Release Notes.


NEW:

  • 1099-NEC Custom Fields - Added a fourth, customizable, amount field for the 1099-NEC in Tax Year 2020+.
  • 1099-NEC - Added two custom checkbox fields. 
  • 1099-NEC Reports - Added support for the 1099-NEC to the "Corrections Late Add" report.
  • Service Bureau - Combined Federal/State (CFS) program is now available when filing corrections (also applies in Scheduler).
  • W-2 - A Region Code for State Unemployment Tax (SUTA) state is now allowed for multiple states.
  • 1099-R - Boxes are re-sequenced for 2020 tax year. 
    • FATCA filing requirement → 2020 box 12
    • Date of payment → 2020 box 13
    • 2019 box 12 → 2020 box 14
    • 2019 box 13 → 2020 box 15 
    • 2019 box 14 → 2020 box 16
    • 2019 box 15 → 2020 box 17
    • 2019 box 16 → 2020 box 18
    • 2019 box 17 → 2020 box 19


UPDATED:

  • Import Wizard (Excel)
    • Correction Import match type description appended with " , and W-2 box 12a, 12b, 12c, and 12d codes are used for W-2 matching." for Advanced Match option.
    • W-2 Pro Excel Import Wizard - Special Form W-2 Import Options "NOTE" updated with "If there are multiple SUTA states for the Region Code, the first state when sorted by Region Code will be chosen."
  • Business Rules & Validations
    • 1042-S - Rule 1042S*R16 - Updated to allow zero amount for correction. 
  • Security & Administration
    •  State Filing Threshold - Old State Rules removed (no longer applicable).


FIXED:

  • Data Entry
    • 1099-NEC - Custom (Aux) field amount was not aggregating.
    • 1042-S - Name change in Box 15d was not triggering a correction.
  • State Filing
    • State ACA - Processed Total record count was missing in final progress prompt.
  • General
    • The "Nothing to Preview" prompt was missing on Session Log Report with Errors & Warning Only option.
  • Importing
    • Recipient email was not saving or updating during a recipient import.
    • 1099-NEC transactions, specifically for the newly customizable Aux Amount fields, were not displaying the face value of the form correctly when aggregating.
  • Reporting
    • 1099-MISC w/ Box 7 Corrections - Form Counts by Filer Report was inaccurate.
    • Puerto Rico 480.5 - Summary totals now report a running yearly total that reflects all originals and corrections.
  • Printing
    • Puerto Rico Corrections
      • Printing error occurred for all PR form types.
      • Print out alignment for amended date.
      • Custom Layout for a specific client was causing errors.
  • TIN Management
    • Bulk TIN importing was only using the currently selected filer, instead of all filers, for matching purposes when the "All Filers" option was selected.




Download v2019.18.17

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