Accounting CS Release User Bulletin v.2019.4.0 - December 23, 2019

Alerts and notices

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  • If you are looking for a specific update, but it doesn't appear in this bulletin, try checking the Accounting CS  Alerts & notices article. 

As of July 9, 2019, Microsoft no longer supports SQL Server 2008 R2 or earlier. Therefore, as of the v.2019.2.0 Accounting CS release, your firm must have SQL Server 2012 or higher installed on the servers that run Accounting CS to retrieve this update and any application updates beyond the v.2019.2.0 release. For more information, see How to handle the end of SQL 2008 in Accounting CS .

Notes

  • This change does not affect firms using Accounting CS via Virtual Office CS or Software as a Service (SaaS).
  • There are a number of reminders and alerts within the application for firms who have not yet upgraded to SQL Server 2012 or higher. Details
    • An alert displays when Accounting CS is opened.
    • An alert message displays in red, linked text in the bottom-right corner of the application.
    • Attempts to access CS Connect will prompt an alert to display.

In January 2020, Microsoft will end support for Windows 7. Because Thomson Reuters cannot support customers using our applications on unsupported operating systems, starting on January 14, 2020, Accounting CS will no longer be supported on Windows 7. We strongly recommend that you upgrade your workstations to a supported operating system soon. For more information, see End of Support for Windows 7.

General

  • We have removed the Accounting CS News portlet from several dashboards. Details
    We have removed the Accounting CS News portlet from the Home Dashboard, Firm Dashboard, Staff Dashboard, and Client Dashboard, as well as their corresponding Select Portlets dialogs. The content for that portlet was pulled from an antiquated, and now discontinued, RSS feed.
  • We have added the Journal field in the Options dialog available from the Bank Feeds portlet in the Bank Feeds Dashboard. (Accounting CS Ideas Community #2482). Details
    The journal you select here will be assigned to the transactions when they are approved and imported.
  • We have updated a large number of dialogs to open on the monitor from which they were accessed, rather than opening on the primary monitor by default.

Accounting

  • We have improved the account number validation that occurs during chart of accounts import (via the File > Import > Spreadsheet wizard) for client records with certain types of segmented account masks.

Reports

  • We have updated the following payroll reports.
    • Data Entry Worksheet
    • Employee List - Detailed

    The reports have been updated to display either the 2019 (or prior) W-4 details or the 2020 (or newer) W-4 details for employees, based on selections made in the updated Federal Withholding section in the Payroll Taxes tab of the Setup > Employees screen.

Note: If your firm has modified the predefined version of a report, Accounting CS will not overwrite your existing report with an updated version. If this is the case, you will need to make the necessary changes to your customized report manually, or you will need to restore the latest predefined version using the Report Designer. To do the latter, select the report from the Reports list pane in the Report Designer and then choose File > Restore Default.

Report Designer

  • We have added variables to the Employee > Federal Withholding section and the Payroll > Check > Employee Federal Withholding section of the variable tree. Details
    • Claim Dependents
    • Deductions
    • Other Income
    • Two Jobs Total
    • Use 2020 (or Newer) W-4

Layout Designer

  • We have added variables to the Payroll > Check > Employee Federal Withholding section of the variable tree for payroll check layouts. Details
    • Claim Dependents
    • Deductions
    • Other Income
    • Two Jobs Total
    • Use 2020 (or Newer) W-4

General - Payroll

  • The IRS has published a new version of Form W-4 to be used for year 2020 and beyond. We have updated the application to enable you to use either the old or the new version of Form W-4. Details
    • We have updated the fields in the Federal Withholding section in the Payroll Taxes tab of the Setup > Employees screen. The new fields correspond to the updated Form W-4, which you will need to fill out for any new employees as of January 1, 2020.
    • We have added a dialog in which you can view and modify W-4 information for employees using the 2019 (or prior) version of the Form W-4. 
    • For firms using Employee Self-Service, the new fields for 2020 W-4 information are available in the NetClient CS portal. Any changes to employee W-4 information need to be made using the 2020 W-4 form.
    For more information, see New 2020 Form W-4 information.
  • Effective in 2020, the IRS requires that non-employee compensation be reported on the new Form 1099-NEC instead of on Form 1099-MISC. Accordingly, we are taking actions to provide support for the new Form 1099-NEC. Details
    • You can now select 1099-NEC in the Form Selection grid in the 1099 Properties tab of the Setup > Vendors screen for a vendor that is specified as a 1099 Recipient.
    • You can now select Form 1099-NEC as the 1099 type in the Actions > Enter Transactions screen when you enter a check for a vendor that is specified as a 1099 Recipient.
    • Transactions for independent contractor employees dated on or after January 1, 2020, will automatically be reported to the appropriate boxes on Form 1099-NEC rather than on Form 1099-MISC.
    • We will release Form 1099-NEC in a future update. Currently, the IRS has published only a draft version of the form.
  • We have added the ability to update employee information during the employee spreadsheet import (via the File > Import > Spreadsheet wizard). (Accounting CS Ideas Community #3283). Details
    New import options enable you to update varying setup and rate information for multiple employees. For example, you can change the rate of a deduction item to a different amount for each of the employees. For more information, see Spreadsheet import - updating employee data.
  • We have added the Employer pays full employee PMFL share checkbox in the Payroll Taxes tab of the Setup > Clients screen for Massachusetts and Washington clients. (Accounting CS Ideas Community #3236 and #2915) Details
    If a client wishes to pay all of the employee portion of the premium, mark the Employer pays full employee PFML share checkbox in the Payroll Taxes tab of the Setup > Clients screen. For more information about Massachusetts or Washington Paid Family & Medical Leave, see Massachusetts FLI calculations or Washington FLI calculations, respectively.
  • Hawaii. We have added the ability to file Forms HW-3 and VP-1 electronically via FSET. For more information, see Hawaii payroll tax form information.
  • Kansas. We have removed the filing status Married, but withhold at higher single rate from the Payroll Taxes tab of the Setup > Employees screen. Details
    For employees that had the Married, but withhold at higher single rate option selected, we have selected the Single option, which provides the same tax calculation.
  • Montana. We have added the ability to file Forms MW-3 and W-2 Copy 1 electronically via FSET. The Internet filing method is no longer available for these forms. For more information, see Montana payroll tax form information.
  • Wisconsin. We have added the ability to file Forms 1099-MISC, 1099-R, and W-2G electronically via FSET. The Internet filing method is no longer available for these forms. For more information, see Wisconsin payroll tax form information.

