AccountEdge Pro CA Release r33.0.15

Important Installation Notes:

• System Requirements: Before proceeding, please ensure your computer meets the latest System Requirements. This step is crucial to guarantee compatibility and a smooth update process.
• Update Recommendation: This update is strongly recommended for all AccountEdge users.
  • Install it on all computers currently running AccountEdge to benefit from the latest features, fixes, and optimizations.

Your Edge Starts Here. Stay Updated.

Payroll and Product Update: What you need to know

January 1, 2025 Payroll Update

Federal Updates

• Adjusted withholding rates and amounts.
• Increased Canada Employment Amount (tax credit) to $1,471.00.
• Updated Federal Personal Amount based on the BPAF formula.

Provincial and Territorial Updates

Alberta

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $22,323.00.

British Columbia

• Adjusted withholding rates and amounts.
• Updated Provincial Tax Reduction.
• Updated Basic Personal Amount to $12,932.00.

Manitoba

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount based on the BPAMB formula.

New Brunswick

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $13,396.00.

Newfoundland and Labrador

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $11,067.00.

Nova Scotia

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount based on the BPANS formula.

Northwest Territories

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $17,842.00.

Nunavut

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $19,274.00.

Ontario

• Adjusted withholding rates and amounts.
• Updated Provincial Surtax Wage Basis.
• Updated Provincial Tax Reduction.
• Updated Basic Personal Amount to $12,747.00.

Prince Edward Island

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $14,250.00.

Quebec

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $18,571.00.

Saskatchewan

• Adjusted withholding rates and amounts.
• Updated Basic Personal Amount to $18,991.00.

Yukon

• Adjusted withholding rates and amounts.
• Updated Territorial Non-Refundable Tax Credit for Canada Employment Amount to $1,471.00.
• Updated Basic Personal Amount based on the BPAYT formula.

Pension and Insurance Updates

• CPP/QPP: Increased Year’s Maximum Pensionable Earnings (YMPE) to $71,300.00.
• CPP2/QPP2:
  • Increased Year’s Additional Maximum Pensionable Earnings (YAMPE) to $81,200.00.
  • Increased Pensionable Earnings subject to Second Additional Contribution to $9,900.00.
• QPIP: Adjusted Maximum Insurable Earnings to $98,000.00.
• EI: Increased Maximum Annual Insurable Earnings to $65,700.00 and adjusted Employee Contribution Rate to 1.64%.
• EIQ: Increased Maximum Annual Insurable Earnings to $65,700.00 and adjusted Employee Contribution Rate to 1.31%.

Forms and Reports Updates

• Updated T4 Schema for T619, Electronic Transmittal.
• Updated Employee and Employer RL-1 Forms (October 2024).
• Updated T4 Employee and Employer Forms (2024).
• Updated T4 Information and RL-1 Summary Reports.

New Features and Fixes

New Features

• WebMail: Send emails without an email client (e.g., Gmail, Yahoo). For setup instructions, view our tutorial.

Improvements & Resolved Issues

• Quebec Tax Credit: Updated.
• My Account Feature: Automatically populates the serial number field during registration.
• UI Enhancements:
  • Changed the color of the Receive Money and Bank Register Receive Money windows to green.
  • Added a Department Field to Bank Register Quick Entry sections.
• Performance Improvements: Enhanced speed for accessing Recents and Favorites.
• Bug Fixes:
  • Resolved filtering issues in the Sales Tax Detail report.
  • Fixed Alt+M toggle functionality in System Preferences.
  • Corrected display of General Journal entry numbers in Vendor Debits.
  • Fixed Commissions Earned Report to display invoices based on commission dates.
     

US AccountEdge Pro Updates r33.0.14

8/12/2024

This update includes everything in the 33.0.12 update, plus:

• Resolved an issue where only one company file could be open at a time.

CA Mac AccountEdge Pro Update r33.0.14

8/12/2024
 

Today we’ve released a Product update for the CA AccountEdge Pro product.  This corrects an issue with copy and paste functionality.

CA AccountEdge Pro Release r33.0.12

• Added Diagnostic Tools under File Menu options. Please click "About Diagnostic Tools" for important information on this tool.
• Analyze Inventory Module and Report Performance Improvements.
• When converting an Order with a deposit to an Invoice, the memo now includes the Customer Name.
• Net Pay field has been added to the Payroll Activity Summary and Payroll Register Summary reports.
• Fixed Plaid Link issue.
• Fixed UPS Authorization issue.

