Vista 2023 R2.01

This release contains regulatory changes for the United States and Canada, as well as defect fixes that apply to all geographies.

Note: You can get additional information about year-end processing for the United States and Canada via the Viewpoint Academy. Select the links below for more information.

Vista 2023 Year-End for U.S. Customers

Vista 2023 Year-End for Canada

Aatrix Auto Updates

Aatrix has implemented an auto update process which provides users with the latest updates without them having to manually run an update process.

The changes implemented are as follows:

  • When you first launch an Aatrix report after the auto-update rollout (by selecting History or Continue in the report launcher), a new "Forms Update" window displays with multiple update options (Automatic Update, Download Update, Continue Expired, and Cancel). Select the Automatic Update option and Aatrix will run an update which includes setting up an update task in the Windows Task Scheduler (one-time setup only). The Aatrix task is set to run hourly, checking for any updates and then running the updates as applicable.
    Note: The task set up by Aatrix is titled based on the vendor code (for example, VST060AatrixAutoUpdate).

    Once this initial setup is completed, the only time you should encounter the Forms Update screen is when you attempt to run an Aatrix report between two scheduled runs and an update is found. For example, if an update task is run at 10:00 AM and you select to run an Aatrix report at 10:45 AM (15 min prior to the next run), if the system determines an update exists, it displays the Forms Updater window. When this happens, it is recommended that you select Cancel and wait for the next scheduled task to run to get the Aatrix update.

    Note: If you select the Continue Expired option, your report will run without the required update; however, Aatrix will mark it as expired and you will be unable to file the report. Additionally, if your report is still running when the next scheduled task is run, it will interfere with the update.
  • Another change implemented for this feature is a new warning that displays if you attempt to run an Aatrix report when either the update task or another Aatrix report is running. In this case, the system displays the following message: "Aatrix is currently in use or being updated; please try again in a few minutes". You will need to cancel out and wait until the report is closed or the update is complete.
  • Vista no longer runs Aatrix updates, so you will no longer receive the Vista prompt to update Aatrix, nor will you see the red message displayed on the report launcher screen.
    Note: If you do not have Aatrix on your system and you attempt to run a report, a dialog box appears, directing you to a download URL (https://updates.aatrix.com.s3.amazonaws.com/web/Vista/AatrixVistaTaxForms.exe). You must install Aatrix to continue. For more information, see Enable Aatrix on a Workstation.

Auto-Update Aatrix Tax Types for Deductions/Liabilities

When you launch the PR Deductions/Liabilities form, the system now automatically updates the Aatrix Tax Types table when tax type code changes are detected (from an Aatrix update). Although the system does not display a message indicating an update has occurred, the F4 lookup from the Aatrix Tax Type field will display the updated list.

Access the 1099 TIN Verification Form via Aatrix

You can now access the TIN Verification Form when reporting 1099s via Aatrix. When you select Launch Aatrix from the AP 1099 Aatrix Print and eFile form, the Form Type field now includes the TIN Verification Form.

Note: Although Vista allows you to set up multiple 1099s types, Aatrix only supports DIV, INT, MISC and NEC; therefore, the TIN Verification Form will only populate with vendors and data for these four 1099 types.

Updated Federal W-2 eFile Export (US)

When generating electronic W-2 files using the PR Generate W-2 e-File form, if you specify a state in the State Filter field, the export file will now contain RS (State) and RV (State Total) records.

Updated AP 1099 NEC Recipient Copies Report (US)

The AP 1099 NEC Recipient Copies report has been redesigned in a 3-up format. Previously, the report was in a 2-up format. The redesigned report is intended to be printed on the NEC5108 paper stock from Viewpoint Business Forms, which has the needed 3-up format.

Changes included are as follows:
  • The report output now aligns with perforations on 3-up stock (NEC5108). Previously, the report used a 2-up layout.
  • Image areas for the mailing address and return address now align with windows on the standard envelope (DW19WS) for 3-up perforated stock.
  • Report prints a single Copy B and a single Copy 2 on each sheet of paper stock, leaving the third (bottom) position on the page blank.

Canada Pension Plan Enhancement: Step 2 (CPP2)

Beginning in 2024, the CRA is introducing a second, higher earnings limit for CPP. This new limit, known as the year's additional maximum pensionable earnings, does not replace the original limit, rather it creates 2 different ranges of earnings that are protected by CPP:

  • Original range - goes to the original limit
  • Additional Range - for earnings between the original limit and the new limit. This range only affects employees whose annual earnings exceed the original earnings limit.

