IMPORTANT:  You will need a 2020 Authorization Code starting with the letter 'D' BEFORE installing this update! 

Release Notes.

Important:

  • Tax Year 2020 is locked off for Electronic Filing and Service Bureau Uploads.
    • This is because the IRS FIRE site remains open, for Tax Year 2019 formatted electronic files, until 12/04/2020.
    • The IRS FIRE site will then re-open on 1/08/2021 and be available for Tax Year 2020 electronic files at that point.

NEW:

  • Corrections Importing
    • A new type of corrections/adjustment import that allows for the user to specify the matching criteria and that allows for two-part corrections (i.e the ability to create TIN/Name/Tax State/Account Number corrections). (CS-2119)
      • Matching Criteria Supported:  Tax Record ID (unique identifier in the software), Account, Alternate Account, Unique Form Identifier (1042-S only), and Control Number (W-2 only).
    • Existing "Simple Match" and "Advanced Match" methods were improved to support two part corrections. (CS-2119)
    • Added in Preference setting module to enable/ disable. (CS-2891)
  • Form Entry / Viewing
    • Form 1099-NEC - Added Optional Text Lines 1 & 2. (CS-2838)
      • These fields were previously available on the 1099-MISC and will be able to be printed on certain recipient form copies.
    • Aggregation Toolbar - Added a bottom toolbar notification that tells the user whether aggregation is on/off for that specific tax year, filer, & form type. (CS-2209)
  • Business Rules & Validations
    • Form 1099-NEC - Rule R08 for box 1 with missing non-employee compensation amount. (CS-2848)
    • Form 1099-PATR - Rule R03 for box 12 with missing amount but a credit type is selected. (CS-2817)
    • PR Forms - Rule PR*03 for rejecting invalid recipient EINs. (CS-2655)
  • Reprint Scheduler

    • Match by unique Tax Record ID (TaxRecID) field added. (CS-2830)

    • Ability to ignore the "Do Not Print" indicator and process all records that are matched. (CS-2830)

  • 2020 IRS/SSA Updates
    • All final 2020 IRS PDFs & Instructions included.
    • 2020 Sample Import files included. A complete set can also be found here - 2020 Tax Year - Import Templates and Maps. (CS-2887) 
    • 2020 Forms are now available.  New forms and changes are listed below.  Other forms, such as the 1099-MISC, 1099-NEC, and 1099-R were previously updated.
      • 1099-PATR - Added 3 new credit types for box 12 "Other credits and deductions". (CS-2740)
        • The biodiesel and renewable diesel fuels credit.
        • The biofuel fuels credit (including second generation biofuel).
        • The Indian employment credit.
      • 1042-S - Chapter 3 Status Codes Updates for 2020. (CS-2806)
        • Status codes 1, 2 and 34 have been deleted.
        • Added status code 36: "Foreign Government - Integral Part"
        • Added status code 37: "Foreign Government - Controlled Entity"
        • Updated status code 19 to "International Organization"
      • W-2 - Box 4 Social security tax withheld maximum amount increased.
        • 2020 maximum amount is $8,537.40. (CS-2819)
    • 2020 Federal Thresholds updated for tax forms:  1098-F, 1099-MISC, 1099-NEC, and 1099-PATR

UPDATED:

