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This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

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Reported Date Service Category Reported Version Status Modified Date Fixed Version Synopsis
03/15/18 Accounting Spreadsheet Import 2017.4.10 Verified 03/16/18 TBD Spreadsheet Import - Chart of Account - Spreadsheet with Custom Account Groupings will not Import if Columns in Certain Order

With the Spreadsheet Import - Chart of Account if the Excel spreadsheet file contains both Account Classification codes/subcodes and custom Account Grouping codes/subcodes nothing will import. Please verify the order of the columns in the spreadsheet file and verify the Account Classification codes/subcodes come before the custom Account Grouping codes/subcodes.

03/12/18 Payroll Payroll Tax Calculation 2017.4.10 Verified 03/16/18 TBD New York FLI not calculating correctly when an employee lives in New Jersey but works in New York

New York FLI is not calculating correctly when an employee lives in New Jersey but works in New York.

03/14/18 Platform Update 2018.1.0 Notice 03/14/18 Notice Tentative Release Date of 2018.1.0 CS Connect Update for Accounting CS

The tentative release of the 2018.1.0 CS Connect update for Accounting CS is scheduled for March 26, 2018.

It will be installed the night of March 25th on Virtual Office and live on March 26th.

Please keep in mind that these are tentative release dates.

03/13/18 Accounting Export 2017.4.10 Verified 03/13/18 TBD Error occurs when exporting to Quickbooks Data Utility

When exporting client data to the Quickbooks Data Utility, Accounting CS can error with the following message:


unable to find a class for Acs GL account segment code"

Workaround: If the chart of accounts has accounts set to MEMO classification code, switch them to another code. This has allowed the export to continue in some cases.

02/23/18 Payroll Payroll Tax Forms 2017.4.8 Testing Fix 03/12/18 Pending Release 1094-C - Part III Column D

Form 1094-C part III column (d) Aggregated Group Indicator reverts to marking 'all 12 months' box on the form even though specific months are selected on the Client Data tab of the Edit Payroll Tax Forms dialog.

02/26/18 Payroll Direct Deposit 2017.4.8 Verified 02/28/18 TBD Vendor with suspended direct deposit bank creates a direct deposit file instead of a paper check

A vendor with a direct deposit bank account set to the status of 'Suspend' will create the direct deposit ACH file instead of a paper check.

Workaround: On the Main tab of the vendor's setup, change the payment preference method from 'Direct Deposit' to 'Check'.

02/27/18 Payroll State Tax Forms 2017.4.6 Testing Fix 02/27/18 Pending Release North Carolina 1099 Internet File is required even if there is no state withholding

Currently, Accounting CS only creates a North Carolina 1099 file if there is North Carolina state withholding. North Carolina is now requiring to file even if there is no state withholding

02/21/18 Payroll 1095 2017.4.7 Testing Fix 03/12/18 Pending Release 1094-C/1095-C Corrected via Internet not available

The 1095-C/1094-C via Internet is not currently available for 2017 filing

02/20/18 Accounts Payable Manage Payments 2017.4.7 Verified 02/23/18 TBD Manage Payments: AP Checks do not Populate the Vendor's County or Country

When printing AP checks from the Manage Payments dialog, the address fields for County and Country are not being filled in based on the vendor's address information. Therefore, if you try to use the payee address variables on the AP check layout, such as [VendorActivity.Check.PayeeAddress.County] and [VendorActivity.Check.PayeeAddress.Country], they are blank.

If you enter and print an AP check for the vendor through the Enter Transactions dialog this is not an issue.

02/21/18 Payroll State 1099 2017.4.7 Fixed 03/01/18 2017.4.9 Oklahoma State 1099 File with No Withholding

Oklahoma requires state 1099 files to be submitted with zero state withholding.  This will be updated on a future release of Accounting CS. 

02/20/18 Payroll Tax Calculation 2017.4.7 Testing Fix 02/20/18 Pending Release Louisiana Tax Withholding Tables were updated

Louisiana Department of Revenue adopted updated Income Tax Withholding tables effective February 16, 2018.

02/19/18 Accounting Bank Feeds 2017.4.7 Verified 02/19/18 TBD Cannot unlink a bank account for Bank Feeds that has an Invite Pending

You are unable to unlink a bank account for Bank Feeds that has an Invite Pending.

