premium pro enterprise notes & corrections program...
TRANSCRIPT
Premium Pro Enterprise – Notes & Corrections
Program Files
July 3, 2018
Premium - Changes have been made to facilitate electronic filing for the New Mexico Premium Tax installment and penalty forms.
June 21, 2018
All - When the synchronized scrolling option is on (Window > Synchronize Scrolling) while viewing multiple returns, the software will now also change tabs in sync with the active return.
All - A link has been added to TriTech University in the Help Menu.
May 18, 2018
All - The ability to “Save All Changes to Company Groups" when making changes to the Filing Info Schedule has been temporarily disabled.
May 17, 2018
All - This update includes an automatic archive function for the 2014-2015 tax year. When you initiate the update process, you will be prompted to archive the applicable tax year before you can proceed with the update. If you select no, you will be unable to update the software until you choose to archive the 2014-2015 tax year. If you select yes to archive, the software will prompt you to create a zip file that contains the necessary program and product files for the applicable archived tax year. You will then be prompted to save the archive file. Data will not be removed from the database during this process. If you need to access the archived versions of the software, you can unzip the files to a new directory. A separate instance of Premium Pro Enterprise will then exist for the years included in the archive. Detailed instructions will be provided in the Enterprise Help Files.
All - New permissions have been added to the Roles Wizard to lock Summary Schedules, unlock Summary Schedules, lock Company Information Schedules, and unlock Company Information Schedules. By default, these permissions are turned on. If you wish to restrict these permissions, please make appropriate changes to your roles via the Roles Wizard.
All - When making changes to the Filing Info Schedule, you now have the ability to “Save All Changes to Company Groups." This will appear in the File Menu if you have groups created and the current company loaded is a member of a group.
All - A check mark has been added to the existing icons in the Pencil tool.
April 19, 2018
All - The following message could have been generated while right-clicking on a locked jurisdiction and selecting Print Jurisdiction to PDF: “The documents need to be saved before you can print”. A change has been made to prevent this error.
All - When printing multiple companies to a single PDF file, the companies may not have printed in alphabetical order. This has been corrected.
March 22, 2018
All - General Information entered into the Admin Tool (such as company name, state of domicile, etc.) will only flow to the General Information form when a company is initially created. Subsequently, data in the General Information form will only change if the form is modified directly. When companies are created during rollover, information on the General Information will always be populated with the data on the prior year form.
All - The name of the PremProd.log file has been changed. The filename will now have the username appended to the end of the filename (PremProd.name.log). This file can be accessed from the Help Menu (Help > Logs > View Logs) and is stored in each user’s local directory (PremiumProEnt).
All - Changes have been made to reduce the amount of memory used by Premium Pro Enterprise.
February 15, 2018
Calendar - In previous versions of the software, the Description and State fields for user entries could not be changed by pasting into the cell. This has been corrected.
All - In the Hosted environment, the entire Attach Files dialog may not have displayed when attempting to add a file to the Attachment Frame. This has been corrected.
All - When printing multiple companies to PDF, the print job would error if a print job name was used that included the Company Name or Company abbreviations. This has been corrected.
January 18, 2018
All - In previous versions of the software, users were unable to delete a typewriter field placed on any return as it reappeared when saving the return. This issue has been corrected.
All - The preview screen on the Payment Request Export now properly displays the total amount of exported payment requests as well as the number of Checks, ACH Debit, ACH Credit, Credit Card, and EFT requests included with the export if applicable.
January 11, 2018
All - Due to changes to the Payment Request Form and Schedule from 2016-2017 to 2017-2018, any changes to the field selections and order of the fields made in the Payment Request Export window may need to be manually applied to both product years as these are now saved separately. All - When using the fixed width format for the Payment Request Export feature, the Payment Amount field was inadvertently changed to be left aligned in the resulting exported file. This could have caused errors when you attempted to import the file into your AP system. This issue has been corrected and the Payment Amount field will now be right aligned as it has been historically.
2017-2018 Premium July 3, 2018
New Mexico
All - Electronic filing via TriTech has been enabled for the 7/15 estimate return. Please see the state specific release notes for more details.
July 2, 2018
Massachusetts
PC - An issue has been corrected where the Net Losses page and Profit Schedule of the Ocean Marine return were not transmitting correctly when using the Online Assistant feature.
New Mexico
All - The New Mexico Office of the Superintendent of Insurance is in process of implementing a new premium tax and surtax electronic filing system. The system is expected to be operational in time to file 2nd quarter premium taxes by July 6th. Please do not file paper premium tax reports at this time.
