Accounting CS Release User Bulletin v.2020.1.0 - March 26, 2020

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. 

General

  • We have made a number of enhancements to the Bank Feeds feature. Details
    • We have renamed the Client Bank Status portlet to the Bank Account Details portlet.
    • We have renamed the Firm Bank Status portlet to the Bank Feeds Overview portlet.
    • You can now resize and rearrange columns in the Bank Feeds grid and the Bank Feeds Overview grid. Your column settings are saved between visits to the Bank Feeds Dashboard. (Accounting CS Ideas Community #2247, #2256, and #2872)
    • You can now set up rules based on a selected Bank Account in the Condition section of the Rules dialog, which is accessed by clicking the Rules hyperlink in the Bank Feeds portlet. (Accounting CS Ideas Community #2814)
    • We have added Select Highlighted and Deselect Highlighted as right-click options for retrieved transaction rows in the Bank Feeds portlet.
    • Accounting CS now uses a vendor’s standard distributions when a vendor is selected (or set by a rule) for retrieved transaction rows in the Bank Feeds portlet. (Accounting CS Ideas Community #2814 and #2864)

      Note: This behavior occurs automatically based on the vendor assignment, unless a rule is used to assign specific GL account distributions.

  • We have added the Prompt to confirm when the transaction date is not in the posting period checkbox in the Preferences tab of the Setup > Firm Information > Firm screen. (Accounting CS Ideas Community #153) Details
    When this option is marked, Accounting CS displays a confirmation prompt when you attempt to save a transaction and the transaction's date is outside of its posting period.
  • We have updated the Setup > Onvio Documents > Folder Mapping dialog to allow further customization of folder names and folder levels.

Accounting CS Client Access

  • We have added the Bank Feeds feature to Accounting CS Client Access. (Accounting CS Ideas Community #2652 and #3311) Details
    • For each client security group that will use this feature, you must mark the permissions desired in the Setup > Firm Information > Client Security Groups screen.
    • For each client staff that will use this feature, you must set up a CS Professional Suite account (as a Software Only user) so the client staff is able to log in and access bank feeds with their own Thomson Reuters ID.

Reports

  • We have updated the following accounts receivable reports to address certain output issues.
    • Sales Tax - Condensed Details
      We have addressed an issue that caused data to output incorrectly after certain sales tax rates were changed.
    • Sales Tax - Detailed Details
      We have updated the report to prevent the output of empty sales tax groups.

    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.

Layout Designer

  • We have added the following variables to the Tax Form > W-2 Employee section of the variable tree.
    • SSN - Masked with Asterisks up to Last Four Digits
    • SSN - Masked with Xs up to Last Four Digits

General - Payroll

  • We have updated the Employee Spreadsheet Import wizard (accessed via File > Import > Spreadsheet) to accommodate the new 2020 Form W-4 settings for new employees. (Accounting CS Ideas Community #3355) Details
    You can now import information for new employees who have elected to use the new 2020 Form W-4 settings into the application via spreadsheet import.

    Note: We will add the same support for the import of existing employee information in a future update.

Accounting CS Payroll, for live payroll processing

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

Payroll compliance

  • Vermont. We have updated the Healthcare Contribution rate used for Form WHT-436. Details
    Employers are exempt from paying the Healthcare Contribution if they have four or fewer full-time equivalent (FTE) employees. Effective as of first-quarter 2020 reporting, employers must pay an increased Healthcare Contribution amount for each uncovered FTE employee above the four FTE exemption threshold.

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

    • Illinois – Form Schedule P worksheet (included in the Form IL-941 electronic file)
    • North Carolina – Form NC-5Q internet file
    • Rhode Island – Form RI-941 (Accounting CS Ideas Community #3303)

    Local

    • Ohio
      • Village of Plain City – Form Generic
    • Pennsylvania
      • Barbara Peterson – Form SmethportBoro_LST
      • Upper Darby Township – Form UpperDarbyTwp_LST
    • West Virginia
      • Wheeling City Finance Department – Form Wheeling_CSF-2 (Accounting CS Ideas Community #3373)
  • 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

    • Form 941 and electronic file
    • Form 1095-C Corrected internet file (2019)
    • Forms W-2 and W-3 for 2020 (all copies except for the black-and-white versions of Copy A and W-3) Details
      The new SSN - Masked with Xs up to Last Four Digits variable is now used as the default SSN variable on all employee and client recipient copies of the forms.

