Changelog

Keep reading below to view our ongoing software changes and updates.

Version 18.0.104 – September 19, 2019

Changes on Expert Tax
  • Fixed length of Cadastre number to 18 characters on form 2800 B, Individual.
  • Fixed print link of form 480.6(EC) on form 480.8(F), Individual.
  • Fixed Import error when uploading Withholding files.
  • Fixed basic to advance mode transfer of deductions.
  • Fixes made for big data files.

Version 18.0.103 – September 16, 2019

Changes on Expert Tax
  • Fixed Expert Tax file Export error (Cloud only).
  • Fixed Create Return list error (Cloud only).
  • Fixed Import/Convert app error (Desktop only).
  • Added feature to replace returns on Import of existing client.
  • Fixed print error on form 480.3 (II) C, Schedule X1, Corporation.
  • Fixed compute error on Payroll list view.
  • Added feature to allow negative values on imports in Payroll.
  • Fixed error when saving Cadastre number longer than 15 characters on form 2800 B, Individual.
  • Fixed Regular Corporation Return e-file error.
  • Added validation for Control and Confirmation numbers for Schedule R and form 480.6(EC), Corporation.
  • Fixed navigation link of form 480.6(EC) on form 480.8(F), Individual.
  • Fixed error when loading Import batches tables in Withholding.
  • Fixed Import error for Providers Excel template in Withholding.
  • Fixed print of Subtotals on Quarterly Reports in Withholding.

Version 18.0.102 – September 06, 2019

Changes on Expert Tax
  • Fixed error on Initial Setup in Payroll.

Version 18.0.100 – September 05, 2019

Changes on Expert Tax
  • Fixed print errors on form 480.3 (II) DI, Schedule AA, Case No., Corporation.
  • Fixed print errors on form 480.3 (II) DI, Schedule P, Line 2 detail, Corporation.
  • Fixed print error on form 480.2 (EC), Part IV, Line 8, Corporation.
  • Fixed print sorting error on Trial Balance Adjustments report in Corporation.
  • Fixed sorting error when saving detail items in Corporation.
  • Fixed Salaries and Deductions Report print in Payroll.
  • Fixed Save error on Payrolls in Basic mode.

Version 18.0.99 – August 30, 2019

Changes on Expert Tax
  • Fixed some efile errors for 1040-US form.
  • Added overwrite to Schedule T on Industrial Incentives returns in Corporations
  • Fixed some efile errors for Regular Corporation form.
  • Fixed print Form 480.7B in Withholdings.

Version 18.0.98 – August 15, 2019

Changes on Expert Tax
  • Fixed some efile errors for 1040-US form.

Version 18.0.97 – August 2, 2019

Changes on Expert Tax
  • Fixed transaction’s reports in Withholdings.
  • Fixed provider’s export in Withholdings.
  • Fixed transfer of total weeks of Chauffer returns in Payroll.

Version 18.0.96 – July 31, 2019

Changes on Expert Tax
  • Improvement has been made in E-file process with IRS for 1040US and 1040PR in Individuals.

Version 18.0.95 – July 25, 2019

Changes on Expert Tax
  • Fixed error on CFSE 693 transfer in Payroll.
  • Fixed Initial Panel on the advanced mode in Payroll.
  • Added Button to Add manually employees to PRSD detail in Payroll.
  • Fixed Report CFSE to remove employees without salaries in Payroll.
  • Fixed QuickBooks Import to allow negative amounts in Payroll.
  • Fixed Search of Providers when are in another group.
  • Fixed Print Schedule M, part 3 line 23.
  • Added Zip Code 00934 for Fort Buchanan to Address.

Version 18.0.94 – July 19, 2019

Changes on Expert Tax
  • Fixed print of Alternative Option on form SC 2800 B, schedule B in the Individual module.
  • Added overwrite for line 5 on form CFSE 693 on Payroll.
  • Fixed transfer error of form 499R-1B on Payroll.
  • Fixed transfer error of form CFSE 693 on Payroll.
  • Fixed Start form button error on Payroll Dashboard.
  • Fixed Medicare compute on Payroll.

Version 18.0.93 – July 16, 2019

Changes on Expert Tax
  • Available now for print without watermarks Form Credit for Persons Age 65 or Older in Individuals.
  • Fixed Form SC2800 B Type of property in Individuals.
  • Fixed compute of Schedule 4684, line 18 of 1040US in Individuals.
  • Fixed transfer of Disability and Unemployment return in Payroll.
  • Fixed print of Form 480.6 SP-1 in Payroll.

Version 18.0.92 – July 15, 2019

Changes on Expert Tax
  • Fixed and Updates all reports on Payroll.
  • Added totals on the updated employee payrolls in basic mode In Payroll.

Version 18.0.91 – July 11, 2019

Changes on Expert Tax
  • Fixed print of form CFSE693 in Payroll.
  • Added salaries report for CFSE in Payroll.

Version 18.0.90 – July 11, 2019

Changes on Expert Tax
  • Added Form 1040-ES on 1040PR return in Individuals.
  • Fixed Print on Expert Tax Online for Regular Corporation in Corporations.
  • Fixed compute on payroll summary of total withheld in Payroll.
  • Fixed compute of federal limits on PRSD return in Payroll.
  • Fixed transfer from advanced mode to basic mode of payrolls expenses in Payroll.
  • Fixed print of chauffer return in Payroll.
  • Fixed transfer to CFSE return of 3rd and 4th Quarter in Payroll.
  • Fixed compute of payroll withheld limits on advanced mode in Payroll.
  • Fixed limits of transfer to 941 return in Payroll.
  • Fixed sync between modes of Employee Basic Information to includes CFSE code and license number in Payroll.
  • Added new CFSE codes in Payroll.

Version 18.0.89 – July 8, 2019

Changes on Expert Tax
  • Fixed transfer to Form 941PR in Payroll.

Version 18.0.88 – July 3, 2019

Changes on Expert Tax
  • Available Now with watermarks Form F481.1 CREDIT FOR PERSONS AGE 65 OR OLDER in Individuals.
  • Fixed validation of industrial codes of regular corporation in Corporations.
  • Fixed global selection information transfer to municipalities extensions in Volume of Business Return in Corporations.
  • Fixed transfer on Chauffer return of rates in Payroll.
  • Fixed rates transfer on the basic mode in Payroll.
  • Fixed drivers license display on Chauffer Return in Payroll.
  • Fixed transfer of CFSE and Driver information of an Employee between Basic and Advanced mode in Payroll.
  • Added CFSE code 0006-006 in Payroll.

Version 18.0.87 – July 2, 2019

Changes on Expert Tax
  • Added 6% default rate on transactions in Withholdings.
  • Fixed transfer form 499R1B of employees under 26 years salaries in Payroll.
  • Fixed order of employees by name in advance mode in Payroll.
  • Fixed payroll list on basic mode to include other social security wages in Payroll.
  • Fixed payroll list export to excel on the basic mode in Payroll.
  • Fixed transfer to Form 941PR on the advance mode in Payroll.
  • Fixed employee’s payroll list to show all payrolls in Payroll.
  • Fixed compute of limit on Federal Unemployment Salaries report in Payroll.
  • Fixed transfer of default rates of Unemployment and Disability return in Payroll.

