Important: Some anti-virus programs are preventing our programs from being updated during the patch process.  If you still have the same problems after updating, you will need to do a full installation from our website, and on future updates, make sure that you TURN OFF Virus protection before updating.

VERSION 2020.10.15
This program patch updates your programs for all changes through 10/15/2020.  The following items have been added since the last release dated 10/02/2020.

Payroll Program 
1) Update Form 941 for 3rd quarter e-file. Can Now e-file if an amount is entered on line 24 (Deferred amount of the employee share of SS tax included on line 13b)
2) Updated Forms 943 and 944

1040 Program 
1) Updated Form 8582 for modified AGI on line 7 (Note: Must check box under Setup/Program Options menu while in a return for new calculation)
2) Updated Partnership and S Corporations K-1 input to transfer Section 1231 gain/loss to Form 8582 (see note above)

VERSION 2020.10.02
This program patch updates your programs for all changes through 10/02/2020.  The following items have been added since the last release dated 9/11/2020.

Payroll Program 
1) Update Form 941 for 3rd quarter e-file. Cannot file if an amount is entered on line 24 (Deferred amount of the employee share of SS tax included on line 13b

1040 Program 
1) Updated line 2 of Form 8867 to print N/A when there is HOH only
2) Added new code on Schedule D/Form 8949 for Worthless (long and short term)

1120-S Program 
1) Corrected Access violation error when trying to e-file a return when shareholder has EIN and 199A income

Sales Tax Program 
1) Updated database for new bank routing number

VERSION 2020.09.11
This program patch updates your programs for all changes through 09/11/2020.  The following items have been added since the last release dated 7/24/2020.

Payroll Program 
1) Added revised Form 941 for 3rd quarter (Rev. 7/20)
2) Updated message for the MMREF import when employee is listed more than once

Depreciation Program 
1) Removed non-depreciable assets from the UBIA report

1040 Program 
1) Corrected Schedule E supporting schedules printing for line 19-other expenses
2) Corrected 2210 Estimated payments when using the schedule for “more than 4 payments”

Excise Tax Program 
1) Updated input screen for Form 6627, Part I
2) Corrected Form 720, Schedule C – causing rejects when using multi-rate schedule

1120 Program 
1) Corrected NOL input screen to include all years

1065 Program 
1) Updated supporting schedule for Schedule K, line 9c “1250 gain worksheet”

VERSION 2020.07.24
This program patch updates your programs for all changes through 07/24/2020.  The following items have been added since the last release dated 7/17/2020.

1041 Program 
1) Corrected Form 8995/8995-A, Taxable Income Before QBI that caused IRS reject RO-205
2) Added diagnostics if capital gains amount has not been entered on the QBI worksheet, line 12

VERSION 2020.07.17
This program patch updates your programs for all changes through 07/17/2020.  The following items have been added since the last release dated 7/10/2020.

1041 Program 
1) Corrected Form 8995/8995-A, Taxable Income Before QBI that caused IRS reject RO-205

1040 Program 
1) Added new feature under Setup/Program Options to always print Form 5329 if anything is entered in Parts 2-9

F1120 Program 
1) Corrected link to the DOR’s website on the General Information page

VERSION 2020.07.10
This program patch updates your programs for all changes through 07/10/2020.  The following items have been added since the last release dated 7/03/2020.

Payroll Program 
1) Corrected printing for Form 941, page 3 when using the print return icon
2) Lines 5a(i) and 5a(ii) overrides will now carryover to the 941 Worksheet, Step 2

1040 Program 
1) Corrected 1040 Extensions (4868) showing as “1040-X” in Web Service
2) This patch is required to be able to e-file 1040-X on 8/17/2020

Excise Tax Program 
1) Corrected Schedule 2 (Form 8849), Total Refund printing wrong amount. (e-file was correct)

VERSION 2020.07.03
This program patch updates your programs for all changes through 07/03/2020.  The following items have been added since the last release dated 6/19/2020.

GA Sales Tax Program
1) Updated rates for third quarter

Payroll Program 
1) Form 941, second quarter (Rev. 4-20) is now final

1040 Program
1) Corrected line 1 of the Schedule D loss carryover worksheet (line number printing wrong)

1120 Program
1) Updated Form 8827 (Rev. 5-20)

Excise Tax Program 
1) Corrected attachments for monthly filers on Form 8849
2) PIN will now print on Form 8879-EX (8849)
3) Corrected Form 720 e-filed returns from rejecting when checking box “one time filing” instead of filling out Schedule A 

F1120 Program 
1) Updated Subtraction Schedule, line 3 to calculate NOL at 100% (must check box in schedule) 

VERSION 2020.06.19
This program patch updates your programs for all changes through 06/19/2020.  The following items have been added since the last release dated 5/29/2020.

