24 Dec 2013

New CaseLink Office Version Releases this Month

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BMS | CaseLink OfficeNew CaseLink Office Version Releases this Month

Includes support for the latest 1099/1096 Tax Forms 


A new version of our CaseLink Office software will be released in the coming days and includes specific features to support your ability to print to the newest versions of Forms 1099-INT, 1099-MISC and 1096 issued by the IRS.

When you log into CaseLink Office, you will be prompted to upgrade. You may also check for updates within your CaseLink Office software. When the upgrade appears, download and install it.

Please make sure to perform the upgrade immediately to take advantage of the ability to print the newest tax forms, but certainly no later than Friday, January 31, 2014.

CaseLink Online Users

CaseLink Online users will be upgraded on the evening of Thursday, January 16th after 5:00 pm PST. Please log out by the 5:00 pm deadline in order to allow BMS to perform the upgrade. When you log back in on Friday, January 17th, you will be able to print onto the newest IRS tax forms.

Reminder about LITE

Remember, as with any CaseLink Office upgrade, please make sure to sync your LITE exports before you begin the upgrade process. Also, please make sure to upgrade all systems in your office – including any systems running LITE.

Questions about Upgrading?

Please contact the BMS Support Center at 800-634-7734 ext. 6, or via email.