Tax Year 2022 Year-End Updates 20.11
Federal Reporting
The following updates were released during or for the tax year 2022 for Version 20.11. This includes releases from April 2022 through March 2023 and is updated through each release.
Reference | Area | Release Note | Release Information |
|---|---|---|---|
| EFIN-97915 | PA W2C Electronic Filing Format Supported | On the W2C Processing page, Create W2C Electronic File supports creating a Pennsylvania state file. | 2023 March Minor 20.11.55 |
| EFIN-97060 | 1099-NEC and 1099-MISC Fields Display Asterisk when Required | On the 1099-NEC and 1099-MISC maintenance pages, when Foreign Address is selected, Foreign State, Foreign Postal Code, and Foreign Country Code fields display an asterisk symbol to identify the fields as required. Previously, the Foreign Country Code label did not display an asterisk because of the length of the field name. | 2023 March Major 20.11.54 |
| EFIN-97056 | ACA 1095 Creation Improvement when Using Job Classes | The logic during 1095 Creation that matches check history to benefit groups has been modified to give precedence to job classes associated with primary pay rates. This affects only the check history calculation method, Previously, if an employee's check history had multiple job classes in a month, and those job classes matched multiple benefit groups, the job class with the highest value would be used. Now, a job class matching the employee's primary pay rate will take precedence, followed by a job class matching a non-primary pay rate, and finally a job class that does not match a pay rate. | 2023 March Major 20.11.54 |
| EFIN-96835 | 1095 Creation: First of Next Month Offset | A bug existed in Create Employee 1095s in the specific scenario where: On the ACA Benefit Groups Maintenance page:
In this case, the coverage from a December check was not carried over correctly, which resulted in missing offers of coverage for January and February. This issue has been corrected. | 2023 February Minor 20.11.53 |
| EFIN-96516 | PDF and Excel Report Changes for ACA Benefit Status Code Table | On the Benefit Status Table page, if a user clicks the Print icon to create a report:
Menu path: From Human Resources, select Periodic Routines. From Affordable Care Act, select ACA Hours Tracking. From the action bar, select Benefit Status Table, perform a search, then click the Print icon. | 2023 March Major 20.11.54 |
| EFIN-96461 | Corrected Mailer Printing Alignment Issues for 1099-MISC and 1099-NEC | The following issues were corrected when printing pressure seal mailers:
| 2023 January Minor 20.11.51 |
| EFIN-95400 | Adjusted Formatting and Display of 1095-B and C in Legacy Employee Access Center (EAC) | The 2022 1095-C included an update that reduced the size and rearranged the grid that displays Plan Start Month and Box 14 monthly codes. The printed values in legacy EAC have been adjusted to fit the new grid. These changes will be made in a future release for new Employee Access Center. | 2023 January Major 20.11.50 |
| EFIN-95398 | Use of Back on the 1095 Maintenance Purge Page | When a user navigated to the Human Resources, Periodic Routines, Affordable Care Act, 1095 Maintenance, Purge page and then clicked Back, the user was returned to the 1095 Maintenance menu option on the Human Resources, Periodic Routines home page instead of being returned to the 1095 Maintenance page. This has been corrected and directs the user to the 1095 Maintenance page as expected. | 2023 February Major 20.11.52 |
| EFIN-95284 | ACA Safe Harbor Validation Reports Correction to 2022 Poverty Level | This change corrects the tax year 2022 ACA Safe Harbor Poverty Level to the correct level of $13,590 per year. | 2023 January Major 20.11.50 |
| EFIN-95271 | Corrected ACA 1095 Employer Setup Validation Display and Navigation Issues | The following changes apply to the Human Resources, Periodic Routines, Affordable Care Act, 1095 Maintenance, Setup Employer page:
| 2023 February Major 20.11.52 |
| EFIN-95219 | Fixed: Fatal Error When Running ACA Hours Validation in 1095 Reports | Fixed a fatal error that was occurring when running ACA Hours Validation from 1095 Reports: Column name or number of supplied values does not match table definition. | 2023 January Major 20.11.50 |
