Version 2022.3.0 release notes

General

Report Designer

Layout Designer

General - Payroll

• Connecticut. We've addressed an issue that prevented the Connecticut FLI tax from calculating on payroll checks if the Connecticut SUI tax item was marked Wage Exempt on the Payroll Taxes tab of the Clients screen or the Employees screen.
• Pennsylvania locals. We've updated the application to accept the new 9-character alphanumeric Withholding ID format that is being issued by the City of Pittsburgh.

Accounting CS Payroll, for live payroll processing

• We've added a warning message in the Payroll Schedules window (accessed via the Payroll Information tab of the Clients screen) that prevents the check date from being changed to a date in another year if the payroll schedule has a Suspended status.

Payroll compliance

• We've made the following enhancements to the Process Internet/Magnetic Files screen when the staff member entering the screen is restricted from one or more clients included in the files in the screen. (Idea Incubator #1830)
  • We've added the Disallow removal of restricted clients from internet/magnetic files checkbox in the Preferences tab of the Firm screen.
  • We now update the Status field on a form to be Not Processed in the Form Selection grid of the Process Payroll Tax Forms screen when restricted clients are removed from internet/magnetic files in the Process Internet/Magnetic Files screen.
  noteBased on the available options and selections made, the application may change or hide an internet/magnetic file in the Process Internet/Magnetic Files screen if the staff member is restricted from one or more clients queued in the file.
• Montana. We've added the ability to file Form MW-1 electronically via FSET.
• 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 the Edit Payroll Tax Forms screen for the following local tax agents and forms.
    • Cumberland Tax Bureau - EIT – Copy 1/Cumberland_A_EIT
    • HAB-EIT – Copy 1/HAB-EIT_A_EIT
    • Jordan Tax Service - EIT – Copy 1/Jordan_A_EIT
    • Keystone Central School District Tax Office - EIT – Copy 1/KeystoneCentral_A_EIT
    • Keystone Collections Group - EIT – Copy 1/KeystoneCollections_A_EIT
    • Income Tax Officer – Copy 1/Williamsport_A_EIT
    • Lancaster County Tax Collection Bureau - EIT – Copy 1/Lancaster_A_EIT
    • Southwest Regional Tax Bureau - EIT – Copy 1/Southwest_A_EIT
    • York Adams Tax Bureau - EIT – Copy 1/YorkAdams_A_EIT
    noteWe plan to combine the remaining W-2 Copy 1 and transmittal forms for Pennsylvania locals into a single available filter selection in a future release.
  • 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. With this release, the Form Philadel_Q worksheet is now available for processing using the Web fill-in filing method.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. Once it becomes available from the agency, we plan to release the bulk internet file in a future release.
• Washington. We have added the SOC code field to the Other State Settings section of the Payroll Taxes tab in the Setup > Employees screen (for Washington only). Details For more information about Standard Occupational Classification, visit https://esd.wa.gov/employer-taxes/about-soc.

Payroll tax forms added

• Montana - Form MW-1 electronic file (via the Electronic payment method on the Department of Revenue tax agent)

• Kentucky
  • Crittenden County Fiscal Court – Form Annual
• Ohio
  • Village of Chickasaw - Form Generic (Idea Incubator #5557)
  • Village of Jenera - Form W-3
• Pennsylvania
  • Blair County Tax Collection Bureau - LST - Form Blair_LST internet file (Idea Incubator #5426)

Payroll tax forms updated

• Form 941 electronic file
• We've updated the following 1099 forms for 2022.

  1096	1098*	1098-C*
  1098-E	1098-T	1099-A*
  1099-B	1099-C*	1099-DIV*
  1099-G*	1099-INT*	1099-MISC*
  1099-NEC*	1099-OID*	1099-PATR
  1099-R	1099-S*	1099-SA*
  5498	5498-SA	W-2G*

  * Indicates the IRS has converted the 1099 form from annual updates to continuous use.

• Connecticut
  • Form UC-2 electronic file
  • Form 1099-R internet file. We now generate the 1099-R internet file for Connecticut when at least 1 of the following conditions are met.
    • The recipient has a Connecticut resident address and Connecticut state withholding is being reported in Box 14.
    • The recipient has a Connecticut resident address and Connecticut state withholding is not being reported in Box 14.
    • The recipient has a non-Connecticut resident address and Connecticut state withholding is being reported in Box 14.
• Illinois – Form UI-3/40
• Iowa
  • Form 44-007 (VSP) worksheet and internet file. We have update both to allow for zero filings.
  • Form 96-048 internet file
• Kentucky – Form K-1 worksheet and electronic file
• Missouri – Form MO-941
• Montana – Form UI-5/UI-5G electronic file noteWe plan to remove the Internet filing method from Form UI-5/UI-5G on the 2022.4.0 release in December. After that release, only the Web fill-in and Electronic filing methods will be available on the forms.
• Nebraska – Form 941N internet file
• New Mexico – Form TRD-41414. We've updated the interest rate used in the calculation of line 7.
• Oklahoma – Form OES-3
• Oregon – Forms OQ, 132, and Schedule B internet files. We've updated the files for uploading into Oregon's new Frances Online system. Frances Online has replaced the Oregon Payroll Reporting System (OPRS) and Employer Account Access (EAA).

• Alabama
  • Tax Trust Account – Forms TaxTrustAc_M and TaxTrustAc_A
• Kentucky
  • Boyd County Fiscal Court – Form Annual
  • City of Cadiz – Form Annual
  • City of Flemingsburg – Form Annual
  • License Fee Division, City of Glasgow – Form Annual
  • Union County Tax Administrator – Form Annual
• Ohio
  • Commissioner of Taxation City of Toledo – Form W-3
• Oregon
  • MSHS - City of Portland – Form WSHS-QR
• Pennsylvania
  • City of Philadelphia – Form Philadel_Q worksheet

Tax agents added

• Ohio
  • Village of Chickasaw (Idea Incubator #5557). The Chicksaw City Tax becomes effective October 1, 2022.

Tax agents updated

• Maryland – We've updated the direct deposit information required to produce an ACH credit file for the Comptroller of Maryland - Withholding Tax agent.
• Washington – We've updated the form filing addresses for the Employment Security Department tax agent.

• Alabama
  • We've added the following taxes to the Tax Trust Account tax agent.
    • Leeds City Tax
  • We've removed the following taxes from the City of Leeds tax agent.
    • Leeds City Tax
• Pennsylvania
  • We've updated the municipality and school district liabilities for the following tax agents.
    • Allegheny Township
      • Allegheny, Township of LST Hollidaysburg Area S D (073503) (42-013-1215956-LST-073503) (removed)
    • Blair County Tax Collection Bureau - LST
      • Allegheny, Township of LST Hollidaysburg Area S D (073503) (42-013-1215956-LST-073503) (added)