Release Ntes Yearli Desktp 2014, Quarter 3 update 2 The update cntained general maintenance nt visible t the user. Yearli Desktp 2014, Quarter 3 update 1 Enhancements Winfiler has a new name - Yearli Desktp has all the features and functins yu have cme t expect frm Winfiler. TIN Matching Greatland prvides easy access t a service implemented by the IRS allwing a 1099 filer t check the TIN (Taxpayer Identificatin Number) and a specific recipient name t ensure that there is a match fr it in the IRS database. This prcess helps filers avid IRS penalties and B-Ntices fr missing TINs r incrrect Name/TIN cmbinatins. Greatland delivers an easy-t-understand TIN matching reprt within three business days. (Available in early December) Imprved Interface Dashbard Prvides quick access t the mst cmmnly used features yu will use n a regular basis, including easier t use windws fr Imprting and Printing. This was created t give yu an easy way t navigate the wrkflw fr filing yur returns. Payers & Recipients screen Prvides a cnslidated screen t manage yur Frms, Payers and Recipients. This ne screen has replaced fur screens resulting in an enhanced wrkflw. Click the What s New buttn n the Payers & Recipients screen t learn mre. If yu want t purchase additinal frms and envelpes fr Yearli, click the Order Supplies buttn n the updated tl bar. Supprts Transactinal Data Entry AND Year End Data Entry The best f Winfiler and Winfiler Plus have been cmbined. Yearli Desktp allws yu t enter after-the-fact payrll, 94x r state UI reprting by using Quarterly Data Entry selectin. This enables entry f dated transactins in whatever frequency yu need (e.g. weekly, bi-weekly, mnthly, etc.). If yu are lking fr a simple way t enter W-2 r 1099 frms, select Year End Data Entry if yu nly need t cmplete yur W-2 and 1099 frms. Payee Nw Called Recipient Frmerly Winfiler referred t payees. That has been replaced with recipients in Yearli. FORM CHANGES Kansas State ID fr W-2 The expected frmat f the Kansas State ID fr W-2 is 15 digits, starting with 036, cntaining an F in the 13 th psitin; the 4 th character may be an A r K. City f Philadelphia Annual Recnciliatin f Emplyer Wage Tax Gvernment revisin. Resident and nnresident tax rates updated fr 2014. Clrad DR 1094 W-2 Wage Withhlding Tax Return Gvernment revisin. Clrad DR 1107 1099 Incme Withhlding Tax Return Gvernment revisin. Nrth Carlina Annual Withhlding Recnciliatin Gvernment revisin. Frm NC-3M is bslete and has been remved frm Yearli Desktp; all Nrth Carlina W-2/1099 payers must file Frm NC-3 (Frm NC-3 will be updated fr 2014 in a future release f Yearli Desktp). Winfiler Plus 2014, Quarter 3 1099 Frms 2014 frms are available fr printing. This includes all Frm 1098, 1099, 5498, and W-2G. 1096 Gvernment revisins Updated calculatins in summarizatin f Bx 5. 1
1096-2014 frm is available fr printing. 1099-B Gvernment revisin new cpies have been added: Cpy 1 fr Payer t file with state tax departments Cpy 2 fr Recipient t file with state incme tax return Cndensed frmat that includes all Recipient cpies n ne page (Cpy 2, Cpy B, and instructins) CO UITR-1/1a Emplyer s Reprt f Wages and Premiums Gvernment revisin OK WTH10001 Quarterly Wage Withhlding Return Gvernment revisin PA UC-2/2A Emplyer s Reprt fr Unemplyment Cmpensatin Remve ptin n line 11 fr Magnetic Media UC-2A. UT 33H/33HA Emplyer Quarterly Wage List and Cntributin Reprt Add Signer s Name field. VA VA-5 Emplyer s Return f Virginia Incme Tax Withheld Gvernment revisin VA VA-6 Emplyer s Annual r Final Summary f Virginia Incme Tax Withheld Gvernment revisin; due date changed t January 31. VT C-101/C-147 Emplyer s Quarterly Wage & Cntributin Reprt Vermnt's standard premium fr emplyer Health Care Cntributins has changed frm $119.12 t $133.30 fr Q3 2014. Frm printuts were changed t Recrd Cpy; all emplyers are nw required t file Vermnt unemplyment returns electrnically. Winfiler Plus 2014, Quarter 2 ALLOW COPYING OF ALL PAYEES the checkbx fr Allw Cpying t Other Payers has been remved. It is n lnger necessary t indicate which Payees are eligible t be cpied. All Payees are eligible t be cpied t anther Payer at all times. 