| EFIN-95218 | 1095 Reports Limited to Single Year Selection | In 1095 Reports, a fatal error could occur if selecting multiple years. This has been corrected by limiting the year selection to a single year. | 2023 January Minor 20.11.51 |
| EFIN-95200 | Fixed: 1099-NEC Printing Missing Tax Year | The following issues have been corrected:
| 2023 January Major 20.11.50 |
| EFIN-95199 | ACA Benefit Group Maintenance: Order of Fields with Tab Navigation | When using Tab to navigate through the fields on the Human Resources, Periodic Routines, Affordable Care Act, ACA Benefit Group Maintenance page, the field order has been corrected to move through the fields by column going left to right. | 2023 February Major 20.11.52 |
| EFIN-95156 | Removed Extra Space in ACA Hours Tracking Load Pages | Excess blank space has been removed in the ACA Hours Tracking load pages. | 2023 March Major 20.11.54 |
| EFIN-95088 | Alignment of W2 Box 14 Amounts in the Employee Mobile App | Corrected the display of W2 Box 14 amounts in the Employee Mobile App to align to the right. Employee Mobile App (EMA) v. 23.1 | 2023 February Major 20.11.52 |
| EFIN-94998 | ACA Hours Tracking Navigation Issues and Fatal Error | These issues have been corrected:
| 2023 February Major 20.11.52 |
| EFIN-94943 | Iowa State Withholding Calculation Changes for 2023 | The Iowa state tax calculation will no longer deduct federal withholding from the state tax gross. | 2023 January Major 20.11.50 |
| EFIN-94878 | W2C Form Displays Foreign Address in Employee Access Center (EAC) | Corrected the W2C form to display the foreign address in the employee block. This applies to both legacy and new EAC. | 2023 February Minor 20.11.53 |
| EFIN-94874 | W2 Electronic File Zero Fills Positions 325-339 on the RT Record | Human Resources, Periodic Routines, W2 Processing, W2 Electronic File has been updated to zero-fill positions 325-339 on the RT record when there is no value for Third Party Sick Pay. | 2023 January Major 20.11.50 |
| EFIN-94866 | Fixed: W2 Box 14 Alignment When Displayed in EAC | The Print W2 option in EAC is updated to correct an alignment issue with the data printed in Box 14. This applies to both legacy and new EAC. | 2023 January Major 20.11.50 |
| EFIN-94744 | W2 and W2C Electronic Filenames Default to .txt Extension | The W2 and W2C Electronic Files have been updated to use .txt file extension as a default instead of .rpt. | 2023 January Major 20.11.50 |
| EFIN-94743 | 1099 Electronic Files Default to .txt File Extension | All 1099 electronic file options have been updated to create a .txt file extension as a default. Previously the default was .rpt. | 2023 January Major 20.11.50 |
| EFIN-94600 | Forms 1095-B and 1095-C in New and Legacy Employee Access Center (EAC) | The 2022 1095-C includes an update that reduces the size and rearranges the grid that displays Plan Start Month and Box 14 monthly codes. The following modifications are included for new EAC:
The following modification is included for both new and legacy EAC:
| 2023 January Minor 20.11.51 |
| EFIN-94438 | Corrections to 1099-G and 1099-INT Edit List in Excel | The following changes have been made to the Excel version of the Edit List for 1099-G and 1099-INT:
| 2023 March Major 20.11.54 |
| EFIN-94421 | 2nd TIN Notice Field is Consistent in All 1099- Work Files | The 2nd TIN Notice field is a checkbox on all 1099- Work File pages (Misc, NEC, G, Int) and functions the same on each page. | 2023 February Major 20.11.52 |
| EFIN-94364 | Corrected Output for 1099-MISC and 1099-NEC Electronic Files | An issue was corrected on the 1099-NEC and 1099-MISC electronic files to output the Second Payee Name line as expected and a minor change was made to correct the output of a foreign address. The 1099-NEC electronic file is also corrected to zero-fill the state and local withholding fields when unused. | 2023 January Major 20.11.50 |