    State

    • Alaska – Form TQ01C
    • Arizona – Form A1-QRT
    • Florida – Forms RT-6, RT-6A, and RT-6NF
    • Georgia – Forms G-7(M) and G-7(Q)
    • Hawaii – Form HW-14 and electronic file
    • Illinois
      • Form IL-941 worksheet and electronic file (includes Form Schedule P worksheet information)
      • Form UI-3/40
    • Kentucky – Forms K-1E and K-3E
    • Louisiana – Forms L-1 and L-3
    • Maryland – Form MW508
    • Michigan – Form 5081 and electronic file
    • Missouri – Forms MODES-4 and MODES-10B
    • Montana – Form UI-5
    • Nebraska – Form UI-11T
    • New Jersey – Form NJ-927/NJ-927-W worksheet and internet file
    • North Carolina – Form NC-5Q
    • Oregon
      • Form OQ
      • Forms STT-1 and STT-2
    • Rhode Island – Forms TX-17 and TX-17 (Continuation)
    • South Carolina – Form WH-1605
    • Vermont – Form WHT-436
    • Washington, D.C. – Forms FR-900A and FR-900Q
    • Wisconsin – Form WT-7

    Local

    • Kentucky
      • Boone County Fiscal Court – Form 1906
      • Boyd County Fiscal Court – Form 001-OT
      • Campbell County Fiscal Court – Form CC2
      • City of Benton – Form Quarterly
      • City of Dayton – Form D-1
      • City of Edmonton – Form Quarterly
      • City of Olive Hill – Forms Annual and Quarterly
      • City of Pineville – Form Quarterly
      • Cumberland Co Board of Education – Form School
      • Director of Finance, City of Madisonville – Form MQ
      • Fayette County Public Schools – Form 220-221-S
      • Garrard Co Occupational License Fee – Form Quarterly
      • Grant County Tax Administrator – Form SCOC-Q
      • Grayson County Tax Administrator – Form Quarterly
      • Henderson Tax Administrator – Forms APR and PR
      • Kenton County Fiscal Court – Form QCC1
      • Logan County Treasurer – Form OCC-3PT
      • Occupational Tax Administrator – Form E-1
      • Simpson County Tax Administrator – Forms OCC-3PT and SCREC
    • Michigan
      • State of Michigan – Detroit – Form 5321 and electronic file
    • Missouri
      • City Treasurer (Kansas City) – Form RD-110
    • Ohio
      • Columbus City Treasurer – Forms IT-11 and IT-11J
    • Pennsylvania
      • Blair County Tax Collection Bureau – LST – Form Blair_LST
      • Municipality of Monroeville – Form Monroeville_LST
      • Sonya Mazak – Form GilpinTwp_LST
      • Treasurer, City of Pittsburgh – Forms Pittsburgh_ET-1 and Pittsburgh_LS-1
  • Tax agents added

    We have added the following tax agents.

    Local

    • Ohio – Village of Plain City
    • Pennsylvania
      • Barbara Peterson
      • Upper Darby Township
    • West Virginia – Wheeling City Finance Department (Accounting CS Ideas Community #3373)
  • Tax agents updated

    We have updated the following tax agents.

    State

    • Massachusetts. We have added the direct deposit information required to produce an ACH credit file to the Department of Family and Medical Leave tax agent.
    • Kansas. We have updated the direct deposit information required to produce an ACH credit file for the Kansas Employment Security Fund tax agent.
    • South Carolina. We have updated the form filing address for the South Carolina Department of Revenue tax agent.

    Local

    • Kentucky
      • We have renamed the Grayson County Treasurer tax agent to Grayson County Tax Administrator.
      • We have updated the form filing address and default payment address for the Cumberland Co Board of Education tax agent.
    • Michigan. We have added the direct deposit information required to produce an ACH credit file for the Walker City Treasurer tax agent.
    • Pennsylvania
      • Blair Tax Collection Bureau – EIT
        • We have renamed this agent to Blair County Tax Collection Bureau - EIT.
      • Blair Tax Collection Bureau – LST
        • We have renamed this agent to Blair County Tax Collection Bureau - LST.
        • We have updated the municipality and school district liabilities on this agent.
      • Monroeville Tax Office 
        • We have renamed this agent to Municipality of Monroeville.
        • We have updated the form filing address for this agent.

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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