Peter Wen

Peter Wen

47 posts
2022
members

3.0.8

Peter Wen
Peter Wen
Excel line zero import fix. In app subscription with Chargebee. Prep for 2022 Tax Categories (preliminary). Form 1065 Retirement Plans tax categories for Lacerte. Form 1065, Schedule K tax categories…
2022
members

3.0.7

Peter Wen
Peter Wen
M-1 and Sort order bug fixes.…
members

3.0.6

Peter Wen
Peter Wen
CCH Axcess Set API Keys. Set CCH API KeyWe're making it easier to get set up with CCH Axcess, by allowing you to manage your API Keys. Scrollbars! We're making…
2022
members

3.0.5

Peter Wen
Peter Wen
Tax-planning. User invite text changes. Xero data pull minor fix.…
2022
members

3.0.4

Peter Wen
Peter Wen
Templating line numbers fixed. Schedule K fixes.…
2022
members

3.0.3

Peter Wen
Peter Wen
You can now import a Trial Balance without Account Types. Fix on Journal Entry decimals.…
members

3.0.2

Peter Wen
Peter Wen
New! Xero sign up and sign in. If you are a Xero user, you can create a new Tallyfor account with your Xero log in! See our Xero app page.…
members

3.0.1

Peter Wen
Peter Wen
M-1 report fixes.…
members

3.0.0

Peter Wen
Peter Wen
We've made some improvements we think you will love! Hold Shift+click to select a range of account lines.We're making it easier to select multiple account lines to code.…
members

2.6.11-hotfix

Peter Wen
Peter Wen
Smaller fixes, including some for Lacerte import.…
members

2.6.11

Peter Wen
Peter Wen
UltraTax 1065 Rent field corrected. Template improvements.…
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.…