Release Notes

This is the inital release of CRS Pro for 2017

Failed Schema Log

CRS Pro® generates an XML file even if required data is missing; however in such case, it will alert you that the generated file Failed Schema Validation.  To determine why it failed, refer to the XML file and FailedSchemaLog_FilerName/Date/Time.txt file—both located in your MagFiles folder.  Users are encouraged to immediately reset/void the Failed XML Session and Log ID located at the XML Session Window.  After resetting the sessions you can make individual changes to forms at the Work With My Tax Forms screen and add in the missing required elements such as currCode, Individual information, Issued by, Address Info, etc.

Please see XML Failed Schema Validation for further details.


How To Limit File Size

Some receiving countries have a maximum file size they will accept; for example, Japan has a 19MB limit.  CRS Pro allows you to limit the number of XML records in a file to effectively constrain the file size. Each record typically requires 0.006 MB.  Thus if Japan has a 19MB limit, set the Record Limit for Japan to 3,000 records (wherein 19MB / .006MB = ~ 3,000 records).  It is the user's responsibility to verify that an XML file created does not exceed the limits imposed by the Receiving Country.  In some instances it may be necessary to lower the Record Limit further if files contain lots of Payments, Account Holders, Controlling Persons or Children.

Edit file size limits via the menu bar > File > Security & Administration > Program Options > Set XML Record Limits.


Japan Considerations

Filer INtype

Japan has added "JPCN" as a type of Filer Tax Identification to the INtype. CRS Pro allows users to add/create their own INtype when creating a Filer. 

Japan Formatting Requirements

Japan XML formatting rules kick in based on the Receiving Country.  Japan requires special formatting of the MessageRefID depending on the Filer INtype.


Exceed Record Limits

A standard license of CRS Pro has a 1,000 record limitation. If the limit is exceeded, a 30 second countdown is automatically triggered.  The countdown increases in length with continued usage of CRS Pro and is likewise triggered when switching between different functionality within the software application.  To remove the countdown please contact 1099 Pro Sales at (888) 776-1099 or go to www.1099pro.com and purchase a Bump Code to increase the number of records (or transactions) allowed in the software.  Bump Codes cost $100 per 1,000 additional records.


Additional Notes