Peter Wen

Peter Wen

86 posts
2023
members

3.2.9

Peter Wen
Peter Wen
Bug fixes, 8825 Report Download.…
2023
members

3.2.8

Peter Wen
Peter Wen
Workspaces…
2023
members

3.2.7

Peter Wen
Peter Wen
Do Not Map Tax Categories no longer are produced on the tax output file. This makes import into the tax products even simpler.…
2023
members

3.2.6

Peter Wen
Peter Wen
Worklesspapers.…
2023
members

3.2.5

Peter Wen
Peter Wen
Client Creation Bug Fix…
2023
members

3.2.4

Peter Wen
Peter Wen
Allow Admins to Change Return Type…
members

3.2.3

Peter Wen
Peter Wen
Whoopsie. Rolling back recent changes.…
2023
members

3.2.2

Peter Wen
Peter Wen
M-1 ImprovementsWe've added Tallybot to help with your M-1 adjustments. For Non-taxable income and Non-deductible expenses, (the most common M-1 types), simply select the M-1 tax categories and Tallybot will…
2023
members

3.2.1

Peter Wen
Peter Wen
Back end tooling.…
2023
members

3.2.0

Peter Wen
Peter Wen
Tallyfor Workspaces. If you are adding team members under the same Workspace (domain), we now make it easier for them to join that Workspace.…
2023
members

3.1.23

Peter Wen
Peter Wen
Minor cleanup.…
2023
members

3.1.22

Peter Wen
Peter Wen
Prep for new features.…
2023
members

3.1.21

Peter Wen
Peter Wen
Prep for new features…
2023
members

3.1.20

Peter Wen
Peter Wen
Auto fill Intuit ProConnect! Get it here. Tallyfor Connect: Auto-fill tax formsAuto-fill tax forms on popular tax productsChrome Web StoreWe released Tallyfor Connect for Intuit ProConnect. See it in action…
2023
members

3.1.19

Peter Wen
Peter Wen
JE Memo fix and CCH ProSystemfx codes.…
2023
members

3.1.18

Peter Wen
Peter Wen
Minor updates…
2023
members

3.1.17

Peter Wen
Peter Wen
Our sticky Account Type headers were interfering with drag and drop, so we fixed drag and drop but had to remove the sticky headers. Don't worry, we'll bring them back!…
2023
members

3.1.15 & 3.1.16

Peter Wen
Peter Wen
We fixed a templating bug in which account numbers were not being assigned to groups and when duplicate account numbers were assigned to tax groups and tax only accounts.…
2023
members

3.1.14

Peter Wen
Peter Wen
Alrighty! We now can serve CCH ProSystem fx.…
2023
members

3.1.13

Peter Wen
Peter Wen
Backend & CI improvements.  Whee!! Ask us if you are curious.…