VERSION 2025.10.13 This program patch updates your programs for all changes through 10/13/25. The following items have been added since the last release dated 9/25/2025.

Added routing number Coastal Community Bank in WA

GA Sales Tax Program
1) Updated rates for fourth quarter

Excise Program
1) Correct error when printing Form 720 

1040 Program
1) Correct printing on Form 8962, page 2, Part IV, line 33
2) Corrected error on Form 8606, line 15c doubling

Payroll Program
1) Added Corrections to 1099’s for 2023 returns to correct overreported amounts with decimal in wrong position. Go the program manager, then Tools and select 1099 e-file fix.

VERSION 2025.9.25 This program patch updates your programs for all changes through 09/25/25. The following items have been added since the last release dated 9/08/2025.
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F1120 Program
1) All pages of F1120 will now print even if blank. DOR penalizes if they are not included in return when paper filing

Payroll Program
1) Updated description on the corrections screen
2) Updated approved copy of Form W-2/W-3, copy A

Excise Program
1) Added 4th quarter 720 forms. Schedule C, line 12d now disabled

990-T Program
1) Corrected error on 990-T, Part III, line 1d when e-filing with Forms 8801 and 8827 attached 

VERSION 2025.9.08 This program patch updates your programs for all changes through 09/08/25. The following items have been added since the initial release dated 8/11/2025.
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Payroll Program
1) Added Corrections to 1099’s to correct overreported amounts with decimal in wrong position. Go the program manager, then Tools and select 1099 e-file fix.

1041 Program
1) Corrected line 19b on Form 8960 for wrong threshold

1040-NR Program
1) Corrected Form 1042S input for IRS reject when the tax rate is zero 

FL Sales Tax Program
1) Updated program for the new commercial rental rate (0.00)

VERSION 2025.8.11 This program patch updates your programs for all changes through 08/11/25. The following items have been added since the initial release dated 7/28/2025.

Added a button on 3800 input screen to create separate 8936 entries instead of treating entire 8936 as a single entry.

1041 Program
1) Update Form 1041-ES, line 7 for estimated tax calculation
2) Corrected 1250 gain worksheet printing and calculating for line 16

1040 Program
1) Corrected typo on 2025 Questionnaire 
2) Correct input screen on Form 8606, line 22
3) Added diagnostics on Form 8396 when weight is not entered 

Excise Tax Program
1) Corrected printing on Form 5330 for zero filed returns 

VERSION 2025.7.28 This program patch updates your programs for all changes through 07/28/25. The following items have been added since the initial release dated 7/09/2025.

Update bank rate file to include Column NA BREX routing number

FL Sales Tax Program
1) Changed Hillsborough Sur Tax Rate back to 7.5 for June 1 (updated since 7-9-25 release)

Excise Tax Program
1) Corrected IRS e-file reject on Form 2290 when eftps is selected 
2) Updated program to allow zero filings for certain return on Form 5330
3) Updated schema for 5330 extension filed in excise program
4) Corrected printing for 5330 extensions on Form 8868

1041 Program
1) Corrected Schedule I, Part IV for calculating/Printing

VERSION 2025.7.09 This program patch updates your programs for all changes through 07/09/25. The following items have been added since the initial release dated 6/30/2025.

Interest Rates for 3 Quarter remain the same

FL Sales Tax Program
1) Changed Hillsborough Sur Tax Rate back to 7.5 for June 1 (also, you must manually change on input screen for printing after updating. Go to Setup/)

1040 Program
1) Updated Form 1116 for Foreign country or U.S. possession when RIC box is checked

VERSION 2025.6.30 This program patch updates your programs for all changes through 06/30/25. The following items have been added since the initial release dated 6/23/2025.

Update magnifying glass links on remaining Forms/Schedules

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

GA Sales Tax Program
1) Updated rates for third quarter

VERSION 2025.6.23 This program patch updates your programs for all changes through 06/23/25. The following items have been added since the initial release dated 5/27/2025.

