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  • Product: Accounting CS

Version 2025.1.0 release notes

We released version 2025.1.0 on March 27, 2025 with the following changes.

General

  • We added the
    Activate Offline Mobile Authenticator
     option to the
    Help
     menu. This feature gives you access to the locally installed application in offline mode using a preferred mobile device and a 2-factor authentication app. With this method, there's no longer a need to call support or ask a colleague for a temporary password. You can select
    Help
     then
    Activate Offline Mobile Authenticator
     and pair a device using the QR code or setup key. After a successful pairing, open the application and sign in using a 6-digit code generated by the mobile app.
  • We updated the restore process in the
    Client Data Management Utility
     screen to successfully restore clients with W-2 overrides.

Reports

We updated the 1099 Activity payroll report to include independent contractors. (Idea Incubator #6049)
note
If your firm has modified the predefined version of the report, the system won't replace your existing report with an updated version. If this is the case, you'll need to make the necessary changes to your customized report manually, or you'll need to select
File
 then
Restore Default
 to revert back to the predefined version.

Report Designer

We added the Mailing Address section of variables to the
Vendor Activity
 then
1099 Activity
 section of the variable tree.

Layout Designer

We removed the 2-D Bar Code variable from the
Tax Form
 then
W-2
 section and the
Tax Form
 then
W-3
 section of the variable tree for W-2 Form layouts.
note
UltraTax CS no longer supports the scanning of 2-D bar codes.

SECURE Act 2.0 changes

  • We renamed the
    Client qualifies for increased deferral limit
     checkbox to
    Increased deferral limit (SECURE Act 2.0)
     in the
    Payroll Items
     screen.
  • We updated the catch-up limits, for individuals aged 60-63, on the following retirement plans: (Idea Incubator #9101)
    • 401(k)
    • 403(b)
    • 457
    • Roth 401(k)
    • Roth 403(b)
    • Simple 408(p)
note
The higher catch-up limits only apply for individuals aged 60-63 if the following 2 conditions are both met:
  • The
    Birth date
     entered in the
    Personal
     tab of the
    Employees
     screen results in the employee’s age being between 60 and 63 years old by 12/31 of the year of the check date.
  • The
    Do not apply catch-up limit
     checkbox isn't marked in the
    Payroll Items
     screen.

Payroll compliance

We replaced the Payroll Form and Filing Information portlet with the
Payroll Tax Form Information
 portlet on the Home, Firm, Staff, and Client Dashboards. This portlet installs the State and federal payroll tax form information webpage within Help and Support, which allows publishing real-time updates of the tax form information without requiring a software update.
note
Additional resource links will be added into other portlets in a future update.

Federal

  • We added the ability to electronically file the following Form 1099 types, both original and corrected submissions, via IRIS (Information Return Intake System) for tax year 2024: (Idea Incubator #8437)
    • 1098-E
    • 1099-A
    • 1099-OID
    • 1099-SA
    • 5498
    • 5498-SA
    note
    • As of this release, all
      20
       1099 form types currently supported by Accounting CS are now available to electronic file through the IRIS platform for both original and corrected submissions.
    • The charge to electronically file a Federal 1099 form sent via CS Connect is $14 per client per form type per tax year unless you're licensed for the 1099 Unlimited Electronic Filing Module.
    • If the client’s original Federal 1099 form for a specified tax year is electronically filed through Accounting CS, there's not an additional charge for filing the corresponding Corrected 1099 form.
  • We added Forms W-2 and W-3 for 2025 (all copies except for the black-and-white version of Copy A and W-3).
    note
    With the discontinuation of 2-D barcode scanning in UltraTax CS, we removed the
    Exclude 2-D barcodes on Forms W-2/W-3
     checkbox from the
    Print Options
     window in the
    Process Payroll Tax Forms
     and
    Edit Payroll Tax Forms
     screens.
  • We updated Form 941 and its electronic file.
  • We updated Form 941-X electronic file.

Alabama

We updated Form A-1.

Alaska

We updated Form TQ01C.

Connecticut

We updated Form CT-PFML Worksheet electronic file.