02/15/18 Payroll Tax Forms 2017.4.7 Testing Fix 03/12/18 Pending Release Correcting only box c for the kind of employer for the W-3c will not generate the form

When attempting to create a w-3c for processing in order to only correct box c: kind of employer, making overrides in the correct areas does not generate a w-3c, and does not generate any forms for processing.

02/14/18 Payroll 1099 2017.4.6 Testing Fix 03/05/18 Pending Release 1098-C box 5b account code may be missing from internet file

1098-C box 5b account code may be missing from internet file

02/12/18 Payroll 1099 2017.4.7 Verified 02/14/18 TBD Tax Processing: 1099 corrected printing unselected 1099s

If multiple transactions entered with the option for One form per transaction marked and then a corrected 1099 is processed it will print all 1099s for the selected vendor instead of just a single corrected 1099 to print if only one has been selected.

02/09/18 Payroll Billing 2017.4.7 Verified 02/09/18 TBD Fixed amount discount is only reducing one billing item when multiple are marked for payroll billing invoices

If you have a fixed amount discount within Setup > Clients on the Billing tab it is currently only applying to one billing item instead of reducing all.

02/09/18 Payroll State Tax Forms 2017.4.5 Testing Fix 03/07/18 Pending Release IL-941 Rejection PTIN element is invalid

If the preparer information is missing a PTIN you will receive the following rejection:

-999: The '' element is invalid - The value '' is invalid according to its datatype '' - The Pattern constraint failed

02/09/18 Payroll Time Clock 2017.3.2 Testing Fix 03/12/18 Pending Release  SwipeClock Integration may produce an error message if the employee has a rehire date

If an employee has a rehire date within Accounting CS an error will be produced due to SwipeClock not allowing a left date (Inactive date) that is before the hire date.


Employee data could not be transmitted to SwipeClock

02/09/18 Payroll 1099 2017.4.7 Testing Fix 03/12/18 Pending Release 1099-R box 7 distribution code 2 override in Edit Payroll Tax forms may produce an error

Within the Actions > Edit Payroll Tax Forms > Recipients Data Tab for the 1099-R box 7 code 2 is not a drop down like code 1. This field needs to be a drop down. Alphabetic overrides for this field are not accepted.

Entering in an Alphabetic override may result in the following error:


Input string was not in a correct format.

02/07/18 Payroll Tax Calculation 2017.4.2 Verified 02/07/18 TBD Ohio resident tax is calculating when marked as exempt

In situations where there is an Ohio resident tax with nexus marked for courtesy withholding and a payroll item marked as tax exempt for Ohio Cities tax the tax is still calculating.

02/05/18 Payroll Tax Forms 2017.4.6 Testing Fix 02/05/18 Pending Release 1099B is missing a client total amount for Box 13

1099B is missing a spot for the client totals for box 13.

02/05/18 Payroll State Tax Forms 2017.4.6 Testing Fix 02/05/18 Pending Release Kansas W-2 Copy 1 is showing the incorrect due date on the Payroll Forms and Filing portlet

The Payroll Forms and Filing portlet is showing the incorrect due date for the Kansas W-2 Copy 1.

02/05/18 Payroll Tax Forms 2017.4.6 Testing Fix 03/07/18 Pending Release 1095-C rejection error AIRSH100

The following1095-C rejection error AIRSH100 is being received due to a tag in the xml file:

XML Schema Validation Failed – not well formed or missing required elements

Workaround: Go to Actions - Edit Payroll Tax forms for the 1095-C. On the Client Data tab blank out the ALE "Section4980H" column values and then regenerate the file.

02/02/18 Payroll State Tax Forms 2017.4.6 Testing Fix 03/07/18 Pending Release Alabama UC-CR-4 is receiving an incorrect file format when submitting to the state

When uploading the Alabama UC-CR-4 form through the Alabama Department of Labor website an error message is received:

incorrect file format

Workaround: Extract the zip file and add .txt to the file name.