Version 18.0.86 – June 28, 2019

Changes on Expert Tax
  • Added option to print both 1116 AMT and Regular in 1040US return on Individuals.
  • Added option to delete all employees in the Chauffer return in Payroll.
  • Fixed compute of payroll summary in Payroll.

Version 18.0.85 – June 27, 2019

Changes on Expert Tax
  • Fixed Industrial Codes validation for Regular Corporation in Corporations.

Version 18.0.84 – June 26, 2019

Changes on Expert Tax
  • Fixed CFSE report to include 2018 Salaries in Payroll.
  • Fixed maximum limit of disability withheld in Payroll.
  • Fixed Disability report for the year 2019 in Payroll.
  • Updated Industrial Codes in Regular Corporation Form as required by the Department of the Treasury to use 4 digits only in Corporations.

Version 18.0.83 – June 21, 2019

Changes on Expert Tax
  • Added default tax rates setting on Advance Mode in Payroll.
  • Fix Unemployment and Disability report after a limit is reached.
  • Fix transfer of Form Unemployment and Disability PRSD-10 in Payroll.

Version 18.0.82 – June 18, 2019

Changes on Expert Tax
  • Added Schedule AA for all forms 480.30 (C, DI, DT, LE, EV) in Corporations.
  • Fixed the amount of the balance to be paid in the electronic filing of the Regular Corporation’s Form to include interest, surcharges, and penalties manually entered in Corporations.
  • Fixed print of the details of form F4807(OE), page 3, part V in Corporations.
  • Fixed the amount of the balance to be paid in the electronic filing of the Unique Form to include interest, surcharges, and penalties entered manually in Individuals.
  • Fixed the sum of line 20 of Schedule 1116 of form 1040US in Individuals.
  • Fixed the 1040US copy option to include Schedule B in Individuals.
  • Fixed 1040US Schedule 4684 Line 17 transfer in Individuals.
  • Fixed the update of employee information by Excel method in the Basic Mode in Payrolls.
  • Fixed the synchronization of modes for quarter 1 information in Payrolls.
  • Fixed the update of income information not subject to withholding and deductions in the Advanced Mode in Payrolls.

Version 18.0.81 – June 13, 2019

Changes on Expert Tax
  • Fixed total to pay in the e-file process to include surcharges and penalties amount on Unica Form in Individuals.
  • Fixed providers table after import employees in Withholdings.
  • Added Submission ID and Back button in the e-file status screen of 1040US return in Individuals.
  • Fixed print menu to include Schedule AA for Form 480.30LE in Corporations.

Version 18.0.80 – June 11, 2019

Changes on Expert Tax
  • Payroll Module mode has been renamed to Basic Mode and Advance Mode in Payroll.
  • Some sources have been consolidated in Payroll.
  • Added new features on Basic Mode in Payroll.
  • Updated Tax Retention’s Configurations in Payroll.
  • Available now second quarter in Payroll.
  • Available Now CFSE 693 return in Payroll.

Version 18.0.79 – June 10, 2019

Changes on Expert Tax
  • Fix sum of Part II Line 2 of 1040-PR in Individuals.

Version 18.0.78 – June 4, 2019

Changes on Expert Tax
  • Added for review purpose only Quarterly Return of Tax Withheld on Payments for Service Rendered in Withholdings.
  • Fix basic information print of Schedule R of Regular Corporation.
  • Added button for resubmit 1040’s forms to the IRS E-File system in Individuals.
  • Added re submission history for 1040’s forms in Individuals.
  • Fix print of evidence of payment sent on E-File process of 1040’s forms in Individuals.
  • Fix transfer of Form 8582 Line 16 from line 10 in Individuals.
  • Fix print of Form SC2800B in Individuals.
  • Fix import of payroll from Sage when ‘PayFieldAccount’ is missing in Payroll.
  • Added ‘ChaufferTotalWeeks’ Column on import of payrolls in Excel in Payroll.
  • Improve Payee list loading when is greater than 2,000 in Withholdings.

Version 18.0.77 – May 20, 2019

Changes on Expert Tax
  • Fix payroll limit compute on Withholdings.

Version 18.0.76 – May 17, 2019

Changes on Expert Tax
  • Fix copy/amend of 1040US on Individuals.
  • Fix Bank Account information on 1040US when N/A option is selected in Individuals.
  • Added Overwrite on 1040US, Schedule SE, line6 in Individuals.
  • Fix validation of payment amount on 1040US in Individuals.
  • Added sorting on providers list in Withholdings.
  • Fix Import employees from Expert PR Tax 2017 in Withholdings (Web).
  • Fix print of 1040US, Schedule H and Schedule SE for Spouse in Individuals.
  • Fix inactivate payroll groups in Withholdings.
  • Allow to register a batch of transactions with a specific date in Withholdings.
  • Allow to delete open transactions in Withholdings.
  • Added exclusion remaining section on the transaction screen in Withholdings.

Version 18.0.75 – May 14, 2019

Changes on Expert Tax
  • Fix paging on Provider’s list in Withholdings.
  • Fix Relay Number validation for provider’s information in Withholdings.
  • Fix Save button on payment window when payment date is update in Withholdings.
  • Fix transfer of weeks amounts for chauffer return in Withholdings.
  • Fix duplicate amounts on the Payroll report in Withholdings.
  • Fix duplicated amounts of Salaries and Deduction’s report in Withholdings.
  • Added Chauffer Account Number and Employer Account Number in Withholdings.
  • Allow input of two characters on lines 12a, 12b, 12c and 12d of the W2 form for 1040US in Individuals.
  • Fix print Schedule L of Pass-Through Entity return in Corporations.

Version 18.0.74 – May 10, 2019

Changes on Expert Tax
  • Added Schedules B and T to 480.30(II)LE in Corporations.
  • Updated AS-29 return year to “2018” in Corporations and Individuals.
  • Line 1, Schedule H, Page 5 in AS29 is now data entry for Corporations and Individuals.
  • Fix the open of municipalities in AS29.4 for files converted from ET2017 in Corporations.
  • Reorder payroll detail, so subject to withholding are on the top for Payroll.

Version 18.0.73 – May 8, 2019

Changes on Expert Tax
  • Add search for CFSE code for the employee in Payroll.
  • Clarify instructions when importing SAGE accounts from previous year data file in Payroll.
  • Add top 10 indicator to payroll history for employees in Payroll.
  • New Providers now have the engaged business in PR checked by default in Retentions.
  • Fix Payment information won’t show provider name in Retentions.
  • Added 0% rate to Rents in Payments for Retentions.
  • Reorder the columns for the Excel template, to be the same as previous years exported excel file.

