Version 2022.2.0 release notes

General

• We've updated the CS Professional Suite Sign In window to use the latest version available for the CS Professional Suite of products.
• We've updated the web-based dashboard portlets to utilize Microsoft Edge via the Microsoft Edge WebView2 Runtime component.
• We've added the Reset User Interface Settings option to the Help menu to help with potential maintenance needs.

Report Designer

Layout Designer

General - Payroll

Accounting CS Payroll, for live payroll processing

• We've added the Use CCD company / batch header records for all balancing entries (5 record) checkbox in the Advanced Setup window in the Direct Deposit tab of the Bank Accounts screen and the Impound Bank Accounts screen (Idea Incubator #5156). Mark this checkbox if your financial institution requires all balancing entries for PPD Standard Entry Class Code transactions to be included in a separate batch / company header record (5 record) with a CCD Standard Entry Class Cide when submitting balanced ACH files.
• We've added the ability to override the Maximum % of disposable income limit for child support garnishments to allow a limit to be entered other than the standard 50%, 55%, 60%, and 65% of disposable income. (Idea Incubator #823)
• Virginia. We've updated the Virginia Creditor Garnishment calculation.

Payroll compliance

• Connecticut. We've updated the application to accept the new 10-digit Unemployment ID (formatted as ##-###-##-###) that is now being issued by the Connecticut Department of Labor.
• Iowa. The following payroll tax forms can now be filed through the GovConnectIowa system. (Idea Incubator #4764)
  • Form 1099 (all 1099 types)
  • Form 44-095a
  • Form 44-007(VSP)
  • Form 96-048 (via the Internet payment method on the Treasurer - State of Iowa tax agent)
  • Form W-2 Copy 1
• Montana. We've made the following changes to Forms UI-5, UI-5A, and UI-5G.
  • We've added the ability to electronically file the forms via FSET.
  • We've updated the filing method on the forms from Magnetic to Internet. noteWe plan to remove the Internet filing method as a supported method in a future release.
• North Dakota. The Job Service North Dakota agency now requires all employers to file Form SFN 41263 electronically and will no longer accept paper copies of the form. Therefore, we've removed the Paper filing method for the form and added the Web fill-in method. You can also file the form using the Internet filing method.
• Oregon locals. We have made the following changes to Forms WPFA-QR and WSHS-QR for the City of Portland in the Payroll Taxes tab of the Clients screen.
  • For existing clients that already have a Portland business location where the Oregon Multnomah County Preschool for All Income Tax and the Oregon Metro Housing Services Income Tax are marked Wage Exempt, we now mark the Do Not File for the associated Forms WPFA-QR and WSHS-QR.
  • For new clients or existing clients that add a new Portland business location, the Oregon Metro Supportive Housing Services Income Tax is marked Wage Exempt by default. Therefore, we now also mark the Do Not File checkbox for the associated Form WSHS-QR.
  • The application now prompts you with a message to mark/clear the Do Not File checkboxes for Forms WPFA-QR and WSHS-QR when marking/clearing the Wage Exempt checkboxes for the associated taxes.
• Pennsylvania locals.
  • We've combined the W-2 Copy 1 and transmittal forms into a single available selection in the Form filter options in the Process Payroll Tax Forms screen and Edit Payroll Tax Forms screen for the following local tax agents and forms.
    • Berks E.I.T. Bureau - EIT – Copy 1/BerksEIT_A_EIT
    • Blair County Tax Collection Bureau - EIT – Copy 1/BlairCounty_A_EIT
    • Capital Tax Collection Bureau - EIT – Copy 1/CapitalTax_A_EIT
    • Centre Tax Agency - EIT – Copy 1/CentreTax_A_EIT
    noteWe plan to combine more W-2 Copy 1 and transmittal forms for Pennsylvania locals into a single available filter selection in a future release.
  • We've made changes to the PSD codes that are reported on Form W-2 Box 20 for Pennsylvania clients.
    • If no selection is made in the Default EIT Tax Collector field in the Locals dialog (accessed via the Payroll Taxes tab in the Clients screen), the application does the following:
      • The W2 PSD Code field in the Locals dialog (accessed via the Payroll Taxes tab in the Clients screen) is disabled and ignored.
      • The six-digit PSD code of the work location that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the first two digits of that PSD code is used as the PSD code in Box 20. noteFor employees who work in multiple work locations, each location's unique six-digit PSD code that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the first two digits of that PSD code is used as the PSD code in Box 20 on the line with the associated wage and tax amounts.
    • If a selection is made in the Default EIT Tax Collector field in the Locals dialog (accessed via the Payroll Taxes tab in the Clients screen), the application does the following:
      • The W2 PSD Code field in the Locals dialog (accessed via the Payroll Taxes tab in the Clients screen) is enabled and allows a 2-digit code to be entered.
      • The six-digit PSD code of the work location that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the two digits entered in the W2 PSD Code field is used as the PSD code in Box 20. noteFor employees who work in multiple work locations, each location's unique six-digit PSD code that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the two digits entered in the W2 PSD Code field is used as the PSD code in Box 20 on the line with the associated wage and tax amounts.
  • Effective for tax year 2022, the City of Philadelphia has moved its annual reconciliation to a quarterly filing requirement. All employers are required to electronically file the new quarterly reconciliation Form Philadel_Q. note
    • In communications with the City of Philadelphia, it is anticipated that the due dates for filing 2022 first quarter and second quarter returns will be extended (the due dates are currently July 15, 2022 and August 1, 2022, respectively). We will share the new due dates once an official announcement has been made by the City of Philadelphia.
    • The payroll software industry continues to work closely with the City of Philadelphia on implementing an electronic filing system that supports the new Form Philadel_Q worksheet and bulk filing requirements. We plan to release both the worksheet and bulk file in a future release.

