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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.

General

• We have addressed an issue that, in certain circumstances, prevented the Data Sharing Updates dialog from displaying for certain staff members when opening the application.

Workpapers CS

• We have updated the Tax Return engagement binder templates for the 2022 tax year. Details
  The engagement binder templates include predefined tax-related folders that are created for new tax engagements, when added in the Setup > Engagement Binders screen with Tax Return selected in the Type field and either UltraTax CS or GoSystem Tax selected in the Source field.

General - Payroll

• Maine. The Maine Department of Labor has increased the Unemployment program administrative fund (UPAF) rate to 0.15%, effective January 1, 2023. Accordingly, the rate defaults to 0.15% in the Unemployment Rate dialog (accessed via the Payroll Taxes tab of the Setup > Clients screen) for new client records and when new unemployment rate records are added to existing clients.

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

• We have updated the years available for Corrected Forms 941-X, 943-X, 944-X, and 945-X to match the years available for Reconciliation Forms 94x. (Idea Incubator #5927)

  Accounting CS stores up to four total years of year-specific reconciliation type forms.

• Michigan locals. The City of Muskegon Heights now requires all employers to file Form W-2 Copy 1 electronically and will no longer accept paper copies of the form. Therefore, we have removed the Paper filing method and added the Internet 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.

  Local

  • Michigan
    • Muskegon Heights City Treasurer – Form W-2 Copy 1 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.

  State

  • Alabama – Form A-3*
  • California – Form 1094-C/1095-C internet and test files
  • Louisiana – Forms 1099-MISC and 1099-NEC internet files
  • Wisconsin – Forms 1099-R and W-2G electronic files

  Local

  • Kentucky
    • Fayette County Public Schools – Form 222-S*
  • Missouri
    • Gregory F.X. Daly, Collector of Revenue – St. Louis Form W-3*
  • Ohio
    • City of Cincinnati Income Tax Division – Form W-3
    • City of Washington Court House, Ohio – Form W-3
    • New Lexington Income Tax Bureau – Form W-3
• Tax agents updated

  We have updated the following tax agents.

  Local

  • Ohio – We have removed the Bedford City Tax from the City of Bedford Tax Department tax agent and added it to the Regional Income Tax Agency (RITA) 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.

  Annual forms

  • Kentucky locals
    • Lexington-Fayette Urban County Government – Form 222
  • Ohio locals
    • Central Collections Agency – Form CCA-W3
    • 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.