Version 2024.2.0 release notes

General

We added the
Automatically sign out upon exit
checkbox to the
System
tab in the
User Preferences
window. When selected, this option will automatically sign out of your Thomson Reuters Account when you close the application.
We fixed an issue that, in certain circumstances, incorrectly calculated the running balance in the Balance column in Bank Account Mode of the
Enter Transactions
screen.

Accounting CS Payroll, for live payroll processing

Date/Time
Staff ID
Staff Name
Client ID
Client Name
Action
Item
File Location

Payroll compliance

We enabled the Payment and Reconciliation options for the
Save overrides by period end date for the selected form types
checkboxes on the
Preferences
tab in the
Firm
screen (Idea Incubator #328).
With this update, all overrides for payment forms have been deleted. All overrides for reconciliation forms have been associated with the last processed period end date.
When the checkbox for a specific form type is left unmarked (current behavior), all overrides will be displayed on those forms regardless of period end date.
When the checkbox for a specific form type is marked, all overrides will be associated with the period end date of the form being processed.
When the checkbox for a specific form type is marked and later unmarked, all overrides for that form type will be cleared on all clients.
note
We record an event on the
Events
tab in the
Firm
screen each time the
Save overrides by period date for selected form types
settings are modified.
We enhanced the user interface of the Diagnostics pane in the
Edit Payroll Tax Forms
screen.
Diagnostics are now broken out into the following 4 tabs:
Critical
e-File Critical
e-File Payment Critical
Informational
The Diagnostics pane is now modal, letting you place it anywhere on the screen or across multiple monitors.
We updated the Manage Electronic Files Status report to now include the Receipt ID in the acknowledgment of Federal 1099 electronic files. The Receipt ID is needed when creating a Corrected 1099 electronic file.
We added the
1099 Forms
screen to the Edit Multiple Clients wizard in the
Clients
screen (Idea Incubator #7905).

Federal

We updated Form 8655 for Reporting Agent Enrollment.
We updated Form 940 electronic file for tax year 2023. With this update, the IRS now allows Form 940 to be filed electronically when the
Amended
checkbox is marked on the form.
We updated Form 941 electronic file for tax year 2024.
We updated Form 943 electronic file for tax year 2023.
We updated Form 944 electronic file for tax year 2023.
We updated Form 945 electronic file for tax year 2023.
We updated Form 941-X.
We updated Form 943-X.
We updated Form 944-X.

Kentucky

We added the following tax agents and forms:
City of Nortonville – Forms Quarterly and Annual (Idea Incubator #5317)
Nicholas Co. Fiscal Court – Form Quarterly (Idea Incubator #8256)
We updated the following forms:
Breathitt County Treasurer – Form BCOF-Q was renamed to Form HCOC-Q3
Carroll County Occ. Tax Admin – Form CCOOC-Q was renamed to Form CCOC-Q
City of Calvert City – Form Quarterly
City of Florence – Form Quarterly
City of Morehead – Form MQ
City of Vanceburg – Form Quarterly
Crittenden County Fiscal Court – Form Quarterly
Occupational Tax Administrator, City of Hazard – Form Quarterly
Perry County Occupational License Office – Forms Monthly and Quarterly
We updated the form filing addresses on the following tax agents:
Breathitt County Treasurer
City of Florence
City of Morehead
Crittenden County Fiscal Court
Perry County Occupational License Office

Michigan

We updated the following forms:
Big Rapids City Treasurer – Forms BR-941_MNTHLY, BR-941_QTRLY, and BRW-3
City of Benton Harbor – Forms BEN-501 and BEN-941 were renamed BentonHarbor_CF-501 and BentonHarbor_CF-941, respectively.
City of Grayling – Form GRW-3
Ionia City Treasurer – Form IW-3
Treasurer, City of Port Huron – Form PH-W3
Walker City Treasurer – Form WW-3
We updated the due date for the Monthly deposit schedule on the
State of Michigan - Detroit
tax agent.

Ohio

We updated the workers’ compensation limits for Ohio. For more information, refer to Workers’ compensation limits by state.
We removed Form 942 Worksheet as it's now obsolete.

Pennsylvania

We added the following tax agents and forms:
Corry H Sheffler – Form SouthGreensburgBoro_LST (Idea Incubator #7932)
We updated the following forms:
Borough of East Petersburg – Form EastPetersburg_Q_LST
Franklin County Area Wage Bureau - LST – Forms Franklin_Form511 and Franklin_Form541
Unity Township Tax Collector – Form UnityTwp_LST (Idea Incubator #8265)
We updated the form filing addresses on the following tax agents:
Borough of East Petersburg
Franklin County Area Tax Bureau - LST

Tennessee

Vermont

We added the Vermont Child Care Contribution taxes (both employer and employee), that become effective July 1, 2024. As a result, we have made the following changes to accommodate the new tax:
We added the following taxes to the
Vermont Department of Taxes
tax agent.
Vermont CCC (employee)
Vermont ERCCC (employer)
We added the
State Child Care Contribution
checkbox and ellipses icon for Vermont in the
Tax Exemptions
tab of the
Payroll Items
screen.
We updated Form WHT-430.
note
Form WHT-436 will be updated in a future release, in time to meet the form’s third-quarter filing deadline.
We updated the direct deposit information required to produce an ACH credit file for the
Vermont Department of Taxes
tax agent.
For more information, refer to Vermont child care contribution calculation.

West Virginia

City of Huntington – Form Huntington_Q

Wisconsin