Payroll tax forms added

• Montana - Form UI-5/UI-5G electronic fil
• Nebraska - Form W-3N internet file

• Ohio
  • Village of Jenera – Form Generic
• Oregon
  • City of Wilsonville – Form WilsonvilleTransit_Q (Idea Incubator #5225)
• Pennsylvania
  • Centre Tax Agency - LST – Forms CentreTax(MultipleASD)_LST and CentreTax(PVASD)_LST and internet files noteThese forms replace Forms CentreTax_LST(greater10) and CentreTax(under10) and their respective internet files.
  • Gina Dreucci – Form PerryopolisBoro_LST (Idea Incubator #4926)

Payroll tax forms updated

• Form 941 and electronic file noteFor tax processing period 3/31/2022 ONLY, we have renamed the Form 941 tab to Form 941-Q1 in the Edit Payroll Tax Forms screen.
• Form 941-X

• Connecticut – Forms UC-2 and UC-5A and electronic files
• Georgia – Form DOL-4N and internet file (Idea Incubator #5099)
  • We have updated the filing method on the form from Magnetic to Internet.
  • We have updated the internet file to include the .txt extension.
• Iowa
  • Form 44-007(VSP) and internet file (Idea Incubator #4764)
  • Form 44-101 is now obsolete and has been removed from the application.
  • Form 65-5300 electronic file
• Michigan
  • Form 5080
  • Form UIA-1028
  • Form UIA-4101
• Mississippi – Form 89-105
• North Carolina – Form NC-3 electronic file. We have updated the electronic file to allow zero filings.
• North Dakota – Form SFN 41263. We have removed the Paper filing method and added the Web fill-in method.
• Rhode Island – Forms TX-17 and TX-17 (Continuation)
• Vermont – Form WHT-430
• Washington, D.C.
  • Form DC-PFL Worksheet
  • Form PFL30 is now obsolete and has been removed from the application.

• Kentucky
  • Ballard Co Occupational Tax – Form Quarterly
  • Caldwell County Treasurer – Form Annual
  • City of Augusta – Form Quarterly
  • City of Bellevue Payroll Taxes – Form 3
  • City of Eddyville – Forms Quarterly and Annual
  • City of Flemingsburg – Form Quarterly
  • City of Murray – Form OCC3
  • Crittenden County Fiscal Court – Form Quarterly
  • Grant County Fiscal Court – Form Annual
  • Grayson County Tax Administrator – Form Quarterly
  • Kenton County Fiscal Court – Form KC-AR
  • Marshall County Finance Office – Form MOLT-1
  • Occupational Tax Administrator, City of Hazard – Form Quarterly
  • Simpson County Tax Administrator – Form OCC-3PT
  • Treasurer, City of Munfordville – Form Quarterly
  • Union County Tax Administrator – Form Quarterly
  • Warren County Public Schools – Form Annual
• Michigan
  • State of Michigan - Detroit – Form 5323 and electronic file
• Ohio
  • Columbus City Treasurer – Forms IT-11 and IT-11J
• Oregon
  • City of Portland – Forms WPFA-QR and WSHS-QR

Tax agents added

• Ohio
  • Village of Jenera
• Oregon
  • City of Wilsonville (Idea Incubator #5225)
• Pennsylvania
  • Gina Dreucci (Idea Incubator #4926)

Tax agents updated

• Iowa – We've added the Internet payment method to the Treasurer - State of Iowa tax agent (Idea Incubator #4764). The Internet method produces a payment file that can be uploaded to the GovConnectIowa system.
• Michigan
  • We've renamed the State of Michigan - UI tax agent to Unemployment Insurance Agency.
  • We've updated the form filing address for the Unemployment Insurance Agency tax agent.
• Rhode Island – We've update the form filing address for the RIET tax agent.

• Kentucky
  • We've renamed the City of Bellevue tax agent to City of Bellevue Payroll Taxes.
  • We've updated the form filing addresses for the following tax agents.
    • City of Bellevue Payroll Taxes
    • City of Flemingsburg

New hire files updated