02/02/18 Accounting QuickBooks 2017.4.6 Verified 02/02/18 TBD Importing from QuickBooks online will result in an error when importing transactions with long descriptions

QuickBooks online allows for transaction descriptions to have over 250 characters. If a transaction with a long description is included in the import, Accounting CS will give the following error:

Cannot set column 'first_name'. The value violates the MaxLength limit of this column

Workaround: Shorten the descriptions within QuickBooks online

01/31/18 Payroll W-2 N/A Notice 01/31/18


W-2 Box 9

For filing season 2018, the Internal Revenue Service has expanded the pilot to verify the authenticity of Form W-2 data. Thomson Reuters is not part of this pilot program. To learn more about the W-2 verification, visit IRS Expands W-2 Verification Code for Filing Season 2018.

01/31/18 Payroll Spreadsheet Import 2017.4.6 Verified 01/31/18 TBD Vendor Spreadsheet Import is not pulling in some vendor addresses

If the state abbreviation is in lowercase the Vendor Spreadsheet Import is not pulling in the address.

01/26/18 Payroll State 1099 2017.4.6 Testing Fix 01/30/18 Pending Release 1099 Internet file for the State of Oregon created as a File Format vs. TXT Format

The 1099 internet file for the State of Oregon is currently being created as a file format vs. a .txt format.

Once the file has been created in the Process Internet/Magnetic Files dialog manually add .txt to the end of the 1099 file name.

01/12/18 Payroll 1099 2017.4.4 Verified 01/30/18 TBD 1099 Print Option Hide Copy B/2 will Not Save

In Actions > Process Payroll Tax Forms for a 1099 if you click on the Print Options button and mark Copy B/2 to hide the setting will not save if you go to another dialog or close and re-open the program.

Mark the Copy B/2 to hide option and process the 1099 forms prior to leaving the dialog.

01/16/18 Payroll State Tax Forms 2017.4.5 Testing Fix 01/26/18 Pending Release Payroll Tax Forms: Arizona A1-QRT may not include all taxable wages

Amounts for employees with only AZ SIT taxable wages (no SUI taxable wages) are not pulling on the Arizona A1-QRT form.

01/22/18 Payroll W2 2017.4.6 Testing Fix 03/12/18 Pending Release North Carolina W-2 Copy 1 may not create the internet file

If multiple clients are in the batch file in Process Internet/Magnetic Files but only one client is selected to create the file, the file is not created. Workaround - select all clients to be included in the batch internet file.

01/25/18 Payroll State Tax Forms 2017.4.6 Notice 01/25/18 N/A Paper Copy of W-2 Copy 1's for Louisiana L-3

If you are processing the Louisiana L-3 via paper and want a paper copy of the W-2 Copy 1's, please follow these steps:

1) Go to Process or Edit Payroll Tax Forms > W-2 > Select W-2 Copy 1 - Louisiana via Internet.

2) Select 'Client Copy' and print or output to PDF.

3) If you would like the 'CLINT COPY' watermark removed from W-2 Copy 1 - Louisiana go to Setup > Firm Information > Firm> select the Preferences tab and mark the checkbox for 'Disable watermark on client copy payroll tax forms' before printing the client copies of the W-2s.

01/24/18 All Data Security N/A Notice 01/24/18 N/A Phishing E-mail
There has been a confirmed phishing e-mail being sent to CS Professional Suite users from Below is a facsimile of the email being received.


Your account has been Approved, you are all set but do not forget to verify your CS Professional Suite Account.

CLICK HERE to verify your CS Professional Suite Account.

*Link Expires in 24 hours

If you speak with a customer that has received this e-mail, please contact the Support-Incident Management team.

01/23/18 Payroll State Tax Forms 2017.4.4 Testing Fix 01/23/18 Pending Release Missouri state W-3 is allowing spaces and special characters in the file name when creating the Internet file

The MO W-3 Internet file is allowing spaces and special characters within the file name currently and should not.

Workaround: Take out any spaces or special characters for the file name prior to uploading to the state.

01/23/18 Payroll State Tax Forms 2017.4.4 Testing Fix 03/07/18 Pending Release IL-941 form IDOR credit is showing as a DCEO credit within the Electronic form transmission preview

The IL-941 form IDOR credit is showing as a DCEO credit within the Electronic form transmission preview.

Our development team is looking into this with Illinois.

01/10/18 Payroll W2 2017.4.3 Verified 01/22/18 TBD W-2 Box 7: pulling an amount for FICA-SS when reported tips employee is exempt

If the employee is marked on the employee level for being exempt for FICA-Med/SS for reported tips item, the W2 does not recognize it as tax-exempt wages. Workaround: If you mark the pay item for reported tips to be tax exempt for FICA-Med/SS then the W2 will exclude it from box 7.

