Release notes v2025.025
Release date: February 20, 2026
Always execute the GET features first to establish the required field names and values. Then, use the required values returned in the GET results to build the SET data. Test all features to ensure they work correctly before making changes to your master files for each release. Fields can be added, removed, or changed since the last release.
Initial release: Tax year 2025
This release includes rolled over features available for Tax Year 2025. All features have been updated to match the latest tax app screens.
For feature and field details, view the OIT Workpapers TY 2025 Features (v2025.025).xls document.
Updated features: Tax year 2024 and 2025
Important
Fields have been added, updated, and deleted for TY 2024 and 2025. Re-build your formulas before you perform a GET/SET.
Tax year 2024
For feature and field details, use OIT Workpapers TY 2024 Features (v2025.025).xlsx.
Return Type | Module | Feature ID (Year.FeatureID) | Feature Name | Description |
|---|---|---|---|---|
1120 | Organizer | 20242968 | Foreign Info-FDE and FB- Gen Info-Tax Owner of FDE | Form 8858 |
Return Type | Module | Feature ID (Year.FeatureID) | Feature Name | Description |
|---|---|---|---|---|
1065 | Tax Forms | 202420 | Form 1065-US Partnership Return of Income-Page 1 | Form 1065 |
1120 | Tax Forms | 20242450 | 1120 PC - US Corp Inc Tax Returns - Page 1 | Form 1120-PC |
1120 | Tax Forms | 20241888 | Form 8865 Form 8990 - Limit on Bus Int Exp | FORM 8865 FORM 8990 |
1120 | Tax Forms | 20241886 | Form 5471 Form 8990 - Limit on Bus Int Exp | FORM 574 FORM 8990 |
1120 | Tax Forms | 20241889 | Form 8990 - Limitation on Business Interest Expense | FORM 8990 |
1120 | Tax Forms | 202421 | Form 1120-US Corporation Income Tax Return-Page 1 | Form 1120 |
1120 | Organizer | 20243532 | Taxes - AMT - Part IV - Sec I - AMT Corp. Foreign Tax Credit | FORM 4626 |
1120 | Organizer | 20243525 | Taxes - AMT - Selections and Part I - Appl Corp. Determination | FORM 4626 |
1120 | Organizer | 2024776 | Inc and Ded-Depr and Amort-Asset-Depr Detail | Form 4562 |
1120 | Organizer | 2024541 | City Adjustments - St. Louis, MO | City Adjustments |
1120 | Organizer | 20241880 | Foreign Info-FP-Filer Info | FORM 8865 |
1120 | Organizer | 20241903 | TX Franchise-Info Report-Common Info | TX Franchise |
1120 | Organizer | 2024597 | Foreign Info-FC-Sch G-Other Info-Line 14 Questions | Form 5471 |
1120 | Organizer | 2024602 | Foreign Info-Sec 250 for FDII and GILTI | Form 8993 |
1120 | Organizer | 2024115 | New York City, NY-A&A | A&A |
1120 | Organizer | 2024116 | States-New York-A&A | A&A |
1120 | Organizer | 20242436 | Foreign Info-FC-Sch G-1 | FORM 5471 |
1120 | Organizer | 20241261 | Foreign Info-FC-§163(j) Int Exp | FORM 5471 - 8990 |
1120 | Organizer | 2024508 | Tax Estimate Options Underpayment NJ | Estimate |
1120 | Organizer | 20241283 | Foreign Info-FP-§163(j) Int Exp | FORM 8865 - 8990 |
1120 | Organizer | 2024520 | Tax Estimate Options Underpayment WI | Estimate |
1120 | Organizer | 2024536 | Common State ID Numbers | Common State |
1120 | Organizer | 20244095 | Taxes - AMT - Part IV - Worksheet B - Adj from PY | FORM 4626 |
1120 | Organizer | 2024236 | NM NOL | NOL |
1120 | Organizer | 2024248 | UT NOL | NOL |
1120 | Organizer | 2024227 | MI NOL | NOL |
1120 | Organizer | 2024202 | AZ NOL | NOL |
1120 | Organizer | 2024203 | AR NOL | NOL |
Tax year 2025
For feature and field details, view the OIT Workpapers TY 2025 Features (v2025.025).xls document.