  • Global
    • Form 1099-MISC Box 7 Special processing was removed from all wizards (export, print, electronic IRS filing, electronic state filing, & Service Bureau). (CS-2843, CS-2905)
      • This is because the 1099-MISC Box 7 was moved to the 1099-NEC on a new IRS tax form and was no longer applicable.
  • Business Rules & Validations
    • Form W-2 - Rule R03 updated for 2020 tax year amount limit. (CS-2789)
  • Electronic Filing
    • Puerto Rico (PR) - SSA User ID in Electronic Filing Submitter information for Puerto Rico is now only required for form 499-R2. (CS-1608)
    • Puerto Rico (PR) - Updated all PR electronic filing sessions to appropriately total summary records across multiple sessions and to use the correct DocType codes (i.e O = Original, A=Adding).  (CS-2777)
  • State Filing
    • Form W-2 - Arizona (AZ) State ID number to Employer EIN update (CS-2497)
      • RS Record, Positions 298-307:  Employer EIN (from RE Record)
  • Scheduler
    • Job Status descriptions were updated to be more descriptive.  (CS-2815)
      • Import Pre-Process (Unpacker):  "Cancelled" →  "Cancelled - No File Found"
      • Service Bureau:  "Failed" →  "Cancelled - No Eligible Records"
    • Added the file name to the email confirmations that are sent out with each job for: Import Load, Import Post, & Import Pre-Process (Unpacker).  (CS-2217)
    • Added the ability to include the Excel Error/Warning Report as part of the Scheduler email confirmations for both the Load & Post processes.  (CS-1819)
    • Fixed issue with Service Bureau jobs getting disabled when viewed & canceled (not saved).  (CS-2742)
  • General
    • Extra Fields - 1099-MISC Oil & Gas Extra Fields and 1099-NEC Custom Amount Fields now support negative amounts for TY2020.  (CS-2961)
    • Custom Queries - The 1099-R custom query fields have been updated, for locality info, to generic names rather than specific box names.  The new field names are "Locality", "Locality Income Amount", "Locality Withheld Amount".  (CS-2922)
      • This was done in order to try and make queries sustainable from year to year when the IRS renumbers the 1099-R.
  • TIN Management
    • When importing a 972CG penalty notice, for 1099-R tax forms, a "W-4P" form could be matched to instead of a W-9.  It will now match to a W-9 only.
  • Tech Support Tool
    • Latest version v2020.08.01 included. 
  • Help File
    • Latest version included.

FIXED:

  • Security & Administration 
    • Form 1099-NEC - Custom field "Optional Amount 3" was linked to "Optional Checkbox 1" when trying to activate the field. (CS-2774)
  • Importing
    • TY2020 1099-MISC transactional imports, with the new Box 7 Checkbox, was not updating Box 7 correctly.  (CS-2685)
  • Exporting
    • Exporting with zero amount forms filter was causing an error. (CS-2834)
    • Form 1099-NEC - Optional text lines caused an Error when exporting for print and mail. (CS-2913)
  • General
    • Filer / Recipient Update - Typo on the window title (CS-2790)
    • Print Wizard - 1098-F Copy A IRS deadline is now correct. (CS-2846)
  • Printing
    • Print/Mail Forms Myself - View Selected Forms page was not opening in Help Manual. (CS-2278)
    • Form 5498
      • Removed random text that appeared on the Pending Import Amount / Totals Report. (CS-2906)
      • Copy B missing verbiage updates. (CS-2915)
    • Form 1097-BTC - Combined Recipient Copy printout error (WMF Not Found!). (CS-2869)
    • Form 1098-Q - Combined Recipient Copy printout error (WMF Not Found!). (CS-2878)
    • Form 1099-INT - Copy B printout box 4 outline boldened. (CS-2883)
    • Form 1099-R
      • Copy B printout updated with appropriate re-sequenced box numbers. (CS-2805)
      • Combined Recipient Copy printout fix for missing box numbers 12 and 13. (CS-2826)
    • Form 1099-K - Blank stock Copy B corrected checkbox alignment fix. (CS-2870)
    • Puerto Rico (PR) - Forms 480.6A, 480.6SP, 480.6G correction printout fixes for the misaligned amended date. (CS-2765)
    • Form W-2G - Form Alignment Mode printout was missing Void check. (CS-2446)
    • Form W-2 - Printout alignment fixes for Recipient Combined Copy, Horizontally Stacked and Boxed 2x2 (for when all fields were maxed out). (CS-2800, CS-2797)
  • Reports
    • Form 1099-K
      • Extended Totals Report - Fixed a typo in the key for March.  (CS-2872)
    • Form 1099-NEC
      • Withholding Manual Changes Report - Added ability to run the 1099-NEC report.  (CS-2844)
    • Form 1099-PATR
      • Updated all reports for TY2020 box changes. (CS-2886)
    • Form 1099-R
      • "Unsupported Version 6: Code = 5" error fixed in:
        • Amounts / Totals Report (CS-2867)
        • Corrections / Late Add Report (CS-2893)
        • Withholding Manual Changes (Excel) (CS-2895)
      • Loaded Status, Amount Totals Report - IRA/SEP/Simple Indicator was not totaling correctly (CS-2923)
    • Import Reports
      • Now classifying "Multiple/Duplicate YTD Transactions" as a reject for report purposes (previously it would not show up as a rejected record). (CS-1819)
    • Form W-2
      • Custom report fields for all of box 12 had duplicates. (CS-2934)


Download v2019.22.30


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