Accounting CS Release User Bulletin v.2018.3.0 - September 27, 2018

Alerts and notices

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  • You can search for specific information (such as a state name) in this article. Details

    Follow these steps.

    1. Expand the text for the applicable sections or click the Show expandable text link at the top of this article to expand all text in the article.
    2. Press CTRL+F on your keyboard to open a search field above the toolbar.
    3. Enter the search term in the search field. As you type your search term, the Help & How-To Center highlights all instances of the term in the body of the article.
  • If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Accounting CS Alerts & notices article. 

New features and new reports that are released in this version might be protected by security privileges. If your firm has enabled firm security, please evaluate all enhancements and update your security groups as needed.

General

  • You can now sort by multiple columns in the Actions > Enter Transactions screen. Details
    For multi-column sorting, hold down the SHIFT key on your keyboard as you click the column headers by which you want to sort.
  • You can now quickly navigate to source transactions in the Actions > Enter Transactions screen from Amount fields in the Actions > Reconcile Bank Accounts screen. (Accounting CS Ideas Community #197) Details
  • We have added the Pre-numbered check stock checkbox in the Setup > Bank Accounts screen. (Accounting CS Ideas Community #587) Details
    The checkbox is located in the References section in the Main tab of the Setup > Bank Accounts screen. If you mark this checkbox, check numbers will increment appropriately, even when a check uses more than one page of check stock.
  • We have made a number of enhancements to the Bank Feeds feature. Details
    • You can now set up multiple distributions in the Rules dialog, which is accessed by clicking the Rules hyperlink in the Bank Feeds portlet.
    • We have added Add Rule, Edit Rule, and Delete Rule as right-click options for retrieved transaction rows in the Bank Feeds portlet.
    • You can now transfer Bank Feeds Rules between clients using the File > Transfer Client Information dialog. (Accounting CS Ideas Community #2670)
    • The Bank Feeds status that is displayed in the Setup > Bank Accounts screen and in the portlets of the Bank Feeds Dashboard is now updated consistently and remains synchronized across the various areas of the application.

Accounting

Accounts Payable

  • You can now sort by multiple columns in the Rapid tab of the Actions > Enter Payables screen. Details
    For multi-column sorting, hold down the SHIFT key on your keyboard as you click the column headers by which you want to sort.

Accounts Receivable

  • You can now sort by multiple columns in the Rapid tab the Actions > Enter Invoices screen. Details
    For multi-column sorting, hold down the SHIFT key on your keyboard as you click the column headers by which you want to sort.

Accounting CS Workpapers

  • We have added the Sort Order button in the Setup > Engagement Binders screen so you can easily change the order of binders within the Engagement Binders Tree portlet. (Accounting CS Ideas Community #1034) Details
    • You can access the Engagement Binders screen by choosing Setup > Engagement Binders or by clicking the Add Engagement Binder button in the Workpapers Dashboard.
    • Changing the order of binders in the Engagement Binders Tree portlet in this way does not change the display order in the Engagement Binders screen.
  • When you insert a Workpaper Reference via the Actions > Enter Transactions screen or the Actions > Enter Trial Balance screen, you can now sort and expand all columns. (Accounting CS Ideas Community #254)
  • We have added new privilege selections for the Recycle Bin to the Workpapers tab of the Setup > Firm Information > Security Groups screen. Details

    The new privileges are:

    • Restore All
    • Delete
    • Restore

Report Designer

  • We have added the Firm Tax Codes section of variables to the variable tree.

General-Payroll

Accounting CS Payroll, for live payroll processing

In addition to the changes made for general payroll features listed above for after-the-fact payroll processing, we have made the following changes for the live payroll processing features specific to Accounting CS Payroll.

  • You can now select multiple pay items when you’re entering standard on-demand payroll in the Actions > Enter Batch Payroll Checks screen. (Accounting CS Ideas Community #818)
  • We have updated the XactPay setup and payroll files (used with the Hartford Pay-as-you-go workers’ compensation integration) to the latest versions available. Starting January 1, 2019, all XactPay files transmitted to the Hartford through the application must use these latest versions.

    Note: If you process XactPay files for your clients, you will need to use Accounting CS version 2018.3.0 or higher to continue processing XactPay files after January 1, 2019.

  • We have renamed the file formats in the Positive Pay section of the Setup > Firm Information > Impound Bank Accounts screen from “Charter One” and “Charter One with payee name” to Citizens Bank and Citizens Bank with payee name.

Payroll compliance

  • We have added the ability to enter effective dates for state withholding deposit schedules. (Accounting CS Ideas Community #2509) Details
    You can enter the effective dates on the Payroll Taxes tab of the Setup > Clients screen and the Agent tab of the Setup > Vendors screen. For more information, see the Deposit Schedule dialog article.
  • We have made performance improvements to the loading and processing of files in the Actions > Process EFTPS screen.
  • Georgia. We have removed the Internet filing method from Form G-1003. You can still file the form using the Electronic or Paper filing methods.
  • Nevada. Effective July 1, 2018, the Nevada Employment Security Division now requires all employers to file Form RPT3795 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 file the form using the Internet filing method.

