Release Notes

 

 

NEW:

All 2015 form printing is now final and including instructions. This includes changed forms 1099-MISC, 1099-INT, 1099-OID, and 1099-DIV.

NEW:

Business rules have been added to forms 1099-G and 1099-LTC.

NEW:

Scheduler log archive process.

NEW:

Scheduler log view has new "Log Status" filter.

NEW:

Full custom query capability has been added to all Filer select windows.

NEW:

The form's PCode is now showen in the title bar on all tax form update windows.

CHANGE:

Scheduler email settings are now all required for emailing.

CHANGE:

Scheduler defualt email text has been updated.

CHANGE:

Puerto Rico addresses changes now get passed for e-filing.

CHANGE:

Improved logic for CA XML First/Last name splitting.

CHANGE:

Puerto Rico 499R-2 corrections filing is activated.

CHANGE:

1042-S electronic files for prior years now set the Chapter 4 code to '15', per the IRS.

CHANGE:

A new business rule has been added for the 2015 1099-K.  Box 1b 'Card not present transactions' is now a required amount for 2015 forms.  It was optional for 2014 forms.

FIXED:

Filer imports could have an issue if updating a record with an existing Location Code.