August 27th, 2026 Release Notes
The following changes were included in the August 27, 2026 release.
Federal compliance
Trump Account employer contributions added to Payroll Summary Report Update
The Payroll Summary Report now includes a dedicated line for Trump Account employer contributions under Third-Party Liabilities, and includes those contributions in the Cost of Payroll total. This applies to any employer with Trump Account employer contributions on payroll.
Additional Traditionally Tipped Occupation Codes added Update
Three additional Traditionally Tipped Occupation Codes (509, 510, 810), required by a recent IRS change, have been added to the Employment tab in Employee Setup.
Trump Account setup changes no longer require a payroll recreate Fix
Fixed an issue where changing an employee's Trump Account setup required the payroll to be recreated before the change would calculate correctly.
Rate updates
Virginia minimum wage updated for 2027 and 2028 Update
Virginia's minimum wage has been updated: $13.75 from January 1, 2027, and $15.00 from January 1, 2028.
2026 combined retirement contribution limit added New
The combined 2026 annual retirement contribution limit, $72,000 for employee and employer contributions to 401(k), 403(b), and 457(b) plans, has been added, along with the related employer match deduction limit.
State tax compliance and validation
New York unemployment account validation updated Update
The New York unemployment account validation and on-screen message in Tax Information have been updated to align with current state requirements.
Kansas employer ID validation now accepts A or K prefix Update
Kansas employer ID validation in Tax Information now accepts either A or K as the letter prefix, in line with agency guidance.
Rhode Island employer ID validation corrected Fix
Rhode Island employer ID validation and messaging have been corrected so the ID must match the FEIN followed by two zeros. This prevents incorrect IDs that previously caused Rhode Island SIT payments to be misapplied.
Ohio withholding EFT ID format updated Update
The Ohio withholding EFT ID validation format in E-Services has been updated to match the state's current format requirements.
New Mexico Workers' Compensation Fee correction Fix
Fixed an issue causing the New Mexico Workers' Compensation Fee to be withheld in error.
Local tax policies heading restored for some states Fix
Fixed an issue where the Local Tax Policies heading was missing from Tax Information for some states.
Paid Family and Medical Leave (PFML)
PFML liability correction after check purge Fix
Fixed an issue where Minnesota and Connecticut PFML employer liabilities, and potentially other recently added liabilities, were not removed when a payroll check was purged. This could leave stale liability balances.
Connecticut PFML wage adjustment now saves correctly Fix
Fixed an issue in Wage Adjustments where revised Connecticut PFML wage amounts were not saving.
Minnesota PFML employer tax added to Employee Paystub Report New
Minnesota PFML employer tax and expense now appear on the Employee Paystub Report, consistent with the Payroll Register and payroll history reports.
Reports
Simple IRA Retirement Contribution Report correction Fix
Fixed an issue where the Simple IRA Retirement Contribution Report showed incorrect figures when the employer match override feature was used.
All Employees option added to Employee Paystub Report New
An All Employees option has been added to the employee list on the Employee Paystub Report, matching other employee reports.
Employee Earnings by Type Report location filter correction Fix
Fixed an issue where the location filter was empty after emailing or uploading the Employee Earnings by Type Report to Cloud Cabinet.
Setup and validation improvements
Semi-monthly pay schedule validation added Fix
Added validation to Pay Schedules to prevent semi-monthly pay schedule dates from incorrectly changing the pay period to monthly. The system now displays a clear message when second-period dates are earlier than first-period dates.
Warning added for contractor and employee reclassification New
Added a message when a worker is reclassified between contractor and employee and the Social Security number (SSN) already exists on another worker record, preventing pay type conflicts.
Tax payment and prefunded summary messaging clarified Fix
Corrected confusing messaging shown when printing a coupon or check from the Payments Made or Prefunded Summary screens.
Prefunded Summary tab visibility corrected Fix
The Prefunded Summary tab in Tax Payments now also displays when an employer has activated pre-funding of tax payments in E-Services Compliance, even before they have prefunded amounts or a pay date.
Payroll entry menu permissions corrected Fix
Fixed an issue where the payroll entry menu option displayed for users without the corresponding access permission.
Employee sync from Employee Self Service corrected Fix
Fixed an issue where a new employee could not be synced from Employee Self Service to Payroll Relief. This produced a sync error and required the firm to add the employee manually.
Security and permissions
Direct deposit banking information now masked Security
Direct deposit banking information on the Direct Deposits screen is now masked for admin and client-level users, for security purposes.
Direct deposit account information added to Employee Paystub Security
Employees viewing their paystub can now see partial direct deposit account and routing information for each account on file. Routing and account numbers are masked except for the last four digits, so employees can confirm which account a payment is going to.
New Client Dashboard access permission added New
A new permission lets firms restrict which users can view Client Dashboard information beyond payroll entry and employee data, under Advanced Features. Existing users with payroll access are automatically granted this permission, and firms can adjust access going forward.
New permission for prior payroll entry added New
Firms can now control, for each client, whether that client can enter prior payrolls, using a new permission under payroll access. All clients currently able to enter payroll retain this access by default, and firms can remove it going forward.
New filter options
Active-only filter added to wage adjustment tabs New
An active-employees-only filter has been added to the Fringe Benefits and Taxable Wages tabs under Wage Adjustments, matching filter behaviour elsewhere in the product.
Integrations
Export to QuickBooks Online corrected Fix
Fixed an issue preventing export to QuickBooks Online.
Batch processing and year-end
Already-filed 1099s now displayed in Batch Processing New
A screen has been added in 1099 Batch Processing to display 1099s that have already been filed, matching existing W-2 Batch Processing functionality.