Utilities Generic Import Tool An error that some customers received after importing returns with the Generic Import Tool has been corrected.

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Release Notes Yearli Desktop 2014, Quarter 4, Update 4 Utilities Generic Import Tool An error that some customers received after importing returns with the Generic Import Tool has been corrected.

1 Release Notes Yearli Desktop 2014, Quarter 4, Update 4 Utilities Generic Import Tool An error that some customers received after importing returns with the Generic Import Tool has been corrected. Yearli Desktop 2014, Quarter 4, Update 3 E-file Center - Send Returns An error that some customers received when submitting 1099 forms has been corrected. FORM CHANGES North Carolina NC-3 Annual Withholding Reconciliation January 2015 government revision. Form NC-3 was revised to be a single page, removing the requirement to duplex the form when printing. If you already filed Form NC-3 for 2014, you will need to resubmit the new version of Form NC-3 to North Carolina (you do not need to include W-2/1099 forms with the resubmited NC-3). Note: This change does not affect any NC-3 forms that were filed electronically through the E-file Center. Yearli Desktop 2014, Quarter 4, Update 2 Recipient List - Filtering The option to filter the list of recipients by a specific form is now available. Simply select a W-2/1099 form or All Recipients in the Filter by Form Type list at the top of the Recipient List screen. Display settings The Form Lists on the Payers & Recipients screens will now display properly when Windows display is set to 125%. 1

2 NOTICE FOR 1098 FILING The IRS has reinstated the reporting of Mortgage insurance premiums on Form 1098 for Tax Year Report Mortgage insurance premiums using the blank area in Box 4. Enter data in the format Mortg Ins Prem $ or MIP $ to ensure that Mortgage Insurance Premium values are included in electronic reporting to the IRS. Yearli Desktop 2014, Quarter 4, Update 1 E-file Center W-2 and 1099 services including State E-File are now available. E-file Center State Reconciliation forms are no longer required for 1099-MISC and 1099-R filings when state tax withheld is not reported - for the following states: Arizona, Idaho, Kansas, Montana, Ohio, and Wisconsin. W-2 printing To prevent incorrect filings, Copy A of Form W-2 now contains error checking (at Print or Preview time) for invalid Social Security and Medicare amounts. STATE E-FILE CHANGES Illinois due date for annual W-2 filing was changed to February 15. Utah s due date for annual W-2 and 1099 electronic filing was changed to March 31. Virginia s due date for annual W-2 and 1099 filing was changed to January 31. E-file Center Pennsylvania 1099-MISC filing: 1099-MISC filings for Pennsylvania no longer require a state reconciliation form. Pennsylvania s due date for annual 1099-MISC filing was changed to February 28. E-file Center West Virginia W-2 and 1099 filing: W-2, 1099-MISC, and 1099-R filings for West Virginia now require a state reconciliation form. For West Virginia W-2 filing, the State ID on the state reconciliation form must match the State ID reported on all W-2 forms for the Payer. E-file Center 1099 State ID for Wisconsin The State ID on the state reconciliation form must match the State ID reported on all 1099-R and 1099-MISC forms for the Payer. REMINDER FOR STATE E-FILE Through the E-file Center, you are able to file W-2, 1099-MISC, 1099-R, 1099-DIV and 1099-INT forms directly to the appropriate state agency. To help facilitate this for you, it is required that you file all your state forms through Yearli Desktop s E-file Center at least 48 HOURS PRIOR TO THE STATE FILING DEADLINE. State Reconciliation Forms: Because the E-file Center prepares state reconciliation forms for the single return type (W-2, 1099-DIV, 1099-INT, 1099-MISC, or 1099-R) that is selected for filing, any data that you enter on a reconciliation form should apply only to the single return type selected. This is especially important for any Tax Withheld or Tax Paid throughout the year that is reported on a reconciliation form; be sure to include only the tax that applies to the return type that you are filing. State Specific Information for filing your W-2 and 1099 forms to states is included in the Help file. FORM CHANGES New Jersey NJ-W-3 Reconciliation of Tax Withheld Government revision. Form is now a one-page return. North Carolina NC-3 Annual Withholding Reconciliation Form NC-3 now reports tax withheld for quarterly and monthly payers. Note: both pages of Form NC-3 must be filed. North Carolina requires page 2 to be printed on the back of page 1. If you have a previous version of the NC-3 form saved in your forms list, this form was automatically deleted with this update. You can now add a new NC-3 form for each impacted payer. for Reconciliation Forms filed via the E-file Center Idaho Form 967 Government revision. Semimonthly Filing Frequency was added; Split-Monthly Filing Frequency was removed. Kansas KW-3E The format of the Kansas Tax Account Number must be 15 digits, starting with 036. The Tax Account Number may not be left blank or contain an FEIN. 2

