Tax Year 2024 Year-End Updates 22.4
Federal Reporting
The following updates were released for eFinancePlus 22.4 during the tax year 2024. This includes releases from April 2024 through March 2025 and is updated with each release.
Reference | Area | Release Note | Release Information |
|---|---|---|---|
EFIN-127895 | Updates to Copy W2 Information | The Human Resources > Periodic Routines > Year End > W2 Processing > Copy W2 Information process has been updated to handle possible NULL values in the core payroll records for some fields. This should resolve an issue reported by a few districts which results in local taxes being reported as blank instead of zero. For Maryland in particular, this was a exacerbated by the state wages and local wages being reported together, resulting in blanks for the state wages as well. | 2025 March Monthly |
EFIN-123616 | Modified 941 maintenance to remove excess whitespace in numeric values. | In the Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return maintenance, the prior method of storing data led to excess spaces being displayed in numeric fields. This required users to manually remove the blank spaces before modifying amounts. This has been corrected to store and display only the numeric value, and allow for easier editing. | 2025 February Monthly |
EFIN-124332 | W2C Print Option : Removed Reverse Portrait option as it is not functional | Menu Path : HRM > Periodic Routines > Year End > W2C Processing > Print W2Cs Removed the Reverse Portrait option under Laser Forms Criteria, as it was not functional. | 2025 February Monthly |
EFIN-126880 | Corrected the W2 Electronic File Detail Report Federal Tax Total (RT record) | On the W2 Electronic File Detail report, the Box 2(Federal Tax) total on the RT record is now corrected to sum up its respective Box 2(Federal Tax) amounts. The total was only incorrect on the report and the electronic file included the correct total. | 2025 February Monthly |
EFIN-124448 | Enhancement to the ACA Benefit Group Maintenance | Human Resources > Periodic Routines > Affordable Care Act > ACA Benefit Group Maintenance On the ACA Benefit Group Maintenance page, the Coverage Start Date and Coverage End Date fields in the Search Criteria section are now enhanced to operate with relational operators (>, <, >=, <=). Also when adding a record, regardless of the values entered in the Coverage Start Date and Coverage End Date in the search or detail, the Coverage Offered drop-down populates the distinct offer codes from all the years in the table with the description from the recent year. | 2025 February Monthly |
EFIN-124051 | Deposit Schedule Added to 941 Quarterly Federal Tax Return Employer Setup. | A new dropdown field for deposit schedule has been added to the employer setup screen for the quarterly federal tax return. The allowable values are ‘M - Monthly’ and ‘S - Semiweekly’. The default value for any existing employer setup records has been set to ‘M - Monthly’, consistent with preexisting functionality. Sites that are semiweekly schedule depositors should change this to ‘S - Semiweekly’. When loading data, the value from the employer setup will populate the corresponding checkbox on part 2 of the quarterly report data. This value will also be displayed on the PDF report. | 2025 January Monthly |
EFIN-126518 | W2 Electronic File Detail Report Correction to Box BB Total. | Human Resources > Periodic Routines > Year End > W2 Processing > Create W2 Electronic File - When generating the electronic file, the W2 ELECTRONIC FILE DETAIL REPORT: TAX YEAR XXXX (w2edit.rpt) was showing the total for the E box 12 RT record in the BB box 12 RT record. The amounts were correct for both RW records for each employee and in the electronic file in both the RW and RT records. The only issue was in the 1 field on the report. This has been corrected so now the RT - BB box 12 record is showing the sum of all the RW - BB box 12 records and not the sum of the RW - E box 12 records. | 2025 January Monthly |
EFIN-124581 | Allow Multiple Selection of Job Classes and Pay Codes on ACA Hours Conversion Table | Human Resources > Periodic Routines > Affordable Care Act > ACA Hours Tracking > Hours Conversion Table has been updated to allow multiple selections of job classes and pay codes per conversion record. This should minimize the number of conversion records required. | 2025 January Monthly |
EFIN-125936 | 1099-R B Records value for positions 21-40 now starting at position 21. | Human Resources > Periodic Routines > Year End > 1099-R Processing > Create 1099-R Electronic File In the electronic file, B record - Issuers Account Number for Payee - positions 21-40, this is the employee number from the eFP software. The IRS did not care if the value was left or right justified, but before this modification, it was being reported in the middle of positions 21-40. This modification starts the account number for the payee at position 21. | 2025 January Monthly |
