What's New in 2025.12

The Vista 2025.12 release includes year-end regulatory changes for the United States and Canada, the new Vista AI Help Assistant, as well as defect fixes that apply to all geographies.

US and Canadian tax routines that are effective for 2026 will be released as standard Vista Tax Updates.

Important: These US and Canadian year-end updates are available in Vista 2025.12 only. These changes will not be included in previous Vista versions.

Try out the new Vista AI Help Assistant!

If you use Trimble ID to log in to Vista, you now have access to the Vista AI Help Assistant. The Vista Help Assistant is a chat agent you can use to ask specific questions about the tasks you can perform in Vista. The assistant gets its information from the Vista Help.

From the Vista main menu, go to Links > Vista Help Assistant. The Vista Help Assistant opens in a browser window. Type a question in the chat field to get started.

Vista Trimble Help Assistant demo video

If you do not see the assistant added to your Vista Links menu, you can add it yourself.
  1. From the Vista main menu, go to Links > Organize Links.
  2. In the Organize Links window, select Add Link.
  3. In the Add/Edit Link window, enter the following values:
    • Name: Vista Help Assistant
    • Link Address: https://vistaagent.trimblecms.com/
  4. Select OK to add the link.
  5. Select OK again to close out of the window.
Note: The Vista Help Assistant is only available to Vista users who have Trimble ID credentials. In order to access the assistant at vistaagent.trimblecms.com, you must sign in with your Trimble ID.

For more details about the assistant, see About Trimble Assistant in Vista.

2025 Year-End Resources

Review the following article for more information about year-end processes in Vista.

Resources for Vista Year-End Processing (US/CAN)

Additional information about year-end processing for the United States and Canada is available through Trimble Learn.

New Prerequisite: Microsoft Edge WebView2 Runtime

Vista now uses Microsoft Edge WebView2 to embed web content in the Vista application. While the Vista client attempts to install this automatically, we recognize that your organization may have IT policies or security restrictions that prevent this automated installation.

To ensure a smooth upgrade to Vista 2025.10 and later versions, we recommend that your IT department manually installs the WebView2 runtime on all user machines beforehand.

Find the latest requirements listed in the Vista Software Requirements.

Payroll Features

This release delivers on user-requested Payroll enhancements, fixes, and other improvements.

Attach PDF documents of W-2 forms to records in PR W-2 Process form

Users can now generate and store PDF attachments of each employee's W-2 form, providing an exact copy of the W-2 form as it was issued.

The new PR W-2 Create Attachments form can be accessed from the Payroll module, or within the PR W-2 Process form, initiate the process from Tasks > Launch W-2 Create Attachments. Selecting this opens the PR W-2 Create Attachments form.

A generated PDF for the employee is attached to their specific W-2 record in the PR W-2 Process form, and given a unique attachment ID which differentiates the new attachment from other versions.

Additionally, when users run this attachment process, all W-2 documents generated from it are automatically assigned a new standard DM Attachment type, called PR W2 Forms.

For more details on the form, see PR W-2 Create Attachments Form.

Update US Federal DL Limits and Rates

In the PR Federal Info form, you can use the new Update Limits & Rates button (US companies only) to update the current PR company's associated federal deductions and liabilities. In the window that opens, enter the date on which the updated limits and rates should go into effect.

Note: The process will only update the current payroll company. If there are multiple active, US payroll companies in Vista, the process must be run within each company you wish to update.
New field in PR W-2 Employees: FLSA QOC Premium

The FLSA QOC Premium field, found on the Employees tab in PR W-2 Process, tracks an employee's annual YTD FLSA compliant overtime earnings. The field is intended to be editable, but is updated when the PR W-2 federal initialization is run.

Note: For tax year 2025, the FLSA QOC premium amount is not reported on the federal W-2 e-file, but it does print in Box 14 of paper copies. QOC reporting will become mandatory in 2026. For more information, see the section on FLSA QOC Reporting below.

For more details about this field, see QOC Premium Amount.

New field in PR Pre-Tax Deduction Groups: Roth Catch-up FICA Wage Threshold

In the new Roth Catch-up FICA Wage Threshold field in PR Pre-Tax Deduction Groups, you can now assign the dollar amount of the FICA wage limit for the prior calendar year. To be compliant with the SECURE 2.0 Act of 2022, if an employee's previous year's FICA wages exceed the threshold and that employee is age 50 or older, their additional catch-up contributions for the current year must be Roth (after-tax).

For more details about this field, see Roth Catch-up FICA Wage Threshold.

You can run the new PR 401(k) Catch-up Eligibility report to identify high-earning employees who still have a non-Roth (pre-tax) catch-up deduction assigned. For more information, see the section on 401(k) Catch-up Contributions Reporting below.

