Release Notes

NEW: 

  • General
    • Main - Initial Auth Code sequence will now display in the main screen.  This is to help identify customer numbers.
  • eFileViewer (2019.14.15)

UPDATED:

  • Business Rules & Validations
    • 1099-B - Rule R18 updated to clarify box 2 requirements. 
    • 1098-F - Rules R08, R09, R10 were updated to reflect 2019 1220 specs for box 8 allowed codes. 
      • R08 - Can't have the same code duplicated.
      • R09 - Invalid code length (There are spaces for 8 but only 6 is allowed).
      • R10 - Invalid code combination (Codes F & G cannot be selected together).
  • Electronic Filing
    • Electronic File Wizard - CFS Reporting Options - Total Tagged Filers counter has been removed from the filers list screen. 
  • State Filing
    • West Virginia (WV) - C Record layout updated to round for dollar amounts and truncate the cents.
  • Service Bureau 
    • Upload File Wizard 
      • Extra Print Options - Optional Message description update to reflect 100 character limit for custom message. 
      • Thresholds - Defaults to "Do not include forms with no dollar amounts" now. 
  • Reports
    • Service Bureau Control Totals Report - Total form count is now displayed. 

FIXED:

  • General
    • 1098 - Form Entry - Description text fix for box 2.
    • 1099-R - Instructions typo in the Box 5 paragraph. 
    • Program Options - 1099-NEC has been removed from 2019 Tax Form Validation list. 
    • Multi-User Install - Workstation install was not defaulting a form type at first launch.
  • Business Rules & Validations
    • 1099-S - Business rule 118:1 date validation updated; ability to Save the Record anyway is now available.
  • Electronic Filing
    • Electronic File Wizard - Corrections - CFS options are now enabled.
  • State Filing
    • New Mexico (NM) - State ID Number was not transferring to mag file when creating state direct files.
    • Illinois (IL) - K Record formatting for local income tax withheld.
  • Service Bureau 
    • Upload File Wizard 
      • Advanced Options - Force an "X" in the Correct box was not disabling for uploading corrections. 
      • Step 1 Options - "All of my Filers" was not including filers without a TIN.  
  • Printing
    • 1099-K - The PSE and EPF check boxes were not printing on the Form Alignment Mode test printout. 
    • 1099-R - Custom Layout format fix. 
    • 1099-DIV - Long State ID print issue.
  • Reports
    • 1099-B - Form Totals Report - Basis Report & From Collectibles are now totaling correctly. 
    • Control Totals Report - Error or Warning is now displayed below the record instead of the last page. 
  • Tax Form Data Entry
    • 1098-F - Account Number field (optional) was triggering a correction.  




Download v2019.15.10

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