Client Accounting Suite/Premier (CAS/P) version 24.2 is available

The 24.2 version of CAS/P is now available from the Solution Center or via the auto-update feature in CAS/P. It includes the following regulatory updates.

*Remember to close CAS/P on all workstations prior to applying the update.

Regulatory Updates

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

• 2024 Federal Forms update
• 2024 943 Paid Preparer Information will now auto-populate with available information.
•  2024 W4 is available in Blank Forms940, 93, and 944

• 2025 State Withholding Rates - The following state withholding calculations have been updated for 2025:

• Arkansas
• Hawai'i
• Indiana
• Minnesota
• Mississippi
• Montana
• North Carolina
• North Dakota
• Oregon
• Vermont
• Note:  As other states change their rates for 204, we will provide updates on the support website.

Software Updates

• The 2024 Tax Exports for ATX and TaxWise are available in this update. Tax Line assignments have been updated for 2024.
• The 2024 Tax Exports for ProSystem fx, Axcess, Lacerte Tax and ProSeries Business Tax have been enabled. 
• Client Write-Up has been updated to work with Sage 2025 versions.
• Note: Due to Intuit not releasing a 2025 QuickBooks desktop version, only the QuickBooks CSV import is available and enabled.

Scheduled Updates

• March 2025- Client Accounting Suite 24.3- State Withholding and form updates

IRS News: Known Issue on Form 940 Submissions

Business rules SA-F940-0067-07, F940-016-07 and F940-015-07 are not working correctly. When multi-states and credit reduction states are both selected on Form 940 Schedule A the returns are rejecting. We are working to correct the issue and will let you know when you are allowed to re-submit your clients Multi-State Form 940.

The IRS has not provided a workaround for this issue. Please hold these returns until the IRS resolves the issue.

Payroll Compliance Reporting PCR) Version 24.1 Is Now Available

 In this release, the W-2 and 1099 mappings are updated to support the QuickBooks, Sage and Client Accounting Suite imports for 2024.

Installation Instructions:

The following installation types require the 24.1 update:

• Stand-Alone
• Workstation Only
• Workstation/Server

Server Only installations do not require the 24.1 update.

• As a best practice, it is recommended that you close the application on all workstations and update each one separately.

Reminder: Refunds Today is transitioning to TaxWise beginning with the 2025 Tax Season

Reminder:  As part of the 2025 Tax Season(Tax Year 2024), Refunds Today will be transitioning to the TaxWise platform.

Going forward, please login into the TaxWise Solution Center at https://support.taxwise.com/.  

Also be sure to book mark the TaxWise blog at:  https://mytaxwise.blogspot.com/ 

For additional information, please check out the Refunds Today Transition FAQ or contact your rep.