Reports Features

This release delivers on user-requested Reports enhancements, fixes, and other improvements.

FLSA Qualified Overtime Compensation (QOC) reporting on W-2s starting in 2025 – US Only

Starting in 2025, the One Big Beautiful Bill Act introduces a new federal income tax deduction for qualified overtime compensation (QOC). For more details about this new deduction, see the overtime guidance issued by the IRS.

FLSA QOC reporting on employee federal W-2s is not mandatory until 2026. The US Treasury and IRS are providing penalty relief for tax year 2025. For more information, see the IRS Notice 2025-62.

For compliance and streamlined reporting, Vista has a new PR W2 FLSA Qualified Overtime Premium report, for employers to run to collect and display each employee's QOC amount.

PR W2 FLSA Qualified Overtime Premium Report

Report ID: 1340

For the tax year that you specify, this report prints a week-by-week calculation of the FLSA qualified overtime compensation (QOC) premium amount for the employee, as well as the employee's year-to-date sum total of QOC.

  • Report Calculation Process:
    • For each payroll group, the first workweek is defined by finding the earliest beginning date among all regular pay periods whose Limit Month values fall within the tax year (even if that date is in the prior year). This date is set as the official first day of the first workweek, and all seven-day workweeks for the year are established from that point forward.

    • To make the Premium Calculation, for each employee, the report aggregates hours and pay from hourly timecards paid within the tax year across these workweeks.

      • Premium Hours: These are all hours worked over 40 hours in a given workweek.

      • Premium Rate: This rate is one-half (0.5x) the weighted average straight-time hourly rate for the employee for that week.

      • Weekly Premium Amount = Premium Hours × Premium Rate

    • The YTD total, the sum of all weekly premium amounts for the year, is the final reportable FLSA QOC premium amount for the employee's W-2 form.

    Note: Premium Hours (hours over 40) are calculated independently of standard payroll Overtime Hours (hours paid using a factor >1.0), meaning the two values for any given week are not necessarily the same.
  • Report Inputs:
    • Required: Company, Tax Year
    • Optional: Beginning Employee Number, Ending Employee Number, Beginning Employee Sort Name, Ending Employee Sort Name, Show Only Employees with FLSA QOC (employees with some QOC premium hours in the tax year), Sort by Employee (S)ort Name or (N)umber (enter S or N), Page by Employee (new page per employee), Truncate Employee SSN (hide all but the last four digits)
  • FLSA QOC Reporting:
    In 2025, an employee's FLSA QOC will print in Box 14 of the W-2 but is not included in the federal W-2 e-file. FLSA QOC is referenced in following areas in Vista:
    Note: In 2026, an employee's FLSA QOC amount will be reported on their W-2 form in Box 12 using Code TT.
New 401(k) report to verify Roth catch-up compliance – US Only

Starting in 2026, the SECURE 2.0 Act of 2022 requires that high earners (age 50 and older with prior-year FICA wages greater than $145,000, indexed) must make 401(k) catch-up contributions to a Roth (after-tax) account. Employers who want to support high-earning employees must offer a plan with a Roth 401(k) option, or high earners will not be allowed to make catch-up contributions.

The new Vista PR 401(k) Catch-up Eligibility report is used to verify compliance with the SECURE 2.0 Act of 2022. The report is designed as an audit tool to identify high-earning employees who still have a non-Roth (pre-tax) catch-up deduction assigned.

PR 401(k) Catch-up Eligibility Report

Report ID: 1339

Eligibility for 401(k) catch-up is determined by an employee's age as of December 31st of the current tax year. If an employee's previous year's FICA wages exceed the threshold, the catch-up contribution must be Roth. The threshold is sourced from the Pre-Tax Deduction Group linked to the deduction code, or the company's first Pre-Tax Deduction Group if unassigned.

The report displays employee information including name, hire date, termination date, birth date, active status, and age as of December 31st.

  • Report Inputs:
    • Required: PR Company, Tax Year, Print (A)ll Eligible, (R)oth Required, Has (C)atch-up Deductions, or (E)xceptions
    • Optional: Employees, Beginning PR Group, Ending PR Group, Active employees only?, Display catch-up codes only?

Viewpoint Administration Features

This release delivers on user-requested Viewpoint Administration enhancements, fixes, and other improvements.

New user records require a refresh to see user's active status

Due to updates in the license provisioning process, when you save a new record in VA User Profile, the Deactivated checkbox will be selected and temporarily unavailable. After approximately one minute, the record can be refreshed, which automatically clears the checkbox. If a license is available, the user will be successfully activated.

Check Issue Status

To see a list of defects fixed in this version, go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the Fixed in Version field, select this version, then select Apply Filters.