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2025

Version 2025.4.0 release notes

We released version 2025.4.0 on December 22, 2025 with the following changes.

General

We added the
Vendor ID
 and
Vendor Name
 filter options in the
Vendor/Payee
 tab and the
Payroll Liabilities
 tab of the
Print Checks
 screen. (Idea Incubators #8032 and #8099)

Accounting

  • We updated the tax codes in the
    Chart of Accounts
     and
    Enter Trial Balance
     screens for integration with the 2025 versions of UltraTax CS and GoSystem Tax RS.
  • We updated the Tax Code Listing PDF for the 2025 tax year.

Workpapers CS

We addressed an issue that caused an error when printing to Workpapers CS.

One Big Beautiful Bill Act (OBBBA) changes

  • We added the
    OBBBA OT
     field to the
    Enter Transactions
     and
    Enter Batch Payroll Checks
     screens.
    • The field is a non-calculated field and any values manually entered won't affect the net pay of the payroll check.
    • Its sole purpose is to record and track the overtime premium portion that exceeds the regular rate of pay (generally, the “half” portion of “time-and-a-half compensation”).
    • Accounting CS will use this amount when determining the qualified overtime compensation to report in Box 12 Code TT on 2026 Form W-2.
      note
      As further guidance becomes available from the IRS, we plan to enhance the calculations behind the
      OBBBA OT
       field to be more streamlined in a future release.
  • We added the following new W-2 Box 12 code for selection on employer contribution items in the
    Main
     tab of the
    Payroll Items
     screen and in the
    Other W-2 Items
     window in the
    Personal
     tab of the
    Employees
     screen:
    • TA
      : Employer-paid contributions to an employee or dependent’s Trump account under a Section 128 program.
      note
      The selection of code
      TA
       on employer contribution items won't affect 2025 W-2 reporting and only applies to 2026 W-2s and forward.
  • We added the following new W-2 Box 12 codes for selection on pay items in the
    Main
     tab of the
    Payroll Items
     screen and in the
    Other W-2 Items
     window in the
    Personal
     tab of the
    Employees
     screen.
    • TP
      : Total cash tips for qualified tip deduction (non-SSTB), use in determining the deduction on Sch. 1-A (Form 1040).
    • TS
      : Total cash tips (SSTB employer); don't use in determining the deduction on Sch. 1-A (Form 1040).
    • TT
      : Total qualified overtime compensation; use for deduction on Sch. 1-A (Form 1040).
      note
      When selecting code
      TT
       on new and existing pay items, you must also select
      Hourly
       as the Calculation type and
      1.5 or greater
       as the Overtime multiplier.
    note
    The selection of codes
    TP
    ,
    TS
    , and
    TT
     on pay items won't affect 2025 W-2 reporting and only applies to 2026 W-2s and forward.
  • We added the
    Payroll
    Check
    OBBBA OT
     variables to the Report Designer and Layout Designer.
  • We added the following reports to the Accounting CS Library. (Ideas Community #1175)
    • OBBBA Qualified Overtime
    • OBBBA Qualified Tips
    note

