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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

• We have added the Bank Feeds Site Search web page to search for financial institutions that are available for bank feeds. Details
  This web page will help you and your clients determine if financial institutions are available for bank feeds prior to the linking process.
• We have updated the following Client Dashboard portlets to display only active items. (Idea Incubator #1905)
  • Bank Account Information
  • Employees
  • Vendors

Workpapers CS

• We have added Form 1099-MISC as an available form type selection for Source Document Processing and Source Data Entry.

Reports

• We have updated the 1099 Activity payroll report to add the Vendor Information checkbox in the Sections to Include section of the report options. Details
  When the Vendor Information checkbox is marked, the report will include the vendor EIN/SSN, DBA name, and mailing address.

Report Designer

• We have added the 7200 Advance Year variable to the Client > COVID-19 Acts Information section of the variable tree.
• We have added the Note variable to the following sections of the variable tree.
  • Payroll > Check > Notes
  • Vendor Activity > Check > Notes
  • Vendor Activity > Liabilities > Item Details
  • Vendor Activity > Liabilities > Item Details > (all sub-sections)

Layout Designer

• We have added the Note variable to the following sections of the variable tree for payroll check layouts and vendor check layouts, respectively.
  • Payroll > Check > Notes
  • Vendor Activity > Check > Notes

General - Payroll

• We have updated the WorkforceHUB integration to now transfer the employee inactive date from Accounting CS. For more information, see WorkforceHUB integration: Information flow.

COVID-19 changes

• We have made the following changes to the application in response to the extension of several COVID-19 payroll provisions that were included in the American Rescue Plan Act of 2021, which was signed into law by President Biden on March 11, 2021.
  • We have updated the application to extend the calculation of COVID-19 paid sick leave and paid family leave in 2021 to payroll checks where the period begin or period end dates are on or before September 30, 2021. For more information, see Setting up and using COVID-19 paid sick leave.
  • We have updated the following sections in the COVID-19 Acts tab of the Setup > Clients screen to assist you with recording 2020 and 2021 values for Form 94x reporting.
    • Form 7200 Advance Payment Information. Use this section to record any advance payments requested that should be reported on Form 941, 943, or 944 for 2020 or 2021.
    • Federal 94x Information. Use this section to record any qualified health plan expenses that should be allocated to the COVID-19 related sick leave or family leave wages reported on Form 941, 943, or 944 for 2020 or 2021.
  • We have updated the 7200 Worksheet - COVID-19 report in the Accounting CS Library to include the various COVID-19 credits that have been extended into 2021. For more information, see COVID-19 - Custom reports. (Idea Incubator #2362)
  • We have added the 7200 Advance Year variable to the Client > COVID-19 Acts Information section of the variable tree in the Report Designer.
• We have updated Form 941 and the electronic file to the latest version released by the IRS for tax processing periods 3/31/2021 and later. For more information, see Form 941: COVID-19 changes.
• We have re-enabled the Actions > Analyze Client Activity > Payroll Tax Form menu item when 2020 or 2021 is selected as the Form 941 processing year in the Actions > Edit Payroll Tax Forms screen. Details
  The Payroll Tax Form analysis tool was previously unavailable for the 2020 processing year due to the complexities of Form 941 and the related COVID-19 credits and tax deferrals.

  Note: In cases where Form 941 includes COVID-19 paid sick leave wages for the quarter, we will update the Payroll Tax Form analysis tool to provide the correct FICA-SS ER (Calculated) amounts in an application update tentatively scheduled for April 22, 2021.

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.

• Illinois. We have updated the Illinois Creditor Garnishment calculation based on the latest version of Form EDC-111 released by the state.
• For every release, be sure to check the Updates for payroll tax rates, limits, and minimum wage rates (year to date) article to stay on top of changes that may affect your firm and clients.