| EFIN-93891 | Fixed: W2C Electronic File AccuWage Errors for Some Total Records | On the W2C electronic file, the positions for Allocated Tips on the RCU records and the Nonqualified Section 457 fields on the RCW records were corrected to match IRS specifications. | 2023 January Major 20.11.50 |
| EFIN-93887 | Fixed: W2 Electronic File Zip Code Extension Output Included Only Three Digits | The add new record option on the Employee W2 File Update page's Address tab Zip Code extension field has been modified to include a hyphen and four digits. This corrected an issue where only three digits of the zip code extension were output in the electronic file. This issue only occurred when a W2 record was added manually on the W2 Employee File Update page. | 2023 January Major 20.11.50 |
| EFIN-93568 | Completion Status of Setup Employer Records in W2 Processing | In the W2 Processing wizard, if a user clicks Finish on the Set Up Employer Records step, the checkbox on the W2 Processing page indicates the step has been completed with the checkbox populated. Menu Path: From Human Resources, select Periodic Routines. From the Year End menu, select W2 Processing. Select Set Up Employer Records, edit if needed, then click Finish. | 2023 March Major 20.11.54 |
| EFIN-93438 | After Creating W2Cs User Is Directed to Search Criteria | When W2Cs were created, after the user clicked OK on the processing pop-up to close it, the user was directed into edit mode with the last record loaded appearing in the edit area of the page. If the user did not enter an employee number and created W2C records for every W2 that exists for a Control Number, the last record loaded may have been in the middle of the list of employees, which was confusing as a user. With this update when the W2Cs are created, the user is directed into the Search Criteria section of the W2C Processing - W2C Employee File Update page. No record data appears in the edit area of the page. The user needs to perform a search, then select an employee record to enter edit mode. | 2023 March Major 20.11.54 |
| EFIN-93386 | W2 Processing - Minor Display Adjustments on Save Import Mapping | Minor display adjustments were made to an import function used throughout the software. The Save Import Mapping page will now no longer have large whitespace gaps, and a close action item will no longer appear when importing boxes 12 or 14 in W2 processing. | 2023 March Major 20.11.54 |
| EFIN-93383 | Adjusted the Alignment of the W2 fields in Employee Access Center (EAC) | Modified EAC to display amounts, labels, and IDs with no overlap on grid lines. This applies to both legacy and new EAC. | 2023 January Major 20.11.50 |
| EFIN-93149 | 1099-NEC and Mailer Form Changes | The alignment of box values for the 1099-NEC and mailer forms are adjusted to print correctly for large values. | 2022 December Major 20.11.48 |
| EFIN-93075 | Separate Attachment Titles for 1099-NEC and 1099-MISC | When printing 1099-MISC/1099-NEC with Create Attachments selected, the Vendor attachment will have an entry with a title of 1099 MISC for 2022 and 1099 NEC for 2022. Previously only one attachment was created because the attachments were being created with the same title. | 2022 December Major 20.11.48 |
| EFIN-92981 | Modified the W2 List Order in Employee Access Center (EAC) | The list of W2s for an employee in the Employee Access Center (EAC) is modified to display in descending order (newest first). | 2022 December Major 20.11.48 |
| EFIN-92963 | EAC - 2022 W2/W2C Form is Now Available | The W2 and W2C forms are updated for the tax year 2022 in Employee Access Center (EAC). | 2022 December Major 20.11.48 |
| EFIN-92956 | W2 Electronic File: Allow Multiple Selection of Federal Tax ID-Control Numbers for Inclusion | In Human Resources, Periodic Routines, Year End, W2 Processing, Create Electronic File, the Federal Tax ID drop-down, there was an issue where the user could not print all or multiple control numbers for the same Federal Tax ID Number. This has been corrected. The drop-down list allows multiple selections by Federal ID-Control Number. The field has been moved to follow the Tax Year field. | 2023 January Major 20.11.50 |
