Release Notes.

NEW:

  • Business Rules & Validation
    • Puerto Rico - Rule PR01 and PR02.
      • PR01 - Recipient address must be at least 4 characters. 
      • PR02 - Recipient city must be at least 2 characters. 
    • W-2 - Rule R27 - Must have first name if tax year is 2019 or higher. 
    • 2020 1099-NEC - Rule R16 - To reject imports with box 7 amounts. 
  •  Imports
    • Manage Import Maps - A warning now displays, at the bottom of the screen, if you are importing a tax form type that has been changed by the IRS for the tax year selected. 
      • For example, the warning will display if you are attemptin to import a Tax Year 2020 1099-MISC as that form was updated by the IRS for TY2020.
  •  Reports
    • 2020 1099-NEC FRB standard and transactional reports. 
  • Printing
    • 1042-S - TIN masking is now available for tax year 2019 and higher. 
    • W-2 - TIN masking is now available for tax year 2020.
  • State Filing
    • Quarterly filing for 1099-NEC and W2-G.
      • 1099-NEC - Includes box 5 and box 7 for New York (NY) and Maine (ME).
      • W-2G - Includes box 1 and box 15 for New York (NY).
  • Main - Initial Auth Code sequence will now display in the main screen.  This is to help identify customer numbers.
  • eFileViewer (2019.14.15)

UPDATED:

  •  General
    • Void and Unvoid removed from Form Group Options
    • W-2 - Corrections Filing Wizard - Notes have been updated for general message on states not listed.  
  • Reports
    • Service Bureau Control Totals Report - Total form count is now displayed. 

FIXED:

  • Business Rules & Validation
    • 1095-C - Rule R17 was triggering for the wrong box. It now correctly triggers for box 14. 
  • Electronic Filing - W-2 & 1042-S - Blank TIN forms transfers properly now. 
  • Reports
    • 1098 - Box 2 amounts was not displaying on Mag Log Report.
    • 480.6G - Fixed the calculation of the Sum of All Amounts Fields on Control Totals Report.
    • 2020 1099-MISC - Control Totals Report for transactional imports was causing an error when manually run. 
  • Import
    • Import Maps - Filers and Recipient Maps were causing an error. 
    • Manage Import/Export Maps - Cancel button fixed. 
  • General 
    • 1098 - Form entry UI fix. Removed mortgage date on box 2. 
    • 1042-S - Batch splitting during Print with thresholds was causing an error. 
    • W-2 - Print Wizard had incorrect due date month.
    • W-2 - Form Entry - Auto calculation button was inaccurate on the 2nd and 3rd time of clicks.
    • Main - Adding Filer - Field description fixed to reflect accordingly.
    • 480.6SP - Control Number can now be assigned to NULL fields. 
  • Printing
    • 1042-S
      • Copy E, box 12c description text fix. 
      • Copy, box 10 double parenthesis fix.
  • Service Bureau
    • Upload Wizard - Disabled Force X option for Correction uploads. 


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