Version 2022.4.0 release notes

General

Accounting

Import of client data from QuickBooks Online

Reports

General - Payroll

• Arizona. We've updated the Gross taxable wages field in the State Withholding section of the Payroll Taxes tab in the Employees screen to include the new 2023 rates. For 2023 payroll checks, the application will use the default rate of 2.0% for the state withholding calculation if an employee still has an old 2022 (and prior) rate selected.
• Indiana. The Indiana Department of Revenue has released Form WH-4, effective October 1, 2022. This form offers an additional exemption for adopted qualifying dependents. If an employee elects to claim this exemption, you'll need to increase the value in the Dependent exemptions field (on the Payroll Taxes tab of the Employees screen) by 2 for each exemption being claimed.
• Colorado. We've added the Colorado Family and Medical Leave Insurance tax that becomes effective January 1, 2023. The accompanying payment and reconciliation forms will be available in a future release, in time to meet the forms' respective deadlines.
• Oregon. We've added the Oregon Paid Leave tax that becomes effective January 1, 2023. The accompanying payment and reconciliation forms will be available on a future release, in time to meet the forms' respective deadlines.
• Washington. We've updated the application to accept either the 9-digit or the new 12-digit Unemployment ID being issued by the Washington Employment Security Department.

Payroll compliance

• Kentucky. The Kentucky State Treasurer now requires all employers to file Form K-3 electronically and will no longer accept paper copies of the form. Therefore, we have removed the Paper filing method for the form and added the Web fill-in method. You can still file the form using the Electronic filing method.
• Montana. We've removed the Internet filing method from Form UI-5/UI-5G. You can still file the form using the Electronic filing method.
• Oregon locals. We've updated the descriptions used in Form W-2 Box 20 for the following local taxes.
  • Eugene Community Safety Payroll Tax = EUG
  • Metro Supportive Housing Services Income Tax = METRO
  • Multnomah County Preschool for All Income Tax = MULT
• Pennsylvania. We now separate the recipient's name into the first, middle, and last name fields of the 1099-MISC, 1099-NEC, and 1099-R internet files when the recipient has an SSN. ( Idea Incubator #2055)
• Pennsylvania locals. We have 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.
  • Danville Area EIT Office – Copy 1/Danville_A_EIT
  • Franklin County Area Wage Bureau - EIT – Copy 1/Franklin_A_EIT
• Washington. We've removed the Preprinted and Preprinted with labels filing methods from Form 5208A/5208B and updated it to a worksheet format. You can still file the form using the Internet filing method.

Payroll tax forms added

• Iowa - Forms 1099-C internet file

• Ohio
  • Village of Chickasaw – Form W-3
• Oregon
  • MCPFA - City of Portland – Form WPFA-AR
  • MSHS - City of Portland – Form WSHS-AR
• Pennsylvania
  • City of Philadelphia – Form Philadel_Q internet file
  • Danville Area EIT Office – Forms W-2 Copy 1 and Danville_A_EIT internet file
  • Franklin County Area Wage Bureau - EIT – Forms W-2 Copy 1 and Franklin_A_EIT internet file

Payroll tax forms updated

• Form 940 and electronic file noteFor tax year 2022, the following states/territories are credit reduction states that are reportable on Form 940 Schedule A.
  • California
  • Connecticut
  • Illinois
  • New York
  • Virgin Islands
• Form 943 and electronic file
• Form 944 and electronic file
• Form 945 and electronic file
• Forms W-2 Copy A and W-3 facsimile copies for 2022
• Form W-2 internet file
• Forms 1099 and 1099 Corrected internet files
• Forms 1094-C and 1095-C
• Forms 1094-C and 1095-C internet files
• Forms 1094-C and 1095-C Corrected internet files
• Forms 1094-C and 1095-C Replacement internet files

• Connecticut – Form CT-W3
• Delaware – Form W3-9801 is now obsolete and has been removed from the application.
• Florida – Form RT-6
• Georgia – Form G-1003
• Hawaii – Forms HW-13, HW-30, and VP-1
• Indiana – Form WH-1U
• Iowa – Form 44-007(VSP) is now obsolete and has been removed from the application.
• Kentucky
  • Form K-1. We've updated the form to no longer display for the last filing period of the year as the information is already reported on Form K-3.
  • Form K-3. We've removed the Paper filing method and added the Web fill-in method.
  • Form K-5
• Louisiana – Form L-3
• Mississippi – Form 89-140
• Montana
  • Form MW-3
  • Form UI-5/UI-5G. We've removed the Internet filing method. You can still file the form using the Electronic filing method.
• North Carolina – Forms 1099-MISC and 1099-NEC internet files
• Ohio – Form IT-3
• Pennsylvania
  • Form REV-1667
  • Forms 1099-MISC, 1099-NEC, and 1099-R internet files
• Rhode Island – Form RI-W3
• Washington – Form 5208A/5208B worksheet and internet file. We now include the SOC information for each employee in both the worksheet and file.
• Washington, D.C. – Form 1099 internet files
• West Virginia – Form WVUC-A-154 internet file. We now include the Job title for each employee in the file.
• Wisconsin – Forms 1099-MISC and 1099-NEC internet files

• Kentucky
  • City of Somerset – Form Somerset_QA (Idea Incubator #5637)
  • McCreary County Tax Administrator – Form OCC-3PT (Idea Incubator #5637)
  • Tax Administrator - City of Pulaski – Form Quarterly (Idea Incubator #5637)
• Oregon
  • City of Eugene – Form W-2 Copy 1 is now obsolete and has been removed from the application.

Tax agents added

• Colorado
  • Colorado Department of Labor and Employment – We have added a new tax agent for the Colorado FLI and Colorado ERFLI taxes that become effective January 1, 2023.

Tax agents updated

• Delaware – We have updated the form filing address for the State of Delaware tax agent.
• Florida – We have updated the form filing address for the Florida UC Fund tax agent.
• Hawaii – We have updated the form filing address for the HISIT - Hawaii State Tax Collector tax agent.
• Oregon – We have updated the Oregon Department of Revenue tax agent to include the new Oregon FLI and Oregon ERFLI taxes that become effective January 1, 2023.

• Ohio
  • We've added the following taxes to the Regional Income Tax Agency (RITA) tax agent.
    • Walton Hills City Tax
  • We've removed the following taxes from the Village of Walton Hills tax agent.
    • Walton Hills City Tax

Forms pending approval

• Alabama – Form A-3
• Delaware – Form WTH-REC (replaces Form W3-9801)
• Indiana – Forms WH-3 and Schedule IN-WH3

Forms not yet released

• Kentucky locals
  • Fayette County Public Schools – Form 222-S
  • Lexington-Fayette Urban County Government – Form 222
• Missouri locals
  • Gregory F.X. Daly, Collector of Revenue – St. Louis Form W-3
• Ohio locals
  • Central Collection Agency (CCA) – Form CCA-W3
  • City of Cincinnati Income Tax Division – Form W-3
  • Columbus City Treasurer – Forms IT-13 and IT-13J