Version 18.0.72 – May 7, 2019

Changes on Expert Tax
  • Fix Alimony Paid in Schedule 1, Line 31 for 1040US Form.
  • Fix print of 480.6EC on English for Unique Form and Corporations.
  • Open line 13 and 14 in 480.6EC, Part 7 in Unique Form.
  • Updated alignment in form 480.6EC for Unique Form.
  • Fix provider name not visible on invoice details for Retentions.
  • Fix search error on Invoices for Retentions.
  • Show complete SSN in exported Excel reports for Retentions.
  • Fix automatic dates in recurring Payroll on Payroll.
  • Fix import of negative amounts in Payroll.
  • Fix date picker calendar for payroll history.

Version 18.0.71 – May 4, 2019

Changes on Expert Tax
  • Add date range in header for Payroll report in Payroll.
  • Fix blank reports and errors in various Payroll reports.
  • Fix error when entering Schedule X page 2 for Industrial Incentives for some clients.
  • Fix compute of line 64 in Schedule 4 of 1040US Form.
  • Add overwrite to line 16, Page 2 of 1040Us Form.

Version 18.0.70 – May 2, 2019

Changes on Expert Tax
  • Remove validations of special characters on the import from Excel of Providers in Retentions.
  • Fix error with Reports on Invoices in Retentions.
  • Fix Commercial name on the print of 941-PR form in Payroll.
  • Fix alignment of change of address fields on form of PSD-10 in Payroll.
  • Fix Individual name not visible when “Individual” type of company was selected in client Information.
  • Fix standard deduction for civil status married filing separately in 1040 form.

Version 18.0.69 – April 30, 2019

Changes on Expert Tax
  • Fix validation error of amended date from Informative Returns in Retentions.
  • Fix print and text file creation of PRSD-10 when there were more than 3,000 employees in Payroll.

Version 18.0.68 – April 26, 2019

Changes on Expert Tax
  • Fixed Ocurrence of Alert for Schedule IE, line 13 in Regular Corporation Return.
  • Fixed Providers search when adding new transaction in Expert Tax Withholding source.
  • Fixed Sage Import when including voided amounts.
  • Fixed Payroll compute for Exempt Salaries when adding or editing payroll on Expert Tax Payroll source.
  • Fixed name sorting on Unemployment and Disability Quarterly return (PRSD-10).

Version 18.0.67 – April 26, 2019

Changes on Expert Tax
  • Added compute button to manual Payroll entry in Excel and Sage sources.

Version 18.0.66 – April 25, 2019

Changes on Expert Tax
  • Fixed transfer of amounts from form 8859, line 18 to Schedule 4, line 62 when form is checked in 1040-US.
  • Fixed error when creating form 1040-US.
  • Added Manual Natural Year option in Schedule T, part II of the Regular Corporation return.
  • Removed watermark on form AS-64 in Property Tax (CRIM) return in the Corporation module.
  • Fixed Change of Address feature on Unemployment and Disability Quarterly Return (PRSD-10).
  • Fixed transfer of amounts to line 3B on Unemployment and Disability Quarterly Return (PRSD-10).
  • Fixed transfer of Employees without Payroll to Driver Tax (Employer) Quarterly Return.
  • Added e-file confirmation page to 941 form.
  • Fixed transfer of amounts to months in line 16 of 941 form.
  • Fixed transfer of Tax liabilities to Annex B of the 941 form.
  • Added transfer of EFIN and Online PIN when e-filing 941 forms.
  • Fixed error when trying to add employee manually on Expert Tax Payroll source.
  • Added overwrites for Tax Contributions computes when adding Payrolls on Expert Tax Payroll source.
  • Added option to navigate o all Forms on Expert Tax WIthholding source.

Version 18.0.65 – April 25, 2019

Changes on Expert Tax
  • Fixed Create Client button in Payroll & Withholding.

Version 18.0.64 – April 24, 2019

Changes on Expert Tax
  • Fix transfer from Form 2210 Line 17 to 1040 Form Line 23.
  • Fix details of form AS29.3 not opening on CRIM returns for Corporations.
  • Add many payroll reports to data sources of Excel and SAGE for Payroll.
  • Fix employee ID not imported from SAGE data source when 2017 data file import was used in Payroll.
  • Fix import of wrong account numbers in SAGE data source for Payroll.
  • Fix duplicated accounts in SAGE data source when importing data from 2017 file in Payroll. Must delete accounts and import again.
  • Fix decimals not showing on print for lines 1 and 3 in Driver Tax return in Payroll.
  • Add calculation of total weeks in Driver Tax return for Payroll.
  • Add statement attached when having more than 10 employees on Driver Tax return in Payroll.
  • Fix disability configuration change won’t affect the Payroll.
  • Fix disability compute form drivers in line 3b of PRSD-10 in Payroll.
  • Fix print on quarter number in PRSD-10 form for Payroll.

Version 18.0.63 – April 23, 2019

Changes on Expert Tax
  • Fixed transfer of basic information when creating a Volume of Business return in Corporation module.
  • Updated Unemployment and DIsability Quarterly return (PRSD-10) text file format to the latest revision for Payroll.
  • Fixed decimal rounding errors for 941 forms that prevent e-file in Payroll.
  • Fixed error when trying to import employees from EPRT 2017 data file
  • Added Employer Account Number field to Unemployment and DIsability Quarterly return (PRSD-10) in Payroll.
  • Fixed transfer of amounts for form 499R-1B in Payroll.

Version 18.0.62 – April 18, 2019

Changes on Expert Tax
  • Fixed amount transfer from form 1099-R, Line 2a to Line 4b in 1040-US form.
  • Fixed limit for married filing separately in Qualified Dividends and Capital Gain Tax Worksheet (Line 11a) in 1040-US form.
  • Fixed amount transfer from form 8863, Line 8 to Line 17c in 1040-US form.
  • Fixed Server error when creating an AS-29 return in Corporation module.
  • Enabled Interest, Recharge and Penalty fields in Regular Corporation Return.
  • Added Employee Import from EPRT 2017 file in the Payroll module.
  • Added feature to modify Single Payroll transactions and Employees when using Sage and Excel sources.
  • Fixed rounding in print in form 941 Annex B in Payroll module.
  • Multiple fixes on Imports and Layouts (Sage, Excel, Expert Tax) in the Payroll module.
  • Multiple fixes for transfer, print and text file for form PRSD-10 (Unemployment Quarterly Return).
  • Fixed print of selected Invoices in Withholding module.
  • Added latest revision for form 499 R-1B.
  • Fixes for transfer and print for Drivers Employer Quarterly Return.

Version 18.0.61 – April 16, 2019

Changes on Expert Tax
  • Added EPRT 2017 Sage (Peachtree) Accounts Import in Payroll.
  • Unblocked Interests, Recharge and Penalty fields in Unique Form.