3 Maryland MW508 Government revision. An NAICS Code is required for filing Form MW508. Missouri W-3 Government revision. Fields were added for Third-Party Sick Pay information. North Carolina NC-3 Government revision. Fields were added for quarterly and monthly payers. Nebraska W-3N Government revision. New Jersey W-3 Government revision. The Name Control field and preparer information were removed. For 1099-MISC and 1099-R filings, a state Identification Number consisting of the Payer s FEIN followed by 000 (in the format of /000) may be entered by filers that have not been assigned a New Jersey withholding identification number. Ohio IT-3 For filling School District Tax on Line 4, Form IT-3 now uses data from both localities on Form W-2. Pennsylvania REV-1667 Government revision. For 1099-R filings, a state Account ID of may be entered by filers that have not been assigned a Pennsylvania withholding Account ID. Virginia VA-6 Government revision. VA-6 may be filed with Temporary Account Numbers (that contain a V in the 3 rd position). West Virginia IT-103 Reconciliation form is required with W-2 and 1099 filings. The state Account Number may contain the Federal EIN for 1099 filings if the filer has not been assigned a West Virginia withholding account number. Wisconsin WT-7 Government revision. A Tax Account Number of may be entered by filers that have not been assigned a Wisconsin withholding account number. COMING SOON A Filtering Recipients by Form Type feature will be included on the Recipient tab in a future release (tentative release of 1/9/2015). Yearli Desktop 2014, Quarter 4 FORM CHANGES Federal Government Form Changes Form W-2c Corrected Wage and Tax Statement Removed fields for Advance EIC Payment. Form W-3c Transmittal of Corrected Wage and Tax Statements Removed fields for Advance EIC Payments and HIRE exempt wages and tips. 940/Schedule A Employer s Annual Federal Unemployment (FUTA) Tax Return The 2014 form is now available. The following states have been designated as Credit Reduction states. Check Preliminary Question 2 on the 940 prep screen if you paid wages in California, Connecticut, Indiana, Kentucky, North Carolina, New York, Ohio, or Virgin Islands. Form 940 automatically enables the corresponding Credit Reduction fields on the Schedule A. 943 Employer s Annual Federal Tax Return for Agricultural Employees Removed COBRA premium assistance fields. 944 Employer s Annual Federal Tax Return Removed COBRA premium assistance fields. 945 Annual Return of Withheld Federal Income Tax Government revision. Colorado DR 1093 Annual Transmittal of State W-2 Forms Form is now a full-page return. Colorado DR 1106 Annual Transmittal of State 1099 Forms Form is now a full-page return. Georgia G-1003 Income Statement Return Government revision. Georgia DOL-4N Employer s Quarterly Tax and Wage Report Government revision. Iowa Annual VSP Worksheet Withholding Annual Report Government revision. Maryland MW508 Annual Employer Withholding Return Separate fields were added for W-2 and 1099 information. Michigan UIA 1028 Employer s Quarterly Wage/Tax Report Government revision. Nebraska W-3N Reconciliation of Income Tax Withheld Government revision. 3

