Tax Year 2025 Year-End Updates 22.4
Federal Reporting
The following updates were released for eFinancePlus 22.4 during the tax year 2025. This includes releases from April 2025 through March 2026 and is updated with each release.
Reference | Area | Release Note | Release Information |
|---|---|---|---|
EFIN-141994 | FLSA OT Exclusion - ACA Hours Tracking | Updated Human Resources > Periodic Routines > ACA Hours Tracking to exclude hours for pay codes where the FLSA flag equals 'Y' (System Calculated) or 'M' (Manually Calculated) from all hour calculations and totals. Hours with 'N' (Not FLSA) flags continue to be included as expected. When working in the ACA Hours maintenance page, any pay code with an FLSA flag of Y or M will no longer be available for selection. If a pay code with one of these FLSA flags is included in an import file, the system will return an error. When loading hours from either Check History or the Calendar Days option, FLSA pay codes will not be selectable, and if the pay code field is left blank, any hours related to FLSA pay codes will be excluded. Similarly, in the hours conversion table, pay codes flagged as FLSA Y or M will no longer be available for selection. | 2026 January Year End Release |
EFIN-139274 | Improved Positioning on 1099-MISC and 1099-NEC Printed Mailers | Menu path: Fund Accounting > Periodic Routines > 1099 Processing When printing both 1099-MISC and 1099-NEC mailers, the position of the second panel has been adjusted so it doesn’t overlap the perforation. | 2026 January Monthly |
EFIN-139285 | Employee Access Center (EAC): 2025 1095-B and 1095-C Forms Are Available | The 1095-B and 1095-C forms have been updated for the tax year 2025 in EAC. | 2026 January Monthly |
EFIN-139272 | 2025 W-2 Now Available in Employee Access Center (EAC)- | The updated W-2 form for 2025 is now available in Employee Access Center. | 2025 December End of Year |
EFIN-139273 | Employee Mobile App: 2025 W2 Information Available | The Employee Mobile App is now updated to display the 2025 W-2 information. | 2025 December End of Year |
EFIN-140505 | EAC - Modify Salary and Benefits - Tax Information to display new field for Opt for 1095 if District Configuration Opt for 1095 is Y | This enhancement enables districts to comply with the Paperwork Burden Reduction Act and Employer Reporting Improvement Act by allowing employees to opt-in to receive their 1095 forms (B or C) rather than automatically providing them to all employees. When a district chooses to take advantage of these new federal rules, they must post a clear notice that employees can request a copy of their 1095 form. The Employee Access Center (EAC) supports this by displaying a customizable disclaimer message on the Tax Information page, which can also be posted on the district's website. Employees visiting the Salary and Benefits - Tax Information page will see a new "Opt for 1095" field (when enabled by the district) where they can indicate whether they want to receive their 1095 form and choose between electronic or printed delivery. The existing "Printed 1095" field has been moved to a new storage location in the User Defined Window 31001 to support this functionality. Districts control whether employees see the opt-in field through a configuration setting in Human Resources - Periodic Routines - 1095 Maintenance, and can customize the disclaimer message to inform employees about their rights to request forms. This gives districts the flexibility to reduce paperwork burden while ensuring employees who need their 1095 forms can still receive them in their preferred format. | 2025 December End of Year |
EFIN-141117 | Remove Double Quote From Loaded 1099 Address Fields | Fund Accounting > Periodic Routines > 1099 Processing > Create 1099 Work File The double quote (“) character is now removed from vendor address fields when loading them into the 1099 work files. | 2025 December End of Year |
EFIN-140508 | 1095 printing opt-in and restart functionality | Menu path: Human Resources - Periodic Routines - 1095 Printing The 1095 Printing process now supports opt-in printing based on employee preferences if the district enables the option in Human Resources - Periodic Routines - 1095 Maintenance - District Configuration - Opt for 1095 Forms. The 1095 printing now also includes an option to restart printing using criteria matching the last good control and social security numbers. | 2025 December End of Year |
EFIN-139729 | Copy W2 Information Now Saves Pay Frequency | An additional field is now being saved when running Human Resources > Periodic Routines > Year-End > W2 Processing > Copy W2 Information. The employee’s pay frequency from Employee Information is now saved for later reference. | 2025 December Monthly |
EFIN-139717 | 1099-NEC Box 3 Added to Replace 1099-MISC Box 14 | Beginning with the 2025 tax year, excess golden parachute payments must be reported in Box 3 of Form 1099-NEC. This was previously reported on Form 1099-MISC. The Box 3, Excess Golden Parachute Payments, is now added to the 1099 NEC and removed from Box 14 in the 1099 MISC. This includes a new addition to the Setup 1099-MISC/NEC Parameters, providing a deduction code and minimum amount reportable for box 3 and a box 3 to maintain in the Maintain 1099-NEC Work Files option. The Box 3 amount is not reported with the IRS FIRE submission system, so is not included in the electronic file. Golden Parachute payments can no longer be filed through the FIRE System. This includes current-year and prior-year payments. Golden Parachute payments must be filed using the Information Returns Intake System (IRIS) or on paper. Payments filed through the FIRE System that need to be corrected must be filed on paper. | 2025 December Monthly |