Update magnifying glass links on Forms 720, 1040, 5330, 990, and 990-T 

Updated Schemas. Forms 1041 and 720 are required schema updates

Updated Form 720 forms for second quarter

Updated Form 2290 for fiscal year 2025-2026

E-file added for 2290. Don’t transmit until July 1 or it will reject

Excise Tax Program
1) Updated Form for year when client is an individual on Form 5330
2) Added Primary name control for individuals e-filing Form 5330
3) Added lines for entry on Schedule 1 (Form 8849)

1065 Program
1) Updated diagnostics for rolled over returns for partners that have not been accessed

1120-S Program
1) Updated question 14a to remove incorrect year printing

FL Sales Tax Program
1) Corrected error when printing sales tax on red form

VERSION 2025.5.27 This program patch updates your programs for all changes through 05/27/25. The following items have been added since the initial release dated 5/19/2025.

Update magnifying glass links on Form 1065, 1041, and 990-EZ 

1040 Program
1) Added E-file for 2022 tax year amended returns

VERSION 2025.5.19 This program patch updates your programs for all changes through 05/19/25. The following items have been added since the initial release dated 5/05/2025.

Update magnifying glass links on Form 1120-S 

FL Sales Tax Program
1) Added line to DOR On-line registration for DR-1
2) Added e-file for 3rd year of prior e-filing DR-15

Payroll Program
1) Corrected red copies printing sample data after adjusting print positions

990-T Program
1) Now printing unique registration number on Form 3800, Part V
2) Corrected diagnostics error on Form 8936, Part V, line 25 for maximum credit
3) Updated diagnostics on Transfer election statement when filing Form 3800 taking a credit for commercial clean vehicle (Form 8936)
4) Corrected e-file rejection form IRS for Registration number
5) Corrected default for Form 3800, Part 3 and 5 defaults for carryover 
6) Added line 3a, b and c to Form 8868 when filing extensions for 990-T-Governemnt agencies 

1120 Program
1) Corrected recalculating problem on Form 6252

VERSION 2025.5.05 This program patch updates your programs for all changes through 05/05/25. The following items have been added since the initial release dated 4/28/2025.

Fixed errors opening program on certain networks

Update magnifying glass links 

1040 Program
1) Corrected E-file Error on prior year returns when there is a Form 3800
2) added diagnostics when filing a return with Form 1310, Item B checked. Return must be amended or superseded 
3) Updated Form 8606 input screen, line 22

Payroll Program 
1) Updated RT-6 screen to remove reference to Hurricane Micheal 
2) Corrected Form 941-X, line 27

VERSION 2025.4.28 This program patch updates your programs for all changes through 4/28/25. The following items have been added since the initial release dated 4/17/2025.

Update magnifying glass Links in State programs 
Updated Transmission Setup for E-file path for first time users

1040 Program
1) Corrected Form 7206, line 4 when SCH C is Joint
2) Updated Form 8582 Modified AGI when property is disposed of

Payroll Program 
1) Added new code (56) to Amended filed return

Excise Tax Program
1) Added printed signer’s name to signers section on Form 720

VERSION 2025.4.17 This program patch updates your programs for all changes through 4/17/25. The following items have been added since the initial release dated 4/07/2025.

Corrected Access Violation Error when closing the program

1040 Program
1) Updated Form 4684 Disaster Areas for line 1
2) Removed Diagnostics for paper filed returns with Form 8283, Donee statement

1041 Program
1) Updated 2023 schema version to 7.0

VERSION 2025.4.07 This program patch updates your programs for all changes through 4/07/25. The following items have been added since the initial release dated 3/31/2025.

1040 Program
1) Corrected e-file rejects when Schedule I, Part I nets out to zero
2) Now printing Form 5695, page 1 when only carryforward applies
3) Corrected printing for Form 8846

F1120 Program
1) Corrected crashing going into the Florida Portion computation schedule

Payroll Program
1) Added Form 8453-EMP and 8879-EMP for support of 941-X e-filing

VERSION 2025.3.31 This program patch updates your programs for all changes through 3/31/25. The following items have been added since the initial release dated 3/24/2025.

