Tuesday, January 23, 2024

Client Accounting Suite/Premier (CAS/P) version 23.2 is available

The 23.2 version of CAS is now available from the Solution Center or via the auto-update feature in CAS. It includes the following regulatory updates.

Regulatory Updates

The following regulatory information is now available for Client Accounting Suite and Client Accounting Suite Premier:

  • 2023 Federal Forms update
    • 2023 1099 NEC updated revision.
    • 1099 MISC and 1099 NEC include a print update to show 2023 in the year box.
    • The Iowa W-2 electronic filing formatted file was updated to current specifications.
    •  2024 W-4 is available in Blank Forms.
Important: All 1099/1096 forms submitted to the IRS must be printed on the red ink approved forms. Failure to comply with this may result in fines or rejections. To order the 1099/1096 red ink forms for Client Accounting Suite, call Nelco at 1-800-266-4669.
  • 2024 State Withholding Rates - The following state withholding calculations have been updated for 2024:
    • Colorado
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Massachusetts
    • Minnesota
    • Mississippi
    • North Carolina
    • North Dakota
    • Oregon
    • Vermont
      • Note:  As other states change their rates for 204, we will provide updates on the support website.
  • Reminder: Be sure to update the state wage limit in the State Setup before processing payrolls for 2024.
  • Review the Year End Guide for all Regulatory questions and procedures. The Year End Guide is available on-line in PDF format from the Help Menu.

Software Updates

  • The 2023 Tax Exports for ATX and TaxWise are available in this update. Tax Line assignments have been updated for 2023.
  • The 2023 Tax Exports for ProSystem fx, Axcess, Lacerte Tax, and ProSeries Business Tax have been enabled.
  • Client Write-Up has been updated to work with QuickBooks and Sage 50 2024.