Rev Rule 2025-4 changes

Rev Rule 2025-4, issued by the IRS earlier this year, provides guidance on the federal income and employment tax treatment of contributions to, and benefits paid under, state paid family and medical leave (PFML) programs. The ruling clarifies the reporting requirements for employers and employees involved in these programs, specifically addressing the tax implications for states with mandatory paid family and medical leave. In particular,
employer pick-up contributions
 are considered additional compensation to the employee and required to be included in the employee’s Federal gross income as wages.
To accommodate this ruling, which becomes effective January 1, 2026, we made the following changes to the 7 states that currently support the ability to have the employer pay the full employee PFML share. These states include
Delaware
,
Colorado
,
Maine
,
Massachusetts
,
Minnesota
,
Oregon
, and
Washington
 with the potential of more to be added in the future.
  • We added the
    <State Name> FLI (ER Paid)
     tax item to the
    Payroll Taxes
     tab of the
    Clients
     screen for the 7 states.
  • We added the
    <State Name> FLI (ER Paid)
     tax item to display in the Employer Taxes section of the
    Enter Transactions
     and
    Enter Batch Payroll Checks
     screens.
    • When the
      Employer pays full employee PFML share
       checkbox is marked on the
      Payroll Taxes
       tab of the
      Clients
       screen, the employee’s share of the PFML tax will calculate and display on the
      <State Name> FLI (ER Paid)
       tax item in the Employer Taxes section of the check.
    • When the
      Employer pays full employee PFML share
       checkbox isn't marked on the
      Payroll Taxes
       tab of the
      Clients
       screen, the employee’s share of the PFML tax will calculate and display on the
      <State Name> FLI
       tax item in the (employee) Taxes section of the check.
  • We added the
    <State Name> FLI (ER Paid)
     to the following tax agents:
    • Delaware Division of Paid Leave
    • Colorado Department of Labor and Employment
    • Maine PFML Fund
    • Massachusetts Department of Family and Medical Leave
    • MNFLI - Minnesota U.I. Fund
    • Oregon Department of Revenue
    • WAFLI - Washington Employment Security Department

Reports

We updated the Retirement Plan Worksheet report, available in the Accounting CS Library, to include additional columns of information that is commonly required. (Ideas Community #6250)
note
For more information on how to access, download, and import custom reports from the Accounting CS Library into the Report Designer, see Import reports, financial statements, and letters from the Accounting CS custom report library.

Report Designer

We added the following sections of variables to the variable tree:
  • Payroll
    Check
    OBBBA OT
  • Payroll
    Check
    OBBBA OT
    Location and Department Distributions

Layout Designer

We added the following sections of variables to the variable tree for payroll check layouts:
  • Payroll
    Check
    OBBBA OT
  • Payroll
    Check
    OBBBA OT
    Location and Department Distributions

Payroll Compliance

Federal

  • We added the
    Bank Account
     field to the Overpayments section of the
    94x Additional Information
     screen (accessed via the
    Payroll Taxes
     tab of the
    Clients
     screen). When
    Refund
     is marked and a bank account is selected, the IRS will direct deposit overpayments that exist on Forms 940, 943, 944, and 945 into the specified account instead of issuing a paper refund check. For more information from the IRS, see Modernizing payments to and from America’s bank account.
  • We updated the following forms:
    • Form 940 and its electronic file.
      note
      For tax year 2025, the following states/territories are credit reduction states that are reportable on Form 940 Schedule A:
      • California
      • Virgin Islands
    • Form 943 and its electronic file
    • Form 943-X electronic file
    • Form 944 and its electronic file
    • Form 945 and its electronic file
    • Form 945-X electronic file
    • Forms W-2 Copy A and W-3 facsimile copies for 2025
    • Form W-2 internet file
    • Forms 1099 and 1099 Corrected electronic files (IRIS)
      note
      Accounting CS supports 20 1099 types for electronic filing in IRIS.
      • 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
    • Forms 1099 and 1099 Corrected internet files (FIRE)
      note
      The IRS and several states no longer support Excess Golden Parachute payments reported on Forms 1099-MISC (for tax year 2024 and prior years) and 1099-NEC (for tax year 2025 and later years) in the internet files submitted to FIRE. Therefore, we now display diagnostics to prevent the federal and state 1099 files from being created in certain circumstances.
    • Forms 1094-C and 1095-C paper copies for 2025
      note
      The associated internet files will be available in a future release.

Alabama

  • We updated Form A-3.
  • We updated the form filing addresses on the
    City of Goodyear
     tax agent.

Connecticut

We updated Form CT-W3.

Delaware

  • We added
    DEPFML
     as the W-2 Box 14 description for the Delaware FLI tax item in the Taxes section of the
    Payroll Taxes
     tab in the
    Clients
     screen.
  • We updated Form WTH-REC.

Georgia

We updated Form G-1003.

Hawaii

We updated Form HW-30.

