Version 2023.2.0 release notes

General

• Microsoft ended support for the Windows 8.1 operating system on January 10, 2023. According to Microsoft, continuing to use this operating system may increase your exposure to security risks or impact your ability to meet compliance obligations. Therefore, after Accounting CS v.2023.2.0, we'll no longer allow you to install program updates on computers running Windows 8.1. We've also updated our system requirements page.
• We've added a Learning Center link to the Resources portlet (available on the Home, Firm, Staff, and Client Dashboards).

Workpapers CS

• We've made changes to the Onvio Documents portlet.
  • We added a Year column.
  • More files can be displayed at the same time.

Report Designer

Reports

• Balance Sheet - Custom
• Income Statement - Custom

General - Payroll

Payroll compliance

• When overrides exist in the tabs on the Edit Payroll Tax Forms screen, a red dot indicator will display. Currently, the indicator only displays for Reconciliation and Payment form types (Idea Incubator #491).
• We added nonfunctional Save overrides by period end date for the selected form types checkboxes in the Preferences tab of the Firm screen. We'll add the functionality for these checkboxes in a future release (Idea Incubator #328).
• In the Manage Electronic Forms window on the Process Electronic Forms screen, we added an EIN field. This field will only contain data for files that are processed after applying the v.2023.2.0 update. We also updated the Electronic File Status report and Manage Electronic Forms - Condensed report to include additional information, like the EIN.
• In the Process Internet/Magnetic Files screen, we added a Separate Client Files option. When turned on, Accounting CS will create a separate internet file for each selected client instead of a single bulk file that includes all the selected clients.
• We added a Prompt when multiple jurisdictions are selected in the Process Internet/Magnetic Files screen option in the Preferences tab of the Firm screen. When this option is turned on, the application will prompt you if more than one jurisdiction file is selected after you select Create Files in the Process Internet/Magnetic Files screen. 
• Ohio locals. The Columbus City Treasurer no longer requires an authorization number for ACH credit payments, so we removed the Authorization Number field from the Columbus City Treasurer tax agent in the Vendors screen.

Payroll tax forms added

• Kentucky
  • Mason County Fiscal Court - Form MCOC (Idea Incubator #6687)

Payroll tax forms updated

• Form 941-X

• Colorado - Form CO-PFML Worksheet and electronic file. We removed seasonal reporting from the form.
• Illinois - Form UI-3/40
• Kentucky
  • Boone County Fiscal Court - Form 1906
  • Campbellsville Occupational Tax Office - Form OCC-3PT
  • City of Columbia - Form Quarterly
  • City of Olive Hill - Form Annual
  • City of Russell-Occupational License Fee Division - Form MQ
  • Clay County Occupational Tax - We renamed Form QA to Form WH-1.
  • Estill County Fiscal Court - Form HCOC-Q3
  • Marshall County Finance Office - Form MOLT-1A
  • Perry County Occupational License Fee - Form Annual
  • Spencer County Treasurer - Form OCC-3PT
  • Taylor County Occupational Tax Office - Form OCC-3PT
• Massachusetts - Form M-941D and its internet file now allow for 14 pay periods in a quarter, and we added the Web fill-in filing method.
• Nebraska - Form W-3N
• Ohio
  • City of Sharonville, Income Tax Office - Form W-3 Generic
• Oregon - We updated From OQ with the latest Special Payroll Tax Offset rate used in the calculation of line 25.
• South Carolina - Form WH-1606
• Washington - Form F212-055-000

Tax agents added

• Kentucky
  • Mason County Fiscal Court (Idea Incubator #6687)
  • Campbellsville Occupational Tax Office

Tax agents updated

• California - We updated the direct deposit information required to produce an ACH credit file for the Employment Development Department tax agent.
• Washington - We updated the form filing address for the Labor and Industries tax agent.

• Kentucky
  • Campbellsville OLF - We removed this tax from the Taylor County Occupational Tax Office tax agent and added it to the newly created Campbellsville Occupational Tax Office tax agent.
  • We added the Monthly deposit schedule to the Clay County Occupational Tax agent.
  • We renamed the Tax Administrator - Clay County tax agent to Clay County Occupational Tax.
  • We renamed the Taylor County Occupational Tax to Taylor County Occupational Tax Office.
  • We updated the form filing addresses for these tax agents:
    • Boone County Fiscal Court
    • Clay County Occupational Tax
    • Estill County Fiscal Court
    • Spencer County Treasurer
    • Taylor County Occupational Tax Office