July 15, 2026 release for version 26.02.02
What’s changed
Form W-9 Updates
Form W-9 is updated to match the draft provided by IRS.
What’s fixed
Form 1042 Schedule Q - Withholding Tax Rate Input UI Change
We previously updated the way withholding tax rates are entered in Schedule Q to align with percentage formatting used throughout the rest of the system. However, the implementation supported only up to two decimal places, causing values entered with greater precision to be rounded to 2 decimals.
With the current release, Schedule Q now supports up to three decimal places, enabling more accurate rate entry and accommodating scenarios such as weighted average withholding tax rates.
Treasury Tipped Occupation Codes (TTOC) Missing From Import Field Maps
TTOC fields were added on the forms 1099-K, 1099-MISC and 1099-NEC form summary page in June release however they were missing from the field maps which resulted in users unable to import the TTOC codes. This is addressed now.
Ad Hoc Reports Returning Batch Complete Attention Needed Status
A small set of Ad Hoc Reports returned Batch Complete Attention Needed status. This is addressed now.