June 23rd, 2026 Release Notes

The following fixes and updates have been made to Payroll Relief on June 23rd, 2026:

Platform updates

IRIS Agent available for Payroll Relief New

Payroll Relief now includes the IRIS Agent, powered by AI, to help you with support queries.

To use it, select the purple chat icon in the bottom right corner of the screen. Ask it a question and get an answer straight away. If it cannot help, it will help you contact our Support Team.

The IRIS Agent will be available for all users beginning July 1, 2026.

Help link updated to new IRIS Global documentation site Update

The Help icon in the top menu now links to the new IRIS Global Payroll Relief help center. It opens in a new browser tab.

Employer match override now displays a warning at paycheck level Update

When overriding an employer retirement plan match at the individual paycheck level, a warning now displays to indicate that the override may cause the annual match limit set in plan setup to be exceeded.

Security

  • AWS Secret Access Keys stored in secure credential storage.
  • Web cache vulnerability resolved.

One Big Beautiful Bill Act: Qualified Tips and Trump Accounts

The One Big Beautiful Bill Act (OBBBA) introduces new federal payroll requirements. This release delivers the foundational setup, calculation, and reporting support for Qualified Tips and Trump Accounts.

Traditionally Tipped Occupation Codes (TTOC) added to employee and contractor setup New

Employers with tipped employees can now assign up to two IRS-defined Traditionally Tipped Occupation Codes per employee or contractor in the Employment tab. Required for W-2 and 1099 Qualified Tips reporting. Qualified Tips are not calculated if the employee or contractor does not have at least one TTOC assigned.

Include in Qualified Tips flag added to tip pay types New

An Include in Qualified Tips option has been added in Pay Types. It allows Cash Tips and Paycheck Tips pay types to be set as Qualified Tips. Automatic gratuities and service charges must be excluded.

Traditionally Tipped Occupation Codes (TTOC) reference list added to Forms and Publications New

The IRS list of occupations that customarily and regularly receive tips is now linked in Forms and Publications for reference when setting up employee TTOCs.

Trump Account (ABLE 503a) deduction types added to employer setup New

TRUMP Account – Employee (TA) and TRUMP Account – Employer (TA) are now available in Deductions, in Employer Setup. Each supports a child selector (up to five children for each employee). Annual limits: $5,000 combined for each child deduction per year; $2,500 employer match for each employee each year across all children.

These options are available July 4, 2026.

Trump Account contributions calculated and tracked in payroll New

The calculation engine now correctly computes employee and employer contributions to Trump Accounts. Employer contributions have no effect on employee net pay. The $2,500 annual employer match cap is enforced across all child deductions. W-2 Box 12 Code TT is used for reporting.

Trump Account employer contributions appear on five payroll reports New

Employer Trump Account contributions are now reflected in the following reports: 

  • Payroll Register
  • Payroll Summary
  • Deduction Register
  • Deductions Summary
  • General Ledger

One Big Beautiful Bill Act (OBBBA): Qualified overtime — additional hourly pay type support

Include in Qualified Overtime added to additional hourly pay types New

An Include in Qualified Tips option has been added in Pay Types. It allows an Additional Hourly pay type for inclusion in Qualified Overtime (QOT) calculations. When selected, hours count toward the weekly 40-hour threshold and a weighted average rate is used to calculate the overtime premium.

Qualified Overtime calculation updated with weighted average rate Update

The payroll calculation engine now uses a U.S. Department of Labor (DOL) compliant weighted average hourly rate when computing Qualified Overtime for employees with multiple pay rates.

Payroll entry updated for Qualified Overtime with additional hourly Update

Payroll entry now includes the Include in Qualified Overtime setting when calculating weekly QOT hours for weekly pay frequencies.

Employee Qualified OT Report updated Update

The Employee Qualified OT report now includes an Additional Hourly column and uses the weighted average calculation for the OT Premium column.

Minnesota Paid Family and Medical Leave (MN PFML)

MN PFML employer setup supports dual account types with independent rates New

Minnesota employers can now configure separate rates for Joint SUTA-PFML and Paid Leave Only accounts in Tax Information in Employer Setup. Each uses its own rate, calculation, payment, and form filing.

MN small employer PFML rate added New

The 0.66% of gross wages, wage base $185,000 rate, effective January 1, 2026, is now available for Minnesota small employers. Select Small Employer in Employer Setup to automatically applies this rate.

MN PFML calculations separated by employee category New

The payroll engine now computes two distinct MN PFML liabilities, MN EE/ER PFML for standard employees and MN EE/ER PL Only for SUTA-exempt employees. Pending payments are grouped separately.

State and local tax updates

Falmouth, Kentucky (KY)

New local payroll tax (effective July 1, 2026) New

Falmouth, Kentucky has established a new local payroll tax at 1.5% of local wages. Tax policies grid and Tax Deposit Frequency (Quarterly) setup updated.