Corrected errors when installing to certain networks

GA Sales Tax Program 
Updated motor fuel rates for the June return

GA Tangible Program 
Corrected Page 2, line 17 printing the entire name and address

Excise Program
1) Form 2290 will be available for e-file on July 1, 2020
2) Updated 720 and 8849 forms for second quarter filing

1120 Program
1) Updated the NOL schedule to remove the 80% limitation that was repealed due to COVID-19

1040 Program
1) Updated mailing addresses for estimated taxes
2) Removed invalid diagnostics for 1040-NR returns that has no income other than a Form 8582 to carry forward the Schedule E loss
3) Added a check box for Rev. Proc.2020-27 to allow relief due to COVID-19 if you were required to leave certain countries

Federal Programs
1) Updated interest rates for late filing returns for 3rd quarter 2020

VERSION 2020.05.29
This program patch updates your programs for all changes through 05/29/2020.  The following items have been added since the last release dated 5/22/2020.

Excise Tax Program 
Added Form 720-X

1065 Program
1) Corrected diagnostics message “Schedule B, line 25 not complete” for new returns only. Rolled over returns are correct
2) Corrected Line 20, Code Z from printing when overriding Schedule K, line 20Z, Section 199A income

1120S Program
1) Corrected Line 17, Code V from printing when overriding Schedule K, line 17V, Section 199A income

VERSION 2020.05.22
This program patch updates your programs for all changes through 05/22/2020.  The following items have been added since the last release dated 5/01/2020.

Web service
Form 8849 schedules can now be e-filed every month instead of quarterly

1040 Program
1) Added description on Form 8283 when Form 1098-C is attached for vehicles 
2) Added new line on Form 1045-A for 5-year carry back due to corona virus policies

Payroll Program
1) Updated Form 941 for the April 2020 (Draft) revision for new corona relief credits. E-file will be available at a later date

VERSION 2020.05.01
This program patch updates your programs for all changes through 05/01/2020.  The following items have been added since the last release dated 4/24/2020.

F1120 Program
1) Due Date for F1120 has been extended to 8/3/2020. Payment and last day to file an extension has been extended to 6/1/2020

Excise Tax Program
1) Changed period that prints on Form 8879-EX when filing Form 8849
2) Updated Schema version for Form 720

1040 Program
1) Corrected amount from Qualified Dividends Worksheet transfer to 1040, line 12a in certain cases

VERSION 2020.04.24
This program patch updates your programs for all changes through 4/24/2020.  The following items have been added since the last release dated 4/17/2020.

Due Dates for second estimated tax payment is now July 15, 2020

F1120 Program
1) Corrected e-file error when EFIN is missing

Excise Tax Program
1) Expanded the data entry for fields on Form 8849, Schedule 1, 2, 3, 5, and 8
2) Corrected E-file error on prior year Form 720

Payroll Program
1) Updated Form 7200

VERSION 2020.04.17
This program patch updates your programs for all changes through 4/17/2020.  The following items have been added since the last release dated 4/10/2020.

Due Dates for 990, 990-EZ, and 990-T have been updated to 7/15/2020 per IRS

1040 Program
1) Removed diagnostics for Form 8995, line 12

Excise Tax Program
1) Added Form 8833 to the 720 program
2) Corrected Schedule C (Form 720) for “month your income tax year ends”

FL Sales Tax Program
1) Corrected line 7 on the surtax worksheet

VERSION 2020.04.10
This program patch updates your programs for all changes through 4/10/2020.  The following items have been added since the last release dated 4/03/2020.

1040 Program
1) Added new IRS feature to file no income returns (Economic Impact Payment Plan) with direct deposit information
2) Added ability to enter routing/bank account information for balance due returns to receive stimulus by direct deposit (IRS will not use bank info from payment record for direct deposit)
3) Updated 1040-ES worksheet, line 13 for estimated taxes

FL Tangible Program
1) Business location will now print on Manatee County Extension form

1041 Program
1) Added override to QBI Worksheet for lines 11 and 12.
2) Total for Code I, line 14 will now print on the K-1 supplemental schedules

Excise Tax Program
1) Supplemental Schedules for Governmental Unit information will now carry to next quarter

VERSION 2020.04.03
This program patch updates your programs for all changes through 4/03/2020.  The following items have been added since the last release dated 3/27/2020.