States released for this update: - New Mexico (2nd Quarter Estimate)
May 24, 2018
California
PC - An issue has been corrected where page 4 of the Ocean Marine return was not printing fully.
May 17, 2018
Global
All - Certain estimate returns e-filed through OPTins may indicate that the return is an amended filing, even though an original has yet to be filed. This has been corrected.
Alabama
All - An issue has been corrected so that the Prior Year Tax Liability on the Estimate Schedule will now correctly calculate from the annual domestic return for Alabama domiciled companies.
May 10, 2018
Alabama
All - State contact information in the Estimate Filing Info Schedule has been updated to Belinda Williams, (334) 241-4162, [email protected].
Idaho
All - The state has made a minor revision to the prepayment returns so that the certification section now specifies "Signature of Company Officer".
Maine
All - The state of Maine revised its ACH credit instructions on April 27, 2018. The instructions pertaining to the Tax Period have been updated to indicate that taxpayers are to use the last day of the tax year for all estimated payments. As such, the Addenda Schedule for the Estimate module has been updated with the following information:
Tax Period: 181231
New Mexico
Title - The Prior Year Tax Liability in the Estimate Schedule has been corrected to be the amount before prepayments.
States released for this update: - Guam (Revised Estimates) - South Carolina (Estimates)
May 3, 2018
Idaho
All - Electronic filing via OPTins has been enabled for the estimate returns. Please see the state specific release notes for more details.
New York
All - Additional validation has been implemented to ensure that a 4-digit year has been entered for the "Date of Incorporation" and "Date Began Business in NYS for Foreign Corporations" fields on all applicable returns.
States released for this update: - Idaho (Estimates) - Missouri (Estimates - 2nd-4th Quarters) - Ohio (Estimates)
2017-2018 Municipal
June 26, 2018
Illinois
The Chicago Foreign Fire Return has been updated for 2017-2018.
The following municipalities have been added to the Illinois Municipal League Fire Tax Schedule:
Loami FPD
Oquawka FPD
June 12, 2018
Illinois
Illinois has been updated for 2017-2018.
Please note that the due date for the IML Fire Tax Return has changed to 7/15/18.
The following municipalities have been added to the Illinois Municipal League Fire Tax Schedule:
Beardstown Rural FPD
Chillicothe Community FPD
Minier
Montrose FPD
Reddick Community FPD
Rio FPD
The following were removed:
Antioch
Malden
G-K FPD has changed to Genoa-Kingston FPD
Ware Wolf Lake FPD has changed to Wolf Lake-Ware FPD
The Chicago Foreign Fire Tax Return has not been updated.
May 17, 2018
Global
An error may occur when printing address labels when the Exclude Zero Payment Requests print option is selected. This has been corrected.
May 8, 2018
Kentucky
The following changes have been made pursuant to the updated 2018-2019 Tax Bulletin. These changes effect the third quarter, fourth quarter, and annual reconciliation.
Mount Washington no longer reports to Bullitt County.
Carlisle County, Ferguson, and Sanders have been added.
The rates have changed for the following municipalities: Florence Island Morehead Mount Washington Murray Owensboro
The address schedule has changed for the following municipalities: Fort Mitchell Goose Creek Murray Westwood
March 13, 2018
Alabama
The address has been corrected for Center Point.
Louisiana
Additional instructions have been added regarding the LaMATS online filing.
February 20, 2018
North Dakota
The return instructions have been updated for the Fire District Report. February 15, 2018
Louisiana
An additional note regarding filing instructions has been added to the LaMATS return. The watermark has also been changed.
Municipal
An option to print audits with each return or form has been added to the Printing Options tab.
February 13, 2018
Alabama
The Tuscaloosa Fireman Pension Fund return has been updated.
Louisiana The rate has been changed for the City of Jennings.
February 6, 2018
Alabama The issuance fee has been corrected for the Town of Ardmore. Georgia The address has been corrected for the City of Between. Louisiana
The Export LaMATS button has been enabled. The calculation for Total Premiums Reported on the LaMATS return has been changed to include negative premiums. New York The address has been corrected for the New York State Cover Letter. January 30, 2018 North Dakota
North Dakota has been updated for 2017-2018.
The City of Ashley (0270) has been removed.
Havana FPD is now Havana.
The code for Forest River has changed to 3541.
