What's New

NS Quill What Is New For NoteSmith 2018

Details about the more significant features of the latest release appear below, most of which were based on user feedback during the year. The new annual version is available to first time customers starting in October/November and to renewal subscribers in January.

New, revised, or updated for NoteSmith, NoteSmith Pro, and NoteSmith Net

  • Online filing of IRS 1098; print entire 1098, 1099-A, or 1099-C payor/payee B and C copies on blank paper; only the new NoteSmith┬« can submit files or fill in the new IRS forms due January 2018
  • New IRS 1098 now includes a field for reporting the number of properties (in excess of one) that secure a single mortgage; now includes a field for entering the actual note origination date; is now a two up form with additional loan information required; read the IRS instructions!
  • New IRS Form 4419 for requesting a Transmitter Control Code (TCC) for electronic filing of 1098 and 1099-INT
  • New IRS Bankruptcy Form 410 for Proof of Claim, replacing previous Form B10
  • Warning that loan numbers and investor codes should not include spaces or certain punctuation for use with credit bureau, IRS, and personal web site exporting
  • Numerous minor features added based on user feedback, including more instructions and warnings
  • Download the complete future year Flash Drive from Help, Technical Support near year end, receive Installation Guide and Media Key by email
  • Technical support is available weekends in January for installation issues and importing older data

New, revised, or updated for NoteSmith Pro and NoteSmith Net

  • Electronic filing of new IRS 1098 now includes a field for reporting the number of properties (in excess of one) that secure a single mortgage
  • Plain paper printing of B&C copies of 1099-INT including new state version due January 2018, paper or electronic filing of 1099-INT
  • Plain paper printing of the latest IRS 6252
  • Optional web sites add new Due Dates and Register pages, can be filtered by investor for privacy; site is one column formatted for use on mobile devices
  • More network error messages and folder checks to help when installation directions were not followed

NS Quill What Was New For NoteSmith 2017

Details about the more significant features of the previous release appear below.

New, revised, or updated for NoteSmith, NoteSmith Pro, and NoteSmith Net

  • Online filing of IRS 1098; print entire 1098, 1099-A, or 1099-C payor/payee B and C copies on blank paper; only the new NoteSmith can submit files or fill in the new IRS forms due January 2017
  • New IRS 1098 is now a two up form with additional loan information required; for real estate interest paid and no longer just home mortgage deductions; refer to the index of the new manual for recording payments with mortgage insurance premiums (MIP), editing accounts for collateral address, and printing for paper filers using the new two up forms; be sure to read the latest IRS instructions!
  • Warning that loan numbers and investor codes should not include spaces or certain punctuation for use with credit bureau, IRS, and personal web site exporting
  • Tools, Receipts offers Lookup and Loan Number order
  • Encrypt on Exit includes escrow agencies for privacy
  • Aging and Collections reports show balance owed to the investor, not payor balance for discount purchases
  • File, Company Configuration prevents saving with the name NEW
  • File, Setup can be exited with or without saving changes
  • Settings are stored in two files, one for the data and one for the computer, to make backup/restore between different hardware simpler and quicker
  • New progress thermometer and zip routine replace outside "black boxes" that caused installation errors
  • Installation reduced to a single Setup file to save time and eliminate program errors
  • Double encryption of online backups for added security
  • More complex password required for online backup
  • Support for high resolution monitors and Windows 10 font size settings
  • Multi-tab screens each have Alt+Key combinations
  • Numerous minor features added based on user feedback, including more instructions and warnings
  • Download the complete future year Flash Drive from Help, Technical Support near year end, receive Installation Guide and Media Key by email
  • Technical support is available weekends in January for installation issues and importing older data

New, revised, or updated for NoteSmith Pro and NoteSmith Net

  • Plain paper printing of 1099-INT Copy B and C, paper or electronic filing of 1099-INT Copy A
  • Plain paper printing of the latest IRS 6252
  • File, Company Configuration, IRS stores 10 character PIN field newly required for electronic filing
  • Optional web sites add new Due Dates and Register pages, can be filtered by investor for privacy; site is one column formatted for use on mobile devices
  • New PDF5 installer for PDF Converter under Windows 7 through 10, both 32 bit and 64 bit
  • More network error messages and folder checks to help when installation directions were not followed