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
- 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:
UPDATED:
ACA Electronic Filing (1095-B & 1095-C) - dll updated for 2020 electronic filling SoftwareIDs.
General:
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)
