Note that patch 11 contains only the ADPRTAX1 and ADPRTAX2 data files and have all current tax table updates. In the future, as other tax changes are made, this patch will be updated with the most current data we have.

Patch 12 for RTS-Advantage version 4 is now available on our website (click here to download). The changes included in this patch are:

• General Ledger program 52 (Auto-Create Accounts): the program asked for user confirmation for creating every account, a real pain if you were creating lots of accounts.
  
  
• Point of Sale program 5 (Quick Invoicing): was sending junk output to the pole display and printer if the pole display functionality was active.
  
  
• Point of Sale programs 4, 5, 13: the email address on invoice reports would print no more than the first 30 characters of the 40 character field.

• Payroll program 25 (Tax Returns): the state and local reports did not reduce taxable wages based on pre-tax deductions that applied to the state or locality.
  
  
• Accounts Receivable program 29 (Aging Schedule): if an invoice had corrupt detail the section that reported that fact would print above the customer's header section if the invoice was the first one to print for the customer. Also changed so that corrupt invoices will only print if they fall within the ranges specified by the user.
  
  Earth: the lookup windows for some RDA-based files had a minor display problem. This change affects most of the programs in the product.
  
  Report Generator program 3 (Print Report): two legacy problems were discovered and fixed. First, if a format included the same physical file on the report more than once as multiple logical files, and list totals were calculated in the primary file detail section, these variables could be overstated. Second, if a physical file appeared at least three times on a format and the format used a custom sort order then the program would bomb after appearing to successfully print the report.
  
  Various changes related to Unix-specific problems found in the testing process. A dozen or so programs have had their versions updated but there should be no change to functionality on DOS.

With the release of version 4.0, there has been much confusion over the proper use of reference codes in Payroll. First, a bit of background. The software uses federal, state and local reference codes to know that a given pay or deduction type represents a certain governmental entity. The State and Local reference numbers assigned to pay and deduction types are established and assigned by you, the user; you choose which numbers will refer to the various states and localities that you deal with; you don't have any place within the software to refer to when determining what a particular reference code represents.

In addition to State and Local reference codes that apply to both pay and deductions, there are also Federal reference codes which only apply to deductions. Federal codes are defined within the software as follows: 1=FWT; 2=FICA (used on both parts, OASDI and Medicare); 3=FUTA; 4=SUI; 5=SDI; 6=SWT; and 7=LWT. A Federal reference of zero is also allowed which indicates the deduction is not any of the 7 defined types and would be used on such things as 401k plans, uniform allowances or worker's compensation deductions.

To help understand how reference codes are used, let's consider the most basic of situations where all pay is for one state and locality. In such a situation, the easiest thing to do is assign 1 as the State and Local reference codes. All pay would have these codes assigned BUT only those deductions that represent a tax reportable to the state would have a State reference of 1 and only those deductions representing a local tax would have the Local reference of 1. See the following example:

Deduction......Federal......State......Local
401k..............0...........0..........0
FWT...............1...........0..........0
FICA OASDI........2...........0..........0
FICA Medicare.....2...........0..........0
SWT...............6...........1..........0
SUI...............4...........1..........0
Local Tax.........7...........1..........1

As you can see, only those deductions that are taxes reportable to some governmental body need to have the reference code(s) assigned. These codes are used by the tax reporting programs to know which deductions to include when reporting various governmental totals on reports such as the quarterly tax returns and W2 forms.

Now lets add a second state. We'll keep it simple - for our example the second state does not have any local taxes.

Deduction......Federal......State......Local
401k..............0...........0..........0
FWT...............1...........0..........0
FICA OASDI........2...........0..........0
FICA Medicare.....2...........0..........0
SWT...............6...........1..........0
SUI...............4...........1..........0
Local Tax.........7...........1..........1
SWT-State 2.......6...........2..........0
SUI-State 2.......4...........2..........0

Deduction......Federal......State......Local
401k-State 1......0...........1..........0
401k-State 2......0...........2..........0
FWT...............1...........0..........0
FICA OASDI........2...........0..........0
FICA Medicare.....2...........0..........0
SWT...............6...........1..........0
SUI...............4...........1..........0
Local Tax.........7...........1..........1
SWT-State 2.......6...........2..........0
SUI-State 2.......4...........2..........0