Delaware

  • We added the
    PFML ID
     field to the
    Delaware Additional Information
     window (accessed via the
    Payroll Taxes
     tab of the
    Clients
     screen).
  • We added Form DE-PFML Worksheet and its internet file to support the filing requirements of the Paid Family Medical Leave.

Florida

We updated Form RT-6 and its electronic file.

Georgia

  • We updated Forms G-7(M) and G-7(Q).
  • We updated the direct deposit information required to produce an ACH credit file for the Georgia Department of Revenue tax agent.

Kentucky

  • We added the following local tax agents and forms:
  • We updated the following local forms:
    • Boone County Fiscal Court – Form 1906
    • Boyle County Tax Administrator – Form Annual
    • Butler County Treasurer – Form Quarterly
    • City of Clinton – Form Annual
    • City of Warsaw – Form Quarterly
    • Fayette County Public Schools – Form 220-221-S
    • Logan County Treasurer – Form Annual
    • Louisville Metro Revenue Commission – Form W-1
    • Marshall County Finance Office – Form MOLT-2
    • Whitley County Occupational Tax – Form Annual

Louisiana

We updated Forms L-1 and L-3.

Maine

  • We added the PFML Number field to the Maine Additional Information window (accessed via the
    Payroll Taxes
     tab in the
    Clients
     screen).
  • We added Form ME-PFML Worksheet and its internet file to support the filing requirements of the Paid Family Medical Leave.
  • We updated Form 941ME internet file.

Maryland

We updated Form MW508.

Michigan

  • We updated Form 5081 and its electronic file.
  • State of Michigan - Detroit – We updated Form 5321 and its electronic file.

Nebraska

We updated the following forms:
  • Form 941N
  • Form UI-11T
  • Form W-3

New Jersey

We updated the following local form:
  • City of Newark - Payroll Tax – Form Newark Payroll Tax Stmt

New Mexico

We updated Form WC-1.

New York

We updated the following forms:
  • Form NYS-1 electronic file
  • Form NYS-45 and its electronic file

North Carolina

We updated Form NCUI 101.

Ohio

  • We updated Form 1099-MISC, 1099-NEC, and 1099-R internet files.
  • We added the following local forms:
    • City of Westerville – Form W-2 Copy 1 internet file
  • We added the following taxes to the Regional Income Tax Agency (RITA) tax agent:
    • East Union Twp Apple Creek JEDD Tax
    • East Union Twp Apple Creek JEDD II Tax
    • Hanging Rock City Tax
    • Marengo Bennington Twp JEDD Tax
    • Ravenna Rootstown Twp JEDD Tax
    • Violet Township Canal Winchester JEDD Tax
  • We added the following taxes to the Regional Income Tax Agency (RITA) tax agent and removed them from their existing tax agents:
    • Union City City Tax
  • We updated the following local forms:
    • Columbus City Treasurer – Forms IT-11 and IT-11J
    • Commissioner of Taxation City of Toledo – Forms MD-1 and W-3
  • We updated the form filing addresses on the following local tax agents.

Oregon

  • We updated Forms OQ, 132, and Schedule B internet files.
  • We updated Form OQ with the latest Special Payroll Tax Offset rate used in the calculation of line 25.
  • We updated the following local forms:
    • Canby Area Transit – Form Quarterly
    • City of Eugene – Form EUG-PY-2
    • City of Sandy – Form Quarterly
    • ER EXP - City of Eugene – Form EUG-PY-1
    • MCPFA - City of Portland – Form WPFA-AR
    • MSHS - City of Portland – Form WSHS-AR

Pennsylvania

  • We added the following local tax agents and forms:
  • We updated the following local forms:
    • Treasurer, City of Pittsburgh – Forms ET-1 and LS-1

Rhode Island

We updated Forms TX-17 and TX-17(Continuation).

Vermont

We updated the Healthcare Contribution rate used for Form WHT-436. Employers are exempt from paying the Healthcare Contribution if they have 4 or fewer full-time equivalent (FTE) employees. Effective as of 1st quarter 2025 reporting, employers must pay an increased Healthcare Contribution amount for each uncovered FTE employee above the 4 FTE exemption threshold.

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