VERSION 2024.7.01 This program patch updates your programs for all changes through 7/01/24. The following items have been added since the release dated 6/24/2024.

Excise Tax Program
1) Added E-file to the 2290 return

GA Sales Tax Program
1) Updated rates for third quarter

VERSION 2024.6.24 This program patch updates your programs for all changes through 6/24/24. The following items have been added since the release dated 6/17/2024.

A Forms Module
1) Corrected Printing on Form 8038-CP for line 17a, Fixed Bond Rate check box
2) Corrected rounding on Schedule A, Form 8038-CP for bond rate percentage

1041 Program
1) Corrected E-file reject and Printing for Schedule G, Form 1041, line 1c

1040 Program
1) Corrected Access violation error on Schedule SE, line 2, worksheet for ministers
2) Schedule C, page 2, Part V will now print if the only item is them Schedule C, page 1, line 27a is Nondeductible expenses from Pub 517

VERSION 2024.6.17 This program patch updates your programs for all changes through 6/17/24. The following items have been added since the release dated 5/21/2024.

Critical Shema updates for 6/16/24
Updated Elective Payments on Form 3800 for all Federal Programs

1040 Program
1) Added Code “M” to the 1099-R input screen
2) Added ability to have more than one main home on a joint return to Form 5695

Excise Tax Program
1) Corrected printing on Form 5330, page 5

VERSION 2024.5.21 This program patch updates your programs for all changes through 5/21/24. The following items have been added since the release dated 5/06/2024.

Excise Tax Program
1) Corrected returns rejecting when Schedule J, line 6 is in decimals
2) Added 2nd quarter forms for Form 720

1040 Program
1) Correct error when e-filing Form 1040-NR with filing status married filing separately. The Spouse name and SSN are no longer required

990 Program
1) Corrected filing extensions for 990-PF, lines 3a and 3b are required

Depreciation Program
1) Remove “email to client” feature from the print menu

VERSION 2024.5.06 This program patch updates your programs for all changes through 5/06/24. The following items have been added since the release dated 4/22/2024.

990-T Program
1) Updated Rollover for Pre-2018 NOL

1040 Program
1) Page 1 of Form 5695 will now print from “Print Any Form” when Part II is only completed
2) Corrected Schedule 1, line 8t from being generated when adding W-2s

FL Sales Tax Program
1) Updated program for June filing period for the Reduction on Sales Tax Rate for Commercial Rentals reduced from 4.5% to 2% for returns filed in July

All Federal Programs
1) Updated Late filing interest rates for 3rd quarter 2023 to 1st quarter 2024

VERSION 2024.4.22 This program patch updates your programs for all changes through 4/22/24. The following items have been added since the release dated 4/15/2024.

Excise Tax Program
1) Updated Form 7208 for new IRS revision

1040 Program
1) Added diagnostics to Form 8863, line 23 when the question is not answered. Causes IRS reject if not answered
2) Form 8606, line 24 will now print 

1041 Program
1) Correct access violation error when Form 1116 is attached  

Payroll Program
1) Remove Preparer name duplicate from page 2

VERSION 2024.4.15 This program patch updates your programs for all changes through 4/15/24. The following items have been added since the release dated 4/1/2024.

1120-S/1065 Program
1) Corrected Access Violation error for e-file when there is only an amount on Form 8825, line 20
1040 Program
1) Corrected Schedule D, line 19 1250 Gain when there is a loss on Schedule D, line 16
2) Corrected Schedule I, line 8t when there is an amount on Form W-2, line 11

VERSION 2024.4.01 This program patch updates your programs for all changes through 4/01/24. The following items have been added since the release dated 3/18/2024.

E-file schema updated for Form 1040

Added Form 7205
Added Form 8332 to e-file

GA Sales Tax Program
1) Updated rates for second quarter

1040 Program
1) Corrected Form 7206, line 5 when there is a Schedule C with Statutory income
2) Correct diagnostics for e-file on Form 1310 when box C checked in Part I

1041 Program
1) Added new codes for beneficiaries K-1’s

Excise Program
1) Corrected beginning date on Form 5330 causing rejects for e-file

1120 Program
1) Corrected NOL Schedule when there is no current year income

1120-S Program
1) Corrected UBI total from printing on supporting schedule

VERSION 2024.3.18 This program patch updates your programs for all changes through 3/18/24. The following items have been added since the release dated 3/11/2024.

Form 990-T can now be e-filed
Payroll Program is now available
Excise Tax Program is now available

E-file schemas updated for Forms 1041, 1120, 1065, 990, 990-EZ, and 1120-S

Excise Program
1) Added diagnostics for sending returns with payment under 50 cents

1040 Program
1) Added Sequence No. to Form 7206
2) Corrected line 6, comma in percentage

1120-S Program
1) Corrected UBI total from supporting schedule

1120 Program
1) Corrected NOL Schedule when there is no current year income

VERSION 2024.3.11 This program patch updates your programs for all changes through 3/11/24. The following items have been added since the release dated 3/04/2024.

