CLS II ~ RELEASE NOTES

Transcription

1 1 CLS II RELEASE NOTES VERSION 2.01m 10/5/2017 Bug fix: The Emplyee/Vendr Name & Address List (EL 2) did nt print the crrect series when limiting the reprt t nly include Emplyee r Vendr series; this has been crrected. The July, 2017 I-9 frm is included. The SUTA Cntinuatin Sheets fr Arizna, Minnesta and New Yrk have been updated. (Frms already filed fr Q will be accepted.) The Unemplyment Plus (UP) frms fr Arizna and New Yrk have been updated. (Frms already filed fr Q will be accepted.) Illinis recently transitined t a new website fr electrnically filing returns fr varius tax types and making payments. SUTA Magnetic Media (efile) (SM) has been updated t include the changes required fr submitting quarterly filings. A new field has been added t SM 2(4,1) t indicate whether this is an riginal, amended r a supplemental filing fr this emplyer. (T replace and crrect a previusly filed reprt, select amended. T add emplyees t yur riginal reprt, select supplemental.) The steps fr uplading files and making payments have changed slightly. Updated instructins fr filing using MyTax Illinis may be fund in the manual accessed by pressing F1 (DOC) at the CLS menu and selecting 5 CLS II Add-On Prgrams. Payrll Ntes Nevada will n lnger accept SUTA Cntinuatin Sheets with Applied Fr as the SUTA accunt number. Revised statutes require new accunts t be registered within 30 days f becming an emplyer. Fr 94x returns filed electrnically using XML Filing f 94x Frms (XM), IRS is nw rejecting returns if the crrect Name Cntrl is nt used. Emplyers may verify their name cntrls by cntacting the IRS Business and Specialty Tax Line at (800) VERSION 2.01l 6/30/2017 Bug fix: The 2.01j update caused the Emplyee/Vendr Missing Infrmatin Reprts (EL 4 and EL 5) t print incrrect amunts fr vendr series; this has been crrected. VERSION 2.01k 6/27/2017 Nn- Bug fix: After installing the 2.01j update, an errr ccurred when running the Trial Balance (TB) prgram; this has been crrected. VERSION 2.01j 6/26/2017 Nn- Bug fix: Fixed a prblem in ET 2 (Enter a Trial Balance) that culd cause the prgram t fail after crrecting a previusly entered amunt.

2 2 Bug fix: 941 Schedule B did nt prperly reprt emplyees subject t Medicare but exempt frm Scial Security; this has been crrected. The X frm is included. The current 943-X, 944-X and 945-X will cntinue t be supprted by IRS this year. The SUTA Cntinuatin Sheet fr Califrnia has been updated. The Unemplyment Plus (UP) frm fr Califrnia has been updated. The Cntinuatin Sheet Audit Trail (TW 8(1,2,3)) [r SUTA Audit Trail (TW 8(1,2,6) r UP 6) if Unemplyment Plus is installed] nw allws printing f mnth-t-date balances. Emplyee/Vendr Name & Address List (EL 2) and Emplyee/Vendr Wage Reprt (PJ 5) may nw be srted by ttal wages and the minimum dllar amunt t reprt specified. Yu may nw select the type f payment t reprt fr emplyee series n the Emplyee/Vendr Wage Reprt (PJ 5). Optins include W-2, FICA, FUTA, SUTA and State wages. Frm 940 did nt previusly supprt reprting emplyees exempt frm SUTA but nt FUTA; this has been crrected. VERSION 2.01i 4/20/2017 The SUTA Cntinuatin Sheet fr Missuri has been updated. VERSION 2.01h 4/17/2017 Bug fix: When printing a 941-X, an errr message was displayed indicating that the PDF was missing; this has been crrected. Bug fix: SUTA Magnetic Media (efile) (SM) did nt create the exprt path prperly when writing submittable files fr Califrnia; this has been crrected. The SUTA Cntinuatin Sheets fr Arkansas and Illinis have been updated. The Unemplyment Plus (UP) frms fr Arkansas, Clrad and Illinis have been updated. A new reprt, Emplyee/Vendr Wage Reprt (PJ 5), lists year-t-date wages by emplyee. The reprt may be srted by emplyee number, last name r the srt keys entered in EF 1. VERSION 2.01g 3/28/2017 Bug fix: When batch prcessing ledgers in XML Filing f 94x Frms (XM), the errr N valid series fund was displayed; this has been crrected. Bug fix: In SUTA Magnetic Media (efile) (SM), an errr message indicating that zer wage emplyees had negative wages has been crrected. Bug fix: When adding a 1099 clumn in PF 3 fr State incme tax withheld, the default sign will be set t -. The frm is included, which supprts the new credit: Qualified small business payrll tax credit fr increasing research activities. When the prtin f a research credit amunt t be claimed n the current quarter s 941 is determined by using TW 1(5), that amunt will be reprted n TW 1(2) Line 11 and will autmatically reduce the Schedule B daily liability amunts, beginning with the first day f the quarter. The credit

