PropertyBoss Updates

Released 11/12/2026


Bugs

  • The A185 Move Out Reconciliation Report 'Amount Due Property' total can be cut off at the page break due to the amount of data in the report. The report has been adjusted to accommodate as much data as possible without rewriting the report.


Enhancements

  • ‘Accounting File’ and ‘E-Payment Account Name’ data fields added to RentRoll Merlin 'Layout' selection area. These fields are now available for custom reports. 
  • New fields have been added to several areas of PropertyBoss:
Field NameLocationDetails
CountryVendor Notebook
  • Existing Vendors had the field value defaulted to 'United States'. 
  • Clients must update any Vendor who is not in the United States. 
  • Creating a new Vendor requires the user to select the country as part of data entry. 
  • Options are limited to United States, Mexico, Canada, and Other. 
CountryProperty Notebook for Association Management 
  • Existing Properties had the field value defaulted to 'United States'. 
  • Clients must update any Property that is not in the United States. 
  • Creating a new Property requires the user to select the country as part of data entry. 
  • Options are limited to United States, Mexico, Canada, and Other.
Tax ID Type
Owner Notebook
This drop-down defines which type of ID is being reported: a business EIN or a personal SSN. 
Tax ID TypeVendor NotebookThis drop-down defines which type of ID is being reported: a business EIN or a personal SSN. 



The following sections detail additions and changes specific to the 1099 process in PropertyBoss.


General 1099 Changes

  • New Vendor Notebook 'Tax ID Type' field is displayed in 1099 NEC print and export workflows.
  • New Owner Notebook 'Tax ID Type' field is displayed in 1099 MISC print and export workflows. 
  • New Vendor Notebook 'Country' field is displayed in 1099 NEC print and export workflows. Standard PB Countries United States, Mexico, and Canada appear as USA, MEX, and CAN abbreviations. Selecting 'Other' for Country results in blank value for the required field on 1099 print/export. 
  • Existing Owner Notebook 'Country' field is displayed in 1099 MISC print and export workflows. Standard PB Countries United States, Mexico, and Canada appear as USA, MEX, and CAN abbreviations. Selecting 'Other' for Country results in blank value for the required field on 1099 print/export.
  • 1099Fire Change: Clients who e-File with third-party provider, 1099Fire, will follow our standard workflow 'Generate 1099 export file when using Third-Party e-File Provider'. The User will select the save location of the export file on their local machine. Once downloaded and reviewed, the Client will work with their 1099Fire representative to provide them with the exported data. PropertyBoss will NOT interface directly with 1099Fire this year. 


Form 1096 Notes

  • The 1096 form has been updated to the December 2026 revision. 
    • Suggested margins* for printed forms are 150 / 150, printed to Your Local Printer.


1099 NEC (V280 Report) Notes

  • The 1099 NEC form has been updated to the December 2026 revision. 
    • Suggested margins* for printed forms are 150 / 150, printed to Your Local Printer.


1099 MISC (O280 Report) Notes

  • The 1099 MISC form has been updated to the December 2026 revision. 
    • Suggested margins* for printed forms are 150 / 150, printed to Your Local Printer.


*Recommended margin settings are based on 1099 forms purchased from Office Depot but are intended as a starting point only. Forms may be purchased from any supplier, and adjustments may be needed based on the form, printer settings, and other printing variables.