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

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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. 
• 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.

General

• We have addressed an issue that caused an error to occur during attempts to retrieve transactions in the Bank Feeds portlet of the Bank Feeds Dashboard.

Accounting

• We have updated the tax codes that are available for selection in the Setup > Chart of Accounts screen and the Actions > Enter Trial Balance screen for integration with the 2022 version of UltraTax CS and GoSystem Tax RS.
• We have updated the Tax Code Listing for the 2022 tax year.

Import of client data from QuickBooks Online

• We have updated the import of Check Purchase transactions and Credit Card Purchase transactions to include transaction descriptions based on the memo text when the payee is blank in QuickBooks Online. (Idea Incubator #738)

Reports

• We have updated the Tax Code Worksheet accounting report for the 2022 tax year.

  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.

General - Payroll

• Arizona. We have updated the Gross taxable wages field in the State Withholding section of the Payroll Taxes tab in the Setup > Employees screen to include the new 2023 rates. Details
  For 2023 payroll checks, the application will use the default rate of 2.0% for the state withholding calculation if an employee still has an old 2022 (and prior) rate selected.
• Indiana. The Indiana Department of Revenue has released Form WH-4, effective October 1, 2022. This form offers an additional exemption for adopted qualifying dependents. If an employee elects to claim this exemption, you'll need to increase the value in the Dependent exemptions field (on the Payroll Taxes tab of the Setup > Employees screen) by 2 for each exemption being claimed.
• Colorado. We have added the Colorado Family and Medical Leave Insurance tax that becomes effective January 1, 2023. The accompanying payment and reconciliation forms will be available in a future release, in time to meet the forms' respective deadlines. For more information, see Colorado FLI calculations.
• Oregon. We have added the Oregon Paid Leave tax that becomes effective January 1, 2023. The accompanying payment and reconciliation forms will be available on a future release, in time to meet the forms' respective deadlines. For more information, see Oregon FLI calculations.
• Washington. We have updated the application to accept either the 9-digit or the new 12-digit Unemployment ID being issued by the Washington Employment Security Department.

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.

• 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

• Kentucky. The Kentucky State Treasurer now requires all employers to file Form K-3 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 still file the form using the Electronic filing method.
• Montana. We have removed the Internet filing method from Form UI-5/UI-5G. You can still file the form using the Electronic filing method.
• Oregon locals. We have updated the descriptions used in Form W-2 Box 20 for the following local taxes.
  • Eugene Community Safety Payroll Tax = EUG
  • Metro Supportive Housing Services Income Tax = METRO
  • Multnomah County Preschool for All Income Tax = MULT
• Pennsylvania. We now separate the recipient's name into the first, middle, and last name fields of the 1099-MISC, 1099-NEC, and 1099-R internet files when the recipient has an SSN. For more information, see Pennsylvania payroll tax form information. (Idea Incubator #2055)
• 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.
  • Danville Area EIT Office – Copy 1/Danville_A_EIT
  • Franklin County Area Wage Bureau - EIT – Copy 1/Franklin_A_EIT
• Washington. We have removed the Preprinted and Preprinted with labels filing methods from Form 5208A/5208B and updated it to a worksheet format. You can still file the form using the Internet filing method.

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.

• Payroll tax forms added

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

  State

  • Iowa – Forms 1099-C internet file

  Local

  • Ohio
    • Village of Chickasaw – Form W-3
  • Oregon
    • MCPFA - City of Portland – Form WPFA-AR
    • MSHS - City of Portland – Form WSHS-AR
  • Pennsylvania
    • City of Philadelphia – Form Philadel_Q internet file
    • Danville Area EIT Office – Forms W-2 Copy 1 and Danville_A_EIT internet file
    • Franklin County Area Wage Bureau - EIT – Forms W-2 Copy 1 and Franklin_A_EIT internet file
• 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 940 and electronic file

    Note: For tax year 2022, the following states/territories are credit reduction states that are reportable on Form 940 Schedule A.