4 Printing 1099 forms 1099 printouts with truncated Recipient SSNs will now function correctly when the option to print a 1099 Totals Return is selected. Display settings The Dashboard and Payers & Recipients screens will now display properly when Windows display is set to 125% or 150%. TIN Matching Recipients with invalid Taxpayer Identification Numbers will be automatically excluded from TIN matching. Invalid TINs include: blank TINs, TINs of , and TINs containing repeated digits (such as ). LOOKING AHEAD Support for Server 2003 ending - Microsoft is ending support for the operating system, Server 2003 in July of Yearli will no longer support Server 2003 as of July 14, E-file Center including State filing will be available in late December. The software will notify you when an update is available. You can check for an update in the Update menu by selecting Update Program Online. Yearli Desktop 2014, Quarter 3 update 1 Enhancements Winfiler has a new name - Yearli Desktop has all the features and functions you have come to expect from Winfiler. TIN Matching Greatland provides easy access to a service implemented by the IRS allowing a 1099 filer to check the TIN (Taxpayer Identification Number) and a specific recipient name to ensure that there is a match for it in the IRS database. This process helps filers avoid IRS penalties and B-Notices for missing TINs or incorrect Name/TIN combinations. Greatland delivers an easy-to-understand TIN matching report within three business days. (Available in early December) Improved Interface o o o Dashboard Provides quick access to the most commonly used features you will use on a regular basis, including easier to use windows for Importing and Printing. This was created to give you an easy way to navigate the workflow for filing your returns. Payers & Recipients screen Provides a consolidated screen to manage your Forms, Payers and Recipients. This one screen has replaced four screens resulting in an enhanced workflow. Click the What s New button on the Payers & Recipients screen to learn more. If you want to purchase additional forms and envelopes for Yearli, click the Order Supplies button on the updated tool bar. Supports Transactional Data Entry AND Year End Data Entry The best of Winfiler and Winfiler Plus have been combined. Yearli Desktop allows you to enter after-the-fact payroll, 94x or state UI reporting by using Quarterly Data Entry selection. This enables entry of dated transactions in whatever frequency you need (e.g. weekly, bi-weekly, monthly, etc.). If you are looking for a simple way to enter W-2 or 1099 forms, select Year End Data Entry if you only need to complete your W-2 and 1099 forms. Payee Now Called Recipient Formerly Winfiler referred to payees. That has been replaced with recipients in Yearli. FORM CHANGES Kansas State ID for W-2 The expected format of the Kansas State ID for W-2 is 15 digits, starting with 036, containing an F in the 13 th position; the 4 th character may be an A or K. City of Philadelphia Annual Reconciliation of Employer Wage Tax Government revision. Resident and nonresident tax rates updated for Colorado DR 1094 W-2 Wage Withholding Tax Return Government revision. Colorado DR Income Withholding Tax Return Government revision. North Carolina Annual Withholding Reconciliation Government revision. Form NC-3M is obsolete and has been removed from Yearli Desktop; all North Carolina W-2/1099 payers must file Form NC-3 (Form NC-3 will be updated for 2014 in a future release of Yearli Desktop). 4

5 Winfiler Plus 2014, Quarter 3 NEW FORMS, FORM CHANGES Updated Federal Forms 1099 Forms 2014 forms are available for printing. This includes all Form 1098, 1099, 5498, and W-2G Government revisions Updated calculations in summarization of Box form is available for printing B Government revision new copies have been added: o Copy 1 for Payer to file with state tax departments o Copy 2 for Recipient to file with state income tax return o Condensed format that includes all Recipient copies on one page (Copy 2, Copy B, and instructions) CO UITR-1/1a Employer s Report of Wages and Premiums Government revision OK WTH10001 Quarterly Wage Withholding Return Government revision PA UC-2/2A Employer s Report for Unemployment Compensation Remove option on line 11 for Magnetic Media UC-2A. UT 33H/33HA Employer Quarterly Wage List and Contribution Report Add Signer s Name field. VA VA-5 Employer s Return of Virginia Income Tax Withheld Government revision VA VA-6 Employer s Annual or Final Summary of Virginia Income Tax Withheld Government revision; due date changed to January 31. VT C-101/C-147 Employer s Quarterly Wage & Contribution Report Vermont's standard premium for employer Health Care Contributions has changed from $ to $ for Q Form printouts were changed to Record Copy; all employers are now required to file Vermont unemployment returns electronically. Winfiler Plus 2014, Quarter 2 ALLOW COPYING OF ALL PAYEES the checkbox for Allow Copying to Other Payers has been removed. It is no longer necessary to indicate which Payees are eligible to be copied. All Payees are eligible to be copied to another Payer at all times. NEW FORMS, FORM CHANGES Updated Federal Forms 1098 Mortgage Interest Statement Removed field for Mortgage Insurance Premiums 1098-T Tuition Statement Government revision 1099-B Proceeds From Broker & Barter Exchange Transactions Government revision 1099-C Cancellation of Debt Identifiable Event Code field is now required 1099-G Certain Government Payments Government revision 1099-INT Interest Income Added fields for Market Discount and Bond Premium 1099-OID Original Issue Discount removed Foreign Tax Paid field and Foreign Country field. Added fields for Market discount and Acquisition premium MISC Miscellaneous Income removed fields for Foreign Tax Paid and Foreign Country or US Possession 1099-R Distributions From Pensions, etc. Added new Distribution Code (K) 5498 IRA Contribution Information Added new fields for FMV of certain specified assets and the corresponding codes 941-X Adjusted Employer s QUARTERLY Federal Tax Return or Claim for Refund Removed: Number of qualified employees first paid exempt wages/tips this quarter Removed: Number of qualified employees paid exempt wages/tips this quarter Removed: Exempt wages/tips paid to qualified employees this quarter Removed: Advance earned income credit payments Removed: Number of qualified employees paid exempt wages/tips Removed: Exempt wages/tips paid to qualified employees Added: Special addition to wages for Additional Medicare Tax Other Government revisions W-2 The 2014 W-2 form is available for printing. W-3 The 2014 W-3 form is available for printing. 5

