Vista 2021 R2.04

This release includes year-end regulatory changes for the United States and Canada, and includes defect fixes that apply to all geographies.

Important: As of December 2021, Aatrix is now required for year-end regulatory reporting. As a result, several changes were made to 1099, 1094/1095, W-2, T4, and T5018 processing.

1099 Reporting (United States)

Aatrix is now required for 1099 reporting. As a result, the following changes were made to AP 1099 processing:
  • AP 1099 Processing Menu - This form was removed, as it is no longer needed.
  • AP 1099 Totals - This form was retitled to "AP 1099 Processing". In addition, the following changes were made:
    • On the Corrected Filing tab, the Corrected Filing checkbox and Error Type fields are now disabled, as they are no longer being used. Corrected filings must now be handled directly in Aatrix. However, these fields remain visible for historical purposes.
    • A Tasks menu was added, with Edit Transactions and Download options. These options provide access to the AP 1099 Edit Transactions and AP 1099 Download forms, respectively.
  • AP 1099 Edit Transactions - Access to this form is now via the Edit Transactions option in the Tasks menu of AP 1099 Processing. No other functionality was changed.
  • AP 1099 Download - Removed the following fields, as they are no longer applicable:
    • Payer Name Control
    • Transmitter Control Code
    • Combined Fed/State Filer
    • Test File
    • Corrected Filing
    • Is this a prior year corrected filing?

    In addition, removed the Download button. Printing and eFiling of 1099s must be done via Aatrix; therefore, the ability to create an export file is no longer available. For information about using Aatrix for 1099s , see Create the 1099 eFile Using Aatrix.

    Note: Aatrix does not send data back to Vista. To keep your data in sync, if corrections are needed after you transmit 1099 data to Aatrix (but before the filing is submitted to the taxing authority), you can either:
    • cancel the file in Aatrix, make your corrections in Vista, and re-transmit the data to Aatrix or,
    • make the corrections directly in Aatrix and then manually update the data in Vista.
    Regardless of which option you choose for correcting data, your records are still considered original filings and are flagged accordingly. For information about correcting filings once they have been submitted to the taxing authority, see Make Corrections to Regulatory Filings via Aatrix.
  • Removed the following reports, as they are no longer being used:
    • AP 1099 Dividend Print Form Copy B (ID# 1)
    • AP 1099 Dividend Print Form Copy C (ID# 2)
    • AP 1099 Interest Print Form Copy B (ID# 3)
    • AP 1099 Interest Print Form Copy B (ID# 4
    • AP 1099 Miscellaneous Print Form Copy B (ID# 5)
    • AP 1099 Miscellaneous Print Form Copy B (ID# 6)
    • AP 1099 NEC Print Form Copy B (ID# 1331)
    • AP 1099 NEC Print Form Copy B (ID# 1332)

    The AP 1099 Totals, AP 1099 Report, and AP 1099 Vendors Less than Minimum reports are still available.

ACA Reporting (United States)

Aatrix is now required for ACA (1094/1095) reporting. As a result, the following forms are no longer available in Vista:
  • PR ACA Print
  • PR ACA E-File

You will still use the PR ACA Process and PR ACA 1095-C Employee forms to maintain your ACA data; however, you will need to create, print, and e-file your 1094s and 1095s via Aatrix. For more information, see Create, Print, and E-File 1094s and 1095s Using Aatrix.

In addition, the following changes were made:
  • PR ACA Process - The Create ACA and E-File and Print ACA Form options were removed from the Tasks menu..
  • PR ACA 1095-C Employee - The Type drop-down on the Info tab is now disabled, as is it no longer being used. All new employee records automatically default a type of Original; however, you can no longer use this field for indicating replacement or corrected filings, as they are now handled directly in Aatrix. For more information, see Make Corrections to Regulatory Filings via Aatrix.

    The Trans ID, Record ID, and Orig Rec ID fields were tracked within Vista to facilitate ACA corrected filings. Since corrected filings are now handled via Aatrix, these fields are no longer updated and have been disabled. However, they remain visible to preserve historical data.

W-2 Reporting (United States)

Aatrix is now required for W-2 reporting. As a result, the following forms are no longer available in Vista:
  • PR W-2 Preview and Print
  • PR W-2 Electronic Filing

You will still use the PR W-2 Process and PR W-2 Employee Edit forms to maintain your W-2 data; however, you will need to create, print, and e-file your W-2s via Aatrix. For more information, see File W-2s Using Aatrix.

You will also use Aatrix to create and submit corrected or replaced W-2 e-files. For more information, see Make Corrections to Regulatory Filings via Aatrix.

