January 2026

Please Note: This article contains both upcoming features and recently released functionality. Each item is clearly marked as either "Coming Soon" or "Live" so you can easily identify what's currently available in your system.

Stay Updated: Want to be notified as soon as new features go live? Subscribe to the BOLD Bulletin to receive timely updates on all new releases and enhancements.

W2 Export Feed: Add parameter - Include Electronic W2s - Live

🚀 What's New

Released 01/30/2026

What is the improvement?

A new parameter has been added to the W2 Export Feed that allows you to filter employees based on their Electronic W2 Consent status.

Why?

This enhancement streamlines your W2 printing and mailing workflows by allowing you to separate employees who have opted into electronic W2 delivery from those who require physical copies. You can now generate targeted export files specifically for employees who need paper W2s, reducing manual filtering and improving efficiency during tax season processing.

How does this impact you?

The "Include Electronic W2s" parameter gives you control over which employees appear in your W2 export based on their consent responses:

  • When set to Yes: All employees are included in the export regardless of their Electronic W2 Consent status
  • When set to No: Only employees who answered "No" or have not responded to the Electronic W2 Consent interview question are included in the export

 

 

Transaction Types | Vertex Alternate Compensation code added for ER HSA Contributions - Live

🚀 What's New

Released 01/30/2026

What is the improvement?

A new Vertex Pay Code for HSA is available for setting up ER HSA Contributions.

Why?

ER HSA Contributions are taxed in some states like California.  This will assist in ensuring the contributions are taxed properly.

How does this impact you?

You should update your ER HSA Contribution to reflect the new Vertex pay code. 

System Setting/User Permission Update: Transaction Type will need to be updated. For full instructions, please see the section named Create a Health Saving Accounts [HSA] Transaction Type WITH Employer Contributions within this knowledge base article: Health Savings Accounts [HSA] – Avionte Classic

 

Reports | State Saves Employer Contribution & Employee List Reports Updated for MN - Live

🚀 What's New

Released 01/30/2026

What is the improvement?

We've updated the State Saves Employee contribution AQ and the State Saves Employee List AQ reports to add details for Minnesota.

Why?

These updates bring both reports into compliance for 2026.

How does this impact you?

Minnesota has been added to both of these reports for compliance. There will be no action required on your side for these updates, and it should not affect your workflow. 

System Setting/User Permission Update: None

 

Colorado Paid Family Medical Leave Import File Update - Live

🚀 What's New

Released 01/30/2026

What is the improvement?

When you generate the export file for Colorado PFML, a PaymentAmountTotal will be added in Column Z that equals the EE and ER contributions to PFML. 

Why?

CO state now requires this field to be present for compliance.

How does this impact you?

No action required on your behalf, the export file will now automatically include a value in this column.

 

Transaction Types | Update to Qualified Overtime Types - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

Transaction type names have been updated to more accurately and fully reflect what they are used for for the below types:

  • Reg has been updated to Reg - Regular Time
  • OT has been updated to OT - Over-Time
  • DT has been updated to DT - Double-Time

Why?

These names now fully display what they are, making it quicker to see what each is at a glance.

How does this impact you?

No action required on your behalf, this update should automatically keep you in compliance without any noticeable changes to your process.

 

Payroll | Update Amounts on Qualifying Children - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

Qualifying children amounts have been updated for 2026 to reflect multiples of 2200. Please see the article here for details: Federal Income Tax Overview

Why?

These updates are required to remain in compliance for 2026.

How does this impact you?

No action required on your behalf, this update should automatically keep you in compliance without any noticeable changes to your process.

 

Payroll | Overtime Plan - Rhode Island Sunday & holidays OT Plan Added - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

We have added a new OT plan for RI for Sundays and holidays. There will be a standard 40-hour work week for days that are not Sunday or holidays. Holidays and Sundays will be pushed as OT (as defined in Admin Tools)

Why?

In RI, employees must be paid overtime for any work performed on Sunday and holidays.

How does this impact you?

Setup for employees in RI should be easier going forward.

 

Payroll | Reg, OT, and DT Transaction Types Updated to Is Hours Worked - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

Going forward all Reg, OT, and DT (standard delivered transaction types) will be marked as Is Hours Worked in admin tools by default.

Why?

To assist in the ability to track qualified overtime amounts.

How does this impact you?

If you haven't already marked Reg, OT and DT as Is Hours Worked, this will be updated for you.

 

Payroll | Update to Canadian Employer Health Plan Exemptions for 2026 - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

To ensure compliance for 2026 we have updated the EHT exemptions for Canada for 2026. For more information, please see the full breakdown here: CDN Government Employer Mandated Health Plan Support by Province

Why?

These updates are required to remain in compliance for 2026.

How does this impact you?

No action required on your behalf, this update should automatically keep you in compliance without any noticeable changes to your process.

 

CPP Exemptions for T4s For Over 70s - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

The system will now mark box 28 on the T4 as exempt for employees over the age of 70 automatically.

Why?

Employees over the age of 70 are exempt from CPP and should be marked as such.

How does this impact you?

Previously you would have needed to manually mark each employee as exempt, but the system will now automatically do this, saving you time.

 

TCA Default Exemption Amounts Updated - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

We have updated our knowledge base article with the newly updated default exemption amounts for Canadian clients. Please see the knowledge base article here for a complete breakdown of all updated amounts: Canada Default Exemptions (Basic Personal Amounts)

Why?