Version 18.0.60 – April 15, 2019

Changes on Expert Tax 2018
  • Fixed e-file error with Schedule E in Unique Form.
  • Fixed e-file error in ERO Pin for 1040-US form.
  • Fixed e-file error with Page 5, Part XI, when having detail Summary in Regular Corporation form.
  • Fixed e-file error when Login in to Hacienda and user name has special characters in Regular Corporation form.

Version 18.0.59 – April 13, 2019

Changes on Expert Tax 2018
  • Added Bank Routing number for Cooperativa de Ahorro y Crédito Sol in Unique Form.
  • Fixed validation text for Detail 4 in Unique Form.
  • Fixed some efile errors for 1040-US form.
  • Fixed compute error 8812 Child Tax Credit worksheet line 14 in 1040-US form.
  • Added Classic Mode for Excel import in Payroll module.
  • Fixed Import of Disability entries when importing Payrolls using Excel.

Version 18.0.58 – April 13, 2019

Changes on Expert Tax 2018
  • Fixed amount transfer error in schedule 1116 of the 1040-US form.
  • Fixed compute error on line 9 of the Social Security Benefit Worksheet in 1040-US form.
  • Added overwrite for line 12a of the 1040-US form.
  • Added field for amount input for Schedule 4, line 62 in 1040-US form.
  • Fixed print error for schedule CO, line 2, Act 14-2017 checkbox in Unique Form.
  • Fixed horizontal scrollbar issue on Individual module.
  • Fixed compute of limit for Schedule 6251, line 25 in the 1040-US form.
  • Added Employees Report for Payroll module.

Version 18.0.57 – April 11, 2019

Changes on Expert Tax 2018
  • Added overwrite for line 4L of schedule A2 in the Unique Form.
  • Fixed compute error for part III line 17 of schedule M in the Unique Form.
  • Fixed Navigation menu for schedule SE in form 1040-US.
  • Fixed Taxpayer header name on some Individual Returns.
  • Added Trial Balance Reports export in Excel for Corporation Returns.
  • Removed watermarks for 480.7(OE) Schedules.
  • Added new English PDF of form 480.1(SC).
  • Added new English PDF of form 482(C).
  • Added Download Text File to e-file Driver’s Quarterly Return.
  • Added Download Text File to e-file Unemployment’s Quarterly Return.
  • Fixed print error for Withholding Reports.
  • Fixed Import errors for Sage (Peachtree) Payroll.

Version 18.0.56 – April 9, 2019

Changes on Expert Tax 2018
  • Fixed electronic transfer of Form 8959 in 1040-PR (SS).
  • Fixed compute error in the form 1116 in the form 1040-US.
  • Fixed error creating copies of 1040-US form.
  • Fixed print error of watermarks and electronic filing confirmation number in form 1040-US.
  • Fixed compute error of the Social Security benefits worksheet of the 1040-US form.
  • Fixed electronic transfer of bank account in the form 1040-US.
  • Fixed print error of part I, of the schedule E in the form 1040-US.
  • Fixed print error of part I, line D of the informative 480.6 (EC) in the Unique Form.
  • Fixed compute error of part III, line 7 of the informative 480.6 (EC) in the Unique Form.
  • Fixed print error on page 2, line 1C in the Unique Form.
  • Fixed error when trying to import Partenrships or Corporations from Excel to the schedule R of the Unique Form.
  • Fixed transfer error in part II, line 29a of the schedule IE of 480.8 return.
  • Fixed compute error of part IV, line 16, of the schedule B in the Regular Corporation return.
  • Fixed transfer of amounts from part II, line 25, schedule S to part VIII, line 5a of the Regular Corporation return.
  • Fixed transfer of amounts from part II, line 22, schedule IE to page 2, part II, line 13 of form 480.7 (OE).
  • Fixed printing error of lines 41, 42 and 43 of schedule L in the form 480.30II (DT).
  • Fixed print error for the Annual Reports in forms 480.3 II (LE) and 480.3 II (EV).
  • Fixed transfer of amounts from part IV, line 16, schedule B to part II, line 14 of the same schedule B in form 480.2(U).
  • Fixed “Exit” button of the Quarterly forms in Payroll and Withholding.

Version 18.0.55 – April 8, 2019

Changes on Expert Tax 2018
  • Fixed Print of dates in part II of schedule T of the Unique Form.
  • Fixed electronic transfer and print of forms SC 6042 without amounts in the Unique Form.
  • Fixed transfer of amounts to schedule M for forms 480.6A and 480.6B on the contributions under Act 43-2013 in the Unique Form.
  • Fixed validation of part III, line 4 of schedule M in the Unique Form.
  • Fixed print error of quantities in Annex 5 of the 1040US Form.
  • Fixed transfer of amounts to line 2b of the worksheet for section 933 on line 8 of Form 1040US.
  • Fixed validation of part XII, line 6b in the Regular Corporation return.

Version 18.0.54 – April 6, 2019

Changes on Expert Tax 2018
  • Fix remove of form 1099R in 1040US Form.
  • Fix transfer of line 8 of 1040PR to line 17 (CTC) on Individuals.
  • Fix “Object reference error” for some clients retrieving eFile status in 1040PR Form.
  • Fix Save of Hacienda credentials for eFile in Corporations and Individuals.
  • Fix transfer of Page 3, Line 32 to Page 1, line 5a (double amount) in Pass-through Entities.
  • Fix validation error of Line 12 in Form 941/941-PR for Payroll.

Version 18.0.53 – April 4, 2019

Changes on Expert Tax 2018
  • Form 480.80 now available to print on English for Individuals.
  • Allow to include Preparer information without making payments on Unique Form.
  • Fix compute from Page 2, Line 8 (Total income) to standard deduction. Must use Worksheet Section 933 or Worksheet 1 (Line 16 of Pub. 915) on Form 1040US.
  • Add eFiled watermark to form 1040-PR on PDF.
  • Add validation to Schedule F to warn of at least 10% of withheld amount for exemption of Maria in Unique Form.
  • Fix possible XML format error on eFile of Regular Corporations.
  • Fix search of provider when creating an invoice in Retentions.

Version 18.0.52 – April 3, 2019

Changes on Expert Tax 2018
  • Enable eFile of Regular Corporations with foreign address.
  • Fix XML error related to detail 10 (Schedule B, Part 3) in Regular Corporations.
  • Add question to Schedule D, Part 2, Act 132-2010 and 261-2011 Corporations.
  • Update Schedule Z and Schedule X with latest revision for Passthrough Entities.
  • Fix Type of Entity in Basic Info not recognized in validation for Corporations.
  • Fix transfer of Line 2a Form 6251 when using Schedule A in 1040US Form.
  • Fix missing forms in convert for some clients on Individuals. Must convert the file again.
  • Add question to limit to $220,000 in Schedules K, L, M and N, Part 3, Line 4 when using form SC6042 on Unica Form.