01/08/18 Payroll State W-2 2017.4.3 Notice 01/19/18


Error processing the Georgia Form G-1003

When processing the Georgia Form G-1003 via Electronic method you may receive the following message:

Unable to add the file. The following are either missing or incorrect: Business Name Line 1

Remove the ampersand (&) within the Payroll Name of the client and re-process the form.

Important! With the v. 2017.4.6 update of Accounting CS tentatively scheduled for January 22, 2018, we will be removing the Electronic filling method for Form G-1003. This will be replaced with the Internet filling method. Any Electronic forms that were processed and not yet transmitted will be removed after this update. Please reprocess the form using the Internet filling method. 

01/16/18 Payroll Payroll Tax Forms N/A NOTICE 01/16/18


E-File application summary required to electronically file payroll tax forms

As part of the Security Summit partnership, which includes the Internal Revenue Service, state tax agencies, and private-sector industry, you now need to provide a copy of your IRS e-file application summary before transmitting payroll tax forms from Accounting CS. For details, see E-File application summary required to electronically file payroll tax forms.

Note: If either of the following is true, you do not need to submit an e-file application summary.

  • You will use the same verified Electronic Filing Identification Number (EFIN) you have on file for UltraTax CS to transmit your payroll tax forms via Accounting CS.
  • You file all payroll tax forms using the Internet or Magnetic method. For details, see Processing internet and magnetic files.
01/16/18 Platform All 2018 NOTICE 01/16/18


Action required - update your CS Professional Suite license PIN

New for 2017, the license PIN you use for your CS Professional Suite applications cannot match your firm's ZIP code. If your license PIN matches your ZIP code, your firm's designated Licensee or Delegate must update it to a secure PIN. For details, see Managing your license PIN.

This update is required before you can successfully download and install the appropriate licenses to your programs. If you have received a "Firm ID and PIN do not match our records" error message, contact your firm's licensee to obtain the correct PIN. For additional details about this error message, see License download failed: firm ID and PIN do not match our records.

01/16/18 Engagement CS Licensing N/A Notice 01/16/18


Applying Engagement CS licenses

If you have recently renewed your Engagement CS license and are having difficulty applying it, you may need to right-click on the CSA program icon before opening and choose Run As Administrator. Once the program opens, proceed to CS Connect to download your license again.

As a reminder, support is available for Engagement CS, including the bundled Trial Balance and Financial Reporter functionality only. Support for all other CSA products ended on May 31st, 2017.

01/09/18 Payroll Accruable Benefits 2017.4.2 Verified 01/09/18 TBD Accruable Benefits incorrect balance and warning message when entering payroll checks

When entering a payroll check that has a period end date in the prior year and a check date in the current year that uses accruable benefit hours, the system is not including all of the proper benefit hours to determine if the employee has enough hours used or not. An incorrect warning message is being displayed for how many hours the employee has available.

01/09/18 Platform Reports 2017.4.2 Verified 01/09/18 TBD When printing reports to Excel the cell merging and wrapping is not outputting correctly

Printing to Excel is causing differences in the output compared to how it used to work related to cell merging and wrapping. In some cases, cells are being merged vertically are wiping out information in the cell below them.

01/09/18 Payroll State Tax Forms 2017.4.2 Testing Fix 01/09/18 Pending Release The Louisville Metro W-1 tax form for Kentucky needs to be updated

The Louisville Metro W-1 tax form for KY needs to be updated in the software.

01/02/18 Payroll CSA Conversion N/A Notice 01/02/18 TBD Cannot convert because CSA payroll period is not in the latest period

Because CSA licenses are now expired and past the grace period, some firms are finding they cannot convert certain clients because the client's payroll processing period is not in the latest period for that client. They cannot change the processing period with expired licenses so this will have to be completed by support.

If we get a customer who is unable to convert because they cannot move their payroll period forward, your FIRST STEP is to review CSA & CBS end of support workflow to determine if they are eligible for support.