Payroll compliance

• We have updated the user interface in the Actions > Process Payroll Tax Forms screen and the Actions > Edit Payroll Tax Forms screen. (Idea Incubator #2322) Details
  Prior to this release, changes were made to both screens with Accounting CS v.2020.4.3 and v.2020.4.5 to accommodate 2021 filing requirements for Kentucky monthly and semimonthly clients, which inadvertently impacted the user interface for non-Kentucky clients.
• We have added the following Box 14 codes to the 1095-C Part II: Offer and Coverage dialog (accessed via the Personal Information tab of the Setup > Employees screen) and to the Box 14 column in the Employee Data tab of the Actions > Edit Payroll Tax Forms screen.
  • 1T
  • 1U

  Note: The Box 14 codes are also available in the Employee Spreadsheet Import wizard (access via File > Import > Spreadsheet) for the 1095-C data type.

• We have re-enabled the Actions > Analyze Client Activity > Payroll Tax Form menu item when 2020 or 2021 is selected as the Form 941 processing year in the Actions > Edit Payroll Tax Forms screen. Details
  The Payroll Tax Form analysis tool was previously unavailable for the 2020 processing year due to the complexities of Form 941 and the related COVID-19 credits and tax deferrals.

  Note: In cases where Form 941 includes COVID-19 paid sick leave wages for the quarter, we will update the Payroll Tax Form analysis tool to provide the correct FICA-SS ER (Calculated) amounts in an application update tentatively scheduled for April 22, 2021.

• We have added the ability to remove old files that are no longer in a supported agency format from the Actions > Process Electronic Forms screen and the Actions > Process Internet/Magnetic Files screen. Details
  Prior to this release, files that existed in either screen could not be deleted if there was an application update that resulted in the file format being changed.
• We have removed the Actions > Enroll > 94X Client PIN screen to complete the phaseout of the individual client PIN filing method for 94x forms. For more information, see Ending 94x client PIN enrollment and filing. Details
  To e-file 94x forms (Forms 940, 941/944, 943, and 945) through the application, you will need to register as a reporting agent, which enables your firm to file multiple returns using a single 5-digit PIN. We strongly recommend that you register as a reporting agent as soon as possible to avoid any delays in electronically filing your clients' 94x returns.
• Arizona. Effective January 1, 2021, the Arizona Department of Revenue now requires all employers to file Form A1-QRT 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 Electronic filing method.
• 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 2021 reporting, employers must pay an increased Healthcare Contribution amount for each uncovered FTE employee above the four FTE exemption threshold.
• Virginia. Effective January 1, 2021, the Virginia Employment Commission now requires all employers to file Forms VEC-FC-20 and VEC-FC-21 electronically and will no longer accept paper copies of the forms. Therefore, we have removed the Paper filing method for the forms and added the Web fill-in method. You can file the forms 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.

• Payroll tax forms added

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

  State

  • Connecticut – We have added the CT-PFML Worksheet as a web fill-in form to support the filing requirements of the Paid Family Medical Leave. Details
    Effective January 1, 2021, the Paid Family and Medical Leave Insurance Authority began to administer the Connecticut Paid Family and Medical Leave tax.

    Note: We will add the electronic file for the CT-PFML Worksheet in an application update tentatively scheduled for April 22, 2021.

  Local

  • Oregon
    • City of Eugene – Forms Eugene_EUG-PY-1 and Eugene_EUG-PY-2
• 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
  • Forms W-2 and W-3 2021 (all copies except for the black-and-white versions of Copy A and W-3)

  State

  • Alaska – Form TQ01C
  • Arizona – Form A1-QRT. We have updated the form to a worksheet format.
  • Delaware –
    • Form WTH-TAX
    • Form W-3 9801
  • Florida – Forms RT-6, RT-6A, and RT-6NF
  • Georgia – Forms G-7(M) and G-7(Q)
  • Louisiana – Forms L-1 and L-3
  • Maine – Form UC-1 and internet file
  • Maryland – Form MW508
  • Michigan –
    • Form 5080 electronic file for Accelerated EFT filers
    • Form 5081 and electronic file
  • North Dakota – Form SFN 41263
  • Oklahoma – Form WTH 10001
  • Oregon – Forms STT-1 and STT-2
  • Rhode Island – Forms TX-17 and TX-17 (Continuation)
  • Vermont –
    • Form C-101
    • Form WHT-434
  • Virginia – Forms VEC-FC-20 and VEC-FC-21. We have updated both forms to a worksheet format.
  • Washington, D.C. – Forms FR-900A and FR-900Q
  • West Virginia –
    • Form WV/IT-101Q
    • Form WVUC-A-154. We have removed the Magnetic filing method for the form. Details
      For existing clients that previously had Magnetic selected as the filing method on the form, the filing method has been updated to Internet.