1098 Mrtgage Interest Statement Remved field fr Mrtgage Insurance Premiums 1098-T Tuitin Statement Gvernment revisin 1099-B Prceeds Frm Brker & Barter Exchange Transactins Gvernment revisin 1099-C Cancellatin f Debt Identifiable Event Cde field is nw required 1099-G Certain Gvernment Payments Gvernment revisin 1099-INT Interest Incme Added fields fr Market Discunt and Bnd Premium 1099-OID Original Issue Discunt remved Freign Tax Paid field and Freign Cuntry field. Added fields fr Market discunt and Acquisitin premium. 1099-MISC Miscellaneus Incme remved fields fr Freign Tax Paid and Freign Cuntry r US Pssessin 1099-R Distributins Frm Pensins, etc. Added new Distributin Cde (K) 5498 IRA Cntributin Infrmatin Added new fields fr FMV f certain specified assets and the crrespnding cdes 941-X Adjusted Emplyer s QUARTERLY Federal Tax Return r Claim fr Refund Remved: Number f qualified emplyees first paid exempt wages/tips this quarter Remved: Number f qualified emplyees paid exempt wages/tips this quarter Remved: Exempt wages/tips paid t qualified emplyees this quarter Remved: Advance earned incme credit payments Remved: Number f qualified emplyees paid exempt wages/tips Remved: Exempt wages/tips paid t qualified emplyees Added: Special additin t wages fr Additinal Medicare Tax Other Gvernment revisins W-2 The 2014 W-2 frm is available fr printing. W-3 The 2014 W-3 frm is available fr printing. 2
IL UI-3/40 Emplyer s Cntributin and Wage Reprt Updated frmat f State ID fr SUI fr UI-3/40 / 40A. LA ES4B/ES4C/ES61 Quarterly Wage and Tax Reprt - Changed t Recrd Cpy; all emplyers are nw required t file Luisiana unemplyment returns electrnically. OR WR Annual Withhlding Tax Recnciliatin Reprt Gvernment revisin. PA UC-2/2A Emplyer s Reprt Fr Unemplyment Cmpensatin Changed t Recrd Cpy; all emplyers are nw required t file Pennsylvania unemplyment returns electrnically. TX C-3/C-4 Emplyer s Quarterly Reprt Changed t Recrd Cpy; all emplyers are nw required t file Texas unemplyment returns electrnically. Vermnt C-147 Emplyer s Quarterly Wage Reprt Gvernment revisin. Wiscnsin UC-7823 Quarterly Wage Reprt Gvernment revisin. Wiscnsin UCT-101 Quarterly Cntributin Reprt Gvernment revisin. Winfiler Plus 2014, Quarter 1 UNIVERSAL IMPORT - the mapping and validatins have been imprved fr the Payee Name and Assciatin Name n 1099 type frms. W-2, W-2c Gvernment revisin 2014 Scial Security Wage Limit: $117,000.00 2014 Scial Security Tax Withheld Maximum: $7,254.00 941/Sch B/Sch D Emplyer s Quarterly Federal Tax Return Gvernment revisin. Remved COBRA premium assistance text and fields (was lines 12a -13) Updated remaining fields and calculatins t accmmdate remving the COBRA fields 941-V Payment Vucher Payment amunt calculatin updated. 943-X Adjusted Emplyer s Annual Federal Tax Return fr Agricultural Emplyees f Claim f Refund Added fields fr Additinal Medicare Tax 944-X Adjusted Emplyer s ANNUAL Federal Tax Return r Claim fr Refund Added fields fr Additinal Medicare Tax 945-A Annual Recrd f Federal Tax Liability Gvernment revisin. 945-X Adjusted Annual Return f Withheld Federal Incme Tax r Claim fr Refund Gvernment revisin. CO UIITR-1/1a Quarterly Reprt f Wages Paid and Premiums Owed Gvernment revisin. CT CT-941 Quarterly Recnciliatin f Withhlding - Gvernment revisin. Cnnecticut nw requires electrnic filing f withhlding returns. The paper CT-941 frm Winfiler Plus may cntinue t be filed by emplyers that have btained a waiver frm electrnic filing frm the state. CT CT-W3 Annual Recnciliatin f Withhlding Gvernment revisin. Cnnecticut nw requires electrnic filing f withhlding returns. The paper CT-W3 frm Winfiler Plus may cntinue t be filed by emplyers that have btained a waiver frm electrnic filing frm the state. CT UC-5A/UC-2/UC-5B Emplyee Quarterly Earnings Reprt / Emplyer Cntributin Return Changed t Recrd Cpy; all emplyers are nw required t file Cnnecticut unemplyment returns electrnically. FL RT-6/6A Emplyer s Quarterly Reprt Gvernment revisin. GA G-7 Quarterly Return fr Mnthly (r Quarterly) Filers Gvernment revisin. GA G-1003 Incme Statement Return Gvernment revisin. IA 44-105 Withhlding Payment Vucher Gvernment revisin. IL IL-941 Withhlding Incme Tax Return Gvernment revisin. IL UI-3/40 Emplyer s Cntributin And Wage Reprt Added functinality t accmmdate tax rates greater than 3
