VERSION 2026.5.14 This program patch updates your programs for all changes through 5/14/26. The following items have been added since the last release dated 5/04/2026.

990-T Program
1) Corrected xml error when e-filing prior year 990-T with Form 8936
2) Corrected printing error on Schedule A (Form 8936), Part V, line 18a
3) Corrected access violation error on Form 990 when e-filing certain returns

Excise Program
1) Added diagnostics when file name for attachments is too long 

VERSION 2026.5.04 This program patch updates your programs for all changes through 5/04/26. The following items have been added since the last release dated 4/27/2026.

Updated Form 8827 to 2025 revision. 

1040 Program
1) Corrected line 7 on Form 7206 to use percentage instead of full amount
2) Updated calculation of Form 8995, line 11 to newer version of instructions
3) Updated Form 8959, line 10 and 11 to print 
4) Updated 1099-R screen for code 8 to only report taxable income on line 1h instead of 5b

VERSION 2026.4.27 This program patch updates your programs for all changes through 4/27/26. The following items have been added since the last release dated 4/20/2026.

Payroll Program
1) Corrected Typo on Form 941 for March 2026 revision
2) Updated Forms W-2, W-3, 1099-MISC, 1099-NEC and 1096 to 2026

1040 Program
1) Updated Form 2210, line 2 calculation
2) Updated Schedule 1-A (1040) to new revision

1041 Program
1) Updated Form 2210, line 2 calculation

VERSION 2026.4.20 This program patch updates your programs for all changes through 4/20/26. The following items have been added since the last release dated 4/13/2026.

1040 Program
1) Corrected Access violation Error when printing/e-filing with a spouse Pub 517 Worksheet for Schedule SE
2) Added diagnostics for Form 5695, Part II, line 22a missing when the section for Air conditioners is filled out 

Program Manager
1) Corrected Client list “Number of Copies” for printing

Payroll Program
1) Corrected Access violation error when importing from xml-MMref files

VERSION 2026.4.13 This program patch updates your programs for all changes through 4/13/26. The following items have been added since the last release dated 4/06/2026.

Updated Form 8801 to 2025

Excise Program
1) Corrected Rejects on Form 720 when Form 6627, Part I is attached

1040 Program
1) Can no longer enter partial ZIP code on Form 8863 that causes e-file rejects
2) Updated IRS ZIP code Austin service center
3) Bank name will now show on 1040-X even if it is not entered on Form 1040, page 2

VERSION 2026.4.06 This program patch updates your programs for all changes through 4/06/26. The following items have been added since the last release dated 3/30/2026.

GA Sales Tax Program
1) Updated rates for second quarter

1040 Program
1) Can no longer enter partial ZIP code on Form 8863 that causes e-file rejects
2) Updated IRS address for paper filed returns

VERSION 2026.3.30 This program patch updates your programs for all changes through 3/30/26. The following items have been added since the last release dated 3/23/2026.

Payroll Program is now available
Excise Tax Program is now available
E-file Schemas updated for Business rules
Corrected error rejects on zero returns for invalid RTN

1040 Program
1) Correct Schedule A, line 14 charitable contributions carryover
2) Added Pub.526 Worksheet printing for charitable contribution limits
3) Added business rule for negative amounts on SCH C, Auto WS, Form 5329
4) Form 8606, page 2, Part II and Part III will now print
5) Added error message when Form 1116 is present and blank 

990-T Program
1) Required update for e-file. Schema updated to 6.0
2) Added Pub.526 Worksheet printing for charitable contribution limits

Excise Program
1) Updated program when IP Address was missing

VERSION 2026.3.23 This program patch updates your programs for all changes through 3/23/26. The following items have been added since the last release dated 3/16/2026.

1040 Program
1) Corrected Form 6251, page 2, line 20 and 27 that was using incorrect amount from Schedule D Tax Worksheet or Qualified Dividends Worksheet 

990-T Program
1) Corrected error when e-filing Form 8868 extensions 

VERSION 2026.3.16 This program patch updates your programs for all changes through 3/16/26. The following items have been added since the last release dated 3/09/2026.

1040 Program
1) Corrected Form 6251, page 1, line 1 that was using incorrect amount from Schedule 1-A
2) Corrected 1040-NR reject when in care of name is used in return 
3) Updated amount on IRA Worksheet, line 7, both columns

Excise Program
1) Updated 2024 8849 Schema to 2.0

VERSION 2026.3.09 This program patch updates your programs for all changes through 3/09/26. The following items have been added since the last release dated 3/02/2026.

1040 Program
1) Corrected Wildcard Letter printing problem

F1120 Tax Program
1) Updated print Forms for F1120, page 2 and Data page 2

VERSION 2026.3.02 This program patch updates your programs for all changes through 3/02/26. The following items have been added since the last release dated 2/24/2026.

1040 Program
1) Corrected e-file rejects on Form 1116 when only filing 1 1116. IRS changed a business rule
2) Corrected e-file rejects on Form 5695, Part II, Section B
3) Corrected 8995, line 11
4) Updated Form 1040-X
5) Corrected Qualified Dividends Worksheet whin filing MFJ or QSS

FL Tangible Tax Program
1) Corrected Property Appraisers Addresses that got corrupted

1041 Program
1) Corrected e-file rejects on Form 1116 when only filing 1 1116. IRS changed a business rule

1120 Program
1) Corrected error printing on Form 1120-S when return was changed from a partnership to an S Corp

Excise Program
1) Update program to file zero returns for prior years

VERSION 2026.2.24 This program patch updates your programs for all changes through 2/24/26. The following items have been added since the last release dated 2/23/2026.