Added  New Form 7200 (Advanced Payment of Employer Credits Due to COVID-19) to the Payroll Program

Removed question marks from Transmittal letters next to installment dates 

1040 Program
1) Added a check box to Partnership K-1 input screen to force PTP loss to Passive

1041 Program
1) Updated fatal diagnostic message for Qualified Disability Trust

Excise Tax Program
1) Form 8849, Schedule 2 - Changed supporting schedules for Government Unit information to include line numbers

FL Sales Tax Program
1) Updated due dates on Solid Waste and E911 returns

VERSION 2020.03.27
This program patch updates your programs for all changes through 3/27/2020.  The following items have been added since the last release dated 3/20/2020.

Payroll Program is now available

Excise Tax Program is now available

Due Dates for 1120, 1040/1040-NR, 1041, 7004 and 1rst installment of estimated tax have been updated to 7/15/2020

Due Dates for FL Sales Tax February returns has been extended to March 31, 2020; March returns has been extended to April 30, 2020.  To use the new due dates check the box above where the due dates are displayed.

Final Forms Added:
1) Form 8844

GA Sales Tax Program
1) Updated rates for second quarter

1040 Program
1) Corrected Schedule E taxes and interest transferring to Schedule A when property is vacation property
2) Corrected IRS rejects on Form 1310 for phone number 

1041 Program
1) Corrected recalculation problem on Schedule B, line 1 when overriding on line 9

990 Program
1) Added Schedule M, Non Cash Contributions

1065 Program
1) Corrected returns rejecting from IRS for xml errors

VERSION 2020.03.20
This program patch updates your programs for all changes through 3/20/2020.  The following items have been added since the last release dated 3/13/2020.

Payment date for 1040 and 1120 returns can now be extended to 7/15/2020 (look at the bottom of the 1040 and 1120).  However, at the time the program went out, IRS was rejecting this payment date.  We expect the IRS to update their system during the week.

1040 Program
1) Corrected IRS Reject for xml error caused by rounding error on Form 8995-A
2) Corrected Form 6251, page 2, line 27
3) Added override for users who need the worksheet in Pub 590-B

1041 Program
1) Added Form 8995/8995-A
2) Corrected IRS Reject for xml error caused by rounding error on Form 8995-A

F1120 Program
1) Added override to Schedule II, line 3 for users who don’t want to use the Saxtax NOL worksheet (FYI-If overridden, the worksheet won’t get reported to DOR, you will have to manually attach your own)

Fl Sales Tax Program
1) Added more Reports for printing

VERSION 2020.03.13
This program patch updates your programs for all changes through 3/13/2020.  The following items have been added since the last release dated 3/06/2020.

Final Forms Added:
1) Form 1040-ES(NR)

1065 Program
1) Corrected Schedule F transferring back to 1065 when material participation is not checked

1040 Program
1) Corrected Form 6251, lines 13 and 20 calculating on certain returns
2) Corrected Form 8582, line 7, Modified AGI on certain returns
3) Corrected IRS Reject for error caused by rounding error on Form 8995-A

Excise Tax Program
1) Corrected Form 2290 for error on Credit Card payments

VERSION 2020.03.06
This program patch updates your programs for all changes through 3/06/2020.  The following items have been added since the last release dated 2/28/2020.

Added 990-N for e-file

1040 Program
1) Corrected Form 8995/8995-A, last digit of SSN getting cut off
2) Third Party Designee will now default to “Discuss with Preparer” on new returns
3) Corrected Form 8606, line 25 transferring to 5329, line 1 for spouse
4) Corrected Form 8879, year for Spouse
5) Corrected description for SS Worksheet, line 3
6) Corrected printing for 2017 tax return with Schedule E
7) Corrected Schedule 2, line 8 code c check box when filing Form 8960 or 8959

Fl Sales Tax Program
1) Added Reports for printing

1065 Program
1) Corrected page 3 printing for “Designation of Partnership Representative”

F1120 Program
1) Corrected Fiscal year returns from rejecting

VERSION 2020.02.28
This program patch updates your programs for all changes through 2/28/2020.  The following items have been added since the last release dated 2/21/2020.

1041 Program
1) Corrected Schedules C and F transferring back to 1041 when material participation is not checked

1040 Program
1) Corrected Schedules C and F transferring back to 1040 when material participation is not checked
2) Corrected IRS Rejects for error F8895A-001 caused by rounding error on Form 8995-A 

1065 Program
1) Removed Forms 8866 and 8697 from printing when not required

1120 Program
1) Removed Forms 8866 and 8697 from printing when not required

VERSION 2020.02.21
This program patch updates your programs for all changes through 2/21/2020.  The following items have been added since the last release dated 2/19/2020.

