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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)
- Latest eFileViewer included, see - eFileViewer Release Notes.
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.
- Upload File Wizard
- 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.
- Upload File Wizard
- 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.
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