RELEASE NOTES. Reckon APS Tax Manager and Elite Forms. Version

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1 RELEASE NOTES Reckon APS Tax Manager and Elite Forms Version

2 Author Created and Published by Reckon Limited Level 12, 65 Berry Street North Sydney NSW 2060 Australia ACN All Rights Reserved Copyright 2015 Reckon Limited Copyright & Trademarks No part of these materials may be reproduced or transmitted in any form or by any means, including photocopying, without written permission of Reckon Limited. Every effort has been made to ensure the accuracy and completeness of this manual. However, neither Reckon Limited, its subsidiaries, employees and agents, are liable for any errors or omissions. This document should not be relied on as a detailed specification of the system. In addition, Reckon Limited reserves the right to issue revisions, enhancements and improvements to Reckon APS software or any other Reckon software at any time without notice. Every effort will be made to ensure that the manual is updated concurrently and that the user is not inconvenienced as a result of any change. Reckon, Reckon logos, R logos, Reckon APS, Advance and Accountable Technology are trademarks of Reckon Limited. Reckon Limited PAGE 2 OF 6

3 Contents Before You Begin... 4 Reference Numbers... 4 Knowledge Article... 4 ATO and ELS changes edit tests updated for ELS specification Product changes and enhancements... 5 Responsibility screen changed to be more user friendly... 5 Batch Processing will now show the period dates for activity statements... 5 Issues addressed... 6 ABCSTD.aABCSTD error when loading tax contact details in PM Subscript out of range error when selecting clients in Batch Processing... 6 Prior year deferred non-commercial losses not being deducted on rollover error during rollover due to invalid business worksheet data V-edits regarding the $20k write-off limit changes (V8052 and V8053) when manual depreciation entry mode is selected V2206 was incorrectly triggering when Item 10 Exempt Pension Income is empty and Item 11 had a negative value Fixed the printing of EFT details on the declaration V7 in occupation codes fixed Reckon Limited PAGE 3 OF 6

4 Before You Begin This document contains information on the changes made in Tax since the Reckon APS Tax Manager and Elite Forms release. Reference Numbers Items in this document may be prefixed by a reference number. From time to time a Reckon staff member may advise a numeric reference to an outstanding issue or enhancement request. Once that change has been released, the release notes document will include the reference and an explanation of the change. Knowledge Article For details of known issues in this release please see knowledge article K14572 on the MyAPS website. Reckon Limited PAGE 4 OF 6

5 ATO and ELS changes 2015 edit tests updated for ELS specification This release includes the new ELS specification update for ATO update Product changes and enhancements Responsibility screen changed to be more user friendly There have been some changes in the Responsibility screen to assist in making staff selection easier. - The staff member making the change will be the default selection - Searching has been enhanced so that typing SAM will scroll to Sam, rather than move back to the first M entry The staff member displayed in the Currently selected staff will be the staff member assigned when the OK button is selected. Batch Processing will now show the period dates for activity statements #18162 To better help distinguish activity statements in Batch Processing the period dates will now display in the form type column. Reckon Limited PAGE 5 OF 6

6 Issues addressed ABCSTD.aABCSTD error when loading tax contact details in PM10 #16843 This error no longer appears opening the tab in Fee Earners in PM 10 Subscript out of range error when selecting clients in Batch Processing #18021 This error will no longer occur when selecting clients in Batch Processing. Prior year deferred non-commercial losses not being deducted on rollover #18045 There was an issue with deferred non-commercial losses on rollover that was affecting the taxable income in the 2015 year. This has been fixed in rollover error during rollover due to invalid business worksheet data. The error 7004 that was stopping the rollover of some I, P a T forms has been corrected. V-edits regarding the $20k write-off limit changes (V8052 and V8053) when manual depreciation entry mode is selected. These ELS errors have been fixed for I, P, T and C forms V2206 was incorrectly triggering when Item 10 Exempt Pension Income is empty and Item 11 had a negative value. The SMSF form had been bringing up a V2206 when Item 10 exempt pension income is empty and item 11 was negative. This has now been fixed. Fixed the printing of EFT details on the declaration. The printing issue appearing in the EFT section of the declaration of an SMSF form has been fixed V7 in occupation codes fixed. There were instances where the ATO description for an occupation is longer than the description that ELS allow. This was causing a V7 error in the return that could not be cleared. This has now been corrected. Reckon Limited PAGE 6 OF 6