6 IL UI-3/40 Employer s Contribution and Wage Report Updated format of State ID for SUI for UI-3/40 / 40A. LA ES4B/ES4C/ES61 Quarterly Wage and Tax Report - Changed to Record Copy; all employers are now required to file Louisiana unemployment returns electronically. OR WR Annual Withholding Tax Reconciliation Report Government revision. PA UC-2/2A Employer s Report For Unemployment Compensation Changed to Record Copy; all employers are now required to file Pennsylvania unemployment returns electronically. TX C-3/C-4 Employer s Quarterly Report Changed to Record Copy; all employers are now required to file Texas unemployment returns electronically. Vermont C-147 Employer s Quarterly Wage Report Government revision. Wisconsin UC-7823 Quarterly Wage Report Government revision. Wisconsin UCT-101 Quarterly Contribution Report Government revision. Winfiler Plus 2014, Quarter 1 UNIVERSAL IMPORT - the mapping and validations have been improved for the Payee Name and Association Name on 1099 type forms. NEW FORMS, FORM CHANGES Updated Federal Forms W-2, W-2c Government revision 2014 Social Security Wage Limit: $117, Social Security Tax Withheld Maximum: $7, /Sch B/Sch D Employer s Quarterly Federal Tax Return Government revision. Removed COBRA premium assistance text and fields (was lines 12a -13) Updated remaining fields and calculations to accommodate removing the COBRA fields 941-V Payment Voucher Payment amount calculation updated. 943-X Adjusted Employer s Annual Federal Tax Return for Agricultural Employees of Claim of Refund Added fields for Additional Medicare Tax 944-X Adjusted Employer s ANNUAL Federal Tax Return or Claim for Refund Added fields for Additional Medicare Tax 945-A Annual Record of Federal Tax Liability Government revision. 945-X Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund Government revision. CO UIITR-1/1a Quarterly Report of Wages Paid and Premiums Owed Government revision. CT CT-941 Quarterly Reconciliation of Withholding - Government revision. Connecticut now requires electronic filing of withholding returns. The paper CT-941 from Winfiler Plus may continue to be filed by employers that have obtained a waiver from electronic filing from the state. CT CT-W3 Annual Reconciliation of Withholding Government revision. Connecticut now requires electronic filing of withholding returns. The paper CT-W3 from Winfiler Plus may continue to be filed by employers that have obtained a waiver from electronic filing from the state. CT UC-5A/UC-2/UC-5B Employee Quarterly Earnings Report / Employer Contribution Return Changed to Record Copy; all employers are now required to file Connecticut unemployment returns electronically. FL RT-6/6A Employer s Quarterly Report Government revision. GA G-7 Quarterly Return for Monthly (or Quarterly) Filers Government revision. GA G-1003 Income Statement Return Government revision. IA Withholding Payment Voucher Government revision. IL IL-941 Withholding Income Tax Return Government revision. IL UI-3/40 Employer s Contribution And Wage Report Added functionality to accommodate tax rates greater than 5.4% for newly-subject employers with quarterly wages less than $50,000. KS K-CNS 100/101 Quarterly Wage Report and Unemployment Tax Return Government revision. The Pre- Printed forms option has been removed. The Blank Form version of Kansas K-CNS 100/101 is acceptable for filing with the state. 6