  Local

  • Colorado
    • City of Sheridan – Form Sheridan_M
  • Kentucky
    • Boone County Fiscal Court – Form 1906
    • Campbell County Fiscal Court – Form CC2
    • City of Bellevue – Form 3
    • City of Calvert City – Form Quarterly
    • City of Hopkinsville – Form MQ
    • City of McKee – We have renamed Form Quarterly to Form OCC-3PT.
    • City of Pineville – We have renamed Form Monthly to Form MQ.
    • City of Princeton – We have replaced Form Monthly with Form Quarterly. Form Monthly is now obsolete.
    • City of Stanford – Forms 541 and 556
    • City of Wilmore – Form Quarterly
    • Louisville Metro Revenue Commission – Form W-1 internet file
    • Perry County Occupational License Office – Forms Monthly, Quarterly, and Annual
    • Treasurer, Allen County – Form 1
    • Treasurer, City of Horse Cave – Form Quarterly
  • Michigan
    • State of Michigan – Detroit – Form 5321 and electronic file
  • Ohio
    • Columbus City Treasurer – Forms IT-11 and IT-11J
  • Pennsylvania
    • Berks E.I.T. Bureau – EIT – Forms BerksEIT_EmployeeListing and BerksEIT_Q_EmployeeListing internet files. If you have already processed this form, you will need to reprocess it to create a new file in the correct format.
    • Berks E.I.T. Bureau – LST – Form Berks_LST internet file. If you have already processed this form, you will need to reprocess it to create a new file in the correct format.
    • Treasurer, City of Pittsburgh – Forms Pittsburgh_ET-1 and Pittsburgh_LS-1
• Tax agents updated

  We have updated the following tax agents.

  State

  • Connecticut – We have added the direct deposit information required to produce an ACH credit file to the Paid Family and Medical Leave Insurance Authority tax agent.
  • Vermont – We have updated the form filing address for the Vermont Department of Labor tax agent.

  Local

  • Kentucky.
    • We have added the Monthly deposit schedule to the City of Pineville tax agent. Details
      Monthly is now selected as the default deposit schedule for the tax agent.
    • We have removed the Monthly deposit schedule and added the Quarterly deposit schedule to the City of Princeton tax agent. Details
      For new and existing clients, the deposit schedule for the tax agent has been updated to Quarterly.
    • We have updated the form filing address for the City of Stanford tax agent.
    • We have updated the form filing address for the City of Wilmore tax agent.
    • We have updated the form filing address for the Perry County Occupational License Office tax agent.
  • Ohio.
    • We have added the following school district taxes to the Ohio School District Income Tax agent.
      • Ridgedale LSD
    • We have added the following taxes to the Regional Income Tax Agency (RITA) tax agent.
      • Cleveland Warrensville Heights JEDZ Tax
      • Latty City Tax
    • We have updated the form filing address for the City of Miamisburg tax agent.
    • We have updated the form filing address for the Fairfield Income Tax agent.
• Forms pending approval

  The following 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.

  • Via an alert message that displays when you open the application.
  • In the Payroll Alerts section of the Notices portlet on the Home or Firm dashboard.

  Local forms

  • New Jersey
    • City of Newark – Payroll Tax – Form Newark Payroll Tax Statement

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

• The Payroll Form and Filing Information portlet provides information on federal, state, and certain local tax agents in the Home Dashboard or Firm Dashboard.
• The State-specific payroll tax form information article provides information on state payroll tax forms, processing tips, due dates, filing methods, agency information, tax payment details, state ID formats, e-filing notes, new hire reporting requirements, and more.