NOTE: SOFTWARE MUST BE AT LEAST ON v2020.12.15 TO APPLY THIS UPDATE.

NEW:

Puerto Rico:

• Puerto Rico - 480.6A, 480.6B, 480.6G, 480.6SP, 480.7, 480.7C forms have been updated for Tax Year 2020 for form entry, imports, reports, printing, and electronic filing.
  
  • Electronic Filing for corrections is not yet available and will be updated in a future release.
  • Puerto Rico sample import files have been updated for Tax Year 2020.   Please see this link for more information on the form changes - 2020 Tax Year - Import Templates and Maps 
  • 480.6A, 480.7 and 480.7C - CS only supports Payee ID types 1 and 2. If the identification number is unformatted, the software defaults to value 2. 
    • 1 represents FEIN
    • 2 represents SSN
• 480.6SP Waiver Special instructions - In order to determine the waiver certificate type, the waiver certificate number must be pre-pended with either "P" (for partial exemption) or "T" (for total exemption). 
  • Example:
    • PW1234567890
      • P= Partial, Waiver number= W1234567890

    • TW1234567890

      • T=Total, Waiver number = W1234567890

• New Puerto Rico business rules:
  • 480.6A - Rule R12 - Missing/invalid payer email address
  • 480.6B - Rule R13 - Missing/invalid payer email address
  • 480.6G - Rule R08 - Missing/invalid payer email address
  • 480.6SP - Rule R12 - Missing/invalid payer email address
  • 480.7 - Rules R12, R13, and R14
    • R12 - Missing/invalid payer email address
    • R13 - 1 Payee Resident Type must be checked
    • R14 - 1 Form Purpose Type must be checked
  • 480.7C - Rules R43 and R44
    • R43 - Missing/invalid payer email address
    • R44 - 1 Form Purpose Type must be checked
  • 499R-1 - Rule R25 - Missing/invalid payer email address 

eFileViewer:

• Latest eFileViewer included, see - eFileViewer Release Notes.

UPDATED:

ACA Electronic Filing:

• 1095-B & 1095-C - DLL updated for 2020 electronic filling Software IDs. 
  • Note:  These IDs are updated & approved by the IRS each year in order to approve 1099 Pro as an ACA software developer, transmitter, and submitter.

General: 

• Latest GIIN table.

FIXED:

Tax Form Data Entry:

• 1099-NEC - Optional custom fields were missing in correction mode. (CS-3166)
• 1099-MISC - Box 7 checkbox change was not triggering a correction record. (CS-3170)