7 ME 941/C1-ME Combined Filing for Income Tax Withholding and Unemployment Contributions Government revision. NC NC-3 Annual Withholding Reconciliation Government revision. NE 941N Withholding Return Governement revision. OK OES-3 Employer s Quarterly Contribution Report Government revision. Winfiler Plus 2014, Quarter 0, Update 2 Universal Import Payee Name / Association Name validation has been updated along with other fixes not visible to the customer. Import from QuickBooks The validation for TINs has been updated to allow SSNs beginning with 8. Winfiler Plus 2014, Quarter 0, Update 1 Universal Import The formatting of SSN and EINs will be automated during import. The format can be edited in the payer/payee entry screens. o Payer and Payee Type Of TIN field can now be mapped during the import. o When the length of the State Identification Number matches the state specifications, the State ID will be formatted with appropriate hyphens, spaces, etc. on the Preview tab in Step 2. This formatting will be retained when the imported data is written to the database. Winfiler Plus 2014, Setup IMPORTANT INSTALLATION NOTES READ BEFORE INSTALLING Please make sure to review the System Requirements for proper installation of the software. System Requirements - Do not install the Winfiler Plus program to Compressed or Encrypted drives because the program will not work properly. Authorization codes are used during installation or when you replace your PC or need to re-install your software for any reason. Authorization codes are located on the packing slip. Please keep your codes in a safe place! The authorization code was also ed to the address on your account. You can request another to be sent by contacting your account manager or technical support. Authorization Codes for non-networked versions may be entered at the time Winfiler Plus 2014 is installed or after installation via the Enter Authorization Codes option on the File menu. Authorization codes for a network installation must be entered when the program is installed. Entering the hyphens is optional. When installing a network version of the software, a workstation must be installed on the server for importing data. This Workstation installation does not count against the number of licenses purchased. Universal Import Workflow has been improved to provide a better experience when importing data. NEW FORMS, FORM CHANGES Updated Federal Forms 1098-C Government revision added new Odometer mileage field to be completed for donations of motor vehicles. W-2 & W-2C Government revision updated Social Security maximum amounts. The 2014 Wage Limit is $117,000. Alabama A-6 This form has been removed from WinFiler Plus. California DE 9 Government revision - updated DI Wage Limit. Georgia GA-V Government revision. Iowa Monthly Worksheet This form has been removed from WinFiler Plus. New Jersey NJ927 / NJ927W Government revision Worker Disability Insurance rate updated. New York NYS-1 Government revision. 7

North Carolina NC-5 Government revision updated for current year. North Carolina NC-5P This form has been removed from WinFiler Plus. Oklahoma WTH10001 Government revision now quarterly only.

8 North Carolina NC-5 Government revision updated for current year. North Carolina NC-5P This form has been removed from WinFiler Plus. Oklahoma WTH10001 Government revision now quarterly only. Oregon OQ/Schd B/132 Government revision updated rates for Transit District taxes and Special Payroll Tax offset. REMINDER FOR IMPORTING DATA Import from Previous Version of Winfiler or Plus: If installing Winfiler on a network, the import must be done on the server. Install a Workstation on the Server to perform this import. REMINDER FOR PRINTING FORMS Prior Year Forms: Annual and quarterly Federal and State Payer forms, W-2 Forms, and 1099 Series Forms that have not been updated for 2014 cannot be printed in the Setup program; however, you may enter data for these forms. Forms will be enabled for printing as they are available from government agencies. Remember to update your program quarterly to receive 2014 forms. LOOKING AHEAD Support for Windows XP ending Microsoft will end support for the operating system, Windows XP in April of WinFiler will no longer support Windows XP as of December 31, Technical Support Internet: desktop.support@greatland.com Phone: Normal Hours: Monday through Friday: 8:00 AM to 5:00 PM Central Time Extended Hours for January: Monday - Friday (Jan. 2, 2015 through Jan. 29, 2015): 8:00 AM to 6:00 PM Central Time Customer Service and Sales Internet: +filing/yearli+desktop.do Phone: Normal Hours: Monday through Friday: 8:30 AM to 5:30 PM Eastern Time Monday - Friday (Jan 30, 2015 through Feb 2, 2015): 8:00 AM to 7:00 PM Central Time Saturday (Jan. 3, 2015 through Jan. 31, 2015) 8:00 AM to 12:00 PM Central Time 8

Release Notes. Yearli Desktop 2015, Quarter 4 Update 5

Release Notes. Yearli Desktop 2015, Quarter 4 Update 5 Release Notes Yearli Desktop 2015, Quarter 4 Update 6 ENHANCEMENTS Affordable Care Act forms: E-file Center - Order Status Detail Report Report has been updated to show additional details for "Rejected"