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Release Notes
IMPORTANT: You will need a 2018 Authorization Code starting with the letter 'B' BEFORE installing this update!
NEW: 2018 Forms are now available
Form Changes for 2018:
- Form 1098: After box 8, all boxes shifted down by 1, box 9 is now “Number of Properties”.
- Form 1098-T: Removed box 2 "Amounts billed for qualified tuition and related expenses".
- Form 1099-DIV: New box 5 added “Section 199A dividends”, all the following boxes we renumbered.
- Form 1099-R: New box added “Date of payment”.
- Form 5498 - New PO code supported.
- Form 1042-S - 2017 Box 11 has now moved to Box 9: Overwithheld tax repaid to recipient pursuant to adjustment procedures; Box 9 has now moved to Box 11: Tax paid by Withholding Agent
IMPORTANT: Please review the following 2018 1042-S code changes and make any required changes to your data or imports.
- W-2 - New GG box 12 codes supported.
NEW: All final 2018 IRS PDF's & Instructions added.
NEW: Report to display unfiled forms.
NEW: User preference added for TIN conversion for zero tins on import.
NEW: Pro Central home screen that provides high level task overview, due dates, links to help videos and services.
UPDATED: 2018 W-2 maxiumum/limits.
UPDATED: Latest GIIN list included.
UPDATED: Visual enhancements to overall user interface.
UPDATED: Business rules are updated for the 2018 form changes.
UPDATED: Comprehensive help file is overhauled.
UPDATED: Scheduler, Forms and Report Manager services updated to log more information.
UPDATED: The electronic filing module has been activated for creating electronic files for submission to the IRS/SSA.
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