members

2.6.10

Peter Wen
Peter Wen
Some extra conveniences on the tax categories. For 2021, we've included "Do Not Map" categories for each Account Type, (eg. Income, Expenses, Assets, Liabilities, and Equity). This way if you…
members

2.6.9-hotfix

Peter Wen
Peter Wen
Ooops fix (rollback) of Excel No Account Type 🐞.…
2022
members

2.6.9

Peter Wen
Peter Wen
Improvements.Some important Reporting and import features in this release. Trial Balance Comparison.On the Trial Balance Report, you can now select a prior year, or different version Trial Balance…
2022
members

2.6.8

Peter Wen
Peter Wen
Improvements.Improvements to inviting a user. A user now receives an email when they are invited. QuickBooks Report Imports Import QuickBooks Online and QuickBooks Desktop Reports. Tallyfor automatically recognizes the…
members

2.6.7-hotfix

Peter Wen
Peter Wen
Bug fixes on Excel importer. Other backend tooling.…
2022
members

2.6.7

Peter Wen
Peter Wen
Improvements.We made the billing page easier to access. You can review the ATB's you have accessed and your online purchase history. (Enterprise subscription plans not currently displayed here.)…
2022
members

2.6.6-hotfix

Peter Wen
Peter Wen
New!We redesigned our homepage! Tax Planning and Visualization coming soon! Lots more good stuff here. Login is now accessible from the homepage. Tallyfor Balance is now located at app.…
2022
members

2.6.6

Peter Wen
Peter Wen
Some important improvements as we release more during the tax off-season. New!Import QuickBooks Online (QBO) reports. This means you don’t need to have direct access your clients QuickBooks…
2022
members

2.6.5

Peter Wen
Peter Wen
Schedule C Import from QuickBooks Self Employed Date fix. Other Tooling.…
2022
members

2.6.4

Peter Wen
Peter Wen
Lacerte Schedule E multiple fix,…
2022
members

2.6.3-hotfix

Peter Wen
Peter Wen
CCH Axcess G/L Direct Accumulated Depreciation and Contra Accounts sign fix for import.…
2022
members

2.6.2

Peter Wen
Peter Wen
1065 Lacerte Attached Statements, Contra Accounts. SchC Lacerte Prefix fixed.…
2022
members

2.6.1 (Feb 13, 2022)

Peter Wen
Peter Wen
Drake 1120 Mappings corrected CCH Meals G/L Direct and API mappings.…
2022
members

2.6.0 (Feb 10, 2022)

Peter Wen
Peter Wen
CCH Axcess OAuth login UltraTax…
members

2.5.4-hotfix (Feb 2, 2022)

Peter Wen
Peter Wen
Minor wording and marketing fixes Schedule C download fixed…
members

2.5.3-hotfix (Jan 30, 2022)

Peter Wen
Peter Wen
Alphabetical sort of account name. Account Names now sort alphabetically when they are imported. This includes sorting after a Tax Categorization has been made, and includes group names as well.…
2022
members

2.5.2-hotfix (Jan 28, 2022)

Peter Wen
Peter Wen
Schedule C Other interest and Mortgage interest have been renamed to be clearer.  You can Search "Interest" or "Mortgage" or "Other" Do Not Map categories have been added for all…
2022
members

2.5.1-hotfix (Jan 10, 2022)

Peter Wen
Peter Wen
Lacerte export file to conform to account number limitations.…
2021
members

2.5.0 (Dec 31, 2021)

Peter Wen
Peter Wen
It's our last release of 2021 and we've got a lot to catch you up on! Most importantly, Tallyfor is ready for 2021! 2021Tax categories are ready for 2021 across…
2021
members

2.1.0-hotfix through 2.4.0 summary (Aug 21, 2021 through Dec 11, 2021)

Peter Wen
Peter Wen
2.4.0 (Dec 11, 2021) Better import error messaging. 2.3.1 (Nov 11, 2021) Backend tooling. 2.3.0 (Oct 17, 2021) Auto categorization. (fuzzy logic) 2.2.…
Explore topics