January 16, 2018 Alabama The issuance fee has changed for Oak Grove. Louisiana
Louisiana has been updated for 2017-2018.
The following cities have been added to the LaMATS return:
Creola Crowley Delcambre Elizabeth Forest Hill Greenwood Independence Lecompte Madisonville Thibodaux Vivian
The LaMATS return has been updated, however, it should not be filed. A button has been added to the LaMATS return to export premiums to a .csv file that can then be uploaded to the LaMATS website. This feature is currently disabled, but will be available in a future release.
January 9, 2018
Alabama The issuance fee has changed for the following municipalities: Center Point Henager Livingston Opelika Tuscaloosa The address has changed for the following municipalities: Birmingham Odenville Saraland The Mobile and Mobile Firefighter Pension Fund returns have been updated. The Town of Carolina has been added to the software and is part of RDS. The following municipalities have been added to RDS: Geraldine Goodwater Goshen Prichard Valley Head If using the single return for RDS option: 1. If you have already filed with these municipalities and they have accepted your payment, but you have not filed the RDS return yet: Override premiums reported to these cities on the RDS return with a zero, then override the premium and tax fields on the Summary of Taxes with the correct information. 2. If you have entered premiums for these municipalities in the Input Schedule and locked the return before applying the update, but you have not filed these returns and the RDS return yet: Unlock the return, then go to the Actions menu and click on Calculate Active Municipalities. New York
The New York City Fire return has been updated for 2017-2018. South Carolina South Carolina has been updated for 2017-2018. December 21, 2017
Alabama
The issuance fee has been changed for Garden City. December 1, 2017
Global
The Check Requisition form has been renamed Payment Requisition form. Each form includes a payment method dropdown that lists the following different payment methods: Check, ACH Credit, ACH Debit, Credit Card, and EFT.
A field for users to input the Signer's email information has been added to the General Information form.
Schedule T is now shown under the Premium Tax Schedules in the Tree. The Premium Tax Schedules folder will be enabled when the 2017-2018 Premium Tax product year is released.
Alabama
Alabama is updated for 2017-2018.
Florida
Do not file. Information has not been updated for the current year.
Georgia
Georgia is updated for 2017-2018.
Illinois
Do not file. Information has not been updated for the current year.
Kentucky
The First and Second Quarters are updated for 2017-2018. The Third and Fourth Quarters are not updated for the current year.
Louisiana
Do not file. Information has not been updated for the current year.
New Jersey
New Jersey is updated for 2017-2018.
New York
The Buffalo Foreign Fire Return and the New York State Cover Letter have been updated for the current year.
The Digitized Signature feature has been added to the New York City Fire Return.
North Dakota
Do not file. Information has not been updated for the current year.
A new company option, "Allocate and variance from Premium Tax State Business Page", is added to the Company Options tab. When selected, any variance between the sum of premiums of State Business Page Column 1, Lines 1, 2.1, 2.4, 3, 4, & 5.1, and total premiums entered into the Municipal Input Schedule will be sourced to the first line of the Input Schedule as code "00 PREMIUM TAX ADJUSTMENT." The variance will be allocated to each municipality in the Input Schedule that lists taxable premiums (negative or positive).
South Carolina
Do not file. Information has not been updated for the current year.
2016-2017 Municipal January 9, 2018 Kentucky The E-file options have been enabled for 2016-2017.
December 1, 2017 Kentucky The address has been corrected for Bancroft. October 19, 2017 Kentucky The address has been corrected for Westwood. The Health rate has been corrected for Mount Olivet. September 28, 2017 Florida The address has been changed for High Springs and North Miami.
2017-2018 FormsPlus
June 21, 2018
FormsPlus Changes
A new feature, “Add Generic Return”, is now available in FormsPlus. You can use it to create your own custom forms. Please refer to the help files for more information on this new feature.