US AccountEdge Pro Release r33.0.12

8/5/2024

• Kansas transitioned from a three-bracket graduated income tax system, which featured rates of 3.1%, 5.25%, and 5.7%, to a two-bracket system with rates of 5.2% and 5.58%. Additionally, adjustments were made to the Standard Deductions and the Personal Exemption Amount.

• Added Diagnostic Tools under File Menu options. Please click "About Diagnostic Tools" for more important information on this tool.
• Analyze Inventory Module and Report Performance Improvements.
• When converting an Order with a deposit to an Invoice, the memo now includes the Customer Name.
• Net Pay field has been added to the Payroll Activity Summary and Payroll Register Summary reports.
• Fixed Plaid Link issues
• Fixed UPS Authorization Issues

US AccountEdge Pro Release r33.0.11

7/1/2024

• Arkansas reduced its top Income Tax Bracket Rate to 3.9%, from 4.4%.
• Georgia increased the Value of a State Allowance to $4000, from $3000, and reduced the Income Tax Rate to 5.39%, from 5.49%.
• Idaho reduced its Flat Rate Income Tax Rate to 5.695%, from 5.8% and adjusted the Tax Bracket Amounts. Idaho also increased the Value of their State Allowance to $3600, up from $3534.
• Ohio reduced its highest Income Tax Rate Withholding rate to 3.8%, from 4.41%.
• Utah increased its Base Allowances to $440 annually for single employees or $880 for married employees, up from $415 or $830.

CA AccountEdge Pro Release r33.0.9

Product Update

• Forte Checkout: Issuing a Refund requires a Saved Payment Method.
• When drilling into the total on the Trial Balance report, users would receive the message “Information necessary to drill down has changed or deleted since this report was generated.”
• MagTek Dynamag Swiper Support added.
• UPS OAuth Changes added.
   

US AccountEdge Pro Release r33.0.9

Product Update

• Forte Checkout: Issuing a Refund requires a Saved Payment Method.
• When drilling into the total on the Trial Balance report, users would receive the message “Information necessary to drill down has changed or deleted since this report was generated.”
• eDynamo EMV Card Swiper and Dynamag Card Swiper support added.
• UPS OAuth Changes added.

US AccountEdge Mac Product Update b33.0.8

4/29/2024

Today we’ve released updates to the US AccountEdge Network Edition Products.  This update includes a fix to the Job Balances issue discovered in build 33.0.7.

US AccountEdge Product Updates b33.0.7

4/25/2024

CA AccountEdge Product Updates b33.0.6
3/11/2024

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

Product Update

Enhancements & Resolved Issues

• A duplicate Credit Refund was being created when clicking OK while viewing the Credit Refund. A one time fix was also added.
• Users were not able to log into the company file after File Verification.
• The Round Timer Calculated time popup selection was only saved during the session.
• The Time Billing Job Slip Detail and Summary sort total names were incorrect.
• Added Audit Trail entries for Starting a New Fiscal Year, Starting a New Payroll Year, Purging General Journal Entries, and when the Purge Date is updated.
• When Purging Closed Invoices or Purchases, AccountEdge will display a results dialog showing what was purged and what was not purged and why.
• Adjusted the size of Status Windows when no progress bar is shown.

US AccountEdge Product Updates b33.0.5 

3/8/2024

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

Product Update

Enhancements & Resolved Issues

• A duplicate Credit Refund was being created when clicking OK while viewing the Credit Refund. A one time fix was also added.
• Users were not able to log into the company file after File Verification.
• The Round Timer Calculated time popup selection was only saved during the session.
• The Time Billing Job Slip Detail and Summary sort total names were incorrect.
• Added Audit Trail entries for Starting a New Fiscal Year, Starting a New Payroll Year, Purging General Journal Entries, and when the Purge Date is updated.
• When Purging Closed Invoices or Purchases, AccountEdge will display a results dialog showing what was purged and what was not purged and why.
• Adjusted the size of Status Windows when no progress bar is shown.

CA AccountEdge Product Updates b33.0.5 

2/26/2024

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

Product Update

Enhancements & Resolved Issues

• Resolves termination when printing a large number of T4's.
• Applying a Debit/Credit to a Foreign Card caused a Verification error.
• Resolves an issue with AccountEdge Connect Force Sync.
• Added 'Tax Code' to all addresses when Importing/Exporting Cards.
• Applying a debit/credit does not include a bank account.
• Set Item Prices were not displaying updated prices.