Payroll Program is now available
Excise Tax Program is now available

Payroll Program
1) Added Form 941-X for printing and e-filing. Current and future years only

GA Sales Tax Program
1) Updated rates for second quarter

1040 Program
1) Corrected access violation error when e-filing returns with zero taxable income

1041 Program:
1) Corrected printing for Schedule I, page 3, line 81
2) Updated input screen for Schedule D, line 45
3) Corrected 1041, page 1, line 2b when entering on Partnership K-1 input screen

VERSION 2025.324 This program patch updates your programs for all changes through 3/24/25. The following items have been added since the initial release dated 3/17/2025.

Updated Schema versions for E-file. 1041 is required or returns will be rejected

Program Manager
1) Corrected due date tickler from cutting off bottom 2 entries

1040 Program
1) Corrected e-file error on Form 8995, line 2 for threshold message
2) Corrected 1040-X rejects when direct deposit is used

Excise Tax Program
1) Corrected 2290 returns for due date on weekends or holidays

GA Tangible Program
1) Updated form for spelling on page 4

1041 Program:
1) Corrected e-file error on Form 8960, line 1 when K-1 entry is used

1065 Program
1) Updated form for spelling on page 3

VERSION 2025.317 This program patch updates your programs for all changes through 3/17/25. The following items have been added since the initial release dated 3/11/2025.

Corrected batch printing for 7004 on partnerships, 1041’s and S corporations

1040 Program
1) Corrected Valid ITIN range for E-filed returns 
2) Corrected Form 8881, line 4

GA Tangible Program
1) Updated county factor tables for prior year amounts

1041 Program:
1) Corrected error opening 1041 returns

VERSION 2025.311 This program patch updates your programs for all changes through 3/11/25. The following items have been added since the initial release dated 2/24/2025.

Added button to “never install PDF printer”

Added 1040-NR e-file

1040 Program:
1) Corrected earned income, line 4 on Form 2441
2) Corrected the Clergy worksheet when there are 2 W-2s
3) Added Sofi Bank, N.A routing number to database
4) Corrected printing for Form 1116, lines 7 and 8
5) Corrected reject on Form 8936
6) Form 5329 will now print when requesting a waiver on Line 54

1040-NR Program:
1) Updated Tax rates for taxable income over $100,000
2) Updated 1040-NR-ES Estimated calculations and printed worksheet 

Tangible Program:
1) Updated address for Volusia County (new full install). (For the patch, go to the property appraiser screen and press restore defaults after patching)

Payroll Program
1) Correct reject when sending correction for business name on 1099s
2) Corrected printing for 1rst quarter payroll (2023)

1065 Program
1) Now can enter a negative amount on the override for beginning capital account 

F1120 Program
1) Corrected crashing on subtraction schedule on certain returns

GA Tangible Program
1) Updated county factor tables

VERSION 2025.2.24 This program patch updates your programs for all changes through 2/24/25. The following items have been added since the initial release dated 2/17/2025.

Remove unknown publisher from downloaded exe/msi/patch

1040 Program:
1) Corrected interest rates for 1/1/2025 to 4/15/2025 to 7%
2) Corrected Schedule E, Vacation property line 19 calculating
3) Added 1040-ES worksheet
4) Corrected line 2 expense printing on wrong Form 1116
5) Remove printing for Clergy worksheet off of W-2 schedule

1120-S Program:
1) Corrected “attached is not a valid Integer value” error message when printing/e-filing

Excise Tax Program
1) Corrected 720 returns when selecting refund

VERSION 2025.2.17 This program patch updates your programs for all changes through 2/17/25. The following items have been added since the initial release dated 2/10/2025.