Kentucky

  • We removed the
    KY Tax Credit
     field from the W-2 Additional Boxes section in the
    Main
     tab of the
    Payroll Items
     screen for Kentucky clients as it is now obsolete.
  • We updated Form K-5.
  • The following forms haven't been released by the agency:
    • Fayette County Public Schools – Form 222-S
    • Lexington-Fayette Urban County Government – Form 222

Louisiana

  • Starting with the 4th quarter 2025 tax filing period, the Louisiana Department of Revenue now requires all employers to file Form L-1 electronically and will no longer accept paper copies of the form. Therefore, we made the following changes:
    • We added the
      Web fill-in
       filing method.
    • We removed the
      Paper
       filing method.
    • You can still file the form using the
      Electronic
       filing method.

Maine

We added
MEPFML
 as the W-2 Box 14 description for the Maine FLI tax item in the Taxes section of the
Payroll Taxes
 tab in the
Clients
 screen.

Michigan

  • We added the direct deposit information required to produce an ACH credit file to the Unemployment Insurance Agency tax agent.
  • We updated Form UIA-1028 and its internet file.
    • We removed the
      Internet with payment
       filing method, which is now obsolete, from the form.
      note
      For clients who previously selected the
      Internet with payment
       filing method, their filing method will now be updated to
      Internet
      .
    • We updated the internet file, which now follows the ICESA format, to accommodate the Unemployment Insurance Agency’s new system that went live on December 15, 2025.

Minnesota

  • The Minnesota U.I. Fund updated the Additional assessment rate to 14%, effective January 1, 2026. When you add a new client or add a new unemployment rate record to an existing client, the unemployment rate defaults to 14% on the
    Payroll Taxes
     tab in the
    Clients
     screen.
  • We added the Minnesota Paid Family and Medical Leave (PFML) taxes (both employer and employee), that become effective January 1, 2026. As a result, we made the following changes to accommodate the new tax.
    • We added the
      MNFLI - Minnesota U.I. Fund
       tax agent and the accompanying taxes:
      • Minnesota EEFLI
      • Minnesota ERFLI
      • Minnesota FLI (ER Paid)
    • We added the
      Employer pays full employee PFML share
       checkbox for Minnesota in the State section of the
      Payroll Taxes
       tab in the
      Clients
       screen.
    • We added the
      PFML small employer
       checkbox for Minnesota in the State section of the
      Payroll Taxes
       tab in the
      Clients
       screen. Marking this checkbox results in the reduced PFML rate being used when calculating the employer portion of PFML tax premium on payroll checks.

Mississippi

We updated Form 89-140.

Montana

We updated Form MW-3.

Nebraska

We added the
Client has 25 or more employees
 checkbox for Nebraska in the State section of the
Payroll Taxes
 tab in the
Clients
 screen. Marking this checkbox results in the application using the alternate 1.5% Minimum Calculation method as required and described in Nebraska Circular EN when determining the income tax withholding amount on each employee’s payroll check.

New Mexico

We updated Form WC-1.

Ohio

  • We added the following taxes to the City of Bellefontaine tax agent and removed them from their existing tax agents:
    • Bellefontaine City Tax
  • We added the following taxes to the Regional Income Tax Agency (RITA) tax agent and removed them from their existing tax agents:
    • Bowerston City Tax (effective 1/1/2026)
    • Lewisburg City Tax (effective 1/1/2026)
    • Springdale City Tax (effective 1/1/2026)
    • Trenton City Tax (effective 1/1/2026)
  • The following forms haven't been released by the agency:
    • Central Collection Agency (CCA) – Form CCA-W3
    • City of Cincinnati Income Tax Division – Form W-3
    • Columbus City Treasurer – Forms IT-13 and IT-13J

Oregon

We updated Form OR-OTC-V.

Vermont

  • We updated Form WHT-434.
  • We updated the form filing addresses on the
    Vermont Department of Taxes
     tax agent.

West Virginia

We updated Form WV/IT-103.

This article applies to:

  • Product: Accounting CS

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