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2023

Version 2023.3.0 release notes

We released version 2023.3.0 on September 25, 2023 with the following changes.
tip
  • If you're looking for a specific update, but it's not on this release note, try checking the alerts and notices page.
  • New features and new reports that are released in this version might be protected by security privileges. If your firm has turned on firm security, we recommend that you evaluate all enhancements and update your security groups.
  • For a general estimate of the release dates for payroll tax forms, see when will the new tax forms be available.

General

We updated the
File Creation
 tab in the
Setup
, then
File Locations
 window.
  • We added the
    Reset Default Data Locations
     button to automatically reset all the fields to their default paths.
  • We updated the data path fields to remain enabled when the firm has Client Access clients.

General—Payroll

In preparation for adding SwipeClock's NextGen product offerings to the application, we made the following changes:
  • We added the
    Integrations
     tab to
    Setup
    ,
    Firm Information
    , then the
    Firm
     screen.
    • As a result, we combined and moved the SwipeClock Integration and WorkforceHUB Integration sections from the
      Preferences
       tab to the SwipeClock Integrations section of the
      Integrations
       tab.
  • We combined the
    SwipeClock
     and
    WorkforceHUB
     checkboxes into a single SwipeClock dropdown on the
    Payroll Information
     tab in the
    Clients
     screen.
California.
 We updated the creditor garnishment calculation for California to follow the state’s latest rules, effective September 1, 2023.
Indiana.
 The Indiana Department of Revenue has released Form WH-4, effective September 14, 2023. This form offers a First-time Claimed Additional Dependent Exemption. If an employee elects to claim this exemption, you'll need to include the value in the
Dependent exemptions
 field (on the
Payroll Taxes
 tab of the
Employees
 screen).

Payroll compliance

  • We added the ability to remove rejected forms from the
    Manage Electronic Forms
     window in
    Actions
    , then
    Process Electronic Forms
    . (Idea Incubator #522)
  • Pennsylvania local.
     We updated the application to accept either the 9-character or the new 14-digit Withholding ID being issued by the City of Pittsburgh.

Payroll tax forms added

Local

Payroll tax forms updated

Federal
We updated the following 1099 forms for 2023:
  • 1096
  • 1098*
  • 1098-C*
  • 1098-E
  • 1098-T
  • 1099-A*
  • 1099-B
  • 1099-C*
  • 1099-DIV*
  • 1099-G*
  • 1099-INT*
  • 1099-MISC*
  • 1099-NEC*
  • 1099-OID*
  • 1099-PATR
  • 1099-R
  • 1099-S*
  • 1099-SA*
  • 5498
  • 5498-SA
  • W-2G*
*Indicates the IRS has converted the 1099 form from annual updates to continuous use.
State
  • Connecticut
     - Forms UC-2, UC-5A, and UC-5B. Several fields were removed from the forms due to them being obsolete.
  • Florida
     - Forms RT-6, RT-6A, and RT-6NF and electronic file.
  • Louisiana
     - Form L-1. We updated the due date calculation to adjust to the next banking day when the due date of the form falls on a weekend or holiday.
  • Washington
     - Form WA-PFML Worksheet and internet file. Both were updated to include the long-term care insurance.
Local
  • Kentucky
    • City of Beattyville
       - Form BPT.01
    • City of Clinton
       - Form Quarterly
    • City of Jackson
       - Form Quarterly
    • City of Lancaster Payroll Tax Office
       - Form Quarterly
    • City of Newport
       - Form CN-1
    • City of Paducah
       - Form W-1
    • Graves County Fiscal Court
       - Form Quarterly
    • License Fee Division, City of Glasgow
       - Form Quarterly
    • Marshall County Finance Office
       - Form MOLT-1
    • Ohio County Occupational Tax
       - Form OCC-3PT
    • Warren County Public Schools
       - Form Quarterly
    • Woodford County Tax Administrator
       - Form OCC-WH
  • Mighigan
    • State of Michigan–Detroit
       - Forms 5321 and 5323 electronic files
  • Pennsylvania
    • Tredyffrin Township
       - Form LST

Tax agents added

State
  • Washington
    • Employment Security Department (WACARES)
Local

Tax agents updated

State
  • Colorado
    • We updated the direct deposit information required to produce an ACH credit file for the Colorado Department of Revenue tax agent.
      • We updated the application to no longer require an EFT ID (entered on the
        Vendors
         screen).
      • The taxpayer identification number used in the ACH credit file is now determined by the following order:
        • EFT ID
        • Withholding ID
        • Federal EIN
  • Washington
    • We added the following taxes to the Employment Security Department (WACARES) tax agent:
      • Washington LTI
    • We removed the following taxes from the Employment Security Department tax agent:
      • Washington LTI
Local
  • Kentucky
    • We renamed Graves County Treasurer to Graves County Fiscal Court.
    • We updated the form filing addresses for the following tax agents:
      • City of Paducah
      • Warren County Public Schools
  • Ohio
    • We added the following taxes to the Regional Income Tax Agency (RITA) tax agent:
      • Montgomery City Tax
    • We removed the following taxes from the City of Montgomery tax agent:
      • Montgomery City Tax
  • Oregon
    • We updated the direct deposit information required to produce an ACH credit file for the following tax agents:
      • Eugene Community Safety Payroll Tax
      • Eugene Community Safety Payroll Tax (ER)

Forms pending approval

The following forms are pending approval. Once the forms have been approved, we'll 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'll inform you of the approval via an alert message that displays when you open the application and in the Payroll alerts section of the Notices portlet on the Home or Firm dashboard.
  • New York locals
    • Metropolitan Transportation Authority
       – Form MTA-305

This article applies to:

  • PRODUCT: Accounting CS,Workpapers CS

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