• IMPORTANT INFORMATION (WinFiler Plus 2008 Only) - If you are having problems updating your workstations, please download and run Plus2008WorkstationUpdateFix.exe to fix this.  Server and Standalone updates are not affected. (Updated 9/29/2008)

Winfiler Plus 2008 Quarter 4 Update 5 

(Updated 3/25/2009)

Highlights Include:

Reminder for State Fulfillment

• Through Express Services, you are able to file W-2, 1099-MISC, 1099-R, 1099-DIV & 1099-INT forms directly to the appropriate state agency. To help facilitate this for you, it is required that you file all your state forms through WinFiler’s Express Services at least 48 HOURS PRIOR TO THE STATE FILING DEADLINE.
• State Reconciliation Forms:  Because Express Services prepares state reconciliation forms for the single return type (W-2, 1099-MISC, or 1099-R) that is selected for filing, any data that you enter on a reconciliation form should apply only to the single return type selected. This is especially important for any Tax Withheld or Tax Paid throughout the year that is reported on a reconciliation form; be sure to include only the tax that applies to the return type that you are filing.

New Features

• State Fulfillment – Idaho 967: This form has been added for filing to the state with W-2 and 1099 returns through Express Services.
• State Fulfillment – Oklahoma G-141: This form has been added for filing to the state with 1099-MISC returns through Express Services.

Enhancements

• QuickBooks® Form Data Import: When importing W-2s, inactive employees without payroll are no longer listed on the screen for selecting Box 13 checkboxes.
• QuickBooks® Form Data Import – You can now import state data when the Payroll Item name for State Withholding uses “Income Tax”.
• New Jersey 1099-MISC – The NJ-W-3 reconciliation is required when filing 1099-MISC returns to New Jersey through Express Services.
• Rhode Island 1099-MISC – The RI-W3 reconciliation is required when filing 1099-MISC and 1099-R returns to Rhode Island through Express Services.
• Payer Group List: The list is now initially sorted by the Name of Group.
• Express Services including State filing is now available.
• ASCII & CSV Imports – There is no longer a problem importing when defaults are pre-set.
• Express Services – You can now use Prepaid codes to send Form 941, Form 944, and State Quarterly forms.
• Express Services Annual State Reconciliation Form for Montana MW-3 – The restriction within the Reconciliation Schedule section of the form that requires that Row One be completed has been removed. Also, Columns C and D now accept a value of 0.00 as a valid dollar amount.
• Express Services Annual State Reconciliation Form for Connecticut CT-1096 – When Form 1099-MISC is being reported, Line 2 now summarizes the values in Boxes 1, 2, 3, 5, 6, 7, 8, 10, 13, and 14 instead of the values from Boxes 18a and 18b. When Form 1099-R is being reported, Line 2 fills from Box 1 instead of from Box 12.

New Forms, Form Changes

Update Federal Forms

• 941 Employer’s Quarterly Federal Tax Return
• 943 Employer’s Annual Federal Tax Return for Agricultural Employees: This form is now available for printing.
• 944 Employer’s Annual Federal Tax Return: This form is now available for printing.
• 945 Annual Return of Withheld Federal Income Tax: This form is now available for printing.

State Government Form Changes

• Colorado DR 1093 Annual Transmittal of W-2/1099 Forms
• Kansas K-CNS 100 Quarterly Wage Report & Unemployment Tax Return
• Maryland MW508 Annual Employer Withholding Reconciliation Return
• Nebraska W-3N Reconciliation of Income Tax Withheld
• City of Philadelphia Annual Reconciliation of Employer Wage Tax

Reminders …

• State Specific Information for filing your W-2 and 1099 forms to states is included in the User Manual and in the Help file.

Complete Update Release Notes: ReleaseNotes_Q3U2_P19.pdf

Download File: WFPlus2008_Q4U5_P23_WebUpdate.exe (11.1 MB)

Download/Install Instructions:

• From the File Download screen that displays, select Save to disk.
  (Remember where you save the file.)
• Click Close on the Download Complete screen.
• Click Start | Run and then browse to find the update file.
• Click Open or double click the update file.
• Click OK to begin the update.
• Follow the on-screen instructions.

For Network Users: The update has to be installed on both the server and the workstation. Always install the update on the server first, then the workstations.