1040 Program
1) Added “other” for a dependent for Head of household
2) Corrected diagnostic on Form 8863, life time learning credit when an amount is hidden in background
3) Corrected changing from Taxpayer to Spouse on Form 8889
4) Corrected NPA printing on Schedule E, page 1
5) Corrected Form 8582, page 2 and 3, worksheets 5 and 6 from printing when all losses are allowed

VERSION 2020.02.19
This program patch updates your programs for all changes through 2/19/2020.  The following items have been added since the last release dated 2/14/2020.

Fl Sales Tax Program
1) Corrected DR-15EZ forms from rejecting from FL DOR
2) Corrected DR-15EZ forms printing line 3, Taxable Purchases

1040 Program
1) Added Detailed Schedules for 1040, page 2, line 17 
2) SSN’s will now drop in for items on Form 8995, line 1
3) Added message to enter K-1’s on QBI worksheet (now Form 8995) 

Excise Program
1) Added error message to not use Credit or Debit cards for payment option. IRS has suspended them until January 1, 2021

Tangible Program
1) Updated Volusia County Property Appraiser Address (New full installs only) 

VERSION 2020.02.14
This program patch updates your programs for all changes through 2/14/2020.  The following items have been added since the last release dated 2/7/2020.

Forms Added:
1) Estimated Tax Worksheet

Credits Reinstated by IRS
1) Form 5695, page 2 (2018 and 2019)
2) Form 4136, lines 10 and 12 (2018 and 2019)

Fl Sales Tax Program
1) Corrected line 9, Estimated tax paid saving problem. Line 9 disappeared after the return is e-filed with correct amounts
2) Added a “same as last month” button for line 9 estimated taxes
3) Certain Consolidated returns will now roll over
4) Corrected DR-15EZ forms from rejecting from FL DOR
5) Corrected interest from calculating on current Solid Waste returns
6) Out-of-State returns can now be e-filed

1040 Program
1) Corrected amount from Schedule E transferring to Schedule 1
2) Corrected returns rejecting when there is a carryover for the Qualified Business Deduction (Form 8995)
3) Corrected Worksheets 5 and 6 on Form 8582

1120-S Program
1) Corrected Access Violation error when trying to e-file returns with rental properties only
2) Corrected printed form for line J(2) spelling error

1120 Program
1) Updated input screen for Schedule K, line 24b

1065 Program
1) Updated input screen for 1065, page 3, line 24b

F1120 Program
1) Column 1 requires the loss for prior years to be entered with the negative sign for the NOL to calculate and carry back to the subtractions schedule. It only calculates 80% of the NOL per instructions

VERSION 2020.02.07
This program patch updates your programs for all changes through 2/7/2020.  The following items have been added since the last release dated 2/3/2020.

Final Forms Added:
1) Form 8845

1040 Program
1) Updated Form 6251, line 5 exemption worksheet. Also updated prior year’s worksheet since the change was retroactive to 2018. Will allow you to amend if necessary
2) Corrected IRS rejects due to wrong amount on Form 8962, line 28
3) Corrected Access violation error on Form 8829, line 1

Fl Sales Tax Program
1) Correct the selection of future dates when making a payment to DOR on Solid Waste and E911 returns
2) Corrected error when e-filing Solid Waste and E911 returns through web service
3) Corrected error message when sending consolidated returns for collection allowance
4) Confirmation number will now print on return

1041 Program
1) Added termination date for short year final returns
2) 7004's will now print the final check box for short year returns terminated early
3) Corrected K-1 amount for rental income going to correct line number

VERSION 2020.02.03
This program patch updates your programs for all changes through 2/3/2020.  The following items have been added since the last release dated 1/31/2020.

Off-line help has been updated and will require a full install

Some anti-virus programs cause our Sales Tax updates to fail.  If you have problems, TURN OFF Virus protection before updating.  (A full installation of SAXTAX will avoid potential problems)

Fl Sales Tax Program
1) Correct the selection of future dates when making a payment to DOR
2) Corrected error when e-filing returns through web service

1040 Program
1) Updated Dependent screen when claiming a Parent as a dependent
2) Updated Dependent screen when claiming EIC only for a child
2) Corrected Schedule 1, line 8, other income printing when there are two items entered

VERSION 2020.01.31
This program patch updates your programs for all changes through 1/31/2020.  The following items have been added since the last release dated 1/24/2020.