US AccountEdge Product Updates b33.0.5

2/23/2024

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

Product Update

Enhancements & Resolved Issues

• Applying a Debit/Credit to a Foreign Card caused a Verification error.
• Resolves an issue with AccountEdge Connect Force Sync.
• Added 'Tax Code' to all addresses when Importing/Exporting Cards.
• Applying a debit/credit does not include a bank account.
• Set Item Prices were not displaying updated prices.

CA AccountEdge Product Updates b33.0.4

2/13/2024

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

This update REQUIRES FileConnect (v27.0.11). If FileConnect v27.011 is not installed, download it from the Company File Maintenance menu on the Welcome window. Install FileConnect on the host machine.

Payroll & Product Update

Enhancement & Resolved Issues

• The Pay Liabilities window could crash with large datasets.
• When applying a credit/debit from the Sale/Purchase, the entry was reversed.
• The Invoice Transactions report was not sorted by ID.
• Balance Sheet report crashed on large files.
• Unable to print label through UPS.
• AccountEdge was crashing when the region was set to certain countries.
• Resolves scrolling issues in lists.
• The Cards List not sorting correctly.
• Issue searching in the Retainer, Escrows, and Trusts window did not work consistently.
• The To Do List was not refreshing correctly after recording a transaction.
• Increased Employer Expense basis amount to 5 decimal places. For Washington State Workers Comp calculation.
• Printing card details from card information would print all cards.
• Added Marital Status of 'Married, filing Separately' for Medicare changes.
• Added Advanced Load Handling that will turn off batch in an attempt to avoid memory issues for large reports.
• Made the highlight color a darker blue so it is more visible.
• Added Reselect Support Folder option.
• Added a Clean Install option.
• Resolves CPP not calculating when age is 18.

US AccountEdge Product Updates b33.0.3

2/7/2024

Please note: In this release, the Windows Network Edition product can now have 4 simultaneous open company files.  

US AccountEdge Product Updates b33.0.2

12/28/2023

Important Installation Notes:

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

Payroll & Product Update

• Federal Income Withholding Tax Brackets have been adjusted. Rates remain unchanged.
• Federal Social Security Wage Base Increases to $168,600.
• Alaska Increases the Unemployment Insurance Taxable Wage Base to $49,700 and Decreases the Unemployment Insurance Rate to 0.5%.
• Arkansas Adjusts Withholding Methods and Increases the Standard Deduction to $2,340.
• California Adjusts Withholding Methods, Increases State Allowance to $158.40, and Increases Standard Deduction to $5,363 or $10,726 depending on filing status.
• California Increases Disability Rate to 1.1% and eliminates the Taxable Wage Base.
• Colorado Adjusts Withholding Formula and Increases Exemption Allowance to $5,000 (single) and $10,000 (married).
• Colorado Increases Unemployment Insurance Taxable Wage Base to $23,800.
• Connecticut Adjusts Withholding Method and reduces the two lowest tax rates to 2% and 4.5%.
• Connecticut Increases Unemployment Insurance Taxable Wage Base to $25,000.
• Georgia Adjusts Withholding Methods and Increases Standard Deduction to $24,000 for Married filing Jointly Status and $12,000 for all other statuses.
• Hawaii Increases Unemployment Insurance Taxable Wage Base to $61,800.
• Idaho Increases Unemployment Insurance Taxable Wage Base to $53,500.
• Illinois Increases Unemployment Insurance Taxable Wage Base to $13,590.
• Indiana Decreases Flat Rate Tax to 3.05% and Increases Tax Rates for 11 Counties.
• Iowa Adjusts Withholding Formula and now uses three tax brackets of 4.4%, 4.82%, and 5.7%, instead of the four brackets used in 2023.
• Iowa Increases Unemployment Insurance Taxable Wage Base to $38,200.
• Kentucky Adjusts Withholding Method and now uses a decreased tax rate of 4%, and a standard deduction of $3,160, up from $2,980.
• Kentucky Increases Unemployment Insurance Taxable Wage Base to $11,400.
• Maine Adjusts Withholding Methods. The value of a State Allowance Increases to $5,000 and the Maximum Standard Deduction Increases to $11,750 for Single Status and $26,350 for Married Status.
• Massachusetts Updates Withholding Methods.
• Michigan Adjusts Withholding Rate back to 4.25%, from 4.05%.
• Minnesota Adjusts Withholding Tables.
• Minnesota Increases Unemployment Insurance Taxable Wage Base to $42,000.
• Mississippi Decreases Income Tax Withholding Rate to 4.7%.
• Missouri Adjusts Withholding Methods and Increases the Standard Deduction to $29,200 for Married Status, $21,900 for Head of Household Status, and $14,600 for all other statuses.
• Missouri Decreases Unemployment Insurance Taxable Wage Base to $10,000.
• Montana Adjusts Withholding Methods. The new guide uses a percentage method with tax brackets of zero, 4.7%, and 5.9%, instead of four tax brackets with rates ranging from 1.8% to 6.6%.
• Montana Increases Unemployment Insurance Taxable Wage Base to $43,000.
• Nebraska Adjusts Withholding Methods. The top three tax rates were also decreased to 5.77%, 5.94%, and 6.1%. The value of a state allowance increased to $2,250.
• Nevada Increases Unemployment Insurance Taxable Wage Base to $40,600.
• New Jersey Increases Family Leave Rate to 0.09% and the Taxable Wage Base increases to $161,400.
• New Jersey Increases Unemployment Insurance and Work Force Taxable Wage Base to $42,300 and increases Temporary Disability Insurance Taxable Wage Base to $161,400.
• New Mexico Adjusts Withholding Methods.
• New Mexico Increases Unemployment Insurance Taxable Wage Base to $31,500.
• New York Increases Unemployment Insurance Taxable Wage Base to $12,500.
• North Carolina Adjusts Withholding Methods. The rate used for withholding, including supplemental payments, is 0.1 percentage points higher than the actual income tax rate, meaning withholding uses a rate of 4.6% in 2024, down from 4.85%.
• North Carolina Increases Unemployment Insurance Taxable Wage Base to $31,200.
• North Dakota Increases Unemployment Insurance Taxable Wage Base to $43,800.
• Oklahoma Adjusts Withholding Methods.
• Oklahoma Increases Unemployment Insurance Taxable Wage Base to $27,000.
• Oregon Increases Unemployment Insurance Taxable Wage Base to $52,800 and Increases Family-Leave Insurance Taxable Wage Base to $168,600.
• Rhode Island Adjusts Withholding Methods. The value of a state allowance remained $1,000 annually, but the annual wage threshold above which the value of an allowance becomes zero increased to $274,650.
• Rhode Island Increases Unemployment Insurance Taxable Wage Base to $29,200. The Temporary Disability Insurance Rate Increases to 1.2% and the Taxable Wage Base Increases to $87,000.
• South Carolina Adjusts Withholding Methods. The formula uses three tax brackets with rates of zero, 3%, and 6.4%. The value of a State Allowance increased to $4,610 and the Maximum Standard Deduction increased to $6,925.
• Utah Increases Unemployment Insurance Taxable Wage Base to $47,000.
• Vermont Adjusts Withholding Tables. The value of a State Allowance increased to $5,100.
• Vermont Increases Unemployment Insurance Taxable Wage Base to $14,300.
• Washington Increases Unemployment Insurance Taxable Wage Base to $68,500.
• Washington Increases Family-Leave Insurance Taxable Wage Base to $168,600.
• Wyoming Increases Unemployment Insurance Taxable Wage Base to $30,900.
• Added a Preference to Hide Zero Currency Amounts in Forms
• Sales Register Amounts Missing Labels

