NOTE: SOFTWARE MUST BE AT LEAST ON v2021.20.15 TO APPLY THIS UPDATE.
Important - The below items will be coming in a future release and in accordance with IRS/SSA/State/Territory deadlines.
- Puerto Rico eFiling (499R-2) and ACA eFiling (1095-B & 1095-C).
- All other Puerto Rico forms for importing, printing, and eFiling.
- 1099-K threshold
- In late December 2022 the IRS released guidance that the implementation of the reduced $600 threshold for 1099-K reporting will be delayed until tax year 2023. As a result, the federal threshold for the 1099-K reporting for tax year 2022 will remain unchanged at $20,000 and 200 transactions.
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NEW:
- Electronic Filing
- Enabled for 1099, W-2 & 1042-S forms.
- Service Bureau
- Enabled for printing, mailing, electronic filing, and Bulk TIN uploads.
- Service Bureau Upload Zip file comment now includes TIN Masking flag. (CS-3504)
- CSFS Filing (Electronic Filing & Service Bureau)
- 1099-NEC has been added to CSFS filing for some CSFS States.
- CSFS States accepting 1099-NEC via CSFS filing:
- Arkansas (AR), California (CA), Hawaii (HI), Idaho (ID), Maryland (MD), Michigan (MI), Montana (MO), Nebraska (NE), New Jersey (NJ), Oklahoma (OK)
- Printing - RRD print file specifications updated for 2022.
- Latest eFileViewer included, see - eFileViewer v2021.12.15 Release Notes.
- Reports:
- Custom Fomin Reports - 2022 Forms 3921 & 3922 Fomin Reports
- New 2022 IRS Instructions for W-2G and 1099-PATR.
- 2023 IRS/SSA Updates
- Tax Year 2023 preliminary forms are available for form entry, imports, and reports.
- Web API - The Web API has been updated for all Tax Year 2022 form types.
- Reprint Scheduler - The Reprint Scheduler has been updated for all Tax Year 2022 form types.
UPDATED:
- Federal Thresholds - Updated per IRS/SSA form changes.
- Reporting:
- W-2 - Balancing Report - 'Tax State' has been added as a Sort field on Federal level reporting. (CS-3678)
- State Filing - Oregon (OR) Electronic file filename maximum character was increased by 1. (ENTERPRISE-2245)
- Tech Support Tool
FIXED:
- Printing:
- W-2 - Custom Box 14 printing for Optional fields. (CS-3521)
- 1099-PATR - Box 12 text alignment fixed.
- 1099-MISC - Advanced print option error fixed when all options are selected with ACL - Alternate Comb. 5144 blank stock layout. (CS3594)
- 1098-Q Print Wizard - Number of recipient copies from 'THREE' to 'TWO' text fix. (CS-3616)
- General:
- Help File links updated:
- W-2 Region Code help page is now opening. (CS-3611)
- Export Session Details/ Options page is now opening. (CS-3657)
- Daily Totals Report page is now opening. (CS-3674)
COMING SOON:
- State Electronic Filing - for all forms (Direct State filing).
- Service Bureau State Uploads - (Direct State Filing for form 1099-NEC).
