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Release Notes.


NEW:

  • 1099-NEC Custom Fields - Added a fourth, customizable, amount field for the 1099-NEC in Tax Year 2020+.
  • Service Bureau - Combined Federal/ State (CFS program is now available when filing corrections. (Also applies in Scheduler.)
  • W-2 - A Region Code for State Unemployment Tax (SUTA) state is now allowed for multiple states.


FIXED:

  • Data & Entry Form
    • 1099-NEC - Custom (Aux) field amount was not aggregating.
    • 1042-S - Name change in Box 15d was not triggering a correction.
  • State Filing
    • State ACA - Processed Total record count was missing in final progress prompt.
  • General
    • The "Nothing to Preview" prompt was missing on Session Log Report with Errors & Warning Only option.
  • Importing
    • Recipient email was not saving or updating during a recipient or forms import.
  • Reporting
    • 1099-MISC w/ Box 7 Corrections - Form Counts by Filer Report was inaccurate.
  • Printing
    • Puerto Rico Corrections
      • Printing error occured for all PR form types.
      • Print out alignment for ameded date.
      • Custom Layout for John Hancock was causing errors.


UPDATED:

  • Import Wizard (Excel)
    • Correction Import match type description appended with " , and W-2 box 12a, 12b, 12c, and 12d codes are used fo rW-2 matching." for Advanced Match option.
  • Security & Administration
    •  State Filing Threshold - Old State Rules removed (no longer applicable).


???
- Fixed B-Notice BulkTin import match process for All filers option.


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