Overview

Line 9 of the 941 Report now automatically populates with uncollected Social Security and Medicare tax on tip income. This applies when an employee's net earnings were insufficient to cover the full tax amount for the quarter. No manual entry or additional steps are required.

Why We Built It

When tip amounts are large enough that an employee's net pay couldn't cover the full Social Security and Medicare tax, the uncollected remainder belongs on line 9 of the 941. Previously, that amount did not populate automatically, leaving the line blank and requiring manual correction before filing. It now flows through the Greenshades feed and populates line 9 without any extra steps.

What to Expect

No action is required. When you generate the Greenshades feed and run the 941 Report, line 9 will reflect any uncollected tip tax for the quarter automatically. If none of your employees had uncollected tip tax for the period, line 9 will remain blank as expected.

Overview

A new Employee Payroll Data – Partner Quote report is now available for generating and sharing employee information with external partners for quoting purposes. The report consolidates employee details, tax setup, and payroll data into a single export, eliminating the need to manually pull data from multiple sources. Key capabilities include:

Why We Built It

Preparing payroll data for external partners previously meant pulling information from multiple reports and formatting it manually before sharing. This report brings all required employee and payroll details into a single, ready-to-share export, reducing the time and risk involved in preparing partner quotes.

What to Expect

Once available, run the Employee Payroll Data – Partner Quote report from the Analyze section. Filter by check date range and branch, then export the results to share with your external partners. No additional configuration is required.

Overview

The Back Office configuration option SetCustomerDailyTransaction is now respected when company records are created in AviontéBOLD. When this setting is enabled, daily regular and overtime (Reg & OT) transaction types will automatically appear in the Day tab of Time Entry for newly created companies.

Why We Built It

For Back Office integrated clients, the SetCustomerDailyTransaction configuration was not being applied when new companies were created in BOLD. As a result, daily transactions were not automatically generated in Time Entry, requiring users to manually add them from the Week tab each time they entered time for companies that required daily time tracking. This fix eliminates that extra step and ensures your configuration works as expected from the moment a new company record is created.

What to Expect

1. Review your current SetCustomerDailyTransaction configuration in Back Office (Admin Tools > Config Option > Site > Branch Setting).
2. When you create a new company record in BOLD, if SetCustomerDailyTransaction is set to True for the company's office, the company will be created in Back Office with Generate Daily Time Entry enabled (Sales & Service > Service Info). Daily time transactions will then be automatically created in Time Entry without any manual intervention.

For more information on this configuration option, see Config Option: SetCustomerDailyTransaction.

Overview

Classic Back Office is adding a dedicated compensation type for Status Indian employees whose employment income is tax-exempt under the Indian Act. Earnings configured with this type are exempt from federal and provincial income tax and CPP, while EI deductions still apply. The exempt income is reported in box 71 of the T4.

Why We Built It

Previously, there was no built-in way to handle this tax situation in Classic Back Office, requiring manual workarounds to process pay correctly and report it on the T4. For staffing agencies placing Status Indian employees who work on-reserve, this is a daily payroll need with no room for error on CRA reporting. This update brings the correct tax treatment directly into the system, reducing manual steps and the risk of T4 reporting errors.

What to Expect

When this update goes live, a new compensation type will be available to create and assign to eligible employees using the new Vertex code. Once configured on an employee's profile, earnings processed under that compensation type will automatically apply the correct tax treatment: no income tax, no CPP, and EI deductions applied. Those earnings will flow to box 71 on the T4 at year end.

Eligibility is determined by the employee's TD1-IN form. Each employee requiring this setup will need to have their profile configured individually — no changes will be applied automatically to existing employee profiles.

Overview

The Check Register_CA AQ report now includes two dedicated CPP2 columns. CPP2 EE (employee) amounts are displayed in their own clearly labeled column rather than being grouped under "Other Taxes EE," and a new CPP2 ER (employer) column has been added to the report.

Why We Built It

CPP2 EE amounts were previously grouped into the "Other Taxes EE" column, making it impossible to identify them separately on the report. CPP2 ER amounts were not included on the report at all. This made it difficult for payroll teams to reconcile Canadian Pension Plan second-tier contributions and verify accuracy before payroll submission.

What to Expect

When running the Check Register_CA AQ, you will now see:

Overview

Canadian Maternity Leave Top-Up pay codes can now be configured as exempt from Employment Insurance (EI) deductions. When this pay code is used, earnings are automatically excluded from EI calculations and reported in Box 14 of the employee's T4.

Why We Built It

Supplemental Unemployment Benefit Plan (SUBP) payments — like Maternity Leave Top-Up — are not subject to EI premiums under CRA rules, but processing them correctly required manual workarounds each pay run. This update makes the pay code behave the way it should, keeping payroll accurate and compliant without extra steps.

What to Expect

Once the pay code is configured with the Canada EI Exempt Regular Pay Vertex Pay Code, earnings paid under this code will be excluded from EI deductions at time of payment and will flow to Box 14 when the T4 is generated — no manual adjustments needed.

Overview

Two new columns are being added to the Customer > Invoices tab in Classic Back Office: Payment Reason and Payment Batch Type. Both columns are visible directly in the invoice list, so payment context is available without opening individual records.

Why We Built It

Reviewing invoice payment details used to require navigating into individual records one at a time. With Payment Reason and Payment Batch Type visible in the invoice list, you can scan and verify payment context across multiple invoices in a single view, cutting down on repetitive clicks during weekly billing reviews.

What to Expect

When this update goes live, the Payment Reason and Payment Batch Type columns will appear automatically on the Customer > Invoices tab. No configuration is required.