Sales Tax for Florida and Georgia is now available

Final Forms added:
1) Form 1040-X
2) Form 1120W
3) Form 8827
4) Form 990-T
5) Form 8917
6) Form 8936

Credits Reinstated by IRS
1) 2018 Schedule A, line 8d, Mortgage Premium Insurance Deduction added back. E-file it on 2-2-2020
2) Form 8844 added back for 2018/2019

1040 Program
1) Updated Diagnostics for Form 8867 when there are no children for EIC
2) Corrected Schedule E, page 2 printing when there are only amounts for line 41(Total from page 1) and line 43, real estate professionals 
3) Schedule E, page 2, line 43 will now calculate
4) Added warning that Form 8615 is changing due to late legislation, may want to hold off on from filing until the new instructions are out 
5) Added ability to enter other items on Schedule 3, line 13
6) Corrected Diagnostics when Dependent is disabled, warning still displays after all questions on Form 8867 are answered

Payroll Program
1) Updated e-file for Form 1094/1095 to strip out commas and periods in the company name causing rejects when e-filing

VERSION 2020.01.24
This program patch updates your programs for all changes through 1/24/2020.  The following items have been added since the last release dated 1/17/2020.

Final Forms added:
1) Form 5695
2) Form 990W
3) Form 1040-NR
4) Form 1045
5) Form 8606

E-file
1) 1040 e-file will be live on Monday 1-27-2020. This update is required or all 1040 returns will reject

Credits Reinstated by IRS
1) Form 5695, page 2
2) Form 8917

Payroll Program
1) Updated the mailing Address for Form 940 
2) Added hiring Start and End dates for 1094/1095 import 
3) Added feature to not print/e-file voided 1099’s
4) Updated Form 1098, box printing wrong year

Tangible Program
1) Update Account/Folio number for St Lucie County to 7 characters

1040 Program
1) Updated Diagnostics for EIC thresholds
2) Updated diagnostics for Schedule B, Part III
3) 1040/1040-SR, page 2, line 21c, checking and savings check box will now print
4) Updated Schedule 3, line 11 for SS Thresholds

1120-S Program
1) Corrected Schedule K-1, line 17, code V SSTB printing when a loss 

1065 Program
1) Corrected Schedule K-1, line 20, code Z SSTB printing when a loss 

1120 Program
1) Changed description on the supporting schedule for Contribution carryovers to next year (F1120 also changed to same as 1120)

VERSION 2020.01.17
This program patch updates your programs for all changes through 1/17/2020.  The following items have been added since the initial release dated 1/09/2020.

Final Forms added:
1) Form 461
2) Form 2210
3) Form 6765
4) Form 4136
5) Form 8960
6) Form 2220
7) Form 3468
8) Form 8879-S
9) Schedule M-3 (1065)
10) Form 8582
11) Form 8879
12) Form 8879-PE
13) Form 8878

Credits Reinstated by IRS
1) Form 8845 (2018 and 2019) (Draft Form)
2) Form 8936 (Draft Form)
3) Schedule A (1040), line 8d (Mortgage Insurance Premiums)
4) Schedule A (1040), line 3 (Changed back to 7.5% of AGI)

Payroll Program
1) Updated Social Security threshold warning message when transmitting W-2's electronically

1040 Program
1) Updated the Qualified Business Income Worksheet for prior year: Added override for line 12/34 to correct when capital gains on Schedule D, lines 15 or 16 is negative. This line should be zero plus qualified dividends in this situation.
2) Added Form 8917 but the final forms have not been posted by IRS yet. 

1120 Program
1) Corrected transmittal letter filing due date

1120-S Program
1) Corrected stockholder worksheet, line 3 Deductible Losses

Excise Tax Program
1) Updated Form 720, page 6, line 10a printing
2) Corrected Form 720, Part I, IRS number 60 when zeros are entered causing e-file rejects

VERSION 2020.1.9  (Initial version with access to annual returns)

Initial release.
Full installation required to update to the initial version.

VERSION 2020.12.16
This program patch updates your programs for all changes through 12/16/19.  The following items have been added since the earlybird's initial release dated 12/03/19.

FL Sales Tax Program
1) Corrected consolidated returns from rejecting

VERSION 2020.19.12.2 (Earlybird release)

Early release of 2020 programs including
•	Access to Depreciation and FL Tangible returns.
•	Data transfer for all annual returns (except for the 2290)
•	W-2 efiling is available starting December 9th (when FIRE system starts accepting uploads).