Added Form 8582-CR and 8810

Federal Programs:
1) Corrected 1250 Gain Worksheet input screen
2) Corrected Manual 4562 when pressing Magnifying glass next to section 179 

Tangible Program:
1) Updated address for Martin County (new full install). (For the patch, go to the property appraiser screen and press restore defaults after patching)
2) Corrected rollover when certain locations don’t roll over

FL Sales Program
1) Added diagnostics if complete address has not been entered

1120-S Program
1) Corrected rejects when entry on Schedule B for shareholder
2) Correct printing for Form 8879-CORP

F1120 Program
1) Corrected subtractions schedule from crashing when clicking on magnifying glass

Payroll Program
1) Corrected Returns rejecting for Form count wrong when sending returns with unused recipients 

VERSION 2025.2.10 This program patch updates your programs for all changes through 2/10/25. The following items have been added since the initial release dated 2/03/2025.

Added 1120/1120-S/1120-H e-file

Final Forms added:
1) Form 8283 (went back to final Rev. December 2023)

Federal Programs:
1) Corrected Form 6252, line 26

1040 Program
1) Corrected NOL incorrectly transferring from Form 172 to Schedule 1, line 8a
2) Updated input screen year on Form 8962, line 5

VERSION 2025.2.03 This program patch updates your programs for all changes through 2/03/25. The following items have been added since the initial release dated 1/30/2025.

Florida and Georgia Sales Tax is now available

Final Forms added:
1) Form 4684
2) Form 990-T
3) Schedule A (990)
4) Schedule A (990-T)
5) Schedule G (990)
6) Schedule J (990)

Payroll Program
1) Added back ability to use Form info or Employer contact information on returns

FL Sales Program
1) Added feature to “Drop in” same amounts for commercial rentals so they can file the same return for all months

VERSION 2025.1.30 This program patch updates your programs for all changes through 1/30/25. The following items have been added since the initial release dated 1/29/2025.

Payroll Program
1) Corrected 1099 returns that are not getting acked because of a bad record. Resend any returns that has not been acked for several days
2) Corrected year printing on 3rd 1099-NEC on 3-Up for red forms
3) Corrected sending control sets for replacement returns 

VERSION 2025.1.29 This program patch updates your programs for all changes through 1/29/25. The following items have been added since the initial release dated 1/27/2025.

Federal Programs
1) Added check box to update due dates for Hurricane relief 

Payroll Program
1) Updated E-file for Form 8809 (Extension for 1099's)

1065 Program
1) Corrected diagnostics message for Schedule B, line 33

1040 Program
1) Corrected Form 7206 for sequence number for the 2023 tax year

VERSION 2025.1.27 This program patch updates your programs for all changes through 1/27/25. The following items have been added since the initial release dated 1/22/2025.

E-file Added for Form 1040

Final Forms added:
1) Form 4255

Payroll Program
1) Corrected Form 1096 printing for email address and phone printing wrong
2) Corrected time on printed ACK for 1099’s

1040 Program
1) Corrected Schedule 2, page 1 printing for prior year (2023 tax year) 
2) Corrected the “Save Profile” feature on the printer setup screen

Excise Tax Program
1) Corrected Schedule C, Form 720, line 5c magnifying glass

Depreciation Program
1) Corrected rollover for certain returns with internal depreciation 

VERSION 2025.1.22 This program patch updates your programs for all changes through 1/22/25. The following items have been added since the initial release dated 1/20/2025.

Final Forms added:
1) Form 172 

Payroll Program
1) Add ability to send a test 1099 (IRS requirement for Transmitters)

1040 Program
1) Corrected Schedule 1, line 8z (other income) magnifying glass 

VERSION 2025.1.20 This program patch updates your programs for all changes through 1/20/25. The following items have been added since the initial release dated 1/12/2025.

Final Forms added:
1) Schedule F (Form 990)
2) Schedule O (Form 990)
3) Form 4136

E-file added for Form 8038-CP and Form 990-T

Payroll Program
1) Added right click feature to 1099 list screen to mark unused clients as “unused” so they will stay on the return but won’t print or get transmitted to IRS

1040 Program
1) Corrected Schedule 2, Part I printing for lines 1d to 1f

Excise Tax Program
1) Corrected printing for Form 720, page 1

Sales Tax Program
1) Added Ack when returns are accepted with warnings