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Release Notes

NEW: All final 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 are added. 

NEW: Abandoned record max time configuration

NEW: Field level locking on form level. 

NEW: Default PDF Password options. 

NEW: Usage details report. 

UPDATED: Visual enhancements to overall user interface.

UPDATED: Business rules are updated for the 2018 form changes. 

UPDATED: 2018 W-2 maximum/limits

FIXED:  Forms with state corrections were not exporting. 

FIXED: Error when trying to attache a document. 

FIXED: Accounting date field was not exporting. 

FIXED: Form transactions was not exporting when option chosen from the browse screen. 

FIXED: 1042-S corrections was miscalculating Box 10. 

A number of other small fixes and enhancements are also included in this release.

Download coming soon

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