Version 18.0.51 – April 2, 2019

Changes on Expert Tax 2018
  • Quarterly Forms now available for print and eFile (where applicable) in Payroll.
  • Include return balance in payment screen of eFile form Corporations.
  • Fix import of account with no description in Trial Balance for Corporations.
  • Fix possible XML error for some clients Schedule R1, Part 3 for Única Form.
  • Fix print of form 8867 after eFile of 1040US.
  • Remove the “remove” option for amounts transferred to Schedule FF, Part 3 of Única Form.
  • Add validation of Other option in W2-PR for Única form.
  • Form 8812, Worksheet L1, Line 15 can’t be negative in Form 1040US.

Version 18.0.50 – April 1, 2019

Changes on Expert Tax 2018
  • Fix 1040US eFile no response from IRS. Increased the waiting for response time.
  • Fix line 18 print of form 8859 for 1040US Form.
  • Removed Individual option for the 1040-PR and US eFile.
  • Fix compute of Line 6 in Worksheet of line 19 for 1040US.
  • Updated 480.7D revision for draft print in Única Form.
  • Fix import of fax, email and EFIN fields from preparer info to 1040 form.
  • Fix Schedule G statement attached print order for Corporations.
  • Fix on screen descriptions of Schedule S, lines 34 and 35 for Corporations.
  • Fix transfer of Schedule D, part 5, line 5 for Corporations.
  • Fix Amount Withheld on Payroll history for Payroll.

Version 18.0.49 – March 30, 2019

Changes on Expert Tax 2018
  • Industrial Incentives (480.30) returns available to print on English and Spanish.
  • Passthrough Entities now available to print on English for Corporations.
  • Fix print of Schedule 6, Page 1 of 11040US.
  • Fix Act 14-2017 checkbox on print in Page 2 of Unica Form.
  • Fix validation error of Schedule F, Part 6. Modify text with latest validation revision for Unica Form.
  • Fix print of incorrect amounts in Schedule D, Part 5 and 6 for Unica Form on English.
  • Fix compute error in Schedule Z, Part 2, line 3 for Passthrough Entities in Corporations.
  • Fix print of Schedule S, line 35 for Corporations.
  • Add question of cease of operations in Basic Info for Corporations.
  • Fix save of Allocation code edit in trial Balance for Corporations.

Version 18.0.48 – March 28, 2019

Changes on Expert Tax 2018
  • Performance upgrade to all modules.
  • Form 480.8 available to print in Spanish.
  • Modify validation of $11k and $15k for Schedule H, line 8 on Única Form.
  • Fix print of additional lines of Schedule FF for some converted clients from 2017 on Individual’s 480.8F.
  • Fix generated 480.6D form print of Name and SSN in Única Form.
  • Fix compute for some scenarios, of line 19 in Schedule T of Individual and Corporations.
  • Fix incorrect restriction message when trying to amend and eFile Única Form.
  • Updated transfer from Schedule A to Schedule C Part 3, line 4 with latest validations revision in Corporations.
  • Fix amended W2 record PA error on SURI for Payroll.
  • Fix import of 480.6C Interest amount to 480.30 for Retentions.
  • Allow changing the type of provider (Indiv or Corp) in amended 480.6A and B for Retentions.

Version 18.0.47 – March 27, 2019

Changes on Expert Tax 2018
  • Fix OUT OF MEMORY error for Individuals.
  • Regular Corporations available to print on English.
  • Added Invoices/Withholding section to Retentions. Must change the Data source on the client.
  • Fix VOB rate for San Juan municipality on Individuals.
  • Fix missing info after convert of VOB return on Individuals.
  • Fix print error for Schedule D, Part 6 when having more than 7 details.
  • Modify transfer of 480.6A Lines 10 to 14 to Schedule M. A question must be answered in Única form.
  • Enable overwrite for Schedule H, Part 2 when exemption is greater than $11K or $15K for Única form.
  • Fix checkmark of Act 14-2017 in Page 2 of Única form.
  • Fix XML error of eFile in Regular Corporations when the return requires a payment.
  • Fix eFile process stuck on last step for Regular Corporations for some clients.
  • Modify Peachtree template instructions for Payroll.
  • Fix Disability account being added to Social security withheld in Peachtree on Payroll.

Version 18.0.46 – March 22, 2019

Changes on Expert Tax 2018
  • Add Taxpayer or Company name on the top of the form on the screen.
  • Passthrough Entities available to print on English with watermarks in Corporations.
  • Removed watermarks for forms 480.2U and 480.2AI in Corporations.
  • Fix language in Schedule D Page 2, Part 5 statement attached for Corporations.
  • Fix close of detail for line 22, Part 5, Schedule D of Corporations.
  • Fix eFile stuck on Única Form for some clients.
  • Fix name of Line 8 of Page 2 in print menu of 1040 Form.
  • Fix standard deduction blind option in 1040 Form.
  • Fix Summary of Única Form to show withheld amounts on Individuals.

Version 18.0.45 – March 21, 2019

Changes on Expert Tax 2018
  • Fix print of Schedule 1, line 21 showing line 22 amount on 1040US Form.
  • Updated Credit and Debit Authorization form for 1040US.
  • Fix back option of detail of line 21 in 1040US Form.
  • Fix compute of Line 1F, Schedule C in Única Form.
  • Fix random “Root element server error” for some clients.
  • Fix error on the last step of eFile for Regular Corporations for some users.

Version 18.0.44 – March 20, 2019

Changes on Expert Tax 2018
  • More Improvement in speed when opening the Unica Form of a client.
  • Payroll section now available in Payroll and Retentions.
  • Fix Transfer for Unica Form in 1040-PR duplicating amounts when used more than once.
  • Fix blank screen when opening and creating VOB returns for some clients on Individuals.
  • Fix VOB print error on Individuals.
  • Fix ERO pin not saved in 1040 Form.
  • Fix design of W2 form, line 15 spacing for 1040US on Individuals.
  • Overwrite in Shedule H, Part 2, line 8 only visible when taxpayer is Federal in Unica Form.
  • Remove e-filed watermark in form 8879 for 1040US on Individuals.
  • Fix phone number in print of VOB return on Individuals.
  • Fix print of Line 4b in Page 2 of 1040US Form on Individuals.
  • Fix Check status of e-filed return for 1040-PR/SS and 1040US on Individuals.
  • Fix starting and ending dates on print of 480.6EC print on Unica Form.

Version 18.0.43 – March 19, 2019

Changes on Expert Tax 2018
  • Performance improvement for Individual module, open and navigation.
  • Add eFile to 1040-PR/SS and 1040-US forms.
  • Add ability to remove recent clients individually.
  • Remove watermarks of Única form in English.
  • Fix print error for 1040-PR form.
  • Fix print of validation errors for 1040-PR form.
  • Fix wording on form 8879 Signature information with correct year.
  • Fix remove of M1 adjustment of Trial Balance for Corporations.
  • Fix print list order for Schedule G in Corporations.
  • Fix Clear Trial Balance option for Corporations.
  • Remove watermark from SC-2909A in Corporations.