These changes were implemented as follows:

PR Deductions/Liabilities
The following fields were updated:
  • Federal Type - Added two new options to the drop-down menu: 6-CPP2 and 7-QPP2
  • Routine - Added a new CPP2 routine option to the Routines Lookup (F4)

During installation of this release, for qualifying companies, the system automatically creates one CPP2 deduction code and one CPP2 liability code. In addition, where appropriate, it will also create one QPP2 deduction code and one QPP2 liability code. When creating the new codes, the system will use the next available deduction/liability code value and set certain values, such as the GL Account, Accounts Payable info, Aatrix Type Type, and basis codes, to match those defined for the CPP or QPP code designated in PR Federal Info.

Qualifying companies are those that meet all of the following conditions:

  • The company is set up as a Canadian company; that is, the Default Country in HQ Company Setup is CA
  • In the PR Federal Info form, the following is true:
    • In the CPP Deduction field, you have designated a valid CPP deduction code; that is, the code has a Federal Type of 2-CPP and a minimum of one basis code set up in PR Deductions/Liabilities (Basis Codes tab)
    • In the CPP Liability field, you have designated a valid CPP liability code; that is, the code has a Federal Type of 2-CPP and has a minimum of one basis code set up in PR Deductions/Liabilities (Basis Codes tab)
Note: It is important that you review the new CPP2 and QPP2 deduction and liability codes in PR Deductions/Liabilities (especially the GL Account values), before you run your first payroll with a pay period end date in 2024.

For any PR Company, you can identify the CPP2 and QPP2 deduction and liability codes by inspecting the PR Federal Info form, where they are designated. Most settings on these new deductions and liabilities are configured during installation exactly as required by Vista payroll and CRA rules for 2024 (when the deductions and liabilities automatically become effective), and should not be changed.

By contrast, you should review and possibly adjust the following settings:
  • GL Account
  • Accounts Payable configuration (on Addl Info tab)
  • Aatrix Tax Type (on Addl Info tab)

Initial values for these settings are replicated from related existing deductions and liabilities. For instance, the new CPP2 deduction code adopts those settings from the existing CPP deduction code, the CPP2 liability code from the CPP liability code, and so on. In most cases, initial values for those settings will be correct as is.

PR Federal Info
Four new fields were added to this form:
  • CPP2 Deduction
  • CPP2 Liability
  • QPP2 Deduction
  • QPP2 Liability

The system will automatically populate these fields (for qualifying companies) using the new CPP2 and QPP2 deduction and liability codes set up during installation.

PR Routines
Added a new Canada Pension Plan 2 (CPP2) routine (bspPRCPP2) and assigned it to the new CPP2 and QPP2 deduction codes set up during installation.
PR Payroll Process
Modified to include CPP2 and QPP2 calculations. Deductions and liabilities for CPP2 and QPP2, as appropriate, will be calculated automatically beginning with the first payroll with a pay period end date in 2024. The system is fully configured for CPP2 and QPP2 during installation of the feature set, and there is no need for you to turn on the feature. Calculations start up automatically in 2024.
Note: Calculation results for CPP and QPP are unchanged, with one notable exception: Per Revenu Quebec requirements, effective 1 January 2024, QPP is no longer calculated for the employee as of the first pay period ending date in January of the year following the year in which the employee turns 72. (Previously, there was no upper age limit for employee contributions to QPP.)

Canada 2024 Tax Updates

Tax routines are effective as of 2024/01/01.

ProvinceProcedure Name / Details
EI, CPP, QPP Limits and Rates

The system has been updated with the new EI/CPP/CPP2/QPP/QPP2 rates and limits needed for generating the PR PIER report and for the T4 employee initialization process for tax year 2024.

Important: You still need to update the rates and limits in the PR Deductions/Liabilities form before you process your first payroll in 2024. For more information about setting T4 information, see Set T4 Information for the Current Tax Year.
Federal bspPR_CA_FWT_R10_24
Alberta bspPR_CA_ABT24
British Columbia bspPR_CA_BCT24
Manitoba bspPR_CA_MBT24
New Brunswick bspPR_CA_NBT24
Newfoundland and Labrador bspPR_CA_NLT24
Northwest Territories bspPR_CA_NTT24
Nova Scotia bspPR_CA_NST24
Nunavut bspPR_CA_NUT24
Ontario bspPR_CA_ONT24
Prince Edward Island bspPR_CA_PET24
Quebec bspPR_CA_QCT24
Saskatchewan bspPR_CA_SKT24
Yukon bspPR_CA_YTT24

Canadian Bonus Tax

Updated the Canadian Bonus Tax routine (bspPRBonusTaxCA) to meet the new CRA requirements regarding CPP2 and QPP2, as defined in the T4127 (119th Edition) document. Changes are effective as of 2024/01/01.

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.