Excise Program
1) Added ability to enter dollars and cents

1040 Program
1) Corrected Form 2441, page 2, Part III, line 30
2) Corrected Form 7206, line 14
3) Corrected e-file reject when returns have Form 2555

1041 Program
1) Added diagnostics for 1041, page 3, other information. Question 13 about digital currency must be answered. 

Tangible Program
1) Corrected caption information on multiple location returns

1120-S/1065 Program
1) Corrected overriding on K-1

VERSION 2024.3.04 This program patch updates your programs for all changes through 3/04/24. The following items have been added since the release dated 2/26/2024.

1120-S/1065 Program
1) Updated K-1 Codes for Income, Deductions and Credits

1041 Program
1) Updated Schedule I, line 1

1040 Program
1) Updated Form 8936 For IRS e-file reject
2) Correct limitation on Schedule A, contributions

VERSION 2024.2.26 This program patch updates your programs for all changes through 2/26/24. The following items have been added since the release dated 2/19/2024.

1120-S/1065 Program
1) Updated codes to ZZ for other information on Schedule K-1.

1120/1120-S Program
1) Updated Form 2220 for April 15 installment (line 9) and number of days on line 20

1120-S Program
1) Corrected amount calculating on Form 7203, Part II, line 21 Total column

Excise Program
1) Corrected e-file error on Form 5530, Schedule C, line 3 when Prohibited tax is less the $1

1040 Program
1) Updated Form 8867, line 7 and 7a diagnostics

VERSION 2024.2.19 This program patch updates your programs for all changes through 2/19/24. The following items have been added since the release dated 2/13/2024.

Added Form 8990 to the 1120/1120-S and 1065 Program 

Added Form 8038-CP E-file to the A module to the 1120/1120-S and 1065 Program 

1120/1120-S Program
1) Added Part I to Form 4626

1040 Program
1) Corrected Schedule, line 1 medical expense Worksheet for mileage rate of 22 cent

VERSION 2024.2.13 This program patch updates your programs for all changes through 2/13/24. The following items have been added since the release dated 2/12/2024.

1040 Program
1) Corrected Taxable amount of pensions on Form 1040, line 5b

Excise Program
1) Corrected Form 5330, page 5 printing

VERSION 2024.2.12 This program patch updates your programs for all changes through 2/12/24. The following items have been added since the release dated 2/05/2024.

Final Forms added:
1) Form 2220
2) Form 4626

1040 Program
1) Corrected Access violation error when print previewing certain returns
2) Corrected the printing for the Health Insurance Deduction Worksheet
3) Corrected Retired Public Safety Officer on Form 1040
4) Correct Schedule E, Line 19, other for “Schedule Attached”
5) Corrected Printing on Schedule E, page 1, line 16 for vacation home limitation
6) Corrected Sch A, line 6 printing

VERSION 2024.2.05 This program patch updates your programs for all changes through 2/05/24. The following items have been added since the release dated 1/29/2024.

Added E-file for Forms 990, 990-EZ, 990-N and 8868

Final Forms added:
1) Form 1040-X
2) Form 8283
3) Form 8615
4) Form 8814

1040 Program
1) Corrected Error when printing Student Loan/Health deduction Worksheet

Payroll Program
1) Corrected name control for names with apostrophe (i.e. O’Neil)
2) Corrected name control on 1099 imports

Depreciation Program
1) Corrected SUV Section 179 for $28,900

VERSION 2024.1.29 This program patch updates your programs for all changes through 1/29/24. The following items have been added since the release dated 1/24/2024.

Added E-file for 1040

Florida and Georgia Sales Tax is now available (Don’t transmit before February 1, 2024)

1120-S/1065 Program
1) Added the K-3 availability statement

VERSION 2024.1.24 This program patch updates your programs for all changes through 1/24/24. The following items have been added since the release dated 1/22/2024.

Added 1099’s for IRIS to e-file

VERSION 2024.1.22This program patch updates your programs for all changes through 1/22/24. The following items have been added since the release dated 1/15/2024.

Added F1120 to e-file

Final Forms added:
1) Form 1040-ES (NR) Worksheet

Payroll Program
1) Corrected ZIP Code for 1099 filing instructions for paper returns
2) Added 1096 red copy printing

Program Manager
1) Added E-file Transmission Setup back to Setup menu

1120 Program
1) Corrected NOL Schedule

A Forms Program
1) Added Form 8038-CP. Paper filing only for now

VERSION 2024.1.15 This program patch updates your programs for all changes through 1/15/24. The following items have been added since the initial release dated 1/10/2024.

Final Forms added:
1) Form 2210
2) Form 8995
3) Form 3800
4) Form 3468
5) Schedule A (8995-A)
6) Form 8995-A
7) Form 5329

Payroll Program
1) Corrected E-file error message when SS limit has been reached

Federal Programs
1) Corrected Form 7203, Part I, line 6 transferring amounts from Schedule K-1, line 16