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Release Notes

NOTE: SOFTWARE MUST BE AT LEAST ON v2014.18.22 TO APPLY THIS UPDATE.

This is a required update in order to file 2015 tax forms with the SSA and/or upload files to the 1099 Pro Service Bureau.

NEW: 2016 Forms are now available.

NEW: Service Bureau Upload has been updated with a new flat wizard and electronic signature.

NEW: E-file viewer has been updated for 2015.

NEW: Ability to apply business rule validations to transactional imports.

NEW: Scheduler ability to:

Export ASCII forms out of database (and mark as printed)
Run reports
Utilize the import pre-processor utility

NEW: Option to consolidate multiple PCodes under a single EIN for State Filing.

UPDATE: The paper filing module has been activated for filing paper forms via a 1096/W-3 and/or W-3C.

UPDATE: All 2016 IRS PDF's & Instructions added.

UPDATE: The electronic filing module has been activated for creating electronic files for submission to the IRS/SSA.

UPDATE: 2015 MW/RRD printing is now enabled.

UPDATE: 2015 Web API.

UPDATE: 2015 W-2 Maximums/Limits.

UPDATE: New W-2 Business rules.

Medicare Wages and Tips (Box 5) must be equal to or greater than the sum of
Social Security Wages (Box 3) and Social Security Tips (Box 7).
Social Security Tax (Box 4) must be zero if Social Security Wages (Box 3)
and Social Security Tips (Box 7) are equal to zero.
Medicare Tax (Box 6) must be zero if Medicare Wages and Tips (Box 5)
are equal to zero.
HOUSEHOLD payer type only
- Sum of Social Security Wages (Box 3) and Social Security Tips (Box 7)
  less than the yearly minimum for coverage. ($1,900 in 2015)
- Medicare Wages and Tips (Box 5) less than the yearly minimum
  for coverage.

UPDATE: New 1099-R Business rules.

Removed hard-coded business rule from ASP.Net that would reject an invalid combination of Box 1, 2a, & 7 Code. The business rule severity now follows the severity as set in Security & Administration.
Removed Code G from being an invalid code in conjunction with IRA/SEP/SIMPLE checkbox.
Added exception to Rule R09 which allows a combination of a Box 1 Amount, zero for Box 2a Amount, Code G in Box 7, and the IRA/SEP/SIMPLE checkbox checked.

UPDATE: COMMON Business rules.

Removed hard-coded rule to blank out TINs with all 9’s. TINs with all 9’s are now subject to invalid TIN format rules.

UPDATE: Printing/filing thresholds:

1098-C: Added Box 6b $500 threshold.
1099-INT: Added FATCA checkbox threshold.
1099-INT: Added Box 13 $10 threshold.
1099-K: Added FATCA checkbox threshold.
1099-K: Added Box 1b to thresholds.
1099-MISC: Added FATCA checkbox threshold.
1099-OID: Added FATCA checkbox threshold.

FIXED: Several 2015 print issues.

NOTE: Printing of 1042-S is difficult because of new regulations from the IRS for 2015:

A substitute form 1042-S, Copy A, must be an exact copy of Form 1042-S. If it is not, the form may be rejected as incorrect and the IRS may impose penalties (Page 1 of i1042s.pdf)
Copies B,C, and D MUST be identical to the IRS form (p1179.pdf)

Because box and font sizes cannot be changed you will encounter unavoidable situations,

1) where you have more data than will fit in the box and

2) because we can’t modify the layout of the 1042-S the addresses now have to print separately at the end of each printout.

Your print options are:

Paper is Blank Stock (plain or pre-perforated)

Combined Copy B, C and D with address

This will print out 2 pages that if folded into thirds they will fit into our 8888-1 envelope. (2 pages)

Combined Copy B, C and D with address & check Print instructions after each combined form

This print out is also meant to be folded into thirds for use with the 8888-1 envelope. You should duplex this print run if possible as it is 4 pages.

Paper is Pressure Seal/Alternate Combined Layouts (Note - both print 4 pages and should be duplexed)

7985E option should be folded in half for use with the 7985E envelope
8888-1 option should be folded into thirds for use with the 8888-1 envelope

If needed the paper stock BLW2 has a perforation for folding in half and the BL1099 paper has two horizontal perforations for folding into thirds. Finally you may wish to consider using 1099 Pro Service Bureau to print and mail.