Updates for payroll tax forms, tax agents, and new hire files

To search for a specific state, locality, form, or file in one of the sections listed below, follow these steps.

  1. Expand the text for the section by clicking the link (such as Payroll tax forms added) or click the Show expandable text link at the top of this article to expand all text in the article.
  2. Press CTRL+F on your keyboard to open a search field above the toolbar.
  3. Enter the search term in the search field. As you type your search term, the Help & How-To Center highlights all instances of the term in the body of the article.
  • Payroll tax forms added

    We have added the following forms, internet files, and electronic files.

    State

    • Louisiana – Form 1099-MISC internet file
    • Oregon – Forms STT-1, STT-2, and STT-V

    Local

    • Alabama
      • City of Irondale – Form Irondale_M
    • Kentucky
      • City of Princeton – Form Quarterly (Accounting CS Ideas Community #2721)
    • Ohio
      • Ashtabula JEDD – Form Generic (Accounting CS Ideas Community #2486)
      • City of Canfield Income Tax – Form W-2 Copy 1 internet file (Accounting CS Ideas Community #2439)
      • Village of Scio – Form Generic
      • Village of Sherrodsville – Form Generic
      • Village of Stryker – Form Generic
      • Village of Union City – Form Generic
      • Village of Valley Hi – Form Generic
      • Village of Vanlue – Form Generic
      • Village of Wayne – Form Generic
      • Village of West Salem – Form Generic
      • Village of West Union – Form Generic
      • Village of West Unity – Form Generic
    • Pennsylvania
      • Jeanne Bowser – Form CenterTwp_LST (Accounting CS Ideas Community #2665)
  • Payroll tax forms updated

    We have updated the following forms, internet files, and electronic files to the latest versions available from the agencies. Those forms marked with an asterisk (*) were released via an alert between application updates, not as part of the current release.

    Federal

    • Forms W-2 Copy A and W-3 facsimile copies for 2018
    • We have updated the following 1099 forms for 2018.
      1096 1099-C 1099-R
      1098 1099-DIV 1099-S
      1098-C 1099-G 1099-SA
      1098-E 1099-INT 5498
      1098-T 1099-MISC 5498-SA
      1099-A 1099-OID W-2G
      1099-B 1099-PATR
    • We have updated all 1099 forms to print both the address line 1 and address line 2 for the recipient. (Accounting CS Ideas Community #128)

    State

    • Georgia
      • Form DOL-4N internet file
      • Form G-1003
    • Illinois – Form UI-3/40 (Accounting CS Ideas Community #2718)
    • Nevada – We have updated Form RPT3795 to a worksheet format.
    • Ohio – Forms JFS 20127 and 20128. We have updated the forms to sort employees by employee SSN. (Accounting CS Ideas Community #2667)
    • South Carolina – Forms UCE-120 and UCE-120A
    • South Dakota – Form DOL-UID-21

    Local

    • Alabama
      • Tax Trust Account – Form TaxTrustAc_M
    • Kentucky
      • City of Flemingsburg – Form Quarterly
      • Grant County Tax Administrator – Forms SCOC-Q and Annual
      • Louisville Metro Revenue Commission – Form W-1 internet file
    • Pennsylvania
      • Nether Providence – Form NetherProvidenceTwp_LST
    • West Virginia
      • City of Charleston – Form Charleston_CSF-2
      • City of Fairmont – Form Fairmont_SMC-01
  • Tax agents added

    We have added the following local tax agents.

    • Alabama
      • City of Irondale
    • Kentucky
      • City of Princeton (Accounting CS Ideas Community #2486)
    • Ohio
      • Ashtabula JEDD (Accounting CS Ideas Community #2486)
      • Village of Scio
      • Village of Sherrodsville
      • Village of Stryker
      • Village of Union City
      • Village of Valley Hi
      • Village of Vanlue
      • Village of Wayne
      • Village of West Salem
      • Village of West Union
      • Village of West Unity
    • Pennsylvania
      • Jeanne Bowser (Accounting CS Ideas Community #2665)
  • Tax agents updated

    We have updated the following tax agents.

    State

    • Oregon
      • We have added the direct deposit information required to produce an ACH credit file to the Oregon Department of Revenue (ORSTT) tax agent.
    • South Carolina
      • We have updated the direct deposit bank information for the South Carolina Depart. of Employment and Workforce tax agent.

    Local

    • Alabama
      • We have updated the form filing address for the Tax Trust Account tax agent.
    • Ohio
      • We have added the following taxes to the Regional Income Tax Agency (RITA) tax agent.
        • Village of Payne (Accounting CS Ideas Community #2755)
    • Pennsylvania
      • We have updated the municipality and school district liabilities for the following tax agents.
        • Capital Tax Collection Bureau – LST
        • Keystone Collections Group – LST

Accounting CS includes two interactive tools that provide valuable payroll tax information.

Related articles

Prior release user bulletins

Support Contact Information page on our website

Finding answers in the Help & How-To Center

Accounting CS Ideas Community

Ordering Forms W-2, 1099, and 1095-C

Payroll Year-End Processing tips

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