo plugin.
• Microsoft Edge is now supported.

Version 2019.1.0 (2/22/19)

• Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.
• The company name has been updated to Bloomberg Tax Technology in the Income Tax Planner Web help system.

Version 2018.4.1 (12/12/18)

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

Version 2018.4.0 (12/2/18)

• Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.
• Updated email and text messages for Two-factor Authentication.

Version 2018.3.1 (11/4/18)

• Updated Turbo to latest version. This update requires you to reinstall Turbo.
• Security enhancements:
  • The data encryption protocol has been upgraded to Transport Layer Security 1.2 (TLS 1.2).
  • The program now requires Microsoft .NET Framework 4.6.1 or higher. The program will prompt you to download .Net 4.6.1, if required.
• Calculation Options have been updated to comply with IRS Notice 2018-83.
• Resolved an issue with New Jersey resident and non-resident state specifications.
• Resolved an issue surrounding the use of Two-factor Authentication with certain mobile providers.

Version 2018.3.0 (10/23/18)

• Updated Turbo package.
• Updated Income Tax Planner. For details, see the What’s New help article in Income Tax Planner.

Version 2018.2.1 (6/10/18)

• Updated Turbo to support Windows 10. As a result, all users will be required to install the latest version of the Turbo plug-in.

Version 2018.2.0 (3/29/17)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2018.1.0 (1/19/18)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2017.4.2 (12/29/17)

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

Version 2017.4.1 (12/27/17)

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

Version 2017.4.0 (12/22/17)

• Updated BNA Income Tax Planner for the Tax Cuts and Jobs Act. For details, see What’s New in the Planner.

Version 2017.3.1 (11/16/17)

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

Version 2017.3 (11/13/17)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2017.2.3 (9/30/17)

• Users can now
  • Enter the client’s Office Location when adding a new client (see Add Client Page).
  • See the Office Location of their clients when running the Permissions Wizard.
• Resolved an issue where customers were unable to bridge Lacerte tax software files to BNA Income Tax Planner.

Version 2017.2.2 (7/30/17)

• Users can now import from a CSV file.
• Some pages have been renamed and/or relocated to make them easier to access and to clarify their purpose.
  • The My Clients page is now called the Clients page.
  • The QuickStarts page is now called the Example Plans page.
  • Personal Plans, previously a tab on the Setup page, is now accessible from the Clients page.
  • Templates, previously a tab on the Setup page, is now called Letter Templates and is now accessible from the Clients page.
• Users will be required to install the Turbo plug-in (previously known as Spoon plug-in).A new Installation page, accessible from the Clients page, provides assistance with installing the Turbo browser plug-in.
• Teams are now available in all subscriptions. The concept of an Enterprise account, which was required in order to have the Teams feature, has been eliminated. 

Version 2017.2.1 (5/13/17)

• Files uploaded by users are now scanned for viruses automatically, and Bloomberg BNA can now notify customers proactively if a virus is detected.
• Changes were made to continue supporting Firefox.
• Changes were made to enhance network security and improve program performance.

Version 2017.2.0 (3/14/17)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2017.1.1 (3/2/17)

• Made changes to continue supporting Firefox after 3/7/17. Firefox users will be prompted to install the Firefox Turbo extension and the Turbo plugin.

Version 2017.1.0 (1/9/17)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2016.2.1 (12/1/16)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2016.2.0 (10/19/16)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2016.1.1 (4/24/16)

• Subscription Administrators can now:
  • download user activities to an XLS file.
  • download user contact information to an XLS file.
• New users can now access the Set Password page without having to refresh their browser.
• The link used to inquire about the Web-based version of BNA Estate & Gift Tax Planner has been removed from the program.
• Support has been dropped for Internet Explorer versions 9 and prior.

Version 2016.1.0 (3/2/16) 

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2015.3.1 (2/3/16)

• Security enhancements

 Version 2015.3.0 (12/30/15) 

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2015.2.1 (11/19/15)

• Resolved an issue where some firms were receiving an error: “BNA Income Tax Planner is already running.”

Version 2015.2.0 (11/8/15)

• Users can now:
  • Quickly create a new analysis for Roth Conversions by using a new QuickStart, available on the QuickStarts page.
  • See the results of their actions on the Edit Client page > Plans tab without having to refresh their browser.
• Several updates were made to keep password encryption and storage in line with the latest security standards.
• Resolved issues where changing your password on the Setup page was causing errors.
• The first-time sign-in experience has been streamlined by the removal of the Getting Started page.
• Windows 10 is now supported.
• Updated the BNA Software License Agreement.
• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2015.1.2 (8/2/15)

• An enhancement has been made to allow Chrome users to easily install the Spoon Extension required for Chrome ver. 45. 

