Release Notes

NOTE: SOFTWARE MUST BE AT LEAST ON v2017.22.10 TO APPLY THIS UPDATE.

NOTE: Scheduler Excel Import functionality will require .NET framework 4.5 minimum (download available at https://www.microsoft.com/en-us/download/details.aspx?id=30653)

NEW:  2019 IRS/SSA Updates - Access to 2019 forms is now available as draft.

NEW:  2018 IRS/SSA Updates - 1099-SB, 1099-LS and 1098-Q forms fully supported.  Click the links below for more information, and sample import files, relating to these forms.  Please note that the 1099-LS & 1099-SB are still "Drafts", per the IRS.

NEW:  Electronic Filing (Testing Only) - Federal eFiling is enabled for all form types except the 1042-S & Puerto Rico forms (these are coming in the next, end of December, release).

  • NOTE: To be used for Federal eFiling Testing Only: Rcp states are "00" and no-CFS is generated.
  • NOTE:  State direct electronic filing & paper filing is disabled until the next release (at which point the formats & thresholds will be updated).

NEW:  Electronic Filing - Federal eFile generation, for 1099 & 1042-S forms, is now limited to 950,000 records per eFile - per IRS regulation that requires 1,000,000 or less records per eFile.  If there are additional records, the software will automatically create additional eFiles as necessary.

NEW:  Service Bureau - Service Bureau printing, mailing, and eFiling is enabled for all form types except the 1042-S, 1098-Q, 1099-LS, 1099-SB, & Puerto Rico forms.

NEW:  Service Bureau - Added Service Bureau built-in queries for easy sorting of different session statuses (upper right of Service Bureau log screen).

NEW:  Reports - Added Account as a sort option for tax form tagging wizards. 

NEW:  Security & Administration - New Feature to "Hide Inactive Users" in the "Add/Update Individual Users" section.

UPDATED:  Exports - Moore Wallace / RRD print file generation enabled for 2018.

UPDATED:  2018 IRS/SSA Updates - 5498 business rules for new 'PO' box 13 code. 

UPDATED:  2018 IRS/SSA Updates - Form 1096 printing updated with 2018 changes including support for form 1099-SB, 1099-LS and 1098-Q. 

UPDATED:  2018 IRS/SSA Updates - 1042-S Ch4 valid tax rates updated for 2018.

UPDATED:  2018 IRS/SSA Updates - Latest versions of forms and instructions.

UPDATED:  General - Removed inactive W2 security preferences. 

UPDATED:  General - Default selection for W-2/C and W-3/C blank stock.

UPDATED:  General - Code selection table from forms update to display code description completely.

UPDATED:  General - Tag icons (green check-marks) updated with more precise red check-marks.

UPDATED:  Reports - Excel, Correction and Withholding reports updated with 2018 form changes. 

UPDATED:  Help File - Updated links and content.

UPDATED:  Import - Optimized for fastest import speed.  Technical details below:

  • Changed default PostCommit to 50 (if no INI switch override).  INI switch override can be set in the System section, i.e "PostCommit=150".

FIXED:  Form Entry / Business Rules - 1099-R 2018 business rules were flagging new distribution code 'C' and 'M' as invalid. 

FIXED:  Form Entry / Business Rules - 5498 2018 business rules were flagging new distribution code  "PO" as invalid.

FIXED:  Form Entry / Business Rules - 1099-DIV 2018 business rules.

FIXED:  Filing - Prior year 2017 Puerto Rico not able to generate e-files. 

FIXED:  General - Various misalignment print issues on various forms and layouts. 

FIXED:  General - State ID change from Filer record was not cascading to forms. 

FIXED:  General - Form update progress meter when updating filers/recipients.

FIXED:  Scheduler - Issue where Scheduler would not pick up jobs for multi-database environments. 

FIXED:  Scheduler - Scheduler issue where Totals Report displayed 'Unknown 29'.

FIXED:  Reports - Error/Warning text would print off the edge of the form.

FIXED:  Importing - W-2G "Assign Value" for Box 5 stated that only 14 characters could be assigned (changed to 15).

Download v2018.12.10

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