Remember getting data isn’t ideal and this is a one-time exception to this CSA issue. If they are eligible for support, please let the customer know that we need to make a change in the client data to resolve the issue. Have the customer upload the client to CS Connect and enter a CFR listing the CSA Client ID. Please do not download the CSA data. The CF will retrieve the client from CS Connect. The CF will manually move the client into the latest payroll processing period and provide you with the fixed client data to be sent back to the firm. Below are links to topics that can be used to walk the customers through sending in the client and how to securely send back the zip file the CF will provide. Once the firm receives the fixed zip file, they should save this in a folder named the same as the CSA Client ID. (Client IDs over eight characters long require a decimal after the eighth character EX: MICHIGAN.STA)

Sending CSA client data to CS Support via CS Connect

Internal: Sending/receiving confidential data to/from a firm securely

12/19/17 Platform Reports 2017.4.0 Verified 12/27/17 TBD Printing (exporting) reports or statements to Excel doesn't keep formatting - converts number cells to text format

Printing (exporting) reports or statements to Excel doesn't keep formatting - converts number cells to text format

12/12/17 Payroll Tax Agents 2017.3.2 Verified 12/12/17 TBD Kentucky Ohio County OLF tax agent needed

There is not a tax agent for Kentucky Ohio County OLF in the system currently. The tax is calculating correctly when there is no tax agent associated with it.

12/12/17 Accounts Receivable Invoice 2017.3.2 Verified 12/12/17 TBD Accounts Receivable Invoice reference is erroneously incrementing in some situations

In the Enter Invoices screen, when the client-level setting is such that the reference number automatically increments, there are times when the reference number increments erroneously.

12/11/17 Accounting Year End 2017.3.3 Verified 12/11/17 TBD Year End Closing - exact amounts entered in dialog are not reflected in beginning balance of the Next Year

In rare cases, the amounts entered in the Year End Close dialog are calculating a few cents off the ending balance of the prior year after the close process is complete. Our development team is aware and working to resolve this issue.

12/08/17 Platform All All Open 12/08/17 N/A IRS e-Services account now requires two-factor authentication
As of December 10, 2017, all IRS e-Services users must register through Secure Access. Secure Access is Secure Access is a registration process to create an account that requires two-factor authentication. Once registered, returning users must enter their credentials (username and password) and a security code that is either texted to a mobile phone or accessed via the IRS2Go mobile app. For additional details, see IRS: Important details about your e-SErvices account.
12/05/17 Payroll On Demand Batch 2017.4.0 Verified 01/04/18 TBD On Demand Batch: Gross pay is not calculating when certain calculation types used

If you do an On Demand batch and select a pay item that uses the Salary amount or Fixed amount calculation type, everything works as expected. However, if you select a pay item that uses any other calculation type (i.e., Hourly, Percent of Gross Pay, etc.), the program will enter the amount you specify as the gross/net pay in the Rate field of the payroll check, but the Amount field stays 0.00. This, in turn, causes there to be no gross pay and no taxes calculate.

12/04/17 All CPE Certificate N/A NOTICE 12/04/17


How to access your CPE Certificate(s)

Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

11/29/17 Platform QuickBooks 2017.3.2 Verified 11/29/17 TBD All transactions are not imported from QuickBooks in certain scenarios

If you import transactions from QuickBooks Desktop, delete those transactions, and then try to import the same transactions again, there are unexpected results.

Workaround: Perform the import twice for those transactions to be imported after deletion.

11/17/17 Platform All All Open 11/17/17 N/A License PIN not saving / firm ID and PIN do not match

Communication was sent to firms in October explaining that they must update and/or verify their license PIN, as the PIN is no longer allowed to match the ZIP code. If a firm receives the CS Connect error that the firm ID and PIN do not match our records, they need to verify their PIN on the My Account page.

There have been reports of license PINs appearing to revert to the ZIP code after being updated. A fix for this issue was released 11.19.17. If a firm reports a "Firm ID and PIN do match our records" message in CS Connect, follow the instructions in the internal note of Troubleshooting license PIN update errors.

After troubleshooting, if the PIN is reverting to the firm ZIP code after updating it on our work with your departments CF to resolve the issue.

11/17/17 Payroll Tax Calculation 2017.3.2 Verified 11/17/17 TBD Colorado Denver OPT tax is overwithheld in some circumstances

Currently, the calculation in the system looks at how much was deducted that month. If you have weekly checks and then do a quarterly check it will still calculate because it doesn't look at how much was deducted previously, only for that month.