    • California
    • Connecticut
    • Illinois
    • New York
    • Virgin Islands
  • 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 2022
  • Form W-2 internet file
  • Forms 1099 and 1099 Corrected internet files
  • Forms 1094-C and 1095-C
  • Forms 1094-C and 1095-C internet files
  • Forms 1094-C and 1095-C Corrected internet files
  • Forms 1094-C and 1095-C Replacement internet files

  State

  • Connecticut – Form CT-W3
  • Delaware – Form W3-9801 is now obsolete and has been removed from the application.
  • Florida – Form RT-6
  • Georgia – Form G-1003
  • Hawaii – Forms HW-13, HW-30, and VP-1
  • Indiana – Form WH-1U
  • Iowa – Form 44-007(VSP) is now obsolete and has been removed from the application.
  • Kentucky
    • Form K-1. We have updated the form to no longer display for the last filing period of the year as the information is already reported on Form K-3.
    • Form K-3. We have removed the Paper filing method and added the Web fill-in method.
    • Form K-5
  • Louisiana – Form L-3
  • Mississippi – Form 89-140
  • Montana
    • Form MW-3
    • Form UI-5/UI-5G. We have removed the Internet filing method. You can still file the form using the Electronic filing method.
  • North Carolina – Forms 1099-MISC and 1099-NEC internet files
  • Ohio – Form IT-3
  • Pennsylvania
    • Form REV-1667
    • Forms 1099-MISC, 1099-NEC, and 1099-R internet files
  • Rhode Island – Form RI-W3
  • Washington – Form 5208A/5208B worksheet and internet file. We now include the SOC information for each employee in both the worksheet and file.
  • Washington, D.C. – Form 1099 internet files
  • West Virginia – Form WVUC-A-154 internet file. We now include the Job title for each employee in the file.
  • Wisconsin – Forms 1099-MISC and 1099-NEC internet files

  Local

  • Kentucky
    • City of Somerset – Form Somerset_QA (Idea Incubator #5637)
    • McCreary County Tax Administrator – Form OCC-3PT (Idea Incubator #5637)
    • Tax Administrator - City of Pulaski – Form Quarterly (Idea Incubator #5637)
  • Oregon
    • City of Eugene – Form W-2 Copy 1 is now obsolete and has been removed from the application.
• Tax agents added

  We have added the following state tax agents.

  • Colorado
    • Colorado Department of Labor and Employment – We have added a new tax agent for the Colorado FLI and Colorado ERFLI taxes that become effective January 1, 2023.
• Tax agents updated

  We have updated the following tax agents.

  State

  • Delaware – We have updated the form filing address for the State of Delaware tax agent.
  • Florida – We have updated the form filing address for the Florida UC Fund tax agent.
  • Hawaii – We have updated the form filing address for the HISIT - Hawaii State Tax Collector tax agent.
  • Oregon – We have updated the Oregon Department of Revenue tax agent to include the new Oregon FLI and Oregon ERFLI taxes that become effective January 1, 2023.

  Local

  • Ohio
    • We have added the following taxes to the Regional Income Tax Agency (RITA) tax agent.
      • Walton Hills City Tax
    • We have removed the following taxes from the Village of Walton Hills tax agent.
      • Walton Hills City Tax
• 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.

  Annual forms

  • Alabama – Form A-3
  • Delaware – Form WTH-REC (replaces Form W3-9801)
  • Indiana – Forms WH-3 and Schedule IN-WH3
• Forms not yet released

  The following 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

  • Kentucky locals
    • Fayette County Public Schools – Form 222-S
    • Lexington-Fayette Urban County Government – Form 222
  • Missouri locals
    • Gregory F.X. Daly, Collector of Revenue – St. Louis Form W-3
  • Ohio locals
    • Central Collection Agency (CCA) – Form CCA-W3
    • City of Cincinnati Income Tax Division – Form W-3
    • Columbus City Treasurer – Forms IT-13 and IT-13J

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.