*** Revision History for QxPlugin - TX - TWC - C-3/C-4 Quarterly Report (Print / e-file export) *** v3.6 (3/26/2024): -Maintenance release. Valid for tax year 2024. v3.57 (3/15/2023): -Maintenance release. Valid for tax year 2023. v3.56 (3/23/2022): -Maintenance release. Valid for tax year 2022. v3.55a (4/27/2021): -Maintenance release. Valid for tax year 2021. v3.55 (9/30/2020): -Maintenance release. v3.54 (5/7/2020): -Maintenance release. v3.53 (3/24/2020): -Maintenance release. Valid for tax year 2020. v3.52 (10/10/2019): -Maintenance release. v3.51 (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. v3.50 (4/2/19): -Maintenance release. v3.46 (10/25/18): -Maintenance release. v3.45 (1/8/18): -Maintenance release. v3.41 (5/13/16): -Maintenance release. v3.40 (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. v3.33 (3/24/15): -Maintenance release. v3.32 (3/12/14): -Maintenance release. -Warn regarding 2014 requirement for e-filing, and that paper filing without a waiver will result in penalties. v3.31 (3/15/13): -Maintenance release. v3.30 (1/14/13): -Removed QB Direct File Data Mode, since it could only be used with QB2005 and earlier which are no longer supported by Intuit. -Removed support for QuickPayroll in QB App Controller Data Mode and Export Mode since QuickPayroll was discontinued in 2010. -Maintenance release. v3.20 (3/28/12): -Maintenance release. v3.16 (12/16/11): -Fix bug that disallowed printing or efile file creation when no payroll transactions found. -Added new "No Payroll" checkbox allowing creation of zero payroll report without performing Get Data step. v3.15 (3/28/11): -Maintenance release. v3.10 (3/29/10): -Maintenance release. v3.05 (3/24/09): -Maintenance release. v3.04 (2/5/09): -Fixed bug in ICESA dialog not correctly handling credit balances. Added display of "Unused Credit to Carry Forward." -Fixed random bug when opening ICESA dialog on Windows Vista causing display of "Could not set date or time" error message. v3.03 (6/26/08): -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 "TX - Unemployement Company" payroll item in payroll transactions, the UI Subject Wages is zero. By setting this new option, then entering zero out the UI tax rate in step 6 (Reconcile tab page), the report will show the correct wage totals, but still report zero tax due. v3.02 (3/29/08): -Maintenance release. v3.01 (7/17/07): -Add option to remove "FILE COPY ONLY" watermark, in case TWC authorizes filing of paper forms in special cases. -Add file overwrite warning to ICESA utility. v3.00 (6/26/07): -New utility added to create an ICESA format file suitable for electronic filing with the TWC. -Per TWC regulations, beginning July 1, 2007 tax reports that have more than 9 employees must be filed electronically. If there are 10 or more employees to report, printed form will have a "FILE COPY ONLY" watermark. Use the ICESA utility accessed by the button on the bottom of the report tab page. v2.17 (5/18/07): -Technology Update (D2007). -Prep work for v3.0. v2.16 (3/19/07): -Per new TWC requirements, beginning July 1, 2007, reports filed on paper can have no more than 9 employees listed. Employers with more than 9 employees must file electronically or on magnetic media. This version adds a warning. (A new version with support for electronic filing is under development). v2.15 (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. v2.12 (10/6/06): -Updates to support QB 2007 and Enterprise 7.0. v2.11 (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. v2.10 (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. v2.01 (4/19/06): -QB App Controller updates. v2.00 (3/27/06): -C-3 and C-4 forms revised for 2006 and later filing periods. -Added lookup lists for county codes. -Adjusted QB App Controller timing to reduce errors. -Improved license key handling. v1.93 (2/10/06): -Fix bug in QB App Controller mode QuickPayroll support caused by changes for 1.92 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. v1.92 (1/30/06): -Export Mode and QB App Controller modes. Use "Source Name" instead of "Name" column in Payroll Transaction Detail report. v1.91 (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. v1.90 (1/11/06): -Updated to handle Qxtender's new QB App Controller Mode for Direct Mode access to QB 2006. v1.86 (11/19/05): -Export Mode updated to handle QB 2006 report exports. -Per TWC, Sect. 125 deductions are taxable to TWC. The Tax Tracking type "Premium Only Plans" is used to identify these deductions. Payroll Items with this tracking type will no longer reduce taxable wages. v1.85 (4/9/05): -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" v1.81 (12/30/04): -Adjust positions of Penalty and Interest fields for 06/04 form version. -Added information popup when choosing pre-printed C-3 option. v1.80 (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. -Added preparer info printing. v1.71 (1/9/04): -TWC required anchor points added to plain paper format. -Decimal point removed from amounts when using pre-printed C-3. v1.70 (3/4/03): -Updates to accommodate QB 2003 in Direct Mode. v1.63 (1/13/03): -Export Mode: Fix bug that in some cases could skip last trans. v1.62 (1/10/03): -Export Mode: New instructions for Payroll Transaction Detail report and added QB2003 support. -Fixed bug in Company Contribution type handling. v1.61 (9/29/02): -Enhance option to override Tax Tracking. v1.60 (3/20/02): -Remove Smart Jobs Assessment for tax year 2002 and later. -Produce appropriate form version depending on tax year. -Internal workaround for printers with buggy drivers. v1.51 (1/4/02): -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. v1.50 (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. v1.44 (7/13/01): -Add option to print on pre-printed C-3, instead of approved plain paper format. -Add option to print employees only on C-4 continuation sheets (not first 10 on C-3). v1.43 (7/7/01): -Improved options when printing. -Attempts to auto-select Smart Jobs Assesment item. v1.42 (5/20/01): -Tax rates default to those used in report period. -Internal data processing enhancements. v1.41 (3/30/01): -Bugfix: Default date range set incorrectly for 1st quarter. -Updates to accomodate QB2001. -Enhanced internal error checking. v1.40 (12/28/00): -Standard Payroll Items now automatically selected. -Added option to edit employee earnings & tax amounts. -Improved detection of tax tracking. v1.30 (10/2/00): -Improved date-range selection control. -No warning or print abort on empty box 3 or 5 (per TWC instructions). -Curly brackets can be used to combine Payroll Items. -Bugfix: Some regional date settings for ShortDateFormat caused errors. -(export mode) Payroll Report import allows multi-select of files. v1.20 (3/30/00): -Handle same-named employees identified by curly bracketed differentiator. -TWC change of SIC Code to NAICS Code and position change. -QuickPayroll support added. v1.11 (1/15/00): -Library update. -Fixed bug in report date range initial settings. -Enhancements to error handling and warnings. v1.10 (12/4/99): -Produces TWC approved report on plain paper. More warnings for invalid or suspect values. v1.03 (8/3/99): -Changes to registration policy and methods. Warning if dates changed and data needs refresh. v1.02 (7/17/99): -Added note regarding direct method disabled after trial period. v1.01 (7/10/99): -Added Online Order capability. v1.00 (7/3/99): -Initial release.