Version 18.0.42 – March 19, 2019

Changes on Expert Tax 2018
  • Add checkmark to identify amended W2 in Única Form.
  • Remove validation for Act 48-2013 in 480.6B on Retentions.
  • Fix XML error for some users on eFile of Regular Corporations.
  • Fix Incomplete Schedule E on print of efiled Regular Corporations.

Version 18.0.41 – March 18, 2019

Changes on Expert Tax 2018
  • Fix transfer from 8959 line 13 to Schedule 4 line 62 of Form 1040.
  • Fix transfer from 6251, Page 1, Line 1 to Line 10, Page 2 of 1040 Form.
  • Fix duplicity in line 3 of Social Security Benefits Worksheet on 1040-SS Form.
  • Fix transfer from F480.8F, Part 3 to F480.6F, Part 4 on Individuals.
  • Enable data entry on Schedule H, Line 7 when 1099-R is used in Única Form.
  • Remove Watermark and Confirmation number from Return Summary on Única Form.
  • Fix convert error for some users on Individuals.
  • Fix error when trying to remove a return on Individuals.
  • Fix duplicate amount error on 480.6B1 eFile for amended files when submitting to SURI in Payroll.

Version 18.0.40 – March 14, 2019

Changes on Expert Tax 2018
  • Fix save, print and import of Retentions and Payroll annual forms.
  • Fix incorrect ID for individual type of company. The company ID must be selected in Company Information. This should fix the error of FEIN in SURI for Retentions.
  • Fix switch button for 480.6A/B in Retentions.
  • Updated 480s eFile layout when a form is being amended/removed. This should fix error in SURI for Retentions.
  • Change validation of 940 form for lines 7 and 9 in Payroll.
  • Enable data entry on Line 14, Part 12, Page 5 of Regular Corporations.

Version 18.0.39 – March 13, 2019

Changes on Expert Tax 2018
  • Address in 480.7A can be entered manually, not imported from taxpayer in Unica Form.
  • Preparer option is now default on the eFile steps of Unica Form.
  • Fix print of eFiled Unica return.
  • Fix compute from line 18, Form 1116 to line 10 of 1040 Form.
  • Fix Additional Child tax credit from form 8812 to line 17 of 1040 Form.
  • Fix overwrite of line 6a in form 8812 of 1040 Form.
  • Fix print of Schedule D, Part 2, line 17 amount on incorrect line for Unica Form.
  • Fix import of global preparer info for 1040-SS Form.
  • Fix convert of Qualified physician question for Unica Form.
  • Fix idle time make Unica form unresponsive.
  • Fix transfer of some fields of 480.6EC to Schedule R in Unica
  • Fix Alerts always visible in Regular Corporations eFile validation.
  • Fix eFile error on Regular Corporations for some clients.
  • Fix exemption code on eFile in W2c for Payroll.

Version 18.0.38 – March 13, 2019

Changes on Expert Tax 2018
  • Updated form 8879 to latest revision for 1040 return.
  • Fix Schedule F, Part 6 Retention of 10% when decimals where entered in Única return.
  • Fix save of login credentials to authenticate with Hacienda on eFile process.
  • Fix PTIN transfer from global preparer information button in Única return.
  • Fix print loading forever in 1040PR when form 8867 is selected.
  • Fix 50% in line 2h of Part 2, Schedule IE for Única return.
  • Fix incorrect Standard deduction computed for some clients in 1040 return.
  • Fix transfer to amount withheld on line 5, Part 3 on Pass Through Entities return.
  • Fix 480.6EC export to Excel to be compatible with SURI on Pass Through Entities return.
  • Fix error when opening Schedule S in Corporations.
  • Fix import of decree number from Excel on Pass Through Entities return.

Version 18.0.37 – March 12, 2019

Changes on Expert Tax 2018
  • Regular Corporation available for efile.
  • Speed improvement for print form on Única return.

Version 18.0.36 – March 11, 2019

Changes on Expert Tax 2018
  • Fix validation error of preparer information required for Única return.
  • Fix UTF-8 error for some clients on eFile of Única return.
  • Fix other cost in transfer from Schedule K to 1040-PR.
  • Fix Left navigation menu does not stay on the page selected for Única return.
  • Fix change of principal taxpayer switch not working on 1040-PR/SS.
  • Fix text alignment on Page 2 Part 1 of Única return.
  • Fix error when creating amended copy of eFiled Única retun.
  • Fix Select All option in print for 1040-US return.
  • Fix blank screen error opening Corporations client file for some users.

Version 18.0.35 – March 8, 2019

Changes on Expert Tax 2018
  • Allow Online PIN to accept 5 digits in Preparer Information.
  • Enable line 17a in 1040US for individuals.
  • Fix Schedule C visibility on Única Form.
  • Fix the amount of line 5 and 6 on form 480.6D for Única form.
  • Fix VOB of San Juan does not print on Corporations.
  • Fix transfer of Trial Balance allocations to 480.20EC.
  • Fix decimals in 480.20EC, Page 6, line 11.

Version 18.0.34 – March 8, 2019

Changes on Expert Tax 2018
  • Fix print of Schedule E after eFile the return on Única.
  • Fix Schedule F, Part 6, Line 9 validation in Única return.
  • Fix print of Schedule A, Part 1 on English for Única return.
  • Fix amount limit in W2-PR, line 15 for up to $18,500 for dual qualified in Única.
  • Fix incorrect entities checked in print of 480.6EC Informative for Corporations.
  • Fix Automatic compute refresh of lists after transferring from Trial balance in Pass through Entities.

Version 18.0.33 – March 7, 2019

Changes on Expert Tax 2018
  • Add Regular Corporation to print in English.
  • Form 480.8F available to print.
  • Add Extension (SC2644) to print in all returns except Única and Regular Corporations extensions who must be filled directly in SURI.
  • Remove Watermark from 1040US form.
  • Fix transfer from Trial Balance to Passthrough entities.
  • Fix natural year selection in 480.1SC form for Corporations.
  • Fix menu language in English selection for 480.1SC for Corporations.
  • Fix print function error for 480.1SC for Corporations.
  • Fix Alternate Schedule C not showing all variants when married is selected.
  • Fix validation description for line 16 of 480.6A for Única return.
  • Fix print of Schedule A1 in English for Única return.
  • Fix Schedule A not available in print menu for Única return.
  • Fix US territory validation error in Schedule C for Única return.

Version 18.0.32 – March 6, 2019

Changes on Expert Tax 2018
  • Pass through Entity in spanish now available to print in Corporations.