CA AccountEdge Product Updates b33.0.2

12/28/2023

Payroll & Product Update

• The Maximum Pensionable Earnings Under the Canada Pension Plan (CPP) increased to $68,500. The Employee and Employer Contribution Rates Remain Unchanged.
  • New for 2024: Earnings between $68,500 and $73,200 will be subject to additional CPP contributions, known as CPP2. The Employee and Employer CPP2 Contribution Rate is 4%.
• The Maximum QPP Pensionable Earnings Amount Increases to $68,500 and Contribution Rates Remain Unchanged.
• The Maximum QPIP Insurable Earnings Amount Increases to $94,000. Employee/Employer Rates Remain Unchanged.
• The Maximum Federal Basic Personal Amount Increases to $15,705 and Withholding Table Amounts were Adjusted. Rates Remain Unchanged.
• The Maximum Employment Insurance (EI) Insurable Earnings Amount Increases to $63,200. Employee Contribution Rate Increases to 1.66% and Employer Contribution Rate Increases to 2.324% (1.32% and 1.848% for Quebec).
• Alberta Increases Basic Personal Amount to $21,885 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• British Columbia Increases Basic Personal Amount to $12,580 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Manitoba Increases Basic Personal Amount to $15,780 and Adjusts Withholding Table Amounts. Rates Remain Unchanged..
• New Brunswick Increases Basic Personal Amount to $13,044 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• New Foundland Increases Basic Personal Amount to $10,818 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Nova Scotia Maximum Basic Personal Amount (BPANS) Remains Unchanged.
• Northwest Territories Increases Basic Personal Amount to $17,373 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Nunavut Increases Basic Personal Amount to $18,767 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Ontario Increases Basic Personal Amount to $12,399 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Prince Edward Island IncreaseS Basic Personal Amount to $13,500. The three tax brackets and surtax will be replaced by a five-bracket income tax system with rates ranging from 9.65% to 18.75%.
• Quebec Increased Basic Personal Amount to $18,056 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Saskatchewan Increases Basic Personal Amount to $18,491 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Yukon Maximum Basic Personal Amount (BPAYT) increases to $15,705 and Adjusts Withholding Table Amounts. Rates Remain Unchanged.
• Added a Preference to Hide Zero Currency Amounts in Forms
• Sales Register Amounts Missing Labels

US and CA AccountEdge Product Updates b33.0.1

12/11/2023

Important Installation Notes:

This update is compatible with macOS 14 Sonoma.

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

This update REQUIRES FileConnect (v27.0.9). If FileConnect v27.0.9 is not installed, download it from the Company File Maintenance menu on the Welcome window. Install FileConnect on the host machine.

Product Update

New Features & Enhancements

• Added the ability to Reverse Transactions in a Changeable file.
• Added the ability to Copy a different Employee timesheet.
• Added Sortable Columns to Forms windows.
• Added 'Customer Credit Limit and Hold' report.
• Added a Credit/Debit function in Receive Payments/Pay Bills.
• Added a new preference for 'New Sale/Purchase Default'.
• Added functionality to not change the Transaction Journal tab, if it is already open.
• Added a Date Range Filter to the Sales Register Credits and Purchases Register Debits Tab.
• Added a Default Deposit To/Pay From Account option for Customers and Vendors.
• Added a Linked Document column to the Sales Register: All Sales report and Purchases Register: All Purchases report.
• Added a new preference to display individual card names as Last Name, First Name.
• Added 'Include Inactive Employee' checkbox to the Employee Payroll Reports.
• Enhanced performance of the Auto Build window.
• When printing Sales and Purchases, it will display zero dollar amounts, instead of displaying blank.

Resolved Issues

• Clicking 'Cancel' on specific warning messages would result in AccountEdge crashing.
• Reverse and Void Check options were still active in the Edit Menu after creating a Reversal.
• The 'Include Zero Quantities' filter was not available for the Inventory Count Sheet report when the file has a single location.

US and CA AccountEdge Product Updates r33.0.0

11/30/2023

Important Installation Notes:

This update is compatible with macOS 14 Sonoma.

This update is recommended for all AccountEdge customers and should be installed on all computers running AccountEdge.

This update REQUIRES FileConnect (v27.0.9). If FileConnect v27.0.9 is not installed, download it from the Company File Maintenance menu on the Welcome window. Install FileConnect on the host machine.

Product Update

New Features & Enhancements

• Added the ability to Reverse Transactions in a Changeable file.
• Added the ability to Copy a different Employee timesheet.
• Added Sortable Columns to Forms windows.
• Added 'Customer Credit Limit and Hold' report.
• Added a Credit/Debit function in Receive Payments/Pay Bills.
• Added a new preference for 'New Sale/Purchase Default'.
• Added functionality to not change the Transaction Journal tab, if it is already open.
• Added a Date Range Filter to the Sales Register Credits and Purchases Register Debits Tab.
• Added a Default Deposit To/Pay From Account option for Customers and Vendors.
• Added a Linked Document column to the Sales Register: All Sales report and Purchases Register: All Purchases report.
• Added a new preference to display individual card names as Last Name, First Name.
• Added 'Include Inactive Employee' checkbox to the Employee Payroll Reports.
• Enhanced performance of the Auto Build window.
• When printing Sales and Purchases, it will display zero dollar amounts, instead of displaying blank.

Resolved Issues

• Clicking 'Cancel' on specific warning messages would result in AccountEdge crashing.
• Reverse and Void Check options were still active in the Edit Menu after creating a Reversal.
• The 'Include Zero Quantities' filter was not available for the Inventory Count Sheet report when the file has a single location.