Employee Self-Service via NetClient CS

  • After this update, to successfully update and save any W-4 information within the Employee Self-Service portal, your firm must be using Accounting CS v.2019.4.0 or higher and the portals must be synchronized with Accounting CS. Details
    To synchronize your portals with Accounting CS, take either of the following actions for each client that has Employee Self-Service enabled.
    • Print a payroll run
    • Update general Employee information or W-4 information within Accounting CS

Accounting CS Payroll, for live payroll processing

Payroll compliance

  • We have added the ability to add a 1099 vendor on the fly from the Actions > Edit Payroll Tax Forms screen. (Accounting CS Ideas Community #378) Details
    You can quickly add any missing 1099 recipients without leaving the Actions > Edit Payroll Tax Forms screen by clicking the new Add Vendor button in the Recipient Data tab and then entering the vendor information.
  • We have removed the ability to data share Form 1095-C information between Accounting CS and UltraTax CS. 

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

    • Hawaii – Forms HW-3 and VP-1 electronic files
    • Massachusetts – We have added the MA-PFML worksheet and internet file to support the filing requirements of the Paid Family Medical Leave.
    • Montana – Forms MW-3 and W-2 Copy 1 electronic files (replaced internet files)
    • Wisconsin – Forms 1099-MISC, 1099-R, and W-2G electronic files (replaced internet files)

    Local

    • Oregon
      • City of Sandy – Form SandyTransit_Q
  • 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

    We have updated the following forms for 2019.

    • Form 940 and electronic file
    • 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 2019
    • Form W-2 internet file
    • Forms 1099 and 1099 Corrected internet files
    • Forms 1094-C and 1095-C and internet files
    • Forms 1094-C and 1095-C Replacement internet files

    State

    • Connecticut – Form CT-W3
    • Georgia – Form G-1003
    • Iowa
      • Form 44-007(VSP)
      • Form 1099 internet files
    • Louisiana
      • We have added the Paper filing method to Form W-2 Copy 1.
    • Massachusetts – We have updated Form W-2 Copy 1 to display MAPFML with the Paid Family Leave tax withheld amount in box 14.
    • Montana – Form MW-3 and MW-3 Continuation
    • North Dakota – Form 307. We have added the Internet filing method to the form.
    • Ohio
      • Form IT-3 – We have added the Internet filing method to the form.
      • We have updated the filing method for Form W-2 Copy 1 from Magnetic to Internet.
    • Oregon – We have updated Form W-2 Copy 1 to display ORSTT W/H with the Statewide Transit Tax withheld amount in box 14.
    • South Carolina – Form WH-1606
    • West Virginia – Form W-2 Copy 1 internet file
    • Wisconsin
      • Form W-2 Copy 1 internet file
      • Form WT-7

    Local

    • Kentucky
      • City of Paducah – Form W-1
      • Director of Finance, City of Madisonville – Form Annual
  • Tax agents updated

    We have updated the following tax agents.

    State

    • Indiana – We have updated the form filing address for the Indiana Department of Workforce Development tax agent.
    • Montana – We have updated the Department of Revenue tax agent to not require the filing of payment forms when no payment is due.
    • Washington – We have added the direct deposit information required to produce an ACH credit file to the WAFLI – Employment Security Department tax agent. For more information, see Washington FLI calculations.

    Local

    • Kentucky – We have updated the form filing address for the City of Paducah tax agent.
    • Michigan – We have updated the due date on the Monthly deposit schedule for the State of Michigan – Detroit tax agent.
  • Forms pending approval

    The following 2019 forms are pending approval. Once the forms have been approved, we will make them available in a subsequent software update.

    Forms that are approved after the current update (and before the next update) will be made available immediately. We will inform you of the approval in the following ways.

    Annual forms

    • Arizona
      • Form A1-APR
      • Form A1-R
    • Kentucky – Form K-5
    • Louisiana – Form L-3
    • Missouri local
      • Gregory F.X. Daly, Collector of Revenue – St. Louis Form W-3
    • Ohio – Form IT-3
    • Ohio local
      • Central Collection Agency – Form CCA-W3
      • Columbus City Treasurer – Forms IT-13 and IT-13J
    • Pennsylvania local
      • City of Philadelphia – Form PHILADELPH_Annual
    • Rhode Island – Form RI-W3
  • Forms not yet released

    The following 2019 forms have not yet been released. Once the forms have been released and approved, we will make them available in a subsequent software update.

    Annual forms

    • Idaho – Form 967
    • Kentucky local
      • Fayette County Public Schools – Form 222-S
      • Lexington-Fayette Urban County Government – Form 222
    • Ohio local
      • City of Akron – Form AW-3
      • City of Cincinnati Income Tax Division – Form W-3
      • Commissioner of Taxation City of Toledo – Form W-3

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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