Release Notes

This is the original early release for tax year 2014.


  • Individual, real-time, Taxpayer Identification Number (TIN) Matching:
    • Validates TIN/Name combinations against the IRS database
    • Also includes Death Master File (DMF) and Office of Foreign Assets Control (OFAC) validations
  • Email encrypted PDF's of forms directly from the software to recipients
  • Service Bureau addition of IMB mail tracking for standard form types
  • Streamlined Service Bureau upload process with e-Signatures


  • All 2014 tax forms and instructions have been updated with IRS changes
  • All business rules and custom queries have been updated for 2014 form fields
  • All 2014 sample import files and Excel data shells have been added
  • Import speed enhancements
  • The speed of resetting a filed session has been improved
  • All help files have been updated for 2014


  • 1098:  modified boxes 4 & 5
  • 1098-C: renumbered boxes 2a through 2c
  • 1099-B:  extensive changes and new amount codes
  • 1099-INT: addition of boxes 10 & 11 with renumbering of boxes 10-13
  • 1099-K: draft version adds box 1b and renames box 1
  • 1099-MISC: removed box 11 & 12
  • 1099-OID: renamed box 5 & 6
  • 5498:  addition of box 15a and box 15b codes

Download v2014.08.20

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