11/07/17 Accounts Payable Accounts Payable 2017.3.2 Verified 11/07/17 TBD Unable to Apply negative payables properly in the Manage Payments screen

Currently, if there is a negative payable included in an application group, you are unable to apply it properly in the Manage Payments screen. As a workaround, when negative payables are used, you will need to choose Pay (creating a new AP check/payment), instead of Apply (using an existing AP check/payment).

11/07/17 Payroll Time Rack 2017.3.2 Verified 11/07/17 TBD Rejecting an employee pay rate change from Time Rack is not working

If you chose to reject an employee pay rate change when importing from Time Rack in Enter Batch Payroll the system does not honor that selection and will still bring the rate change in.

11/07/17 Accounting QuickBooks Online 2017.3.2 Verified 11/07/17 TBD Importing transactions with a zero dollar amount from QuickBooks Online will not import

Transactions that have a zero amount will not import into Accounting CS from QuickBooks Online. These should import as they do from QuickBooks Desktop versions.

11/02/17 Platform All N/A NOTICE 11/02/17


Change to using the EMS Migration support tool

With the November 2, 2017, Onvio release you must now use Chrome with the SwitchySharp plug-in installed for access to any of the support tools.The EMS Migration support tool page will not load successfully without the plug-in installed or if you attempt to use an unsupported browser such as Internet Explorer. For details about the EMS Migration support tool, see Internal: Using the EMS Migration Support tool.

For SwitchySharp installation instructions, see Onvio Tools SwitchySharp rules. You will need to complete the installation, configuration, and enable proxy steps found on this page for proper setup of the SwitchySharp plug-in.

Note: During the configuration process you will need to create some new rules for SwitchySharp. Before creating new rules, after entering the Proxy Profile information you will need to click Save for the AWS Connectivity option to appear in the Proxy Profile drop-down menu.

10/16/17 Payroll Compliance State Tax Forms 2017.3.1 Testing Fix 10/16/17 Pending Release Cannot select Tax Preparer information for Virginia VEC FC 20

The Virginia VEC FC 20 form requires Tax Preparer information to be included. Currently, there is not an option in Accounting CS to select Tax Preparer information from the staff setup in program.

Workaround: The Tax Preparer information for the VEC FC 20 can be added to the form as an override in Actions > Edit Payroll Tax Forms.

10/10/17 Workpapers Finalize 2017.3.1 Testing Fix 01/02/18 Pending Release Error Finalizing Engagement Binder in View with Notes Portlet

If you finalize an engagement binder in which there is a note with a reply you may receive the following error, ‘Program error: Cannot complete the operation due to the Engagement Binder being finalized.’ This error occurs if you are working in a View within the Workpapers Dashboard that contains the Notes Portlet.

Workaround: Prior to finalizing the engagement binder remove the Notes Portlet within your View.

09/28/17 Payroll Client Access 2017.2.2 Verified 09/28/17 TBD Client Access is generating payroll liabilities associated with payroll agents but not tax agents in some situations

In some situations, the Client Access program is generating liabilities associated with payroll agents but it is not generating any of the liabilities associated with tax agents. This appears to happen when a client is setup to do Setup/Time Entry payroll in Client Access only and the client enters a handwritten check via the Actions > Process Batch Payroll Checks screen.

09/28/17 Payroll Check Calc 2017.2.1 Verified 09/28/17 TBD Net to Gross does not calculate correctly if you have an employee in multiple locations that are in different states

Net to Gross does not calculate correctly if you have an employee in multiple locations and those locations are in different states.

09/20/17 Payroll Direct Deposit 2017.2.2 Verified 09/20/17 TBD Changing the effective date when recreating a direct deposit ACH file makes it an unbalanced file

The balanced file feature does not work if you recreate an ACH file that was originally a balanced file and change the effective date. The new ACH file will be an unbalanced file.

09/14/17 Accounting Integration 2017.2.2 Verified 09/14/17 TBD When using integration with GoFileRoom a DateTime index type is being sent with a blank date/time value

Documents sent from ACS to GoFileRoom when the document date index format is set to datetime in GFR do not display the document date in the Search or Search Results in GoFileRoom. The date and time 00:00:00 are present in the Document History Audit and Document Tracking report for the documents.