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
CO CATPA Assessment Reporting Form Current P
CO Notice of Intent to Contribute Current B
CO WC113 - WC Surcharge PE 06-30-18 Current P
CT OS-114 - Sales & Use Tax Return PE 09-30 Corrected B
CT OS-114 - Sales & Use Tax Return PE 12-31 Corrected B
HI License & Certificate Extension OPTins B
IA Fair Plan Premium Report Remove P
ME WC Quarterly Report PE 06-30 Current P
MT WC Surcharge Remittal PE 09-30 Current P
MT WC Surcharge Remittal PE 12-31 Current P
NI Form 11 - Biographical Affidavit Revised B
NJ PC Annual Statement Checklist Revised P
NJ Title Annual Statement Checklist Revised P
NY Fraud Assessment Form Current B
OR Life Annual Statement Checklist Revised L
OR PC Annual Statement Checklist Revised P
OR Health Annual Statement Checklist Revised L
TX Life Annual Statement Checklist Revised L
TX PC Annual Statement Checklist Revised P
TX Health Annual Statement Checklist Revised L
TX Title Annual Statement Checklist Revised P
TX Form 53-119 - Unclaimed Prop Rpt and Pydmt Current B
TX Form FIN422 - Foreign Surplus Insurers Checklist Revised P
TX Form FIN423 - Alien Surplus Insurers Checklist Revised P
May 15, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
IN Mine Subsidence Insurance Fund PE 03-31 Revised P
IN Mine Subsidence Insurance Fund PE 06-30 Revised P
IN Mine Subsidence Insurance Fund PE 09-30 Revised P
IN Mine Subsidence Insurance Fund PE 12-31 Revised P
MO Notice of Administrative Surcharge Do Not File P
TX Special Data Call for Comm Prop Online Filing P
May 8, 2018
New Forms
WI Compulsory and Security Surplus PE 03-31
WI Compulsory and Security Surplus PE 06-30
WI Compulsory and Security Surplus PE 09-30
WI Compulsory and Security Surplus PE 12-31
Form Updates and Changes
State Form Name Status Company Type
IA Risk Annual Statement Checklist Revised P
IA Surplus Annual Statement Checklist Revised P
ME Consumer Complaint Contact Update Revised B
NJ Rating Bur-Household Employee Coverage Revised P
NJ Rating Bur-Mid Year Rpt of Premiums Revised P
WI Compulsory and Security Surplus PE 03-31 Current P
WI Compulsory and Security Surplus PE 06-30 Current P
WI Compulsory and Security Surplus PE 09-30 Current P
WI Compulsory and Security Surplus PE 12-31 Current P
May 1, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
AZ Annual Health Plan Survey Online Filing B
NJ Life Annual Statement Checklist Revised L
NV WC Insurer Information Form YE 12-31-17 Corrected P
April 19, 2018
FormsPlus Changes
When printing a jurisdiction with audits, the audit page did not print at the end of the print job. This has been corrected.
When printing a form with audits, the audit page may contain audits for another form. This has been corrected.
April 17, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
CT Form SIF001 - Second Injury Fund PE 03-31 Current P
DE Affidavit Exemption - Regulation 303 Do Not File P
DE Regulation 303 Countrywide Do Not File P
DE Regulation 303 Delaware Do Not File P
KY WC Ann Collection Rpt - KWCFC Current P
WV Examination Assessment Payment Form Corrected B
April 10, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
NY WC Carriers Remittance Form PE 03-31 Current P
NY WC Carriers Remittance Form PE 06-30 Current P
NY WC Carriers Remittance Form PE 09-30 Current P
NY WC Carriers Remittance Form PE 12-31 Current P
April 3, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
AK 08-301 - Auth for ACH Remove B
MT WC Expenditure Report PE 03-31 Revised P
MT WC Expenditure Report PE 06-30 Revised P
MT WC Expenditure Report PE 09-30 Revised P
MT WC Expenditure Report PE 12-31 Revised P
MT WC Surcharge Remittal PE 03-31 Revised P
MT WC Surcharge Remittal PE 06-30 Revised P
NH Data LOB Survey - Accident and Health Web Login B
PA Anti-Fraud Plan Activity Report Online Assistant B
SD Covered Lives - Market Survey Report Email B
March 27, 2018
New Forms
None.
Form Updates and Changes
State Form Name Status Company Type
AK Health Survey - Div of Ins Spreadsheet B
AZ E-MG MPP - Mortgage Ins Rpt PE 03-31 Current P
AZ E-MG MPP - Mortgage Ins Rpt PE 06-30 Current P
AZ E-MG MPP - Mortgage Ins Rpt PE 09-30 Current P
AZ E-MG MPP - Mortgage Ins Rpt PE 12-31 Current P
IL Life Annual Statement Checklist Revised L
NI Form 1C - UCAA Corporate Amendments Checklist Revised B
NI Form 1E - UCAA Expansion Checklist Revised B
WV Life Annual Statement Checklist Revised L
WV PC Annual Statement Checklist Revised P
WV Health Annual Statement Checklist Revised L
WV Title Annual Statement Checklist Revised P