Accounting CS Release User Bulletin v.2022.3.0 - September 26, 2022

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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.

On July 12, 2022, Microsoft ended support for SQL Server 2012 and earlier. Therefore, as of the v.2022.2.0 Accounting CS release, your firm should have SQL Server 2014 or higher installed on the servers that run Accounting CS. See Discontinued support for Microsoft SQL Server 2012 for details and steps you can take to continue using Accounting CS without interruption.

Note: This change does not affect firms using Accounting CS on Virtual Office or Software as a Service (SaaS).

General

  • We have updated the report-based dashboard portlets to utilize Microsoft Edge via the Microsoft Edge WebView2 Runtime component.

Report Designer

  • We have added the following variables to the Payroll > Check > Deduction Items section of the variable tree. (Idea Incubator #398)
    • Calculation Type
    • Rate

Layout Designer

  • We have added the following variables to the Payroll > Check > Deduction Items section of the variable tree for payroll check layouts. (Idea Incubator #398)
    • Calculation Type
    • Rate

General - Payroll

  • Connecticut. We have addressed an issue that prevented the Connecticut FLI tax from calculating on payroll checks if the Connecticut SUI tax item was marked Wage Exempt on the Payroll Taxes tab of the Setup > Clients screen or the Setup > Employees screen.
  • Pennsylvania locals. We have updated the application to accept the new 9-character alphanumeric Withholding ID format that is being issued by the City of Pittsburgh.

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.

  • We have added a warning message in the Payroll Schedules dialog (accessed via the Payroll Information tab of the Setup > Clients screen) that prevents the check date from being changed to a date in another year if the payroll schedule has a Suspended status.
  • 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 made the following enhancements to the Actions > Process Internet/Magnetic Files screen when the staff member entering the screen is restricted from one or more clients included in the files in the screen. (Idea Incubator #1830)
    • We have added the Disallow removal of restricted clients from internet/magnetic files checkbox in the Preferences tab of the Setup > Firm Information > Firm screen. For more information, see Firm > Preferences tab.
    • We now update the Status field on a form to be Not Processed in the Form Selection grid of the Actions > Process Payroll Tax Forms screen when restricted clients are removed from internet/magnetic files in the Actions > Process Internet/Magnetic Files screen.

    Note: Based on the available options and selections made, the application may change or hide an internet/magnetic file in the Actions > Process Internet/Magnetic Files screen if the staff member is restricted from one or more clients queued in the file. For more information, see Forms missing from the Process Internet/Magnetic Files screen.

  • Montana. We have added the ability to file Form MW-1 electronically via FSET. For more information, see Montana payroll tax information.
  • Pennsylvania locals.
    • We have combined the W-2 Copy 1 and transmittal forms into a single available selection in the Form filter options in the Actions > Process Payroll Tax Forms screen and the Actions > Edit Payroll Tax Forms screen for the following local tax agents and forms.
      • Cumberland Tax Bureau - EIT – Copy 1/Cumberland_A_EIT
      • HAB-EIT – Copy 1/HAB-EIT_A_EIT
      • Jordan Tax Service - EIT – Copy 1/Jordan_A_EIT
      • Keystone Central School District Tax Office - EIT – Copy 1/KeystoneCentral_A_EIT
      • Keystone Collections Group - EIT – Copy 1/KeystoneCollections_A_EIT
      • Income Tax Officer – Copy 1/Williamsport_A_EIT
      • Lancaster County Tax Collection Bureau - EIT – Copy 1/Lancaster_A_EIT
      • Southwest Regional Tax Bureau - EIT – Copy 1/Southwest_A_EIT
      • York Adams Tax Bureau - EIT – Copy 1/YorkAdams_A_EIT

      Note: We plan to combine the remaining W-2 Copy 1 and transmittal forms for Pennsylvania locals into a single available filter selection in a future release.

    • Effective for tax year 2022, the City of Philadelphia has moved its annual reconciliation to a quarterly filing requirement. All employers are required to electronically file the new quarterly reconciliation Form Philadel_Q.

      With this release, the Form Philadel_Q worksheet is now available for processing using the Web fill-in filing method.