9/07/17 Payroll WAOT 2017.2.2 Verified 10/02/17 TBD WAOT not calculating correctly from Swipeclock import file

The program is not calculating Weighted Average Overtime (WAOT) properly when importing from an .xml file in some situations.

08/25/17 Payroll Garnishment 2017.2.2 Verified 08/25/17 TBD Virginia and Minnesota creditor garnishments

Virginia and Minnesota creditor garnishments should protect against 40 times the federal minimum wage rate

08/07/17 Payroll Accruable Benefits 2017.2.1 Testing Fix 03/09/18 Pending Release 'Use Enter key to move between fields' not working properly in the Accruable Benefits tab of employees

The "Use Enter key to move between fields" feature in the Setup > User Preferences dialog does not work properly in the Setup > Employees > Accruable Benefits tab. This works fine on all of the other tabs but on the Accruable Benefits tab, the program will move past the checkbox when you press the Enter button. It will save the changes if the focus is in any of the other fields in the grid. It will not tab through those other fields.

08/02/17 Payroll State Tax Forms 2017.2.1 Verified 09/18/17 TBD California DE-9 Form Summary Totals are incorrect

The form summary report is calculating the difference incorrectly for form CA DE-9 if you override a value in Edit Payroll Tax Forms.

08/02/17 Payroll Garnishment 2017.2.0 Verified 08/02/17 TBD Virginia Creditor Garnishment should use 40 times federal minimum wage in the calculation

Virginia Creditor Garnishment should take the lesser of 25% of disposable earnings or the amount the disposable earnings for that week exceed 40 times the federal minimum wage. Currently, the system only checks against 30 times the federal minimum wage.

07/25/17 Payroll Tax Calculation 2017.2.1 Verified 08/09/17 TBD FICA tax calculation may be incorrect with OT hours and marking/unmarking Wage Exempt

In some cases, if an employee was marked as Wage Exempt for FICA and since unmarked with an effective date at the beginning of the year, the catch-up of FICA does not occur if overtime hours are entered.

07/25/17 Payroll Check Layout 2017.2.0 Verified 07/25/17 TBD Accounting CS Payroll Check Layout: Tipped Wages Overtime Rate is Incorrect for the Payroll.Check.PayItem.OTRate variable

The Payroll.Check.PayItem.OTRate variable is pulling the wrong rate on payroll checks for Tipped Wages pay items.

07/06/17 Payroll Tax Calculation 2017.1.3 Verified 07/06/17 TBD PA Philadelphia tax is not populating when the Employee is a resident of Massachusetts

Philadelphia city tax does not calculate when there is a business location in Philadelphia, PA, MA business location, and the employee is a resident of MA.

06/28/17 Platform Security N/A NOTICE 06/28/17


Responding to questions regarding Petya ransomware

For users asking questions about this, here is the approved Thomson Reuters customer statement regarding Petya ransomware.

"Thomson Reuters takes the security of its global systems seriously. We are well aware of the latest, highly publicized, Petya ransomware attack that has impacted a number of organizations around the world, and our systems continue to function normally.

We are continually monitoring our systems to ensure the protection of our customers’ information and achieve consistent reliability of our products and services.

In the event customers experience any difficulties, they should contact their customer representative as usual.

06/16/17 Payroll Local Taxes 2017.1.3 Testing Fix 06/16/17 Pending Release Ohio local taxes may not calculate correctly in certain situations

We have identified an issue with the Ohio local tax calculation when the following conditions are present on a client/employee:

Multiple work locations including one that isn't subject to local taxes and one that has a JEDD/JEDZ.

The employee resident address is subject to local with Nexus marked for courtesy withholding.

The employee has both the no-local tax work location and the JEDZ location active.

In this situation, taxes may not appear to calculate initially when hours/amounts are entered but may start calculating again if the user overwrites the hours/amounts or adds hours to another column on the check. Our development is aware of the issue and is working to resolve it.

The error is occurring because while the initial calculation is not appearing, overrides or additional hours/amounts trigger a recalculation that causes the tax to calculate. The user adding more information after this point can cause the tax to stop calculating again. This issue may repeat from calculating to not calculating each time a recalculation is triggered.

