The IRS changed the regulations for e-filing year-end forms. This change affects employers who will electronically file 10 or more forms for the upcoming 2023 tax year (to be filed in 2024). It includes the total for all aggregated forms filed, including W-2, 1099, and so on. For more information, see the IRS website.

To prepare for this change, we made it easier to locate the type of E-File processes you need to use in PDS.

• In the End of Period section, on the Tax E-File window, we split the E-File Tax Forms tab into two tabs: PDS Tax E-File Forms and Manual E-File. This way, it's easier to distinguish between the processes you run in PDS and the processes you do on your own.
• The General Information tab also refers to "PDS Tax E-File" so you know when we're talking about our services.
• The process to Generate Special 1099 File Format has moved to the Manual E-File tab.

Have you ever stared at the Home screen and wondered how to get where you wanted to go? Now, starting from anywhere in the program, you can quickly navigate to the exact window you want!

Click Quick Nav. in the program bar at the very top, and the Quick Navigator displays. From there, just click where you want to go! Use the Find bar at the top to highlight matching results in the Quick Navigator.

If you're familiar with Additional Selections, you know you can gather records with a certain field value that is either in a list or not in a list. For example, you could add a condition for Ven.Abbr is in list Abbot,Az Bk,Cigna,Plumb, and the selection would gather vendor records where the abbreviation is Abbot, Az Bk, Cigna, or Plumb. This requires you to enter the list in the condition, which is fine for a short list, like in our example. But what if you have a long list or a list that you pulled from outside of PDS? Now, in your condition, you can point to a CSV file to search inside of.

Let's say you have a CSV with 100 lines of vendor abbreviations, and you want to run the Basic Vendor Information report for only these abbreviations.

• Instead of typing out all 100 abbreviations in the condition, you can enter "<" and the file path of the CSV file.

  

• When you run the report using this condition, it only prints the vendors whose abbreviations are listed in the CSV file.

  

What about CSV files with multiple columns? In that case, you just need to specify the column to search.

• So if the abbreviation is in the third column, your condition would include the file name, a comma, and the column number.

  

For more information, see the "Additional Selections" section on Report Selections. Remember, you can also use Additional Selections in some processes.