Release Notes

Note: This is the early release for tax year 2024.


New and improved:

  • We updated all 2024 tax forms and instructions with IRS changes.
  • We updated all business rules and custom queries for 2024 form fields.
  • We added all 2024 sample import files and Excel data shells.
  • We updated all reports for 2024 tax form changes.
  • We updated all help files for 2024.


Notable form changes:

  • 1099-PATR
    • Updated to Continuous Use and instructions updated to remove references to specific years. Box 12 was updated to include sustainable aviation fuel mixture credit.
  • 5498
    • In addition to tax year updates throughout the form and instructions, the threshold for the amount in Box 1 to report IRA contributions other than amounts reported in specified boxes, increased from amounts exceeding $6,000 for individuals under 50 and $7,000 for participants 50 or older - to - $6,500 for individuals under 50 and $7,500 for participants 50 or older.  To view the 2024 Instructions, click here. 


Download v2024.07.01

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