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NOTE: SOFTWARE MUST BE AT LEAST ON v2021.20.15 TO APPLY THIS UPDATE.

Release Notes

Important

  • The below items will be coming in a future release and in accordance with IRS/SSA/State/Territory deadlines.
    • Puerto Rico eFiling (499R-2) and ACA eFiling (1095-B & 1095-C).
    • All other Puerto Rico forms for importing, printing, and eFiling.
  • 1099-K threshold
    • In late December 2022 the IRS released guidance that the implementation of the reduced $600 threshold for 1099-K reporting will be delayed until tax year 2023.  As a result, the federal threshold for the 1099-K reporting for tax year 2022 will remain unchanged at $20,000 and 200 transactions. 


NEW:

  • Electronic Filing
    • Enabled for 1099, W-2 & 1042-S forms.
  • Service Bureau
    • Enabled for printing, mailing, electronic filing, and Bulk TIN uploads.
    • Service Bureau Upload Zip file comment now includes TIN Masking flag. (CS-3504)
  • CSFS Filing (Electronic Filing & Service Bureau)
    • 1099-NEC has been added to CSFS filing for some CSFS States. 
      • CSFS States accepting 1099-NEC via CSFS filing:
        • Arkansas (AR), California (CA), Hawaii (HI), Idaho (ID), Maryland (MD), Michigan (MI), Montana (MO), Nebraska (NE), New Jersey (NJ), Oklahoma (OK)
  • Printing - RRD print file specifications updated for 2022.
  • Latest eFileViewer included, see - eFileViewer v2021.12.15 Release Notes. 
  • Reports:
    • Custom Fomin Reports - 2022 Forms 3921 & 3922 Fomin Reports
  • New 2022 IRS Instructions for W-2G and 1099-PATR. 
  • 2023 IRS/SSA Updates
    • Tax Year 2023 preliminary forms are available for form entry, imports, and reports.
  • Web API - The Web API has been updated for all Tax Year 2022 form types.
  • Reprint Scheduler - The Reprint Scheduler has been updated for all Tax Year 2022 form types.


UPDATED:

  • Federal Thresholds - Updated per IRS/SSA form changes.
  • Reporting:
    • W-2 - Balancing Report - 'Tax State' has been added as a Sort field on Federal level reporting. (CS-3678)
  • State Filing - Oregon (OR) Electronic file filename maximum character was increased by 1. (ENTERPRISE-2245)
  • Tech Support Tool 


FIXED:

  • Printing:
    • W-2 - Custom Box 14 printing for Optional fields. (CS-3521)
    • 1099-PATR - Box 12 text alignment fixed.
    • 1099-MISC - Advanced print option error fixed when all options are selected with ACL - Alternate Comb. 5144 blank stock layout. (CS3594)
    • 1098-Q Print Wizard - Number of recipient copies from 'THREE' to 'TWO' text fix. (CS-3616)
  • General:
    • Help File links updated:
      • W-2 Region Code help page is now opening. (CS-3611)
      • Export Session Details/ Options page is now opening. (CS-3657)
      • Daily Totals Report page is now opening. (CS-3674)


COMING SOON:

  • State Electronic Filing - for all forms (Direct State filing). 
  • Service Bureau State Uploads - (Direct State Filing for form 1099-NEC).


Download v2022.12.13


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