Note: Your software must be on at least v2023.11.15 to apply this update. Allow the database update utility to complete to prevent any possible data corruption.

Release Notes


New and improved: 

  • We enabled E-filing functionality. 
  • We enabled State Filing functionality for 1099 and W-2 forms.
  • We enabled Service Bureau functionality for print, mail, and e-file. 
  • We added the latest eFileViewer.
  • We updated all help files for 2023.
  • We added the 2023 Reprint Scheduler.
  • We updated the E-filing Wizard links for TY2023. (JARVIS-1123)
  • We updated the 1099-NEC Service Bureau State Filing Wizard screen for TY2023. (JARVIS-1162)
  • We removed Maryland (MD) from CFS to prevent double filing for the direct state filing requirement for TY2023. (JARVIS-1164)
  • We removed the District of Columbia (DC) from CFS to prevent double filing for the direct state filing requirement for TY2023. (JARVIS-1170)


Bug fixes: 

  • We fixed the following Printing issues: 
    • The 1099-A had overlapping text. (JARVIS-1094)
    • The 1099-C had overlapping text. (JARVIS-1095)
    • The 592-B print file Instructions were missing. (JARVIS-1096)
    • The W-2G had an outdated revision date. (JARVIS-1099)
    • The 1095-B was missing a bottom tax year designation. (JARVIS-1100)
    • The 1095-C was missing a bottom tax year designation. (JARVIS-1101)
    • The 1099-LS Instructions were updated. (JARVIS-1104)
    • On the W-2G, descriptions for Box 11 and Box 12 were updated. (JARVIS-1105)
    • On the 1098, the description for Box 8 was updated. (JARVIS-1133)
    • The 1099-MISC had an outdated revision date. (JARVIS-1111, JARVIS-1167)
    • The 1099-MISC print layouts had overlapping account numbers. (JARVIS-1154)
  • The 1099-OID was getting a State Threshold error for Missouri (MO) during the filing process. (JARVIS-1180)



Coming soon

  • Additional State Filing updates as states roll out their TY2023 changes
  • Additional print fixes
  • Puerto Rico 499R-2 processing



Download v2023.12.21

File hash: 5C4FAED77BE7DCEF79DD502825D9CFDA68F337BAB4F5390F7E943640F5129A5B

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