3 3 may nly be claimed if submitting a paper 941; 941s claiming the research credit may nt be submitted electrnically using XML Filing f 94x Frms (XM). SUTA Cntinuatin Sheets and Unemplyment Plus (UP) frms have been updated fr first quarter SUTA Magnetic Media (efile) (SM) has been updated fr Califrnia. SM will nw create multi-emplyer submissins, create files fr zer wage returns and will create tw submittable files that include DE-9 and DE-9C infrmatin. Instructins n hw t uplad the files may be fund in the manual accessed by pressing F1 (DOC) at the CLS menu and selecting 5 CLS II Add-On Prgrams. VERSION 2.01f 1/27/2017 Bug fix: On Cpy A f the 1099-B, the bx 2 setting fr Ordinary was incrrectly being set based n the Lngterm gain r lss setting; this has been crrected. Bug fix: Fr Califrnia, Kansas and New Jersey W-2s with state-specific amunts printed in Bx 14, additinal amunts indicated by clumn types I and I1 were nt printed; this has been fixed. Bug fix: When using Nelc Web Reprting Center (NW), sme W-2 and 1099 files were being rejected due t frmatting errrs; this has been crrected. VERSION 2.01e 1/25/2017 Nn- Bug fix: In sme cases, CLS was unable t exprt financial statements t Excel; this has been crrected. Bug fix: Instead f being required t reinstall the sftware when add-n prducts are purchased after CLS has already been installed, yu may simply enter yur new Prduct Key in SI 8. This functin has been updated t supprt the current versin f CLS II. VF 2 nw prvides mre infrmatin abut ledger files that need t be recvered. Bug fix: The alignment f 1099-INT bx 7 and the Payer s Federal ID Number has been crrected fr the Universal frmat. Bug fix: In sme cases, amunts fr 1099-B bx 1E were nt printed; this has been crrected. W-2/1099 Magnetic Media (efile) (TM) has been updated t supprt recent changes t Nrth Carlina W-2 layuts. VERSION 2.01d 1/18/2017 Bug fix: The alignment f 1099-INT bx 1 has been crrected fr the preprinted IRS frm. Bug fix: The emplyer s address did nt print crrectly n the Emplyer s File Cpy f frm W-3; this has been crrected. Bug fix: When adding a 1099 clumn in PF 3 fr Fed incme tax withheld, the default sign will be set t -. Bug fix: SUTA Magnetic Media (efile) (SM) returned an errr when creating a file fr Califrnia; this has been crrected.