Version 18.0.31 – March 5, 2019

Changes on Expert Tax 2018
  • 1040-PR transfer from Unica are now available.
  • Única forms now available to print on English.
  • 1040-US are now available to print.
  • Validation of 480.7C line 21 is now optional for Retentions.
  • Fix Annual reports details not opening in Corporations.
  • Fix Transfer of Trial Balance with code 509 in Corporations.
  • Fix download of Excel template in the Import section of Corporation.
  • Fix Convert of Individual returns for some clients.
  • Fix 1040PR Worksheet on Line 19.
  • Fix validation error of confirmation number in 480.7B for Única form.
  • Fix transfer of line 36 Schedule IE of Única.
  • Fix error -200 for some users in Única form.
  • Fix change of return name in Individual.
  • Fix “System out of Memory” for some users in Individual.

Version 18.0.30 – March 2, 2019

Changes on Expert Tax 2018
  • Fix print on Pass through Entities Page 2 line 12 on Corporations.
  • The volume of Business return available to print on Individual.
  • Add Watermark to Regular Corporation return as eFile will be compulsory.
  • Fix Payee name on eFile of 480.6C when the ID is not EIN or SSN on Retentions.
  • Fix eFile error on W2 for IRS in record RV causing invalid length error on Payroll.
  • Fix W2 forms export to Excel on Payroll.
  • Fix validation error form 480.6A with an amount in lines 10 to 14 on Individual.
  • Fix SC2644 appears on print after eFile in Unica return.

Version 18.0.29 – March 28, 2019

Changes on Expert Tax 2018
  • Form 1040-PR available to print in Individuals.
  • Form Regular Corporations available to print in Corporations.
  • Form Pass-Through Entities available WITH WATERMARKS in Corporations.
  • Added ability to rename of returns created in the client.
  • Updated 480.7C import template in Retentions.
  • Fixed wording of validation in line 21 of 480.7C in Retentions.
  • Fixed import of Line 6 of 480.7B.1 in Retentions.
  • Fixed Trial Balance for Única in Individual.
  • Fixed transfer of Trial balance to 480.20EC in Corporations.
  • Fixed Trial balance transfer to Regular Corp for some group codes in Corporations.
  • Fixed rollover in Trial Balance for Corporations.
  • Fixed validation of W2 form for Dual qualified plans Única.
  • Fixed Preparer info not in print of 480.8F for Corporations.
  • Fixed specialist info not available for form SC2909 for Única.
  • Fixed Schedule O Line 12 amount from Schedule A2 for Única.

Version 18.0.28 – February 27, 2019

Changes on Expert Tax 2018
  • Fix phone number not on eFile for 480.7C on Retentions.
  • Validate address with at least 4 characters in 480.7C on Retentions.
  • Validate bank account required for line 16 in 480.6A on Retentions.

Version 18.0.27 – February 27, 2019

Changes on Expert Tax 2018
  • Validations are now just a warning and won’t stop the eFile process in Retentions.
  • Allow duplicates payees for forms 480.7 and 480.7C in Retentions.
  • Fix Phone number, not on eFile of 480.7B.1 for Retentions.
  • Fix invalid length error for 480.7C eFile in Retentions.
  • Fix eFile Cancel error for some users in Retentions.
  • Fix Excel generated template for 480.7C form in Retentions.
  • Fix amounts in screen summary for 480.7C in Retentions.
  • Fix print of Beneficiary name and SSN on 480.7B for Retentions.
  • Fix print of page 1, Schedule CO for Unica form in Individual.
  • Fix not eligible 480.6A to Schedule N for Unica form in Individual.
  • Enable Line 15, Schedule M for Unica form in Individual.

Version 18.0.26 – February 26, 2019

Changes on Expert Tax 2018
  • Remove validation of 17% in Line 6 of 480.7B for Retentions.
  • Fix validation error for line 5 in 480.7C for Retentions.
  • Fix unique control number error for SURI. The amended can’t have the same range as originals for Retentions.
  • Remove automatic reason of change for amended in zero on Retentions.
  • Fix 480.6B1 form count in eFile for amended forms in Retentions.
  • Fix transfer of 480.6F to Schedule FF on Individuals.

Version 18.0.25 – February 21, 2019

Changes on Expert Tax 2018
  • Fix exempt amount transfer in W2 amended form.
  • Fix Payroll and Withholdings return not visible after convert file in the withholdings module.
  • Disable form options while waiting for the eFile confirmation number on Retentions module.
  • Fix search client list on Payroll and Retention module.
  • Fix lateral navigation bar error on Individual module.
  • Fix transfer from 480.6B to Schedule M on Unica return.
  • Fix transfer from 1099R to Schedule H on Unica return.
  • Fix convert loop of Corporate files for some clients.

Version 18.0.24 – February 20, 2019

Changes on Expert Tax 2018
  • Updated W2 amended text file with a new format published by SURI.
  • Fix validation amount error in 480.6B.1 for amounts imported with more than 2 decimal places.
  • Fix Excel source description for Retention data source.
  • Fix waiver number convert from 2017 to 2018. Must re-convert the file.
  • Fix pension date validation in 480.7C.

Version 18.0.23 – February 19, 2019

Changes on Expert Tax 2018
  • Available now Individual Unique Form for E-File.

Version 18.0.22 – February 15, 2019

Changes on Expert Tax 2018
  • Add option to transfer information from 480.6A to 480.6B and vice versa.
  • Fix validation in 480.6C and 480.6D with bank account number.
  • Fix general error when validating Informative returns.
  • Fix eFile error on SURI for 480.6B for some clients. Must re-generate the text file.
  • Fix “Save” function of company basic information after data conversion.
  • Fix sidebar menu from Withholding to Individual and Corporation.
  • Fix Import from Excel to 4806B with TypeOfBusiness = 2.
  • Fix validation stuck on 480.6B1 even after errors where corrected.
  • Fix error in Save of 480.30 for some clients.

Version 18.0.21 – February 14, 2019

Changes on Expert Tax 2018
  • Fix transfer of waiver number to forms 480.6B.
  • Fix recent client list in a loop showing the same clients.
  • Fix W2c eFile text file invalid format when uploaded to SURI.

Version 18.0.20 – February 13, 2019

Changes on Expert Tax 2018
  • Add option to create Schedule C for Taxpayer and Spouse in Unica form.
  • Removed validation from Excel of amounts for 480.6B and 480.6C.
  • Removed validations of lines 1 and 2 in 480.6B, as SURI removed validations for those lines.
  • Fixed validation error due to rounding difference in cents from 480.6B and 480.6C.
  • Fixed import from Excel to Informative forms when TypeofBusiness is 2. (edited)

Version 18.0.19 – February 12, 2019

Changes on Expert Tax 2018

  • Added the Excel method for the source of Informative.
  • Fix incomplete convert for some clients when converting Individual clients.
  • Fix overwrite of Payroll clients with Informative clients in convert. The system warns the user.
  • Updated 480.6A and 480.6B Excel templates with latest changes.

Version 18.0.18 – February 11, 2019

Changes on Expert Tax 2018
  • Add new fields to form 480.6B.1.
  • Enable Part 1 fields in 480.30 form.
  • Fix transfer of reimbursed expenses to Informative forms.
  • Fix summary report of Informative returns for amount paid.