5.4% fr newly-subject emplyers with quarterly wages less than $50,000. KS K-CNS 100/101 Quarterly Wage Reprt and Unemplyment Tax Return Gvernment revisin. The Pre-Printed frms ptin has been remved. The Blank Frm versin f Kansas K-CNS 100/101 is acceptable fr filing with the state. ME 941/C1-ME Cmbined Filing fr Incme Tax Withhlding and Unemplyment Cntributins Gvernment revisin. NC NC-3 Annual Withhlding Recnciliatin Gvernment revisin. NE 941N Withhlding Return Gvernement revisin. OK OES-3 Emplyer s Quarterly Cntributin Reprt Gvernment revisin. Winfiler Plus 2014, Quarter 0, Update 2 Universal Imprt Payee Name / Assciatin Name validatin has been updated alng with ther fixes nt visible t the custmer. Imprt frm QuickBks The validatin fr TINs has been updated t allw SSNs beginning with 8. Winfiler Plus 2014, Quarter 0, Update 1 Universal Imprt The frmatting f SSN and EINs will be autmated during imprt. The frmat can be edited in the payer/payee entry screens. Payer and Payee Type Of TIN field can nw be mapped during the imprt. When the length f the State Identificatin Number matches the state specificatins, the State ID will be frmatted with apprpriate hyphens, spaces, etc. n the Preview tab in Step 2. This frmatting will be retained when the imprted data is written t the database. Winfiler Plus 2014, Setup IMPORTANT INSTALLATION NOTES READ BEFORE INSTALLING Please make sure t review the System Requirements fr prper installatin f the sftware. System Requirements - D nt install the Winfiler Plus prgram t Cmpressed r Encrypted drives because the prgram will nt wrk prperly. Authrizatin cdes are used during installatin r when yu replace yur PC r need t re-install yur sftware fr any reasn. Authrizatin cdes are lcated n the packing slip. Please keep yur cdes in a safe place! The authrizatin cde was als emailed t the email address n yur accunt. Yu can request anther email t be sent by cntacting yur accunt manager r technical supprt. Authrizatin Cdes fr nn-netwrked versins may be entered at the time Winfiler Plus 2014 is installed r after installatin via the Enter Authrizatin Cdes ptin n the File menu. Authrizatin cdes fr a netwrk installatin must be entered when the prgram is installed. Entering the hyphens is ptinal. When installing a netwrk versin f the sftware, a wrkstatin must be installed n the server fr imprting data. This Wrkstatin installatin des nt cunt against the number f licenses purchased. Universal Imprt Wrkflw has been imprved t prvide a better experience when imprting data. 1098-C Gvernment revisin added new Odmeter mileage field t be cmpleted fr dnatins f mtr vehicles. W-2 & W-2C Gvernment revisin updated Scial Security maximum amunts. The 2014 Wage Limit is $117,000. 4
Alabama A-6 This frm has been remved frm WinFiler Plus. Califrnia DE 9 Gvernment revisin - updated DI Wage Limit. Gergia GA-V Gvernment revisin. Iwa Mnthly Wrksheet This frm has been remved frm WinFiler Plus. New Jersey NJ927 / NJ927W Gvernment revisin Wrker Disability Insurance rate updated. New Yrk NYS-1 Gvernment revisin. Nrth Carlina NC-5 Gvernment revisin updated fr current year. Nrth Carlina NC-5P This frm has been remved frm WinFiler Plus. Oklahma WTH10001 Gvernment revisin nw quarterly nly. Oregn OQ/Schd B/132 Gvernment revisin updated rates fr Transit District taxes and Special Payrll Tax ffset. REMINDER FOR IMPORTING DATA Imprt frm Previus Versin f Winfiler r Plus: If installing Winfiler n a netwrk, the imprt must be dne n the server. Install a Wrkstatin n the Server t perfrm this imprt. REMINDER FOR PRINTING FORMS Prir Year Frms: Annual and quarterly Federal and State Payer frms, W-2 Frms, and 1099 Series Frms that have nt been updated fr 2014 cannt be printed in the Setup prgram; hwever, yu may enter data fr these frms. Frms will be enabled fr printing as they are available frm gvernment agencies. Remember t update yur prgram quarterly t receive 2014 frms. LOOKING AHEAD Supprt fr Windws XP ending Micrsft will end supprt fr the perating system, Windws XP in April f 2014. WinFiler will n lnger supprt Windws XP as f December 31, 2014. Technical Supprt Internet: www.yearlidesktp.greatland.cm Email: desktp.supprt@greatland.cm Phne: 920.339.3200 Nrmal Hurs: Mnday thrugh Friday: 8:00 AM t 5:00 PM Central Time Extended Hurs fr January: Mnday - Friday (Jan. 2, 2015 thrugh Feb. 2, 2015): 8:00 AM t 6:00 PM Central Time Custmer Service and Sales Internet: www.greatland.cm/categry/sftware+&+nline+fili ng/yearli+desktp.d.cm Phne: 800.968.1099 Nrmal Hurs: Mnday thrugh Friday: 8:30 AM t 5:30 PM Eastern Time Saturday (Jan. 2, 2015 thrugh Jan. 31, 2015) 9:00 AM t 1:00 PM Central Time 5