4 4 Payrll Ntes The prcessing center indicated n the Submittable and Emplyer s File cpies f frm W-3 are different; the IRS and SSA are aware f the discrepancy and the SSA will accept frms mailed t either department. VERSION 2.01c 1/6/2017 Bug fix: The Lcal Withhlding Reprt (TW 8(3)) wuld nt print; this has been crrected. Bug fix: The alignment f 1099-MISC bxes 2-5 has been crrected fr the Universal frmat. Bug fix: Hrizntal and vertical ffsets entered fr payrll tax frms were accidentally being deleted after exiting CLS; this has been crrected. The SUTA Cntinuatin Sheet fr Missuri has been updated. VERSION 2.01b 12/22/2016 Bug fix: Sme cpies f 1099 and ACA frms allwed printing f masked Scial Security Numbers when they shuld nt have. This has been crrected s that nly the vendr r emplyee cpy may be masked. XML Filing f 94x Frms (XM) has been updated t supprt 2016 electrnic submissin f 940, 941, 943, 944 and 945 returns t be filed with the IRS. VERSION 2.01a 12/14/2016 Nn- Bug fix: Reprts printed in DA, TB and TR were using a cmpressed fnt when they shuldn t be; this has been fixed. The SUTA Cntinuatin Sheet fr Wyming has been updated. VERSION /6/2016 Nn- The ability t simultaneusly run multiple sessins f CLS is included in the single-user and netwrk versins f CLS II. Several reprts may be exprted as Excel spreadsheets: Balance Sheets (BS), Prfit & Lss Statements (PL), Depreciatin/Amrtizatin Schedules (DA), Transactin Registers (TR), and General Ledgers (TB 1, TB 2). Press X when asked whether t display r hw many cpies t print. Verify File Integrity (VF) has been added fr verifying and recvering ledger data files. Optins are als available fr repairing add-n files, including intermediate files used by AC, NW, TM, SM and XM, and template and tax cde files used by TX. New transmittal letter keywrds have been added; each is similar but uses different verbiage at year is substituted fr the year-t-date mnths r calendar year is substituted fr the year-t-date mnths r fiscal year is substituted fr the year-t-date mnths r perids.

5 5 Query Accunt Infrmatin (MF 4) has been added fr reviewing accunt setup, cmparative histry, and budget amunts. When yu press Esc in ET 1, yu may nw press X t return immediately t the CLS II Main Menu. The 2016 W-2, W-3, 1099/1098 and 1096 frms are included. The , 943 and 944 frms are included. The Nvember, 2016 I-9 frm is included. SUTA Cntinuatin Sheets have been updated fr furth quarter The credit reductin states fr 2016 are included. Califrnia and Virgin Islands are each subject t a 1.8% reductin rate. Supprt has been added fr frm 945, which reprts federal withhlding fr 1099-MISC, -INT, -DIV, -PATR, -B, and R vendrs. Frm 945 signer, preparer and designee infrmatin may be entered in PF 2. Use PF 1 Series Optin S t indicate that a vendr series is a semi-weekly depsitr. EP will begin accumulating daily federal withhlding liability fr 1099 series in PF 6(1). After installing this release, yu may crrect the year-t-date liability fr a ledger by lgging nt the generatin fr the first perid f the year and reclsing that and each successive generatin, making sure t Keep Existing Transactins each time. Use TW 3(2) t prepare frm 945 and TW 4 t prepare frm 945-X. Fill-and-print frms 945 and 945-X have been added t TW 6 and XML Filing f 94x Frms (XM) nw allws electrnic filing f frm 945. The Cntinuatin Sheet Audit Trail (TW 8(1,2,3)) [r SUTA Audit Trail (UP 6) if Unemplyment Plus is installed] has been updated t include Hurs Wrked, if an H1 clumn type is defined. This reprt may nw be srted by emplyee number, last name, r SSN and yu may select whether t print Grss Wages nly. The State Unemplyment Wages (TW 8(1,3)) reprt has been updated t include Hurs Wrked, if an H1 clumn type is defined. A State Withhlding Reprt (TW 8(2)) has been added fr reprting the daily state incme tax liability accumulated in PF 6(2). The frmat f the reprt is similar t the Frm 941 Schedule B. A Lcal Withhlding Reprt (TW 8(3)) has been added fr reprting lcal withhlding based n the emplyee balances stred in EF 2. The reprt may be srted by lcality r emplyee; select yur preferred srt rder in SI 1(3,5) and LI 3(1). Yu may nw enter prir year beginning and/r ending dates fr the year-t-date Payrll Jurnal (PJ 3) and Query Emplyee Detail (QE 3). Query Emplyee Detail (QE) may nw be run even if there are unpsted transactins; a warning is displayed befre printing. W-2/1099 Magnetic Media (efile) (TM) has been mdified t allw creating an Extensin f Time request fr 1099s reprting nn-emplyee cmpensatin (due January 31), ther 1099s (due March 31), r fr bth due dates. The IRS n lnger accepts W-2 extensin requests filed electrnically; thse requests must be made using frm In additin t W-2s, Nelc Web Reprting Center (NW) nw als supprts filing 1099-MISC, -INT, -DIV, and R frms. Payrll Ntes The IRS expects t begin testing and apprving sftware vendr 940 XM submissins next week. An update will be psted n ur website after we receive that apprval. 940 submissins shuld be created nly after that update is installed.

