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Release Notes

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

NEW: 2018 Forms are now available

Please select the below links for a complete description of all the IRS form updates.

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

NEW:  2018 samples files are included.  A complete set can be found here - 2018 Tax Year - Import Templates and Maps

NEW:  Unfiled Forms summary report.  This report breaks down filed vs. unfiled forms for original forms and corrections forms, respectively.  

NEW:  User preference option added to convert TINs of all zeroes to blanks on import.  This option can be found in Security & Administration → Rules & Options → 1099/W-2/1042-S Update Preferences

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

Download coming soon

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