These exemption amounts have changed for the new year, and to remain compliant must be updated.

How does this impact you?

The update will be automatic, and clients will not need to do anything on their side for the update to take effect.

 

T4 & T4A | Update to T4 & T4A XML for 2026 - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

To ensure compliance for 2026 we have updated the T4 & T4A XML import process. The summary and slip filer account numbers will now be the same, the SIN filed for proprietor #1 will be optional, and there will be no empty optional fields added to the XML file when created.

Why?

These updates are required to remain in compliance for 2026.

How does this impact you?

No action required on your behalf, this update should automatically keep you in compliance without any noticeable changes to your process.

 

W-4 | Update for New 2026 Dependent Amounts - Live

🚀 What's New

Released 01/15/2026

What is the improvement?

The 2026 W-4 will now update dependent amounts in increments of $2,200.

Why?

For 2026 W-4 forms now have a dependent amount of $2,200, which had previously been $2,000. To maintain compliance this amount has been updated for the new year.

How does this impact you?

This update will ensure you are in compliance for 2026. No action will be required on your behalf.  

 

Payroll | 53 Week Payroll Year for CA - Live

🚀 What's New

Released 01/05/2026

What is the improvement?

Due to how the dates fall in 2026, Canada has a 53-week year. There will be an option under supplier properties named CA53WeekYear2026 that is defaulted to true. This will calculate federal taxes based upon 53 weeks instead of 52.  If needed, setting to false will calculate on 52 weeks. 

Why?

For Friday check dates, due to how the dates fall, Canada has a 53 week pay year instead of a 52 week pay year.  

How does this impact you?

Canadian Federal Taxes will be calculated using the 53-week calculation. If you are only paying 52 weeks, this can be set to false and payroll calculations will calculate with 52 weeks.  

 

Pittsburgh Sick Leave Law Update - Live

🚀 What's New

Released 01/01/2026

Improvement: The Pittsburgh Sick Leave accrual plan has been updated to reflect changes in the Pittsburgh Sick Leave Law effective January 1, 2026. The updated plan includes a faster accrual rate and increased usage and carryover limits to ensure compliance with the latest local regulations.

Key Updates:

  • Accrual Rate: Employees now accrue 1 hour of sick leave for every 30 hours worked (previously 35 hours)
  • Annual Usage Limit: Increased from 40 hours to 72 hours per year 
  • Yearly Accrual Limit: Increased from 40 hours to 72 hours per year 
  • Carryover Amount: Increased from 40 hours to 72 hours of unused sick leave carried over to the next year
  • Effective Date: Changes apply to accruals beginning January 1, 2026

The plan will be automatically inserted for applicable employees in Pittsburgh, PA.

How does this impact you?

  • If you have employees in Pittsburgh, Pennsylvania, their sick leave accruals will automatically update on January 1, 2026 to reflect the new city requirements. No action is required on your part—the system will apply the updated accrual plan automatically. Employees will accrue sick time faster and have access to more hours annually, which may affect scheduling and payroll calculations. Review your workforce planning to account for the increased sick leave availability under the updated law.

 

Massachusetts PMFL 2026 Premium Updated - Live

🚀 What's New

Released 01/01/2026

Improvement: Massachusetts Paid Family and Medical Leave (PFML) contribution rates have been updated effective January 1, 2026 to align with the latest state requirements. The system now reflects the current premium rates and employer/employee contribution splits for both standard and small employers.

Key Updates:

  • Total Premium Rate: 0.88% of eligible wages (combined employer and employee contributions) 
    • PFML for WA updated to 0.88% within Admin Tools > Employer > Locality/ Country > Paid Family Medical Leave.
  • Family Leave Contribution: 0.18% of eligible wages (up to 100% can be withheld from employee wages)
  • Medical Leave Contribution: 0.70% of eligible wages total
    • Standard Employers (25+ employees): Employees pay up to 40% (0.28% of wages); employers pay remaining 60% (0.42% of wages)
    • Small Employers (<25 employees): Employees pay up to 40% (0.28% of wages); no employer share required
  • Small Employer Total: 0.46% effective contribution rate (employee portion only) 
  • Effective Date: January 1, 2026

How does this impact you?

  • WA PFML will be compliant for 2026.

 

Washington PFML 2026 Premium Updated - Live

🚀 What's New

Released 01/01/2026

Improvement: Starting January 1, 2026, premiums for PFML in Washington state will be increased to 1.13%. We have updated the system to reflect this.

Key Updates:

  • PFML for WA updated to 1.13% within Admin Tools > Employer > Locality/ Country > Paid Family Medical Leave.

How does this impact you?

  • WA PFML will be compliant for 2026.

 

Colorado PFML 2026 Premium Updated - Live

🚀 What's New

Released 01/01/2026

Improvement: Governor Jared Polis signed SB25-144, Concerning Changes to the ‘Paid Family and Medical Leave Insurance Act’, into law. The law also lowers premiums for FAMLI coverage. Starting January 1, 2026, premiums will be set to 0.88% of wages. We have updated Vertex to reflect this change.

Key Updates:

  • PFML for CO updated to 0.88% within Admin Tools > Employer > Locality/ Country > Paid Family Medical Leave.

How does this impact you?

  • CO PFML will be compliant for 2026

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