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Release Notes.

NEW:

  • Business Rules & Validation
    • Puerto Rico - Rule PR01 and PR02.
      • PR01 - Recipient address must be at least 4 characters. 
      • PR02 - Recipient city must be at least 2 characters. 
    • W-2 - Rule R27 - Must have first name if tax year is 2019 or higher. 
  •  Imports
    • Manage Import Maps - Import notes on selected form changes, if any, will now display. 
  •  Reports
    • 2020 1099-NEC & 1099-MISC Custom View/Print Control Total Reports.
    • 2019 1099-NEC FRB standard and transactional reports. 
  • Printing
    • 1042-S - Tin masking is now available. 
    • 2020 W-2 - Tin masking is now available. 
  • State Filing
    • Quarterly filing for 1099-NEC and W2-G.
      • 1099-NEC - Includes box 5 and box 7 for New York (NY) and Maine (ME).
      • W2-G - Includes box 1 and box 15 for New York (NY) and Maine (ME). 
  • Main - Customer ID will now display in the main screen.
  • eFileViewer (2019.14.15)

UPDATED:

  • General
    • Void and Unvoid removed from Form Group Options
    • W-2 - Corrections Filing Wizard - Notes have been updated for general message on states not listed.  
  • Reports
    • Control Totals Report - Total form count is now displayed. 

FIXED:

  • Electronic Filing - W-2 & 1042-S - Blank TIN forms transfers properly now. 
  • Reports
    • 1098 - Box 2 amounts was not displaying on Mag Log Report.
    • 480.6G - Fixed the calculation of the Sum of All Amounts Fields on Control Totals Report.
    • 2020 1099-MISC - Control Totals Report for transactional imports was causing an error when manually run. 
  • Import
    • Import Maps - Filers and Recipient Maps were causing an error. 
    • Manage Import/Export Maps - Cancel button fixed. 
  • General 
    • 1098 form entry UI fix. Removed mortgage date on box 2. 
    • 1042-S - Batch splitting during Print with thresholds was causing an error. 
    • W-2 - Print Wizard had incorrect due date month.
    • W-2 - Form Entry - Auto calculation button was inaccurate on the 2nd and 3rd time of clicks.
    • Main - Adding Filer - Field description fixed to reflect accordingly.
    • 480.6SP - Control Number can now be assigned to NULL fields. 
  • Printing
    • 1042-S - Copy E, box 12c description text fix. 
  • Service Bureau
    • Upload Wizard - Disabled Force X option for Correction uploads. 





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