EFIN-123607 | NEW Employee Access Center - W2 and W2C State ID Number Display Issue | An issue in the NEW Employee Access Center (EAC) caused the state ID numbers to not display on employee W2 PDFs. This issue is now corrected to display the state ID number for the W2 and W2Cs, and the functionality to correct the state ID number for W2C processing has been expanded. | 2024 December Monthly |
EFIN-122397 | 1099-INT Form Updates for Tax Year 2024 | The 1099-INT forms have been updated for the tax year 2024 with formatting changes and current instructions on the backs of the forms. | 2024 December Monthly |
EFIN-122401 | ACA Install Tax Year Information | Affordable Care Act information for processing the 2024 electronic file and providing the updated 2025 Affordability Factor and Poverty Level is now available for 1095-B and 1095-C processing. The database update process will install this information for you. | 2024 December Monthly |
EFIN-122402 | Updated Backs of W2 and 1099-R Forms for Tax Year 2024. | The backs of forms W2 and 1099-R have been updated for the 2024 tax year information. The 1099-R print options now include Copy 1 and Copy 2. The Copy D option has been removed. | 2024 December Monthly |
EFIN-122623 | Back of Form 1095-C Updated for Tax Year 2024 | The back of the 1095-C form is now updated for the 2024 tax year. | 2024 December Monthly |
EFIN-122626 | Employee Access Center (EAC): 2024 1095-B and 1095-C Forms Are Available | The 1095-B and 1095-C forms have been updated for the tax year 2024 in both the legacy and new versions of EAC. | 2024 December Monthly |
EFIN-122635 | Employee Mobile App: 2024 W2 Information Available | The Employee Mobile App has been updated to display the 2024 W2 information. | 2024 December Monthly |
EFIN-122637 | 2024 1099 Form Adjustments | We have corrected a number of minor issues with the 1099 forms primarily focusing on the alignment when using pre-printed forms. | 2024 December Monthly |
EFIN-122638 | 2024 W2, W2C and 1099-R Form Adjustments | Some minor formatting issues on the W2, W2C, and 1099-R print forms for 2024 have been corrected. | 2024 December Monthly |
EFIN-122639 | 2024 W2 and W2C Forms Now Available in Employee Access Center (EAC) | The W2 and W2C forms are now updated for the tax year 2024 in EAC. | 2024 December Monthly |
EFIN-121325 | Corrected W2-C Displaying Incorrect Corrections for Medicare and Non-Qualified Plan Amounts in Employee Access Center | In the new Employee Access Center, an error incorrectly identified the Medicare taxes and wages as an amount changed to zero when no change was made. This has been corrected to correctly identify the non-changing amounts as reflected by the printed W2-C and the information in the W2-C record. Versions 22.4 and 23.10 | 2024 October Monthly |
EFIN-115142 | Updates to Audit Logging for W2 & W2C | The W2 and W2C processes have been updated to expand the information being logged to employee activity. Several recently added fields are now supported in logging, as well as some additional information being added to all logging records. The table name for W2C will be upshifted from w2cemp to W2CEMP and it has been added as an option to the Employee Activity purge. Versions 22.4 and 23.10 | 2024 October Monthly Release |
EFIN-116671 | CRDC 2023-24 Updates | As part of this update, certificate areas can now be tied to a specific CRDC specialized area (Math, Science, etc.) in Human Resources - Reference Tables - Personnel - Certification Area. For select states, this ability will also apply to their certificate-related state-specific tables. The CRDC process and load will use these settings to automatically calculate the FTE for these areas when loading locations. Versions 20.11, 22.4, 23.10 | 2024 October Monthly Release |
EFIN-114994 | 1099-R Processing Page Title and Information Section Updates | Main Menu > Human Resources > Periodic Routines > Year End > 1099-R Processing > Print 1099-R Forms > Print All 1099-R Forms The page title is now "1099-R Processing - Print 1099-R Forms". The information section on this is also now updated to, "Use this option to print 1099-R forms." This change makes it match the other 1099 Print All Forms pages and removes incorrect information displayed. Versions: 20.11 , 22.4, 23.10. | 2024 October Monthly |
EFIN-120576 | 941 Quarterly Federal Tax Return. | A fatal error that occurred in the 941 Quarterly Federal Tax Return when additional medicare gross was encountered is now corrected. The load process is also now modified to include all pay groups in the employer setup option regardless of the pay rate status. | 2024 September Monthly |
EFIN-116606 | Affordable Care Act (ACA): Added validations to Setup Employer | In Human Resources, Periodic Routines, Affordable Care Act, 1095 Maintenance, the following validations have been added to the Setup Employer page.