Version 2015.1.1 (6/28/15)

Several enhancements have been made to help make key program features easier to understand and use:

• The Subscription Administrator’s Security page has be renamed to Policies page.
• Alternative Email has been renamed to Password Recovery Email.
• The concept of “sharing clients” is now known as “granting permissions”:

• • The Share Clients Wizard has been renamed to Permissions Wizard.
  • The Edit Client page > Share tab has been renamed to Edit Client page > Permissions tab.
  • The QuickShare tab on the Setup page has been renamed to My Client Permissions tab.
  • The QuickShare Policy section on the Subscription Administrator’s Policies page (formerly, Security page) has been renamed to My Client Permissions Policy.
  • The Setup page > Contact tab has been renamed to Setup page > Security tab.

Users can now:

• Take a brief tour highlighting the features of the program.
• Access the program by entering a verification code sent to the user’s cell phone or email, if the verification code policy is enabled by Subscription Administrator.
• Manage their Password Recovery Email (formerly, Alternative Email) and their Verification Code contact methods. See Setup page > Security tab (formerly, Setup page > Contact tab).
• Click a link to find out more about the web based BNA Estate & Gift Tax Planner.

Subscription Administrators can now:

• Take a brief tour highlighting the administrative and operational features of the program.
• Set firm-wide policy to grant client permissions to users’ teams or to everyone. If enabled, then whenever a user adds a client, client permission will be granted to the user’s teams or to everyone in the firm. See the Default Permissions Policy section on the Policies page (formerly, Security page).
• Set firm-wide policy to require all users to enter a verification code in addition to their password in order to access the program. See the Verification Code Policy section on the Policies page (formerly, Security page).
• Reset a user’s account verification phone number and email.

Version 2015.1.0 (4/7/15)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner. 

Version 2014.4.0 (1/5/15)

• Updated BNA Income Tax Planner program calculations for the Tax Increase Prevention Act of 2014. For a complete list of changes, see the What’s New help topic in the Planner.

Version 2014.3.0 (10/27/14)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2014.2.2 (9/30/14)

• Users can now use a new QuickStart to create a plan for grouping passive activities to minimize or eliminate Net Investment Income Tax under the Affordable Care Act. See Grouping Passive Activities to Minimize NIIT on the QuickStarts page.
• Subscription Administrators can now:
  • Transfer client ownership from one user to another by using the new Transfer Client Ownership wizard.
  • Transfer client ownership when removing a user with Owner client privilege by using the new Remove User wizard. When removing a user with Owner client privilege, the Remove User wizard opens automatically.
  • Use the Configuration Guide to set up their infrastructure proactively to ensure the successful use of the program.
  • Request data conversion services from Bloomberg BNA when migrating from the desktop program to BNA Income Tax Planner Web.
• Made several changes to improve program performance, reliability, and security, including:
  • Implemented Spoon server load balancing.
  • Improved DPI handling for BNA Income Tax Planner Web.
• Resolved an issue where changes made to the Subscription Administrator’s Security tab were not being saved if subscription has no clients.

Version 2014.2.1 (5/18/14)

• Users can now:
  • Update many client privileges for many users at once via the new Share Clients wizard.
  • Enter a Client ID when adding a client.
• Subscription Administrators can now:
  • Enable or disable Personal Plans for everyone in the firm via the Security page.
  • Enable or disable Personal Plans for individual users via the Edit User page.
  • Purge all items in the Recycle Bins of all users.
  • Track more user activities in the Audit Trail:
    • Enabling and disabling Personal Plans is now recorded.
    • Client ID is now recorded with client-related activities.
    • Records related to uploading files have more detail.
• Updated the help topic of the Edit User page to clarify the difference between the My Clients page and the Clients tab on the Edit User page. For Subscription Administrators, these two client lists can be different by design.
• Updated the message on the results page presented when users conduct a search in BNA Income Tax Planner Web help. Users are now prompted to try conducting their search in the Planner’s help if they are not finding what they are looking for.
• Made several changes to improve program performance, reliability, and security.
• Updated the system to require Microsoft .Net Framework.
• Improved the process and user experience surrounding the backup and recovery of client plans. 
• Resolved issues surrounding the Recycle Bin:
  • Recycle Bin now properly refreshes after user actions.
  • Practitioners can no longer see clients and plans in the Recycle Bin when their client privilege is Blocked.
  • Practitioners can now see clients and plans in their Recycle Bins when their privilege is granted through a team.
• Resolved issues surrounding Personal Plans:
  • Users can no longer access Personal Plans from the Recent Plans list without entering a PIN.
  • When presented with the option to restore a backup of a Personal Plan, users can now save the backup plan to their Personal Plans area.
• Resolved an issue where browser detection was preventing certain user actions.
• Resolved an issue where Subscription Administrators were receiving an inaccurate confirmation message after removing a team.
• Resolved an issue where the Save controls in the Planner remained unavailable after saving a QuickStart plan to a client.
• Resolved an issue where clicking the “lock” icon on the Sign In page was causing the browser to stall.
• Resolved an issue where QuickStart videos were not correctly displaying when users with desktop computers attempted to resize the viewing window.

Version 2014.2.0 (4/7/14)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2014.1.0 (2/24/14)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2013.3.1 (1/19/14)

•  Windows 8.1 and Internet Explorer 11 are now supported.

