IMPORTANT:  You will need a 2018 Authorization Code starting with the letter 'B' BEFORE installing this update!

NEW: 2018 Forms are now available

Form Changes for 2018: 

• • Form 1098: After box 8, all boxes shifted down by 1, box 9 is now “Number of Properties”.
  • Form 1098-T: Removed box 2 "Amounts billed for qualified tuition and related expenses".
  • Form 1099-DIV: New box 5 added “Section 199A dividends”, all the following boxes we renumbered.
  • Form 1099-R: New box added “Date of payment”.
  • Form 5498 - New PO code supported.
  • Form 1042-S - 2017 Box 11 has now moved to Box 9: Overwithheld tax repaid to recipient pursuant to adjustment procedures; Box 9 has now moved to Box 11: Tax paid by Withholding Agent
    IMPORTANT:  Please review the following 2018 1042-S code changes and make any required changes to your data or imports.
    
  • W-2 - New GG box 12 codes supported. 

NEW: All final 2018 IRS PDF's & Instructions added. 

NEW: 2018 samples files are added. 

NEW: Report to display unfiled forms. 

NEW: User preference added for TIN conversion for zero tins on import.

NEW: Pro Central home screen that provides high level task overview, due dates, links to help videos and services. 

NEW: GPF reporting is turned on to help troubleshoot when software encounters errors during use. 

NEW: Filer State ID now cascades to all Filer with matching TIN. 

UPDATED: 2018 W-2 maxiumum/limits. 

UPDATED: Latest GIIN list included.

UPDATED: Visual enhancements to overall user interface.

UPDATED: Business rules are updated for the 2018 form changes. 

UPDATED: Comprehensive help file is overhauled. 

UPDATED: Scheduler, Forms and Report Manager services updated to log more information. 

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

UPDATED:  W-2G withholding options updated. 

UPDATED: Puerto Rico e-file session tracking simplified. 

FIXED: W-2 state control totals report was printing an extra page. 

FIXED: Recipient report on large volume of recipients was processing slow. 

FIXED: Length of W-2 G boxes was short than the 1220 specifications. 

FIXED: Recipient email address was not flowing to the form on manual entry selection. 

FIXED: Recipient import was not importing the Recipient Type. 

FIXED: Filer import was not importing Canadian address type. 

FIXED: Form 3922 extended control totals report was overlapping sum amounts.

FIXED: Filer country code import was not populating correctly. 

FIXED: Security reports was reporting incorrect date ranges. 

FIXED: Simplified preferences and options menu in Security & Administration. 

FIXED: Correction type was displayed incorrectly in manual correction mode. 

FIXED: Custom state threshold rules were not able to be edited. 

FIXED: Recipient changes were not cascading to eligible forms correctly. 

A number of other small fixes and enhancements are also included in this release.