Return Type | Module | Feature ID (Year.FeatureID) | Feature Name | Description |
|---|---|---|---|---|
1065 | Tax Forms | 202520 | Form 1065-US Partnership Return of Income-Page 1 | Form 1065 |
1120 | Tax Forms | 20252450 | 1120 PC - US Corp Inc Tax Returns - Page 1 | Form 1120-PC |
1120 | Tax Forms | 202521 | Form 1120-US Corporation Income Tax Return-Page 1 | Form 1120 |
1120 | Tax Forms | 20251888 | Form 8865 Form 8990 - Limit on Bus Int Exp | FORM 8865 FORM 8990 |
1120 | Tax Forms | 20251886 | Form 5471 Form 8990 - Limit on Bus Int Exp | FORM 574 FORM 8990 |
1120 | Tax Forms | 20251889 | Form 8990 - Limitation on Business Interest Expense | FORM 8990 |
1120 | Organizer | 20254095 | Taxes - AMT - Part IV - Worksheet B - Adj from PY | FORM 4626 |
1120 | Organizer | 2025227 | MI NOL | NOL |
1120 | Organizer | 20251261 | Foreign Info-FC-§163(j) Int Exp | FORM 5471 - 8990 |
1120 | Organizer | 2025597 | Foreign Info-FC-Sch G-Other Info-Line 14 Questions | Form 5471 |
1120 | Organizer | 2025602 | Foreign Info-Sec 250 for FDII and GILTI | Form 8993 |
1120 | Organizer | 20253532 | Taxes - AMT - Part IV - Sec I - AMT Corp. Foreign Tax Credit | FORM 4626 |
1120 | Organizer | 20253525 | Taxes - AMT - Selections and Part I - Appl Corp. Determination | FORM 4626 |
1120 | Organizer | 2025508 | Tax Estimate Options Underpayment NJ | Estimate |
1120 | Organizer | 2025202 | AZ NOL | NOL |
1120 | Organizer | 2025203 | AR NOL | NOL |
1120 | Organizer | 20251283 | Foreign Info-FP-§163(j) Int Exp | FORM 8865 - 8990 |
1120 | Organizer | 2025236 | NM NOL | NOL |
1120 | Organizer | 2025248 | UT NOL | NOL |
1120 | Organizer | 2025520 | Tax Estimate Options Underpayment WI | Estimate |
1120 | Organizer | 2025536 | Common State ID Numbers | Common State |
1120 | Organizer | 2025115 | New York City, NY-A&A | A&A |
1120 | Organizer | 2025116 | States-New York-A&A | A&A |
1120 | Organizer | 20252436 | Foreign Info-FC-Sch G-1 | FORM 5471 |
1120 | Organizer | 2025776 | Inc and Ded-Depr and Amort-Asset-Depr Detail | Form 4562 |
1120 | Organizer | 2025541 | City Adjustments - St. Louis, MO | City Adjustments |
1120 | Organizer | 20251880 | Foreign Info-FP-Filer Info | FORM 8865 |
1120 | Organizer | 20251903 | TX Franchise-Info Report-Common Info | TX Franchise |
Important update for Workpaper Add-in Users
As we continue to enhance our software, please be aware that starting from April 2025, all clients must be using Workpaper Add-in version v2024.04.55.0 (which was released on September 27, 2024).
Versions older than v2024.04.55.0 will no longer be supported and will not function as expected post-April release.
Action required
To avoid any disruption in service, make sure that your Workpaper Add-in is upgraded to v2024.04.55.0 by the end of March 2025. You'll get a pop-up message prompting you to update. Follow the on-screen instructions to install the latest update.
We urge all users to update promptly to continue enjoying a seamless and improved experience.