Tax Year 2025 Year-End Updates 22.4

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):

1. Added the Amount Allocable to IRR,, Roth Contribution Year and FATCA Filing Requirement fields on the 1099-R Work File Maintenance page, 1099-R Edit List, 1099-R Electronic File, and the Detail and Summary Reports generated with the electronic file.

2. Corrected the IRSTAX.txt electronic file to be sent to the FASLOGDIR directory and not open as a report.

3. Corrected an issue where the rptdtl.rpt - 1099-R Edit Detail Report: Tax Year XXXX would not be generated when selecting the Screen Destination in the print page.

4. Modified the rptdtl.rpt - 1099-R Edit Detail Report: Tax Year XXXX and the sum1099.rpt - 1099-R Edit Summary Report to match eFinancePlus standards.

5. Modified the 1099Raudit.rpt - 1099-R Audit Report to remove references to box numbers and align with the fields on the 1099-R Work File Maintenance page.

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