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Release Notes

NOTE: SOFTWARE MUST BE AT LEAST ON v2017.22.10 TO APPLY THIS UPDATE.

NOTE: Scheduler Excel Import functionality will require .NET framework 4.5 minimum (download available at https://www.microsoft.com/en-us/download/details.aspx?id=30653)

NEW:  2018 IRS/SSA Updates - 1099-SB, 1099-LS and 1098-Q forms fully supported.  Click the links below for more information, and sample import files, relating to these forms.  Please note that the 1099-LS & 1099-SB are still "Drafts", per the IRS.

NEW:  Reports - Added Account as a sort option for tax form tagging wizards. 

NEW:  Security & Administration - New Feature to "Hide Inactive Users" in the "Add/Update Individual Users" section.

UPDATED:  Exports - Moore Wallace / RRD print file generation enabled for 2018.

UPDATED:  2018 IRS/SSA Updates - 5498 business rules for new 'PO' box 13 code. 

UPDATED:  2018 IRS/SSA Updates - Form 1096 printing updated with 2018 changes including support for form 1099-SB, 1099-LS and 1098-Q. 

UPDATED:  2018 IRS/SSA Updates - 1042-S Ch4 valid tax rates updated for 2018.

UPDATED:  General - Removed inactive W2 security preferences. 

UPDATED:  General - Default selection for W-2/C and W-3/C blank stock.

UPDATED:  General - Code selection table from forms update to display code description completely.

UPDATED:  Reports - Excel, Correction and Withholding reports updated with 2018 form changes. 

FIXED:  Form Entry / Business Rules - 1099-R 2018 business rules were flagging new distribution code 'C' and 'M' as invalid. 

FIXED:  Form Entry / Business Rules - 5498 2018 business rules were flagging new distribution code  "PO" as invalid.

FIXED:  Filing - Prior year 2017 Puerto Rico not able to generate e-files. 

FIXED:  General - Various misalignment print issues on various forms and layouts. 

FIXED:  General - State ID change from Filer record was not cascading to forms. 

FIXED:  Scheduler - Issue where Scheduler would not pick up jobs for multi-database environments. 

FIXED:  Scheduler - Scheduler issue where Totals Report displayed 'Unknown 29'.

FIXED:  Reports - Error/Warning text would print off the edge of the form.

FIXED:  Importing - W-2G "Assign Value" for Box 5 stated that only 14 characters could be assigned (changed to 15).

Download coming soon

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