Ohio (OH) 

Two new Joint Economic Development District (JEDD) jurisdictions added — effective January 1, 2026 New

Green Township-Hampton Inn Joint Economic Development District (JEDD) 7 (Hamilton County) and Warren-Champion JEDD / Warren-Howland-Warren JEDD added. Both file and deposit quarterly using generic forms.

West Virginia (WV)

Weirton quarterly return form updated — effective June 1, 2026 Update

Updated to reflect agency changes including a Total Number of Employees Reported field. Rate increase effective May 17, 2026 also applied.

Utah (UT)

State income tax rates updated — effective June 1, 2026 Update

Basic tax rate 4.45% base allowances updated for single ($485) and married ($970) filers. Credit reduction thresholds revised.

Oregon (OR)

Minimum wage updated — effective July 1, 2026 Update

Oregon's state minimum wage updated to reflect the July 1, 2026 increase.

W-4 updated to 2026 version Update

The 2026 Oregon Withholding Statement and Exemption Certificate has replaced the 2025 version in Resources.

Maine (ME)

Unemployment Program Administrative Fund rate updated — effective January 1, 2026 Update

The Maine Unemployment Program Administrative Fund (UPAF) rate has been updated to 0.17%.

Illinois (IL)

State Unemployment Tax Act (SUTA) — employer 401(k) contributions excluded from taxable wages — effective July 1, 2026 Update

Employer matching and non-elective contributions to 401(k) plans are no longer considered wages for Illinois Unemployment Insurance (UI) purposes. Employee deferrals remain included. Federal Unemployment Tax Act (FUTA) treatment unchanged.

Colorado (CO)

Paid Family and Medical Leave (PFML) — health insurance surcharge (HI2%) no longer included in quarterly calculation Fix

Colorado's health insurance surcharge is no longer included in the PFML quarterly amount.

New Mexico (NM)

TRD-41409 no longer scheduled when no contractor payrolls exist Fix

The New Mexico contractor reporting form is no longer scheduled even when no contractor payrolls had been processed in the current year.

FED 940 — certified state unemployment surcharges excluded from line 10 calculation Fix

Certified state unemployment surcharges were being incorrectly counted as State Unemployment Tax Act (SUTA) on the Federal 940 line 10. Affected states: 

  • District of Columbia (DC) and Georgia (GA) — Admin Assessment
  • Hawaii (HI) — Estimated Travel Time (ETT)
  • Maine (ME) — Unemployment Program Administrative Fund (UPAF) and Competitive Skills Scholarship Fund (CSSF)
  • Massachusetts — (MA) Workforce Training Fund, COVID, and Employer Medical Assistance Contribution (EMAC)
  • Michigan (MI) — Obligation Assessment
  • Mississippi (MS) — Training
  • Montana (MT) — Unemployment Insurance Administrative Fund

New hire reporting — multi-state form updates

New hire forms and portal links updated for 12 states Update

Forms updated for the following states in New Hire Forms. To find New Hire Forms, go to Resources, then select Employment Forms.

  • Alaska
  • Hawaii
  • Iowa (including contractor form)
  • Kansas
  • Kentucky
  • Minnesota (portal link updated)
  • North Carolina
  • New Hampshire
  • New Jersey
  • Oregon
  • Pennsylvania (portal link updated)
  • Wisconsin.

State specific Fixes

New York State (NYS)

NYS-1 EFT payments rejected due to negative overpayment amounts

New York State was rejecting payment files when an employer had an overpayment balance. The system now suppresses negative values in the daily payment file.

Alabama (AL)

A-1 and A-6 forms errored when printing

Alabama A-1 and A-6 forms no longer display errors when creating PDF versions.

Kentucky (KY)

Local return reports — monthly and quarterly localities were mixed

  • Monthly and quarterly reports for local return now correctly filter by filing frequency.
  • The spelling of Kentucky has been updated.
  • Employee now counts as whole numbers.
  • Phone number field is now correct.

New Mexico (NM)

Employer ID field not enforcing format validation

Employer ID no longer accepts wrong data without displaying validation error.

General fixes

  • W-2s no longer flag as past due for Employers with no TY2025 employee payrolls.
  • Third party checks now display correctly in Check Printing.
  • The KA state that could not be removed in Employee Setup no longer displays.
  • Client name changes are now correctly updated in the Client ACH record. This resolves issues with Electronic Funds Transfer (EFT) mismatches.
  • When making a deduction inactive, a confirmation message is displayed, explaining that all assigned employees will be unassigned. Selecting No returns to the setup page without saving.
  • Simple IRA contributions are no longer calculated against pre-tax Flexible Spending Account (FSA) and Health Savings Account (HSA) amounts in some scenarios.
  • Exempt selections from a previous pay type no longer remain when the type is changed.