| EFIN-92583 | W2 and W2C Country Code Not Printing | The country name will now be included when printing W2s and W2Cs with a foreign address. | 2022 December Major 20.11.48 |
| EFIN-92553 | 1095 Printed Forms Adjustments | The 1095-C laser form front has been adjusted so that it will display better in a windowed envelope. The check location on the form has been repositioned so it will not conflict with a long recipient name. The 1095-B mailer has had the recipient address corrected to be properly positioned. | 2023 January Major 20.11.50 |
| EFIN-92550 | 1099-MISC, 1099-NEC and 1099-G Forms Updated for Alignment Issues | The 1099-MISC, 1099-MISC mailer, 1099-NEC, 1099-NEC mailer, and 1099-G forms with pre-printed fronts are updated to correct minor printing alignment issues. | 2022 December Major 20.11.48 |
| EFIN-92549 | W2, W2C and 1099-R Forms Updated to Correct Alignment Issues | The W2 4UP, W2 mailer, W2 utility, W2C, and 1099-R forms are updated to correct minor printing alignment issues. | 2022 December Major 20.11.48 |
| EFIN-92536 | Print Audit Listing of Changes Not Ordered by Tax Year and Printing Extra Page Breaks | The Fund Accounting - Periodic Processing - 1099 Processing - Print Audit Listing of Changes option is updated to order the report by the tax year and row ID from newest to oldest. The change prevents extraneous page breaks from occurring. | 2022 December Major 20.11.48 |
| EFIN-92129 | 1099-MISC Box Numbers Shifted for Tax Year 2022 | Per the 2022 federal 1099-Misc requirements, box number 13 has been assigned to the Foreign Account Tax Compliance Act (FATCA) Filing Requirement checkbox. Subsequently, old box numbers 13 through 17 have been renumbered to new box numbers 14 through 18, respectively. Due to this change, the following updates have been made:
| 2022 December Major 20.11.48 |
| EFIN-91853 | Upshift Foreign Address Fields on 1095 Maintenance Page | On the 1095 Maintenance page, foreign address fields input data in all capital letters.
| 2022 November Major 20.11.46 |
| EFIN-91159 | Fixed: Installer Failed with ACA Program Error | A correction was made to prevent an ACA program error in the log file from stopping the installer when the database is set to an older compatibility level. The error will no longer appear in the log file. The installer was failing with the error: \[Microsoft]\[ODBC Driver 17 for SQL Server]\[SQL Server]'trim' is not a recognized built-in function name. | 2022 October Minor 20.11.45 |
| EFIN-90610 | Update the Backs of Forms for W2 and 1099-R for Tax Year 2022 | The backs of forms W2 and 1099-R are now updated for 2022 tax year information. | 2022 December Major 20.11.48 |
| EFIN-90609 | 2022 W2 Information in Employee Mobile App | The Employee Mobile App has been updated to display the 2022 W2 information. Employee Mobile App (EMA) v. 23.1 | 2023 February Major 20.11.52 |
| EFIN-90608 | 1099-MISC, 1099-NEC, 1099-INT, and 1099-G Form Updates for Tax Year 2022 | All 1099-MISC, 109-NEC, 1099-INT, and 1099-G forms are updated for the tax year 2022 formatting changes and current instructions on the backs of the forms. | 2022 December Major 20.11.48 |
| EFIN-90607 | Employee Access Center (EAC): 2022 1095-B/1095-C Forms Are Available | The 1095-B and 1095-C forms have been updated for the tax year 2022 in both the legacy and new versions of the Employee Access Center (EAC). | 2023 January Major 20.11.50 |
| EFIN-90605 | ACA: Update the Backs of the Forms for the 1095- and 1094-B and C for Tax Year 2022 | The backs of the 1095- and 1094-B and C forms have been updated for the 2022 tax year information. | 2023 January Major 20.11.50 |
| EFIN-90604 | ACA Install Tax Year Information | Affordable Care Act information used for processing the 2022 electronic file and providing the updated 2023 Affordability Factor and Poverty Level has been made available for 1095-B and 1095-C processing. The database update process will install this information for you. | 2022 December Major 20.11.48 |
| EFIN-88685 | W2 Mailer Box 14 Alignment | The values in Box 14 of the W2 mailer are slightly adjusted to print properly within the box and not on the line. | 2022 December Major 20.11.48 |