6 6 The SSA filing deadline fr W-2s has been changed t January 31, regardless f whether they are filed via paper r electrnically. Electrnic W-2 files will be accepted beginning December 12, The SSA recmmends filing early fr any clients whse reprts are ready prir t late January. The IRS filing deadline fr 1099-MISC frms reprting Bx 7 nn-emplyee cmpensatin has als been changed t January 31, regardless f whether they are filed via paper r electrnically. All ther 1099-MISC frms, as well as all ther 1099 types, are still due by February 28 if filed via paper r March 31 if filed electrnically. Electrnic 1099 files will be accepted beginning January 17, The IRS has extended the ACA reprting due date fr prviding emplyee cpies; fr this year, that due date will be March 2. Due dates fr filing with the IRS were nt extended; paper returns must be filed by February 28 r by March 31 if filing electrnically. Because a large number f W-2s and 1099s will be filed electrnically during the last week f January, the IRS and SSA expect an increased supprt call vlume during that time. It is recmmended that electrnic filers test lgging int the SSA BSO and IRS FIRE systems earlier in the mnth s that any cnnectin issues r required passwrd changes can be addressed while the supprt desks may be easier t reach. If yu file 94x r ACA returns electrnically, the IRS previusly annunced that security imprvements wuld require all filers t re-register fr electrnic filing. The IRS recently met with payrll sftware vendrs cncerned with the registratin prcess and later annunced that, fr nw, re-registratin will nly be required fr filers that als signed up fr Transcript Delivery, a service that allws filers t retrieve cpies f their client s persnal incme tax returns. The IRS is mailing ntices and registratin instructins t all filers wh will be required t re-register. The IRS will recnsider pssible additinal security requirements after this next incme tax filing seasn. Mre infrmatin will be prvided as it is made available. Add-Ons Each f the fllwing CLS II add-n prgrams have been updated t supprt furth quarter 2016 r year-end 2016 filing, as needed. Additinal infrmatin may be fund in the manuals accessed by pressing F1 (DOC) at the CLS menu and selecting 5 CLS II Add-On Prgrams. If yu wuld like t purchase any f these prducts, please cntact FMSI. Affrdable Care Act Reprting (AC) supprts paper and electrnic filing f Frms 1094-B, 1095-B, 1094-C, and 1095-C. Recipient and IRS cpies are prepared. Nelc Web Reprting Center (NW) allws yu t direct Nelc (FMSI s preferred payrll frms prvider) t handle varius W-2 and 1099 filing prcesses. Optins include electrnic filing f federal and state returns and recipient frm distributin, including nline frm retrieval and a print and mail service. SUTA Magnetic Media (efile) (SM) creates electrnic submissins f state quarterly cntinuatin sheet infrmatin. See the add-n manual fr a list f supprted states. W-2/1099 Magnetic Media (efile) (TM) creates electrnic submissins f W-2 and 1099/1098 returns fr filing with the IRS and SSA. Tax Package Interface (TX) allws yu t write accunt balances t files which can be read by varius incme tax packages and trial balance wrksheet prgrams. See the add-n manual fr a list f supprted sftware prgrams. Unemplyment Plus (UP) prvides printed submittable unemplyment tax return cver pages fr selected states. See the add-n manual fr a list f supprted states. XML Filing f 94x Frms (XM) creates electrnic submissins f 940, 941, 943, 944 and 945 returns fr filing with the IRS.