NEW: All final 2018 forms are now available

Form Changes for 2018: 

• • Form 1098:  1098 2018
    
  • Form 1098-T:  1098-T 2018
    
  • Form 1099-DIV:  1099-DIV 2018
    
  • Form 1099-R:  1099-R 2018
    
  • Form 5498:  5498 2018
    
  • Form 1042-S:  1042-S 2018
    IMPORTANT:  Please review the following 2018 1042-S code changes and make any required changes to your data or imports.
    
  • W-2:  W-2 2018
    
  • W-2G:  W-2G 2018

NEW:  2018 IRS/SSA Updates - All final 2018 IRS PDF's & instructions are added. 

NEW:  Security & Administration - Single Sign On (SSO) support for Security Assertion Markup Language (SAML) v2.0 supported.  Must be set from the CS Security & Administration → Security Groups → Set Security Preferences tab.

NEW:  Security & Administration - Feature to filter recipient selection list, for manual form entry, to only those recipients that have previously been associated with the current Payer Code.  Must have Recipient List enabled (CS Security & Administration) and have this option selected from the RCP Options tab. 

NEW:  Security & Administration - Customizable period of time to keep abandoned records.  Previously was 12 hours but now can be changed.

• Use web.config file and update <add key="App.MaxHrsToKeepARecords" value="2" /> for a 2 hour setting.

NEW:  Security & Administration - Field level locking on forms.  This is available via a custom SQL script to lock off specific fields on the form.  It is in addition to the existing ability to lock off withholding fields.  There can be an additional cost associated with developing this per each use case.

NEW:  Security & Administration - Ability to disable the default password requirement, when emailing tax forms.   Requires a SQL script update - please contact 1099 Pro if this is of interest.

NEW:  Reports - Usage details report.

UPDATED:  General - Visual enhancements to modernize user interface.

UPDATED:  2018 IRS/SSA Updates - All form exports to support new 2018 fields.

UPDATED:  2018 IRS/SSA Updates - Business rules are updated for the 2018 form changes. 

UPDATED:  2018 IRS/SSA Updates - 2018 W-2 maximum/limits.

UPDATED:  Browse Forms - Removed "Void Filed Form" button from all screens.

UPDATED:  Browse Forms - Removed "Voided Original Forms Only" query from all query drop down selection lists.

FIXED:  General - Typo on "Summary of FTB Withholding Process" document title. 

FIXED:  Exporting - Removed State Filing Type column from export fields.  It is already included in the State Status column.

FIXED:  Exporting - Ability to export amount transactions from a custom query.

FIXED:  Exporting - Accounting date field was not exporting. 

FIXED:  Exporting - Form transactions was not exporting when option chosen from the browse screen.

FIXED:  Form Entry - File name error when attaching a document to a record. 

FIXED:  Form Entry - 1042-S corrections was miscalculating Box 10. 

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