Version 2013.3.0/Hotfix1 (10/30/13)

• Resolved an issue where a few users were receiving an “insufficient memory” error.

Version 2013.3.0 (10/20/13)

• Users can now:
  • use sample plans—QuickStarts—provided by Bloomberg BNA to quickly create client plans for commonly performed analyses.
  • copy a plan from one client to one or more other clients.
• Subscription Administrators can now:
  • require all users to change their passwords upon next sign-in.
  • see the results after importing users without having to refresh their browsers.
  • specify whether users can manage their own QuickShares.
  • specify whether to allow users to purge items from their own Recycle Bin.
• Redesigned QuickShare to make it easier to share new clients with a specific set of users or teams:
  • moved QuickShare from the Share tab of the Edit Client page to a more logical location—the user’s personal Setup page.
  • added a link to QuickShare on the Add Client page.
  • added an easy way to not apply your QuickShare default setting when adding a new client.
• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2013.2.2 (5/11/13)

• Users can now:

  • create personal plans. (See the new Personal Plans tab on the Setup page.)
  • export plans to their local or network drive.
  • send a plan seamlessly as a PDF attachment via email to your clients or peer practitioners, and save a copy of the PDF file to the client’s Documents tab.

• Subscription Administrators can now request from Bloomberg BNA a downloadable zip file of all client plans.

• Windows 8 and Internet Explorer 10 are now supported.

• Resolved an issue where, after a concurrency issue was detected, trying to save a plan under a different name produced an error.

• Resolved an issue where users were still able to access a client even after the team privilege to that client had been removed.

• Resolved issues related to the Recent Plans list. Plans are now listed in the correct order, and all plans are now listed, even those that are accessed by users who have client access through team privilege. 

• Updated BNA Income Tax Planner to reflect changes in the American Taxpayer Relief Act of 2012. For details, see the What’s New help topic in the Planner.

Version 2013.2.0.1 (4/25/13)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2013.2 (3/27/13)

•  Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2013.1 (1/27/13)

• Updated BNA Income Tax Planner for the American Taxpayer Act of 2012 and other changes. For details, see the What’s New help topic in the Planner.

Version 2012.3.1/Hotfix5 (12/20/12)

• Changes were made to improve the user experience when a user returns to a session that was invalidated due to opening another session at a different location.

Version 2012.3.1/Hotfix4 (12/13/12)

• Resolved an issue where accidentally double-clicking a plan link instead of single-clicking a plan link produced a bottleneck. Double-clicking a plan link is now disabled.

Version 2012.3/Hotfix3 (12/09/12)

• Resolved issues surrounding the “save” feature in the Planner:
  • Closing a saved plan by opening a new plan or closing the Planner after saving a plan no longer produces a prompt to save.
  • Clicking the Save button multiple times (double-clicking) no longer produces an “operation failed” message or causes the program to close.
  • Trying to close the Planner when unsaved data exist now produces a prompt to save before closing.

Version 2012.3/Hotfix2 (11/15/12)

• Resolved issues that occurred when running the program on a computer with Windows 7 64-bit operating system:
  • Trying to launch the Planner or save a plan no longer produces a “print driver” message.
  • Trying to save a plan no longer produces a “connection reset” message.
• California Proposition 30 – The program has been updated to reflect the new increased California income taxes on high income individuals and statewide sales taxes. The personal income tax increases take effect retroactively to January 1, 2012 and will be in effect until December 31, 2018.

Version 2012.3/Hotfix1 (11/7/12)

• Resolved an issue where trying to save a plan produced a “server timeout” message.

Version 2012.3 (10/7/12)

• As a result of the acquisition of our parent organization by Bloomberg, our company name was changed from BNA Software to Bloomberg BNA and the program interface of BNA Income Tax Planner Web has now been updated with our new name and colors.
• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner.

Version 2012.2.3 (8/17/12)

• Subscription Administrators now have an easy way to allow client sharing with everyone in the firm and to specify the firm’s default setting for the new “Share Clients with Everyone” feature, located on the Security page.
• Users can now easily share clients with everyone in the firm. Users have total freedom to change the default privilege of the new Everyone team and to remove the Everyone team from the Share tab for a particular client.

Version 2012.2.2 (5/18/12)

• The program has been changed to use port 443 for all HTTPS traffic, thus improving the user experience when using the secure features of the program such as installing the Spoon plugin, opening a plan, or importing multiple client files.

Version 2012.2.1 (4/25/12)

• Subscription Administrators can now:
  • reset a user’s password.
  • import users from contact lists.
  • view activities of all users in the new Audit Trail.
  • see licensing information in the confirmation message when removing a user.
  • see a message on the Subscription page when the number of licenses has been exceeded.
• Users can now:
  • view a PDF of the plan on an iPad or iPhone.
  • import multiple plans for one client in a single operation.
  • rename a client plan.

Version 2012.2 (3/6/12)

• Updated BNA Income Tax Planner. For details, see the What’s New help topic in the Planner module.

Initial Program Release (10/14/11)