EFIN-140504 | Added District Configuration to 1095 Maintenance to Establish the District's Choice for Providing 1095 Forms | Menu path: Human Resources > Periodic Processing > 1095 Maintenance The District Configuration option will allow users to maintain the value of ‘Opt for 1095 Forms’ for the district. If the box is checked, employees must opt in to receive a 1095 form. Changing the District Configuration value will also mass-change the employee values of ‘Opt for 1095’ as noted by the Excel spreadsheet generated. | 2025 December Monthly |
EFIN-140503 | ACA Opt-in to Print: User defined window 31001 Now Includes Fields to Define How Employees Receive the Forms | The Defined Window, page number 31001 - EAC Print Option Screen, now includes fields for opting into receiving a 1095 form and selecting preferences for printed or electronic copies, with default values initially updated. The default for Opt for 1095 is set to Y for all employees to receive a 1095 and the Printed 1095 is defaulted to the employee’s election in Employee Access Center. The W2 field label is also revised for consistency. | 2025 December Monthly |
EFIN-139270 | New allowable value (Y) for 1099-R Box 7 Distribution Code | The Distribution Code field (Box 7) of the 1099-R is now updated to allow the new code Y to identify a qualified charitable distribution (QCD). | 2025 December Monthly |
EFIN-141118 | 1099-MISC edit list totals corrected for Excel | Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing Totals on the 1099-MISC Edit List Excel report are now updated to exclude Box 17 values and display Box 18 totals in the correct field. | 2025 December Monthly |
EFIN-139269 | 1099-MISC, 1099-NEC, 1099-INT and 1099-G Form Updates for Tax Year 2025 | All 1099-MISC, 1099-NEC, 1099-INT, and 1099-G forms have been updated with the 2025 tax year formatting changes and current instructions on the back. Forms with preprinted fronts are no longer supported. | 2025 December Monthly |
EFIN-139268 | Updated Backs of W2 and 1099-R Forms for Tax Year 2025 | The backs of forms W2 and 1099-R have been updated for the 2025 tax year information. Forms with preprinted fronts are no longer supported. | 2025 December Monthly |
EFIN-136108 | ACA Tax Year Information and 2026 Affordability Factor and Poverty Level are Now Available | Affordable Care Act information for processing the 2025 electronic file and providing the updated 2026 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. | 2025 December Monthly |
EFIN-132580 | Updated process to report corrected records in ACA electronic file | HRM > Periodic Routines > 1095 maintenance When correcting ACA records both the corrected record AND the original record were incorrectly updated with the new record ID and XML name for the correction file. This is now corrected so that only the corrected record should be updated with the new XML record ID and XML file name ensuring original records remain unchanged and files can be regenerated accurately. | 2025 December Monthly |
EFIN-124167 | Software Vendor information update for 1099 files | Software Vendor fields in the T record for 1099 electronic files have been updated to reflect accurate legal name, address, contact name, and phone number for PowerSchool. | 2025 December Monthly |
EFIN-131761 | Future Changes Local tax Codes load error resolved | In Human Resources > Reference Tables > Future Changes > Local Tax Codes selecting the Load option, backing out of the option, and selecting it again resulted in a fatal error. This issue and an alignment issue in the PDF report are now corrected. | 2025 December Monthly |
EFIN-130954 | W2C electronic file updated to exclude erroneous RS records | The W2C Electronic File Detail Report is now updated to exclude erroneous RS records that were being generated. | 2025 December Monthly |
EFIN-134199 | 941 Quarterly Federal Tax Report load corrected | Menu Path: HRM > Reports > Periodic Routines > 941 Quarterly Federal Tax Return > Load An issue is now corrected which caused the amounts in Part 1 and Part 2 to be limited by the checks in the pay runs entered. The pay runs entered are now only used to calculate the employee count in Part 1. | 2025 July Escalation 22.4 |
EFIN-133248 | Fixed apostrophe display issue in 941 Quarterly Federal Tax | Menu Path: Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return - Search/Add record In the 941 Quarterly Federal Tax Return maintenance screen labels containing an apostrophe in the Part-1, Part-2, Part-3 and Part-4 tabs are now displaying correctly. | 2025 July Monthly 22.4 |
EFIN-132319 | 941 Quarterly Federal Tax Return - Load includes pay run in selection criteria | Menu Path : HRM > Reports > Periodic > 941 Quarterly Federal Tax Return > Load The 941 Quarterly Federal Tax Return - Load was not consistently selecting data for Part 1 and Part 2 based on the pay run entered. This has been corrected. | 2025 June Monthly 22.4 |
EFIN-124490 | 1099-R updates for consistency with Fund Accounting 1099s and eFinancePlus. | The following items are now addressed in 1099-R Processing (Main Menu > Human Resources > Periodic Routines > Year End > 1099-R Processing):
| 2025 April Monthly 22.4 |
EFIN-128339 | ACA Hours Tracking - Hours Conversion Table - Correct the code to recognize multiple pay groups for a record on the Load | Human Resources > Periodic Routines > Affordable Care Act > ACA Hours Tracking > Hours Conversion Table. An issue was preventing the Load from recognizing more than one pay group for a table record. This has been corrected. Now, the Pay Groups field functions the same as the Job Class and Pay Code fields to allow for multiple values to be entered and recognized during the Load. | 2025 April Monthly 22.4 |
EFIN-129188 | Correct generation of RCS records when generating Ohio file from non-Ohio sites | The electronic file creation process has been corrected to identify Ohio wages & taxes from both the first and second state boxes for W2C records. This previously prevented non-Ohio customers from creating the W2C electronic file to submit to Ohio. | 2025 April Monthly 22.4 |