We have only observed this issue when all the conditions above are present. Please make sure you are continuing to test with the user if all the conditions are not being met.

TFS 1186435

06/13/17 Platform Report Designer 2017.1.0 Verified 06/14/17 TBD Report Designer: Issue with 'If False, Print' logic within row conditional expressions

In the Report Designer when creating a row conditional expression if you set the first condition to 'if false, test next condition' and then set the next condition to 'if false, print' it will ignore the first condition and skip right to the next condition.

06/12/17 Accounting Import 2017.1.3 Verified 06/12/17 TBD Quickbooks Online import error due to description length

Users can get an error stating "There is a problem access the SQL server, do you will wish to retry the action" when importing from Quickbooks Online. This is due to the length of a transaction description in Quickbooks, as Accounting CS limits those descriptions to 200 characters. Page breaks in descriptions can be misinterpreted by Accounting CS causing the program to see the descriptions as being longer than 200 characters. Our development team is reviewing the issue and hopes to resolve this in a future update.

Workaround: Remove either the page breaks or enough characters that the characters and the page breaks together are less than 200.

05/09/17 Payroll Tax Calculation 2017.1.0 Verified 05/09/17 TBD Michigan courtesy withholding stops calculating after working in resident city in some situations

MI courtesy withholding stops calculating in some situations where an employee works in multiple cities with local tax including their resident city.

04/18/17 Accounts Payable Accounts Payable 2017.1.0 Verified 04/18/17 TBD Accounts Payable Check Printing error

The following error may occur if using Automatic Application for Accounts Payable in certain situations:

Preprocessing: An error occurred when creating AP checks from pending payments.

04/17/17 Payroll Payroll Check Calculation 2017.1.0 Verified 04/17/17 TBD Special Type Deduction items are not properly excluding certain amounts

Special type deduction items do not properly exclude amounts entered into non-taxable pay items in non-primary locations.

04/10/17 Payroll Reports 2017.1.0 Verified 04/12/17 TBD Workers Comp report not including excluded wages in the appropriate column

The Excluded Wages column of the Workers Compensation - Detailed report may not include wages marked exempt from workers compensation.

03/21/17 Accounting Spreadsheet Import 2016.4.3 Testing Fix 01/16/18 Pending Release Spreadsheet Import Chart of Accounts Tax Codes are not mapping correctly

In some circumstances, the Tax Codes are not being mapped correctly to what is set up in Setup - Firm Information - FirmTax Codes when importing a Chart of Accounts

03/16/17 Accounting Chart of Accounts 2016.4.5 Verified 03/24/17 TBD Segment Code filtering may not work as expected

Using a filter to retrieve a certain segment code or a group of codes may not work.

03/01/17 Payroll Bank Reconciliation 2016.4.4 Verified 03/07/17 TBD Error opening Reconciled Impound Bank Accounts

An error occurs if a staff member attempts to enter Reconcile Impound Bank Accounts but does not have access to the FIRM client.


Object reference not set to an instance of an object.

02/10/17 Payroll Remote Payroll 2016.4.3 Verified 02/10/17 TBD Remote Payroll: Salary - Hours Sensitive payroll items not marked to Auto-Pay are not being pushed correctly to the portal

Pay items that are set up on employees with a method of "Salary - Hours Sensitive" and the Auto-pay option for "Standard Hours" is not marked are being pushed to the client's remote payroll portal as if the "Standard Hours" option was marked on them. This is causing the timesheet on the portal to auto-pay those pay items.

11/18/16 Payroll Accruable Benefits 2016.3.0 Verified 11/29/16 TBD Wrong next accrual date on accruable benefit if method is changed

In some situations, the program is assigning the wrong next accrual date to employees when an accruable benefit item's accrual method is changed. This appears to only be an issue when changing the new accrual method to be Anniversary.

There are two workarounds that will force the system to set the next accrual date to the proper value.

Workaround 1: Choose Setup > Accruable Benefits screen and change both the Accrual Method AND the Balance Reset Date.

Workaround 2:  After the accrual method has been changed on the accruable benefit item, edit the employee and change ANY setting on the accruable benefit item (such as enter an Adjustment or modify the employee's hire date).  Save the change.  Edit the employee and change the settings back to what they should be.  This will force the program to refresh and pick up the proper next accrual date.

Internal notes


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