| EFIN-88676 | W2 and W2C Electronic Files No Longer Include Special Characters in Names | The W2 and W2C electronic files are modified so that names do not output with invalid characters. Names now include only hyphens, periods, apostrophes, spaces, letters A-Z, and digits 0-9 per IRS specifications. | 2022 October Major 20.11.44 |
| EFIN-88521 | In W2 Processing, Buttons Display Only If the User has Assigned Resources | In W2 Processing, the actions buttons, such as Employee W2 File Update, will only display if the user is assigned to the corresponding resources. | 2022 September Major 20.11.42 |
| EFIN-87927 | Streamlined Validation for Pay Runs in ACA 1095 Maintenance Setup Employer | Modified the validation of pay runs to only be performed when a user selects Calculate Total Employee Count. Previously, it was validating pay runs every time a user updated and saved the Employer Setup record. | 2022 November Major 20.11.46 |
| EFIN-85234 | ACA 1095 Creation Performance Issue | A modification was made to correct the slow performance experienced by some users when creating a large number of 1095s. | 2022 July Major 20.11.38 |
| EFIN-84654 | ACA - XML File Name is Editable for Corrected Records | The 1095 XML File Name is now editable for corrected records. The XML File Name field is now a dropdown field and dropdown values are populating as XML File Name from XML File Transmission Tracking which has the receipt id for that tax year. This change can enable the user to Update the XML File name. | 2022 December Major 20.11.48 |
| EFIN-84648 | Civil Rights Data Collection Maintain Location Information: Fatal Error Generated When Loading Records | The application is modified to correct a fatal error generated while running the load in the Civil Rights Data Collection under Maintain Location Information. | 2022 July Major 20.11.38 |
| EFIN-84031 | ACA Employer Setup Validation Changes | The Setup Employer page and 1095 Electronic Filing process have validation additions and changes related to members of aggregated ALE groups. Now a non-authoritative transmittal can be created for an aggregated ALE group. The ACA Setup Employer page has a new checkbox and field labeled Multiple Profiles for District. This has a very specific, limited use and will normally be cleared (not selected). If a district has multiple database profiles that need to submit ACA returns, and each site uses the same federal ID number(EIN), this checkbox should be selected on the authoritative transmittal. A field appears for a user to enter the 1095 counts from the non-authoritative transmissions, which will be added to the count in the electronic file for the authoritative transmittal. | 2022 August Major 20.11.40 |
| EFIN-84020 | W2C Foreign Address and Checkboxes | A modification has been made to the Create W2C process to include and print a foreign address. The process also identifies and prints the corrected status of the Statutory Employee, Retirement Plan, and Third Party Sick checkboxes. | 2022 July Major 20.11.38 |
| EFIN-84019 | Address Corrections to 1099-NEC Form | Corrections have been made to ensure that the second address line will print on the 1099-NEC Copy A form when there is no address 1 line. The recipient's address on the Copy-B form is also realigned to show in the envelope window for mailing. | 2022 December Major 20.11.48 |
| EFIN-81883 | 1099-NEC Address Formatting Issues | The Payee name is now shifted closer to the address section in the recipient's box and mailing address to eliminate the blank space. | 2022 September Major 20.11.42 |
| EFIN-81760 | W2C Box 13 Retirement Checkbox update | The Federal W2C creation was not correctly including the Box 13 check for Retirement coverage. This has been corrected. | 2022 June Major 20.11.36 |
| EFIN-80961 | Human Resources | Fixed an issue in Human Resources, Reference Tables, Personnel, Location: The Civil Rights Data Collection tab allows users to enter multiple organization locations for a record. In certain situations, a fatal error occurred when maintaining the fields. | 2022 May Major 20.11.34 |