Updated Schema Versions for 1120/1120-S/1065/1041/990-T and 1040

1040 Program
1) Corrected Rollover Check box for Pensions, line 6c

1120 Program
1) Corrected E-file for rejects on 1120/1120-S and 1120-H returns for version number

VERSION 2026.2.23 This program patch updates your programs for all changes through 2/23/26. The following items have been added since the last release dated 2/16/2026.

1040 Program
1) Added 2026 Estimated Tax Worksheet 
2) Corrected Error on Form 172, line 16 when e-filing

Payroll Program
1) Corrected printing error for 2023 Form 941

GA Tangible Tax Program
1) Corrected invalided error on the property schedule for curtain current and prior returns

1065 Program
1) Corrected printing error on Schedule B-2

VERSION 2026.2.16 This program patch updates your programs for all changes through 2/16/26. The following items have been added since the last release dated 2/09/2026.

Added 990-T e-file

1040 Program
1) Correct spouse name printing on MFS returns
2) Corrected missing Text on Filing Status screen for MFS filers
3) Updated Name control on E-filed return when there is a space in last name
error message when filing an amended return that has collection allowance

A Module (Form 8038-CP)
1) Updated Schema for prior year returns to add an IP address now required by IRS

VERSION 2026.2.9 This program patch updates your programs for all changes through 2/9/26. The following items have been added since the last release dated 2/02/2026.

Updated Help

Updated install for Windows 10 workstations users trying to install to a network drive

Payroll Program
1) Added warning message when issuers phone number is missing on 1099 transmissions. It causes Acked with errors if not entered 
2) Added error message if trying to do a replacement or second corrections and it has bad records preventing the return from getting accepted

990 Program
1) Converted Schedule F and N to landscape printing

FL Sales Tax Program
1) Corrected transiting error on Solid Waste returns

1065 Program
1) Updated Form 8825, line 31 calculation when amortization is entered

1120-S Program
1) Updated Form 8825, line 31 calculation when amortization is entered

1040 Program
1) Updated Business rule on MFS returns and spouse did not live with taxpayer last 6 months of year
2) Added back age override on General screen 

VERSION 2026.2.2 This program patch updates your programs for all changes through 2/2/26. The following items have been added since the last release dated 1/29/2026.

1040 Program
1) Updated E-file Error on Schedule 8812, line 5
2) Update E-file Error on Form 5695 when doing a carryover only
3) Updated 2210 rates
4) Updated Federal Poverty rates on Form 8962
5) VIN numbers on Schedule A-1 will accept Alph-numeric characters 
6) Corrected SSN not printing on Form 8962 for certain returns

1040-NR Program
1) Updated 1040-NR-ES worksheet

VERSION 2026.1.29 This program patch updates your programs for all changes through 1/29/26. The following items have been added since the initial release dated 1/26/2026.

GA and FL Sales Tax for 2026 added – (Don’t file a return until after February 1, it will not get sent to DOR if filed early) 

Added E-file for 1040 and 1040-NR

Added E-file for 990 and 990-EZ

GA Sales Tax Program
1) Updated rates for first quarter

1040 Program
1) Updated Form 8962, Part IV for supporting schedule missing

1065 Program
1) Updated Form 8825, line 20a calculation
2) Added Form 3800 for the Elective and transfer credit only

1020-S Program
1) Added Form 3800 for the Elective and transfer credit only

1120 Program
1) Corrected e-file rejects on prior year returns

VERSION 2026.1.26 This program patch updates your programs for all changes through 1/26/26. The following items have been added since the initial release dated 1/19/2026.

E-file is now available for Form 1041

Updated E-file for 1120/1120-S/1120-H for Schema Version

Updated Schema for prior year Form 5330

Update help to 1/26/26

1040 Program
1) Added Form 4547 Trump Account Election(s) 
2) Updated 1040 Organizer
3) Corrected errors on new Schedule 1-A

Payroll Program
1) Corrected Double click entry on the 1099 list screen
2) Corrected Printing from the ``Print Icon” for Forms 1099

VERSION 2026.1.19 This program patch updates your programs for all changes through 1/19/26. The following items have been added since the initial release dated 1/14/2026.

Final Forms added:
1) Form 990-EZ
2) Form 990-T
3) Schedule A, (990-T)
4) Form 2210
5) Form 4684
6) Form 8615
7) Schedule M (990)

Tangible Program
1)Updated property appraisers and addresses for Hillsborough and Pasco counties (Must go to county info/DBA Screen/Property Appraiser/Press Magnifying Glass/Press Restore Defaults)

Excise Program
1) Updated 8849 Schema to 2.0
2) Updated 8849 to work around IRS incorrect business rule number (F8849-018)

Payroll Program
1) Corrected e-file rejects on Form 940

1120-S Program
1) Corrected Shareholder screen disappearing from side bar (all years)

1040 Program
1) Updated Form 1040-NR, last name printing twice

VERSION 2026.1.14 This program patch updates your programs for all changes through 1/14/26. The following items have been added since the initial release dated 1/12/2026.

Final Forms added:
1) Form 8995
2) Form 8995-A

Excise Tax Program
1) Updated Schema for Form 2290 to 3.0
2) E-file added for Form 8038-CP

Payroll Program
1) Corrected RT-6 e-filing when getting error when transmitting 
2) Corrected 1099s not showing on returns screen (will require full install) 

1065 Program
1) Corrected printing for 2023 and 2024 1065, page 5

1040 Program
1) Updated Schedule A, line 5 for sales tax calculation

VERSION 2026.26.1.12 (January full release)

· Annual returns all available (except for the 2290)