UB 8202 Accounting CS Software Update v.2014.1.12

UB 8202 Accounting CS Software Update v.2014.1.12
Accounting CS, v. 2014.1.12
User Bulletin 8202: Software Update
February 5, 2015
TO
Users of the Accounting CS® software.
This user bulletin explains changes made for this release of Accounting CS.
CONTENTS
CHANGES..................................................................................................................................................... 1
General ...................................................................................................................................................... 1
Accounting ................................................................................................................................................. 1
Accounting CS Client Access .................................................................................................................... 1
Reports ...................................................................................................................................................... 2
Report Designer ........................................................................................................................................ 2
Payroll compliance .................................................................................................................................... 2
Payroll form and filing information ............................................................................................................. 2
HELP & SUPPORT ....................................................................................................................................... 3
Help & How-To Center .............................................................................................................................. 3
Product support ......................................................................................................................................... 3
Website resources and email subscription ................................................................................................ 3
Accounting CS Ideas Community .............................................................................................................. 3
CHANGES
General
We have addressed an isse that caused the application to close during attempts to back up a client
record from the File > Client Data Management Utility screen if it contained a contact whose address had
been verified multiple times.
Accounting
We have addressed an issue that caused the application to close during attempts to print from the
Actions > View Account Activity dialog when the current GL account details included a voided transaction.
Accounting CS Client Access
We have addressed an issue that caused payroll check transactions that were entered by the client in
Accounting CS Client Access to be unavailable to edit, delete, void, or reverse in the Actions > Enter
Transactions screen in Accounting CS.
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Reports
We have updated the following reports.
 The Tax Code Groupings accounting report now includes custom tax codes as a subgroup of the
parent tax code group. Also, the parent tax code group now displays a grand total amount if it
includes any unit and/or subcode subgroups.
 The Tax Code Worksheet accounting report has been updated to address a typographical error that
occurred in some conditional expressions.
Note: If your firm has modified the predefined version of a report, the application will not overwrite your
existing report with an updated version. If this is the case, you will need to make the necessary changes
to your customized report manually or you will need to restore the latest predefined version using the
Report Designer. To do the latter, select the report from the Reports list pane in the Report Designer and
then choose File > Restore Default.
Report Designer


We have added the Tax Code Subcode and Tax Code Custom Description variables to the Chart of
Accounts > Accounts section of the variable tree.
We have addressed an issue that prevented the application from updating an existing Row or Col
function when it referenced a range of rows or columns that moved in the design grid due to the
insertion or deletion of other rows or columns.
Payroll compliance




Forms 1095-C and 1094-C have not yet been finalized by the IRS, so the forms are not yet available
in the application to print. However, you can enter data and preview information on the draft forms by
choosing Actions > Edit Payroll Tax Forms and selecting 1095-C in the Form type field. When the
forms have been finalized and approved, we will make them available in a future application update.
Connecticut. For those employers who issue 24 or fewer W-2 forms, the Connecticut Department of
Revenue Services has suspended the mandate that Form CT-W3 (drs) be filed electronically.
Because of this change, we have again made the Paper filing method available for the form.
Note: The electronic filing mandate is still in effect for employers filing 25 or more W-2 forms.
Idaho. We have addressed an issue that caused the application to omit Form 967 refund amounts
from certain positions within the RV record of the Form W-2 Copy 1 internet file.
Ohio. The state requires that payments for state and school district income tax withholding returns be
filed using the Ohio Business Gateway (https://ohiobusinessgateway.ohio.gov\obg). We continue to
work with the state to establish a testing and software transmission environment to provide the ability
to electronically file Forms IT-501, IT-941, IT-942, SD-101, and SD-141 within the application.
Because the testing and software transmission environment is still being set up and Form IT-501 is
due by February 15, 2015, we recommend that you file electronically via the alternate web file option
available from the Ohio Business Gateway. Once we have been approved for filing, we will add the
filing methods Electronic and Electronic with Payment for Forms IT-501, IT-941, IT-942, SD-101, and
SD-141 to the Forms grid in the Payroll Taxes tab of the Setup > Clients screen.
Payroll form and filing information
The Payroll Form and Filing Information portlet on the Home or Firm dashboard provides the following
information: form approval status, form availability, available filing methods, form due dates, form filing
addresses, tax payment information (for all tax types), agency contact information, new hire reporting
information, payroll resources, and tax calendar (to view and print tax deposit due dates and form due
dates for all federal, state, and certain local tax agents). Click the applicable jurisdiction on the map to
display the federal, state, and local tax form information within the tabbed pages in the lower section of
the portlet. For information on working with portlets, enter Dashboard portlet: Payroll Form & Filing
Information in the search field on the application toolbar.
Important! Click here to open a detailed list of v.2014.1.12 additions or updates for new hire files, tax
agents, payroll tax forms, and payroll tax tables.
Copyright 2009 – 2015 by Thomson Reuters. All rights reserved.
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HELP & SUPPORT
Help & How-To Center
For answers to questions on using Accounting CS, access the Help & How-To Center by choosing Help >
Help & How-To, by clicking the
button on the toolbar, or by pressing CTRL+Y. You can also use the
search field on the toolbar to search for topics. For more information, including sample searches, see
Finding answers in the Help & How-To Center.
Product support
From the Support Contact Information page on our website, you can complete a form to send a question
to our Support team. To speak directly with a Support Representative, call (800) 968-0600, press 2 for
Product Support, and listen to the available options. Normal weekday support is available from 9:00 a.m.
to 8:00 p.m. eastern time. For additional details (including extended support hours for tax season and
hours for other applications), visit the Support section of our website. You can also access the Support
section from within Accounting CS by choosing Help > Additional Resources > General Support
Information.
Website resources and email subscription
Visit our website to access the ARNE Community (an online user forum), to learn about training courses,
to view blogs and articles, and more. You can access the website from within Accounting CS by choosing
Help > On the Web > CS Professional Suite Home Page.
We issue software update notices via email. You can sign up to receive these notices by visiting the My
Account section of our website. You’ll need to create a web account (if you don’t already have one) and
then sign up for the Email Subscription service where you can indicate which notices you want to receive.
Accounting CS Ideas Community
The Accounting CS Ideas Community is a forum in which you can share ideas with other users and
provide feedback and suggestions to our development team. Through the forum, you can also upload and
share customized reports, financial statements, letters, or check layouts that might be helpful to other
firms. The enhancements that have been implemented based on customer suggestions voiced in the
community are highlighted on the User Bulletin. For more information on accessing and participating in
the community, see Ideas Community.
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