*** Revision History for QxPlugin - NY - NYS45 - Quarterly Report (Print / e-file export) *** v11.5 (3/26/2024): -Maintenance release. Add tax year 2024. v11.4 (3/15/2023): -Maintenance release. Add tax year 2023. v11.3 (3/23/2022): -Maintenance release. Add tax year 2022. v11.21a (4/27/2021): -Maintenance release. Add tax year 2021. v11.21 (9/30/2020): -Maintenance release. v11.11 (5/7/2020): -Maintenance release. v11.1 (3/24/2020): -Maintenance release. Add tax year 2020. v11.02 (10/10/2019): -Maintenance release. v11.01 (5/6/2019): -Warn users of QuickBooks liability and expense accounts for payroll items that have same-named sub-accounts. Since the QB payroll transaction detail report does not provide full account names (parent:sub), unique sub-account names are required. v11.00 (4/2/19): -New Tax Form format (NYS-45 & NYS-45-ATT rev. 1/19) and Pub 69 e-file format change required for 1st quarter 2019 report onward. Gross Federal Wages and Total NYS tax withholdings are now reported as quarterly totals each quarter, instead of the prior annual totals on tax year's final return. v10.16 (10/25/18): -Maintenance release. v10.15 (1/8/18): -Maintenance release. v10.11 (5/13/16): -Add NYS notice to cover page regarding signature must be in dark (not red) ink only. -Maintenance release. v10.10 (3/22/16): -Removed optional special setup step that was available when in QB App Control or Export data mode to override Tax Tracking of Payroll Items. These data modes now use the QB calculated Income Subject to Tax, the same as QB Integrated App data mode has always used. -Changes to incorporate the newly updated QB App Controller. v10.00 (12/30/15): -New Tax Form format (NYS-45 rev. 12/15) required for 4th quarter 2015 onward. -Changes to Paid Preparer section of NYS-45 side 2. Self-employed checkbox has been replaced with NYTPRIN Exclusion Code. -Note: NYS-45-ATT wage reporting form remains at rev. 2/13. v9.02 (3/24/15): -Maintenance release. v9.01 (10/14/14): -Remove "(e-file)" from Plugin Name for menus etc., so that it displays as "New York - NYS45 - Quarterly Report". This was confusing some users into thinking e-file was the only option. This Plugin still prints as before and optionally produces a file for e-filing. v9.00 (3/12/14): -New Tax Form format (NYS-45 rev. 12/13) required for 1st quarter 2014 onward. -Note: NYS-45-ATT wage reporting form remains at rev. 2/13. -Add table of progressive UI wage limit increases through 2026. -Add display of current wage limit on tab page #7, Report A/B. -This version is direct upgrade from both v8 and v7. -Maintenance release. v8.00 (4/24/13): -Add capability to produce a file suitable for e-filing (per Publication 69). User must log in to their NYS Online Services account, select the NYS Web Upload method of filing wage reporting data, and follow the instruction to upload the file. NYS-45 employer data must be filed separately, either on the NYS website, or by mailing the NYS-45 form produced by this Plugin. === Below is from prececessor product, for reference === v7.00 (3/15/13): -New Tax Form format (rev. 2/13) required for 1st quarter 2013 onward. v6.10 (1/14/13): -Removed support for QuickPayroll in QB App Controller Data Mode and Export Mode since QuickPayroll was discontinued in 2010. -Maintenance release. v6.01 (12/16/11): -Fix bug that disallowed printing when no payroll transactions found. -Added new "No Payroll" checkbox allowing creation of zero payroll report without performing Get Data step. v6.00 (9/8/11): -New Tax Form format (rev. 8/11) required for 3rd quarter 2011 onward. -New YES/NO question: "Are dependent health insurance benefits available to any employee?" -New NYTPRIN number field in Paid Preparer section. v5.01 (9/6/11): -Disable printing for 3rd quarter 2011 and later reports pending release of new version 6.0 with form revisions (rev. 8/11). v5.00 (3/28/11): -New Tax Form format (rev. 2/11) required for 1st quarter 2011 onward. -Support for QB Direct File data mode has been removed at this version. v4.00 (9/7/10): -New Tax Form format for 3rd quarter 2010 onward. Most changes to format are on page 2 of NYS-45. Also, per new tax agency rules, values calculated to zero or no value print blank instead of "0.00" (except lines 1 - 3, Part A, which print ".00"). v3.25 (3/29/10): -Maintenance release. v3.21 (3/24/09): -Maintenance release. v3.20 (4/24/08): -Added new option in Get Data step when running in QB Integrated App Data Mode to calculate UI Wage totals from all wages, instead of using the QB calculated UI Subject Wages. This is most useful for Non-profit organizations that have elected "reimbursing employer" status for unemployment insurance and have unchecked the "SUI (Company Paid)" checkbox on each employee's payroll setup. In this case, since there is no "NY - Unemployement Company" payroll item in payroll transactions, the UI Subject Wages is zero. By setting this new option, then