Release Notes

NOTE: Scheduler Excel Import functionality will require .NET framework 4.5 minimum (download available at https://www.microsoft.com/en-us/download/details.aspx?id=30653)

NEW: 1099-SB, 1099-LS and 1098-Q forms fully supported. 

NEW: Added Account as a sort option for tax form tagging wizards. 

UPDATED: Moore Wallace / RRD print file generation enabled for 2018.

UPDATED: 5498 business rules for new 'PO' box 13 code. 

UPDATED: Form 1096 printing updated with 2018 changes including support for form 1099-SB, 1099-LS and 1098-Q. 

UPDATED: 1042-S Ch4 valid tax rates updated for 2018.

UPDATED: Removed inactive W2 security preferences. 

UPDATED: Default selection for W-2/C and W-3/C blank stock. 

UPDATED: Excel, Correction and Withholding reports updated with 2018 form changes. 

UPDATED: Code selection table from forms update to display code description completely. 

FIXED: 1099-R 2018 business rules were flagging new distribution code 'M' as invalid. 

FIXED: Prior year 2017 Puerto Rico not able to generate e-files. 

FIXED: Various misalignment print issues on various forms and layouts. 

FIXED: StateID change from Filer record was not cascading to forms. 

FIXED: Scheduler issue not picking up Jobs for multi-database enviornments. 

FIXED:  Scheduler issue where Totals Report displaying 'Unknown 29'.