| 2024 August Monthly 22.4.35 |
EFIN-113843 | 941 Quarterly Federal Tax Return reports run to Excel with All Information no longer display 0.00 for Total row in Employee column | In Human Resources, Reports, Periodic, 941 Quarterly Federal Tax Return, Reports, the FICA Tax Report, Medicare Tax Report, and Federal Tax Report, when run to Excel with All Information selected, displayed 0.00 in the Employee Number column on Total rows. This has been resolved. | 2024 August Monthly 22.4.35 |
EFIN-117866 | 941 Quarterly Federal Tax Report Now Allows Data Editing and Storage | In Human Resources, Reports, Periodic, the 941 Quarterly Federal Tax Return report is now updated to allow you to load the data, make necessary changes, and create the report. In addition, the report data is saved for historical purposes. You must complete Employer Setup on the 941 Quarterly Federal Tax Report action bar before you run the Load option for your first report. If you have multiple Federal Tax IDs, you can associate pay groups to each Federal Tax ID to assign employee data. After you complete Employer Setup, run the Load option to create the data for the report, then in the Reports option select the 941 Federal Tax Return Report to generate the report. The FICA, Medicare, and Federal Tax Reports are now available in the Reports option. These are still generated from the check history. | 2024 July Monthly 22.4.34 |
EFIN-113906 | Create Employee W2 File accepts unlimited dependent care and pension codes | In Human Resources, Periodic Routines, Year End, W2 Processing, Create Employee W2 File, Dependent Care and Pension Code entry has been changed to allow unlimited codes. The codes are now entered on the W2 Workfile Code Updates page, along with Box 12 and Box 14 codes. Previously, only 10 dependent care codes and 30 pension codes could be entered. | 2024 July Monthly 22.4.34 |
EFIN-116985 | ACA Hours Load Performance Improvement | In Human Resources, Periodic Routines, Affordable Care Act, ACA Hours Tracking, the Load (Check History) performance has been improved. Sites with many employees and rows in the hours conversion table should see a reduction in time to load ACA hours. | 2024 June Monthly 22.4.33 |
EFIN-115115 | W2C Electronic File: Removed the All option when selecting state records to include | In Human Resources, Periodic Routines, W2C Processing, on the Create W2C Electronic File page, when Include RS Records is selected and Additional Options section displays, in the Employee State Wages/Taxes Included field, the All option has been removed. This aligns the W2C process with the W2 process. The same state should be selected for both Employee State Wages/Taxes Included and Create State Format fields. The process has also been modified to allow the RCS records to generate correctly for the supported states of Illinois, Michigan, Minnesota, Ohio, and Pennsylvania when running for a district in any other state. | 2024 May Monthly 22.4.32 |
EFIN-115114 | All box 12 codes included in the W2C Electronic File now appear on the W2C Electronic File Detail Report | In Human Resources, Periodic Routines, Year End, W2C Processing, on the Create Electronic File page, the W2C Electronic File Detail report now includes original and corrected values for all Box 12 codes that are reported to the IRS on the W2C electronic file, in either the RCW or the RCO record for the individual employees. The amounts are also now included in the sum of the appropriate RCT and RCU total records for the report. There are five box 12 codes that are not reported on the electronic file and do not appear on the detail report as of Tax Year 2023:
| 2024 May Monthly 22.4.32 |
EFIN-114939 | 1095 Maintenance total employee count based on entered monthly pay runs | In Human Resources, Periodic Routines, Affordable Care Act, 1095 Maintenance, Setup Employer (Edit), Calculate Total Employee Count, the calculation has been modified to only look at the pay runs entered in Pay Runs for Total Employee Count Calculation, and assume that the pay runs entered in each month correctly include the 12th of the month. Previously, the system tried to add a calculation which resulted in inaccurate results. For example, if the pay run entered had the default or pay group start date of the last week in March, the default or pay group end date was the 1st week in May, and the pay run was entered in April in the Pay Runs For Total Employee Count Calculation section, then the calculation did not include employees in that pay run. However, April was the correct entry because the pay run included the 12th of April. The process now assumes the pay run entered for the months in the Pay Runs For Total Employee Count Calculation section includes the 12th of the month and does not try to calculate it. It will compare the ACA year on the employer record with the check history transaction date year to avoid including older records of reused pay runs. The transaction date will be the pay group end date for employees who had their time cards loaded or the default end date for employees who had their time cards keyed in. For a pay run that crosses years, the program will use a look-back period of 2 months into the prior year to ensure all appropriate records are included. | 2024 May Monthly 22.4.32 |
EFIN-113548 | Generate State Tax Tables now allows choice to round credits to nearest dollar | In Human Resources, Reference Tables, Payroll, State Tax Codes, on the Generate State Tax Table page, which is used to create additional tax tables from the annual tax table entered by a user, a new checkbox field, Dollar Round, has been added. The field only displays if there are Credits entered on the annual tax table. It defaults as selected, which rounds the credits to the nearest dollar. Clearing the Dollar Round option generates credits to the nearest cent. Previously, the system automatically rounded credits to the nearest dollar during the generate process. | 2024 May Monthly 22.4.32 |
EFIN-114709 | EEO Category value is now displayed on Employee Position History page | In Human Resources, Position Control, on the Position History and Employee Position History pages, the EEO Category value did not appear in display mode, but it did appear in edit mode. This has been resolved and the value will appear in display mode. | 2024 April Monthly 22.4.31 |
EFIN-114645 | EEO-5 Category titles updated to match government documentation | In Human Resources, EEO-5 Category titles have been modified to match the latest government documentation. The following menu paths reflect the updates:
The titles that have been changed are:
For the PDF Hard Copy report of the EEO-5 Data both Summary and Detail, categories 10, 15, and 18 are now abbreviated titles to be consistent with the changes and the other abbreviations on this report. | 2024 April Monthly 22.4.31 |