Release Notes

IMPORTANT - If you have any forms that you FILED but you have since created a correction where you checked the VOID checkbox read this before continuing with this update.

Per the IRS a VOID is to erase/delete the original transmission and the IRS states that the original data with no changes is to be re-transmitted (with code FATCA3 which instructs IRS to void the original transmission).  Consequently when you run this update any corrections where you have checked the VOID checkbox will be reset to match the original form.

If your intent was to AMEND or change a previously submitted form then make sure the AMENDED checkbox is checked on the corrected form as opposed to the VOID checkbox. 

So if your software has VOIDs but you meant to Amend the data 1)  cancel this update & backup your data and 2) open the software before applying the update and check the AMENDED checkbox instead.


FIXED: Print issue with Owner Postal Code

UPDATED: Added handling of Void correction. 

UPDATED: Includes the latest IDES Packager v1.6.3

UPDATED: Reporting period can be user defined when creating the NIL report.

UPDATED: DocRefid now populated with a GUID to conform to the new standard required by the IRS as of October 1, 2015 where:

 The data format is <reporting FI GIIN><period character (.)><unique value across all time for the reporting FI>

  • The first part – <reporting FI GIIN> is the GIIN for the reporting FI associated with the reporting group
  • The second part is a period character (.)
  • The third part – <unique value across all time for the reporting FI> is an identifying value for the referenced record that is unique within the reporting FI for all time. Use of a GUID is recommended but not required.

The IRS will be requiring the above format rule for creation of the DocRefID beginning October 1, 2015.  Until that time (i.e. for files submitted up through September 30, 2015), the IRS will accept DocRefIDs that comply with either the old DocRefID or this new format.  This transition period will allow those who want to begin using the new DocRefID rules to begin using them now to ensure uniqueness amongst FFIs, but it will not force those who prefer to continue using the old DocRefID rules to adopt the new rules until October 1, 2015. 

Download v2014.18.30

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