entering zero for both tax rates in step 6 (Reconcile tab page), Part A of the report will show the correct wage totals, but still report zero tax due. v3.19 (3/29/08): -Maintenance release. v3.18 (6/26/07): -Maintenance release. v3.17 (5/18/07): -Technology Update (D2007). v3.15 (2/16/07): -Many changes to support Windows Vista (which also improve security on Windows XP and Windows 2000). -Administrator rights no longer required to enter License keys. v3.12 (10/6/06): -Updates to support QB 2007 and Enterprise 7.0. v3.11 (9/11/06): -Temporary files created by this Plugin are now encrypted for security purposes. -Set tax rate and limit defaults for manually selected payitems in QB Integrated App data mode. v3.10 (7/20/06): -QB Integrated App Data Mode support added. This is now the preferred method for direct mode access to QuickBooks. In this data mode, UI subject wages are now totaled from QuickBooks' internal IncSubjToTax amount which is based on each payroll item's tax settings. Hence, Special Setup is no longer required. v3.02 (4/19/06): -QB App Controller updates. v3.01 (3/27/06): -Adjusted QB App Controller timing to reduce errors. -Improved license key handling. v3.00 (3/3/06): -New Tax Form format for 2006 onward. -Add printing of date prepared for both taxpayer and paid preparer. -Fix bug in Paid Preparer Telephone number not allowing blank. v2.13 (2/10/06): -Fix bug in QB App Controller mode QuickPayroll support caused by changes for 2.12 update. -Correct error in Export Mode instructions for Payroll Transaction Detail report (was missing "Payroll Item"). -Improved hints and error messages during QB App Controller use. v2.12 (1/30/06): -Export Mode and QB App Controller modes. Use "Source Name" instead of "Name" column in Payroll Transaction Detail report. v2.11 (1/25/06): -Add Enterprise 6.0 and QuickPayroll (R11) support to QB App Controller Mode. -New option in QB App Controller Mode to split transaction report output into multiple reports. This is to workaround a QuickBooks and QuickPayroll bug which truncates very large report exports. v2.10 (1/11/06): -Updated to handle Qxtender's new QB App Controller Mode for Direct Mode access to QB 2006. v2.02 (11/20/05): -Export Mode updated to handle QB 2006 report exports. -Fix bug in printing of Alternate Address in section 22. v2.01 (4/9/05): -Fix bug in Export Mode not picking up some tax amounts. v2.00 (3/28/05): -New Tax Form format for 2005. -Calculation Tax Payments made for quarter now uses "Paid Through" field. -Export Mode now accepts CSV format in addition to tab-delimited. -Payroll Transaction Detail report for Export Mode needs additional field added to report: "Paid Through" v1.50 (4/5/04): -New option at Get Data step to skip transactions that do not contain a payroll item for the reporting state. This is useful when handling payroll for more than one state, and the State Lived or State Worked filtering options do not produce correct results. v1.40 (3/4/03): -Updates to accommodate QB 2003 in Direct Mode. v1.36 (1/13/03): -Export Mode: Fix bug that in some cases could skip last trans. v1.35 (1/10/03): -Export Mode: New instructions for Payroll Transaction Detail report and added QB2003 support. -Fixed bug in Company Contribution type handling. -Added printing of Alt Addr Attn, Alt Addr C/O and Self-employed checkboxes. -Add capability to sort employees by Name, SSNo, etc. prior to printing (right-click on grid for options). v1.34 (9/29/02): -Enhance option to override Tax Tracking. -Fix truncation of UI tax rate. v1.32 (3/20/02): -Add capability to pickup liability payments made to more than one vendor. -Internal workaround for printers with buggy drivers. v1.31 (1/4/02): -Add options to print Signer Name & Title, Alternate Mailing Address, and Paid Preparer's information. -Bugfix: Certain types of liability payment transactions caused Access Violation error in Export Mode with QB2002. -New instructions for Payroll Transaction Detail report for QB2002. v1.30 (11/29/01): -Option to select custom payroll item(s) that do not fall under one of the standard Tax-tracking types, that affect UI Subject Wages, but not Income Tax Wages. -Add option to filter employees by state lived or worked. v1.21 (9/28/01): -Add option to filter-out non-NY resident employees. -Bugfix: Employee printing errors after editing employee amounts in certain cases. v1.20 (9/17/01): -Change to barcodes per NY State Tax Dept. v1.13 (7/7/01): -Improved options when printing. v1.12 (5/20/01): -UI rate defaults to period rate. -Internal data processing enhancements. v1.11 (3/30/01): -Bugfix: Default date range set incorrectly for 1st quarter. -Updates to accomodate QB2001. -Enhanced internal error checking. v1.10: (12/28/00): -Employee earnings & tax amounts can now be edited. -Standard Payroll Items now automatically selected. -Improved handling of payroll tax tracking types. v1.00: (10/01/00): -Initial release.