Release Notes

Note: For details on 2020 changes, read the IRS instructions.


New and improved: 

  • We updated built-in reports to account for form changes. 
  • We updated all default maps and sample import files for 2021.
  • We updated all copies of print layouts for 2021.
  • We updated all help files for 2021.


Form changes: 

  • Chapter 3 Exemption
    • 2020 Code: 02 Exempt under IRC (other than portfolio interest) → 2021 Code: 02 “Exempt under IRC”
  • New Chapter 3 Exemption Code: 24 Exempt under section 892
  • Review the following 2021 1042-S code changes and make any required changes to your data or imports:




Download v2021.09.05

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