| EFIN-80390 | Generate the W2 Electronic File Report for a Specific Control Number | The W2 electronic file report previously included all records for the Federal Tax ID even if a specific control number was selected. The generation of the W2 electronic file report has been corrected to include only records for a specific control number if one is selected from the Federal Tax ID Number list. | 2022 August Major 20.11.40 |
| EFIN-78944 | Human Resources: Modified the Affordable Care Act 1095-C Mailer Address Alignment | For the Federal 1095-C employee mailer, we have lowered the printing of the employee name and address to use the available space better, and meet Post Office Requirements. | 2022 April Major 20.11.32 |
| EFIN-78743 | 1095 Maintenance Address Field | The 1095 Maintenance page has been modified to allow multiple spaces between words in the address field. | 2022 August Major 20.11.40 |
| EFIN-78617 | Federal 1095-B: Fixed Advanced Search | Modified the Advanced Search on the 1095 Maintenance page to provide the ability to search based on valid 1095 fields (aca_employee) for either the 1095-B, 1095-C, or fields common to both. Fields exclusive to the 1095-C are labeled with - C. Resolved a potential fatal error related to changes in the employee table. | 2022 October Major 20.11.44 |
| EFIN-78105 | 1099-NEC: Resolved Issue Causing File to Be Rejected | The 1099-NEC electronic file has been corrected to match IRS Publication 1220, which only allows for Non-Employee Compensation and Federal Income Tax Withheld in the federal section. | 2022 October Major 20.11.44 |
| EFIN-77766 | Human Resources: Civil Rights Data Collection Fatal Error on Load | Corrected the issue where customers loading Civil Rights Data Collection information for the first time received a fatal error if they did not have the Federal Funding Organization Level defined in the set up. The software will not require the federal fund level if it is the current reporting period. | 2022 April Major 20.11.32 |
| EFIN-77586 | Ohio Local Tax Code Reference Table Changes and W2 Electronic File for CCA Reporting | The Local Tax Codes reference table and the Future Changes Tax Codes reference table have been updated for Ohio only to include a FIPS code and a Locality Code on the Vendor Tab. These codes must be correctly populated with CCA-accepted values for the CCA file to be output correctly. Reference table updates should be made BEFORE the Create W2 records is done. The W2 electronic file has been updated to conform to the CCA reporting requirements, outputting the CCA Municipal Code, FIPS code, and full locality name on the RS record. A minor change was made to the RA record for the Software Code field. | 2022 December Major 20.11.48 |
| EFIN-77552 | 1099-NEC Reverse Portrait Printing | The 1099-NEC will now correctly print in reverse portrait layout for the pressure seal form type when the option is selected. | 2022 August Major 20.11.40 |
| EFIN-77199 | Modifications for CT W2 Electronic File | Modifications have been made to print the RT record at the bottom of the electronic file in presence of records with employee type-R only and to print an RE record at the top of the electronic file when records with employee type-Q only are present. | 2022 August Major 20.11.40 |
| EFIN-77017 | MN - Corrected the 1099-NEC Box 7 Amount for an Alternate Vendor | A modification has been made to correctly load the amount in box 7 of the 1099-NEC and box 17 of the 1099-MISC for an alternate vendor. | 2022 August Major 20.11.40 |
| EFIN-74833 | Corrected 1099R Electronic File Taxpayer ID Number (TIN) | We have corrected the display of the 1099R Taxpayer ID Number in the option to create the electronic file. It defaults to the TIN that the District set up. This then creates the electronic file with the correct TIN rather than an asterisk when a user selects All. | 2022 September Major 20.11.42 |
| EFIN-72347 | 1099 MISC Forms Corrected Printing Amounts with Maximum Number of Digits | 1099 MISC is now printing the amounts properly when the amount contains the maximum number of digits. 1099 MISC, 1099 MISC Mailer, and 1099 MISC Utility forms have all been corrected with this fix. | 2022 September Major 20.11.42 |