For Customer #2, all returns except one have been accepted by the IRS (19) and PA (17). The exception is an EIN that does not match IRS records.
Issues that arose included the following:
1) One wrong EIN, and one SSN that was entered in the EIN field.
2) PA Cost or Adjusted Basis: Must have a value (even if zero). PA specs do not provide this requirement; issue arose only during testing. Software now takes care of this issue automatically.
3) Executors: Two full names entered into last name field, no name in first name field. 6-in-1 will now display a pink background in either of these fields if it is empty.
Now testing with Customers #3 and 4.