Additional changes made for the Aatrix transition are as follows:

  • Removed the Preview/Print W2 and Electronic Filing options from the File and Tasks menus in PR W-2 Process.
  • Disabled the Resubmittal and WFID fields in PR W-2 Process, Info tab, as resubmittals of W-2s are now handled directly in Aatrix. However, these field remain visible to preserve historical data.
  • Added the PR W2 Preview Report and PR W2 Local Details reports to the form report menu ((Options > Reports) in PR W-2 Process.
  • Removed the following reports, as they are no longer being used:
    • PR W2 Employee Run (ID# 862)
    • PR W2 Employee Run Attach (ID# 863)
    • PR W2 Local Order (ID# 866)
    • PR W2 State Order (ID# 868)

T4 Reporting (Canada)

Aatrix is now required for T4 reporting. As a result, the PR Canada T4 Generate form is no longer available in Vista.

You will still use the PR Canada T4 and PR Employee T4 Slips forms to maintain your T4 data; however, you will need to create, print, and e-file your T4s via Aatrix. For more information, see Create and Submit T4s Using Aatrix.

You will also use Aatrix to create and submit corrections to T4s. For more information, see Make Corrections to Regulatory Filings via Aatrix.

In addition, the following changes were made:
  • In the PR Canada T4s form, removed the Generate T4 option from the Tasks menu
  • In PR Employee T4 Slips:

    • Disabled the Return Type field on the T4 Slips Grid tab. This field was previously used to designate if a T4 slip was corrected or canceled; however, you must now use Aatrix to correct or cancel a T4 slip, so this field is no longer needed. The Return Type field remains visible to preserve historical data.

    • The T4 Flag checkbox on the T4 Slips Grid tab was previously used for targeted selection of slips when generating additional T4 slips for a tax year in the PR Canada T4 Generate form. This flag is not used by Aatrix, but remains enabled for targeted selection when running the PR Canada T4 Slip Review report.

  • Removed the following reports, as they are no longer being used:
    • PR Canada T4 Summary (ID# 1062)
    • PR Canada T4 Slip (ID# 1066)
    • PR Canada T4 Slip No Form (ID# 1109)
    • PR T4 Reconciliation Report (ID# 1151)

T5018 Reporting (Canada)

Aatrix is now required for T5018 reporting. As a result, the AP Electronic File Generate form is no longer available in Vista.

You will still use the AP T5018 Payments form to maintain your T5018 data; however, you will need to create, print, and e-file your T5018s via Aatrix. For more information, see Generate T5018 Reports Using Aatrix.

You will also use Aatrix to create and transmit amended T5018s. For more information, see Make Corrections to Regulatory Filings via Aatrix.

In addition, the following changes were made the AP T5018 Payments form:
  • Removed the Generate E-file option from the Tasks menu
  • Disabled the Return Type field on the Vendor Payments tab. This field was previously used to designate if a T5018 slip was amended; however, you must now use Aatrix to amend a T5018, so this field is no longer needed. The Return Type field remains visible to preserve historical data.
  • Removed the following reports, as they are no longer being used:
    • AP Canada T5018 Slip (ID# 1064)
    • AP Canada T5018 Summary (ID# 1065)
Note: You can get additional information about year-end processing for Canada and the United States via the Viewpoint Academy. Click on the links below for more information.

Vista 2021 Year-End for Canada

Vista 2021 Year-End for U.S. Customers

Affordable Care Act (ACA) Reporting Changes for 2021

Affordable Care Act reporting has been updated to meet IRS 2021 specifications. These changes are as follows:

  • PR ACA Initialize - Modified the initialization process to support changes to 1094s and 1095s for reporting year 2021. This includes the addition of two new 1095-C Offer Codes to the 1095-C Offer Code drop-down:

    • 1T - HRA, residence ZIP, employee/spouse

    • 1U - HRA, workplace ZIP, employee/spouse

    In addition, the initialization process now calculates employee age as of January 1 of the specified tax year when 1T or 1U exists for the employee.

    Note: This Employee Age value is required only if the employee was offered an individual coverage HRA during the tax year.

    The initialization process has also been modified to record appropriate values for ZIP Code (Line 17) in relation to new coverage codes 1T and 1U.

  • HR ACA Coverage Offer Init - Added two new offer codes to the Offer Code drop-down:
    • 1T - HRA, residence ZIP, employee/spouse
    • 1U - HRA, workplace ZIP, employee/spouse
  • HR Resources, ACA History tab - Two new Series One codes were added to the Series One Code drop-down:
    • 1T - HRA, residence ZIP, employee/spouse
    • 1U - HRA, workplace ZIP, employee/spouse

Using a Vendor SSN instead of EIN in AP Vendors

You can now choose to use a vendor's Social Security Number or Employer Identification Number in the Tax ID # field of AP Vendors, Add'l Info tab.

To enable identifying the Tax ID value, a new EIN/SSN drop-down was added to the AP Vendors form. Just select either EIN or SSN to indicate what the Tax ID value represents.
Note: When you enter the vendor's Tax ID, make sure you omit dashes and spaces.

Check Issue Status

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