Release Notes

NEW:  1042-S correction import now matches by unique identifier.

NEW:  1042-S business rule for no province provided for Canadian recipient has been added.

NEW:  1095-B business rule has been added, "Box 8: Origin of Policy" code cannot be blank.

UPDATED:  The latest e-File Viewer is included in this update.

UPDATED:  The PR 480.7 report to include some minor header changes.

UPDATED:  Both Balancing reports to include new PR form fields.

UPDATED:  1042-S rule short messages' have been updated so that some rules didn't look like duplicates.

UPDATED:  CS generated ASP "Export to Excel" report to include all 2016 & 2017 PR form fields.

UPDATED:  State e-file generation for the new Alabama (AL) 1099-K eFile format.

UPDATED:  State threshold rules for Alabama (AL) 1099-K.

UPDATED:  1042-S import to set the state ID field automatically if the state is on the import file and the ID exists for the filer. 

UPDATED:  The latest ACA XML e-file generator is included.

UPDATED:  The latest Reprint Scheduler is included.

UPDATED:  2017 PR 480.7 instruction PDF.

UPDATED:  SB upload process has been updated to include 1042-S address and state only corrections.

UPDATED:  TIN management default withholding rate has been set to 24% for 1st and 2nd b-notices.

UPDATED:  Unused ASP.Net preference items were removed from Security and Administration - Rules & Options - ASP Module Update Preferences.

FIXED:  1099-B and 1095-B import load report version error.

FIXED:  1042-S error pop-up when selecting a state ID.

FIXED:  The process of assigning the correct amendment number to address and state 1042-S corrections. 

FIXED:  Removed old TIN Type Code logic when creating 1042-S corrections.

FIXED:  1042-S correction importing reject due to unique identifier business rule.

FIXED:  The process of setting Date Printed, Date Filed, Date Uploaded, or DateMagMedia when importing forms in a status other then pending.  This will allow forms to be imported as Printed and still get picked up by the Web API.

FIXED:  Dates in the audit trail window for forms imported as Filed, Paper Filed, and SB uploaded.

A number of other small fixes and enhancements are also included in this release.

Download v2017.15.25

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