Version 18.0.17 – February 11, 2019

Changes on Expert Tax 2018
  • Add conversion from Expert Taxes 2017 to 2018 for Informative (Payees and transactions).
  • Add Relay type to form 480.6B on screen data entry.
  • Fix navigation menu of Corporations in 1024 x 768 resolution.
  • Fix individual eFile form form 480.6B.1.

Version 18.0.16 – February 8, 2019

Changes on Expert Tax 2018
  • Added the option to print 480s with mailing label.
  • Added amended option for W2 forms. SSA eFile to be added in separate update.
  • Added “Open file location” option to recent client file screen.
  • Fixed frozen screen after confirmation number for 480s.
  • Fixed reenter contact information in Pre-eFile screen.
  • Fixed error in “Save” for forms 480.6B.1 and 480.30.
  • Fixed error when trying to open a deleted client file in recent list.

Version 18.0.15 – February 7, 2019

Changes on Expert Tax 2018
  • Individual module available for evaluation purposes with 2017 returns.
  • Corporations module available for evaluation purposes with 2017 returns.
  • Added the option to print W2 with mailing label.

Version 18.0.14 – February 1, 2019

Changes on Payroll and Withholdings Module:
  • Added confirmation sheet for 940s eFile.
  • Fixed instructions with W2 forms PDFs.
  • Fixed transfer of exempt salaries from W2 to form W3.
  • Fix validation error in relay number for 480.6B form.
  • Fixed transfer of other deductions amounts to W2 form.

Version 18.0.13 – January 31, 2019

Changes on Payroll and Withholdings Module:
  • Fix W3 print with watermark.
  • Fix batch print of W2 forms as PDF with SSN (ZIP).
  • Fix import of 480.6B with relay number.

Version 18.0.12 – January 30, 2019

Changes on Payroll and Withholdings Module:
  • Added the option to save/print the W2 forms as individual PDF with SSN as filename.
  • Fix transfer from Payroll to form 943, line 17.
  • Fix tab order and save error in 940 form when doing eFile.
  • Fix convert error with filenames with “&”.
  • Fix negative values in transfer to 499R-2/W2PR forms.

Version 18.0.11 – January 29, 2019

Changes on Payroll and Withholdings Module:
  • Fix validation of date in 940-PR form.
  • Fix decimals error on eFile of 940-PR.
  • Fix transfer of Tips to line 21 of 499R-2/W-2PR form.
  • Removed validation of withheld amount on lines 1 and 2 of 480.6B.

Version 18.0.10 – January 29, 2019

Changes on Payroll and Withholdings Module:
  • Fix error when opening a client in recent.
  • Fix loop when printing more than 2,000 forms in all 499R-2/W2PR forms.

Version 18.0.9 – January 28, 2019

Changes on Payroll and Withholdings Module:
  • Fix amount duplicated in CODA for the transfer to W2 forms.
  • Fix Company information in 944-SP form.
  • Fix error when creating amended W3 form for some users.
  • Fix import of ET2017 source for some Excel files.
  • Fix ERO pin entry on eFile of annual forms.
  • Fix Zip Code validation error when converting from ET2017.

Version 18.0.8 – January 25, 2019

Changes on Payroll and Withholdings Module:
  • Fix Informative source deselected when selecting only Payroll option.
  • Fix entered Name does not appear on print of 940-PR form.
  • Fix error on data Sage (Peachtree) data source.
  • Removed validation of “Sign here” section in 943-PR and 944-SP to completed on print-out.
  • Enable download of text file for SSA without SURI confirmation number.
  • Add option of download Excel file for the eFile to be uploaded in SURI.
  • Add version number in the options screen.
  • Improved convert of Payroll from EPRT 2017 to Expert Taxes 2018. EVERYTHING is converted now (Company, Employees and Payroll).

Version 18.0.7 – January 23, 2019

Changes on Payroll and Withholdings Module:
  • Fix transfer to annual forms stuck in some cases, where there where many transactions.
  • Fix screen loop after eFile was created and the program was ready for the confirmation number.
  • Fix loop when importing data from Excel with validation errors.
  • Fix ET2018 not launching for Windows users without Documents library.
  • Fix transfer of Medical Insurance and Donations amounts to annual forms.
  • Fix Save and Edit buttons on the IRS text file screen.
  • Removed validation of line 12 for exempt employees.
  • Added option to print all forms.
  • Added the option to enter manually the range of the control numbers.
  • Added the option to create SSA text file without the confirmation number of SURI. (edited)

Version 18.0.6 – January 22, 2019

Changes on Payroll and Withholdings Module:
  • Fixed transfer not taking the date of birth to adjust salaries in 499R-2/W-2PR form.

Version 18.0.5 – January 21, 2019

Changes on Payroll and Withholdings Module:
  • Fixed transfer not taking the date of birth to adjust salaries in 499R-2/W-2PR form.
  • Removed required information of Part 4 of form 940/940-PR.
  • Removed automatic compute of line 9, Part 3 of form 940/940-PR.
  • Fixed summary of 499R-2/W-2PR not showing on screen for some clients.
  • Fixed summary on screen for 499R-2/W-2PR of line 11.
  • Fixed dates not on PDF of form 499R-3.
  • Increase confirmation number to 11 characters.
  • Increased the data conversion limit to 300 client files.
  • Improved the automatic update process.

Version 18.0.4 – January 18, 2019

Changes on Payroll and Withholdings Module:
  • Fixed required line 2 of Physical Address in Company Information
  • Fixed text eFile of SSA for Health coverage with amount
  • Fixed convert of 2017 to 2018 Payroll files with lowercase extension
  • Fixed 499R-2/W2 forms created with no amounts for inactive employees

Version 18.0.3 – January 17, 2019

Changes on Payroll and Withholdings Module:
  • Fix conversion process for Payroll data files for Expert Taxes 2017 to 2018
  • Fix data transfer to create anual forms in Payroll.

Version 18.0.2 – January 16, 2019

New on Payroll and Withholdings Module:
  • Add the option to import employees and payroll data from Expert PR Taxes 2017. *Click here* for more details.

Version 18.0.1 – January 15, 2019

Welcome to Expert Tax Year 2018.

New on Expert Tax:
  • Single update per module.
New Payroll and Withholdings module is available with the following new features:
  • 499R-2/W-2PR – Print and Electronic File through Hacienda portal and Social Security Administration.
  • 940 – Print. Efile is not available. Currently being certified by IRS for Efile.
  • 940-PR – Print. Efile is not available. Currently being certified by IRS for Efile.
  • 943-PR – Print. Efile is not available. Currently being certified by IRS for Efile.
  • 944-SP – Print. Efile is not available. Currently being certified by IRS for Efile.
  • W-3 PR – Print and Electronic File through Hacienda portal and Social Security Administration.