      The payroll software industry continues to work closely with the City of Philadelphia on implementing an electronic filing system that supports the new Form Philadel_Q worksheet and bulk filing requirements. Once it becomes available from the agency, we plan to release the bulk internet file in a future release.

  • Washington. We have added the SOC code field to the Other State Settings section of the Payroll Taxes tab in the Setup > Employees screen (for Washington only). Details

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

For a general estimate of the release dates for payroll tax forms, see When will the new tax forms be available.

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

    • Montana – Form MW-1 electronic file (via the Electronic payment method on the Department of Revenue tax agent)

    Local

    • Kentucky
      • Crittenden County Fiscal Court – Form Annual
    • Ohio
    • Pennsylvania
  • Payroll tax forms updated

    We have updated the following forms, internet files, and electronic files to the latest versions available from the agencies.

    Federal

    • Form 941 electronic file
    • We have updated the following 1099 forms for 2022.
      1096 1098* 1098-C*
      1098-E 1098-T 1099-A*
      1099-B 1099-C* 1099-DIV*
      1099-G* 1099-INT* 1099-MISC*
      1099-NEC* 1099-OID* 1099-PATR
      1099-R 1099-S* 1099-SA*
      5498 5498-SA W-2G*

      * Indicates the IRS has converted the 1099 form from annual updates to continuous use.

    State

    • Connecticut
      • Form UC-2 electronic file
      • Form 1099-R internet file. We now generate the 1099-R internet file for Connecticut when at least one of the following conditions are met.
        • The recipient has a Connecticut resident address and Connecticut state withholding is being reported in Box 14.
        • The recipient has a Connecticut resident address and Connecticut state withholding is not being reported in Box 14.
        • The recipient has a non-Connecticut resident address and Connecticut state withholding is being reported in Box 14.
    • Illinois – Form UI-3/40
    • Iowa
      • Form 44-007 (VSP) worksheet and internet file. We have update both to allow for zero filings.
      • Form 96-048 internet file
    • Kentucky – Form K-1 worksheet and electronic file
    • Missouri – Form MO-941
    • Montana – Form UI-5/UI-5G electronic file

      Note: We plan to remove the Internet filing method from Form UI-5/UI-5G on the 2022.4.0 release in December. After that release, only the Web fill-in and Electronic filing methods will be available on the forms.

    • Nebraska – Form 941N internet file
    • New Mexico – Form TRD-41414. We have updated the interest rate used in the calculation of line 7.
    • Oklahoma – Form OES-3
    • Oregon – Forms OQ, 132, and Schedule B internet files. We have updated the files for uploading into Oregon's new Frances Online system. Details

    Local

    • Alabama
      • Tax Trust Account – Forms TaxTrustAc_M and TaxTrustAc_A
    • Kentucky
      • Boyd County Fiscal Court – Form Annual
      • City of Cadiz – Form Annual
      • City of Flemingsburg – Form Annual
      • License Fee Division, City of Glasgow – Form Annual
      • Union County Tax Administrator – Form Annual
    • Ohio
      • Commissioner of Taxation City of Toledo – Form W-3
    • Oregon
      • MSHS - City of Portland – Form WSHS-QR
    • Pennsylvania
      • City of Philadelphia – Form Philadel_Q worksheet
  • Tax agents added

    We have added the following tax agents.

    Local

  • Tax agents updated

    We have updated the following tax agents.

    State

    • Maryland – We have updated the direct deposit information required to produce an ACH credit file for the Comptroller of Maryland - Withholding Tax agent.
    • Washington – We have updated the form filing addresses for the Employment Security Department tax agent.

    Local

    • Alabama
      • We have added the following taxes to the Tax Trust Account tax agent.
        • Leeds City Tax
      • We have removed the following taxes from the City of Leeds tax agent.
        • Leeds City Tax
    • Pennsylvania
      • We have updated the municipality and school district liabilities for the following tax agents.
        • Allegheny Township
          • Allegheny, Township of LST Hollidaysburg Area S D (073503) (42-013-1215956-LST-073503) (removed)
        • Blair County Tax Collection Bureau - LST
          • Allegheny, Township of LST Hollidaysburg Area S D (073503) (42-013-1215956-LST-073503) (added)

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

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